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 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.54K+ 14.27% |
$250K - $283K
|
20.3K
$2.14M
|
|
|
Feb 09, 2024
Q4 2023
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
2.53K+ 15.65% |
$248K - $282K
|
18.7K
$1.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.52K+ 77.99% |
$248K - $281K
|
5.75K
$606K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.48KNew |
$244K - $276K
|
2.48K
$261K
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.46KNew |
$242K - $274K
|
2.46K
$259K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.43K+ 13.64% |
$239K - $271K
|
20.3K
$2.14M
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.43KNew |
$239K - $270K
|
2.43K
$256K
|
|
|
Feb 13, 2024
Q4 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
2.43K+ 19.94% |
$239K - $270K
|
14.6K
$1.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.41K+ 47.82% |
$237K - $269K
|
7.46K
$786K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.37K+ 169.9% |
$232K - $263K
|
3.76K
$396K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.35K+ 53.04% |
$231K - $262K
|
6.78K
$714K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.34K+ 110.58% |
$230K - $261K
|
4.46K
$470K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
2.32K+ 231600.0% |
$228K - $258K
|
2.32K
$244K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.31K+ 5.85% |
$227K - $257K
|
41.8K
$4.41M
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.31KNew |
$227K - $257K
|
2.31K
$243K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2.28KNew |
$224K - $254K
|
2.28K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.27KNew |
$223K - $253K
|
2.27K
$240K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.27K+ 2.18% |
$223K - $253K
|
106K
$11.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.26K+ 36.35% |
$222K - $251K
|
8.47K
$893K
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
2.22KNew |
$219K - $248K
|
2.22K
$234K
|
|
|
Feb 02, 2024
Q4 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
2.14KNew |
$210K - $238K
|
2.14K
$225K
|
|
|
Feb 13, 2024
Q4 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
2.13K+ 6.9% |
$209K - $237K
|
33K
$3.48M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.1K+ 62.12% |
$207K - $234K
|
5.49K
$579K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.1K+ 307.47% |
$206K - $234K
|
2.78K
$293K
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
2.1K+ 4.68% |
$206K - $233K
|
46.8K
$4.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.09KNew |
$206K - $233K
|
2.09K
$221K
|
|
|
Jan 09, 2024
Q4 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
2.08KNew |
$205K - $232K
|
2.08K
$219K
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
2.08KNew |
$204K - $232K
|
2.08K
$219K
|
|
|
Feb 09, 2024
Q4 2023
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
2.07K+ 1.06% |
$204K - $231K
|
197K
$20.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
2.07K+ 21.61% |
$203K - $230K
|
11.6K
$1.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.05KNew |
$201K - $228K
|
2.05K
$216K
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.05K+ 48.59% |
$201K - $228K
|
6.25K
$659K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.02K+ 102.6% |
$198K - $224K
|
3.98K
$419K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2KNew |
$197K - $223K
|
2K
$211K
|
|
|
Feb 08, 2024
Q4 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.99KNew |
$196K - $222K
|
1.99K
$210K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.99K+ 39.41% |
$196K - $222K
|
7.04K
$742K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.94KNew |
$191K - $216K
|
1.94K
$205K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
1.94KNew |
$191K - $216K
|
1.94K
$204K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1.94KNew |
$190K - $216K
|
1.94K
$204K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.93KNew |
$189K - $214K
|
1.93K
$203K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.89KNew |
$186K - $210K
|
1.89K
$199K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.89KNew |
$185K - $210K
|
1.89K
$199K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
1.88K+ 14.55% |
$185K - $210K
|
14.8K
$1.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.88K+ 24.4% |
$185K - $209K
|
9.58K
$1.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.85K+ 11.82% |
$182K - $206K
|
17.5K
$1.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.85KNew |
$182K - $206K
|
1.85K
$195K
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
1.84KNew |
$181K - $205K
|
1.84K
$194K
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1.83KNew |
$179K - $203K
|
1.83K
$192K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.82K+ 22.73% |
$179K - $203K
|
9.82K
$1.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
1.82KNew |
$178K - $202K
|
1.82K
$191K
|