Purchases and Sales Made in Q4 2023 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q4 2023. The information is specifically focused on institutions that hold shares of ISHARES IBOXX $ INVESTMENT GRA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
6.52K+ 815.12% |
$641K - $726K
|
7.32K
$772K
|
|
|
Jan 17, 2024
Q4 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
6.45K+ 5.32% |
$634K - $718K
|
128K
$13.5M
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
6.44K+ 11.97% |
$633K - $717K
|
60.3K
$6.35M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.4K+ 76.02% |
$629K - $713K
|
14.8K
$1.56M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.15K+ 1.66% |
$605K - $685K
|
377K
$39.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
6.13KNew |
$602K - $683K
|
6.13K
$646K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.11K+ 6.99% |
$601K - $681K
|
93.5K
$9.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
6.11KNew |
$601K - $681K
|
6.11K
$644K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6.09K+ 232.7% |
$599K - $678K
|
8.71K
$918K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
6K+ 27.3% |
$589K - $668K
|
28K
$2.95M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5.96KNew |
$586K - $664K
|
5.96K
$629K
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
5.92K+ 25.5% |
$582K - $659K
|
29.1K
$3.07M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
5.89KNew |
$579K - $656K
|
5.89K
$621K
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
5.89KNew |
$578K - $655K
|
5.89K
$620K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
5.87KNew |
$576K - $653K
|
5.87K
$618K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
5.76K+ 90.74% |
$566K - $642K
|
12.1K
$1.28M
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
BUY
|
- |
5.75K+ 133.95% |
$565K - $640K
|
10K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.59K+ 13.87% |
$549K - $623K
|
45.9K
$4.84M
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
5.59KNew |
$549K - $622K
|
5.59K
$589K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
5.52K+ 15.75% |
$542K - $614K
|
40.5K
$4.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
5.45KNew |
$536K - $607K
|
5.45K
$574K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
5.4K+ 3.39% |
$531K - $602K
|
165K
$17.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
5.39K+ 33.1% |
$530K - $600K
|
21.7K
$2.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.34K+ 57.9% |
$525K - $595K
|
14.6K
$1.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
5.28KNew |
$519K - $588K
|
5.28K
$557K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
5.13K+ 39.46% |
$504K - $571K
|
18.1K
$1.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
5KNew |
$491K - $557K
|
5K
$527K
|
|
|
Oct 15, 2024
Q4 2023
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
4.96KNew |
$487K - $552K
|
4.96K
$523K
|
|
|
Feb 09, 2024
Q4 2023
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
4.93KNew |
$484K - $549K
|
4.93K
$520K
|
|
|
Feb 07, 2024
Q4 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
4.89KNew |
$480K - $544K
|
4.89K
$515K
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
4.86KNew |
$477K - $541K
|
4.86K
$512K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.84K+ 158.47% |
$475K - $539K
|
7.89K
$832K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
4.8K+ 2.4% |
$472K - $535K
|
204K
$21.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.75K+ 51.18% |
$467K - $529K
|
14K
$1.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.67K+ 123.34% |
$459K - $520K
|
8.46K
$892K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.64K+ 120.18% |
$456K - $517K
|
8.5K
$896K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
4.59KNew |
$451K - $511K
|
4.59K
$484K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
4.49KNew |
$441K - $500K
|
4.49K
$473K
|
|
|
Mar 05, 2024
Q4 2023
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.48KNew |
$440K - $499K
|
4.48K
$472K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.47K+ 48.68% |
$439K - $497K
|
13.6K
$1.44M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.46K+ 33.13% |
$439K - $497K
|
17.9K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Propel Bio Management, LLC
Los Angeles, CA |
BUY
|
- |
4.46KNew |
$438K - $496K
|
4.46K
$470K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
4.45K+ 7.33% |
$438K - $496K
|
65.2K
$6.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
4.44K+ 45.67% |
$436K - $494K
|
14.2K
$1.49M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4.42KNew |
$435K - $493K
|
4.42K
$466K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
4.32K+ 75.43% |
$424K - $481K
|
10K
$1.06M
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
4.3KNew |
$423K - $479K
|
4.3K
$453K
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
4.3K+ 122.89% |
$423K - $479K
|
7.8K
$822K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
4.19K+ 21.87% |
$412K - $467K
|
23.4K
$2.46M
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
4.19KNew |
$412K - $466K
|
4.19K
$441K
|