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 |
|---|---|---|---|---|---|---|---|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
BUY
|
- |
4.18K+ 13.31% |
$410K - $465K
|
35.6K
$3.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.05KNew |
$398K - $450K
|
4.05K
$426K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4K+ 40.05% |
$393K - $446K
|
14K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4K+ 9.5% |
$393K - $446K
|
46.1K
$4.86M
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
3.9K+ 3.11% |
$383K - $435K
|
129K
$13.6M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3.9KNew |
$383K - $434K
|
3.9K
$411K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.86KNew |
$379K - $430K
|
3.86K
$407K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
3.85KNew |
$379K - $429K
|
3.85K
$406K
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
3.81KNew |
$375K - $425K
|
3.81K
$402K
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
3.78K+ 21.1% |
$371K - $421K
|
21.7K
$2.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.76KNew |
$370K - $419K
|
3.76K
$397K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.75KNew |
$369K - $418K
|
3.75K
$396K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
3.75K+ 74.49% |
$369K - $418K
|
8.79K
$927K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
3.73KNew |
$367K - $416K
|
3.73K
$394K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.72K+ 27.29% |
$366K - $414K
|
17.4K
$1.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
3.69K+ 12.77% |
$362K - $410K
|
32.5K
$3.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.67KNew |
$361K - $409K
|
3.67K
$387K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.61K+ 63.76% |
$354K - $402K
|
9.26K
$976K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.54K+ 87.96% |
$347K - $394K
|
7.55K
$796K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.53K+ 23.23% |
$347K - $393K
|
18.7K
$1.97M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
3.47K+ 8.02% |
$341K - $387K
|
46.8K
$4.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.46KNew |
$340K - $385K
|
3.46K
$364K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.46K+ 2.5% |
$340K - $385K
|
142K
$15M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.44K+ 24.82% |
$338K - $383K
|
17.3K
$1.82M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
3.37KNew |
$332K - $376K
|
3.37K
$356K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.37K+ 44.3% |
$331K - $375K
|
11K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.3KNew |
$324K - $367K
|
3.3K
$348K
|
|
|
Jan 31, 2024
Q4 2023
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
3.27KNew |
$321K - $364K
|
3.27K
$345K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
3.25KNew |
$320K - $362K
|
3.25K
$343K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.21KNew |
$316K - $358K
|
3.21K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.2K+ 44.65% |
$314K - $356K
|
10.4K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.15KNew |
$310K - $351K
|
3.15K
$332K
|
|
|
Jan 17, 2024
Q4 2023
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
3.13KNew |
$307K - $348K
|
3.13K
$330K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
3.12K+ 9.3% |
$307K - $348K
|
36.7K
$3.87M
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
3.07KNew |
$301K - $341K
|
3.07K
$323K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
3.03K+ 3.6% |
$298K - $337K
|
87.2K
$9.19M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
2.99K+ 77.05% |
$294K - $333K
|
6.88K
$725K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.97K+ 33.86% |
$292K - $331K
|
11.7K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.94KNew |
$288K - $327K
|
2.94K
$309K
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
2.84KNew |
$279K - $316K
|
2.84K
$299K
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2.83KNew |
$278K - $315K
|
2.83K
$298K
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
2.82K+ 84.51% |
$277K - $314K
|
6.16K
$649K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.79K+ 20.79% |
$274K - $310K
|
16.2K
$1.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
2.78K+ 35.78% |
$274K - $310K
|
10.6K
$1.11M
|
|
|
Jan 29, 2024
Q4 2023
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
2.74KNew |
$270K - $305K
|
2.74K
$289K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.74K+ 59.89% |
$270K - $305K
|
7.32K
$772K
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.63KNew |
$258K - $293K
|
2.63K
$277K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.6K+ 7.74% |
$255K - $289K
|
36.1K
$3.81M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
2.57K+ 2355.05% |
$252K - $286K
|
2.68K
$282K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
2.57K+ 2355.05% |
$252K - $286K
|
2.68K
$282K
|