Purchases and Sales Made in Q3 2023 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-309- 5.76% |
$31.5K - $33.5K
|
5.05K
$547K
|
|
|
Nov 14, 2023
Q3 2023
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-320- 5.19% |
$32.6K - $34.7K
|
5.85K
$634K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-324- 6.85% |
$33.1K - $35.2K
|
4.41K
$477K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-326- 13.77% |
$33.3K - $35.4K
|
2.04K
$221K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-329- 4.83% |
$33.6K - $35.7K
|
6.49K
$703K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-335- 0.63% |
$34.2K - $36.4K
|
52.4K
$5.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-350- 5.57% |
$35.7K - $38K
|
5.93K
$642K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-366- 8.16% |
$37.3K - $39.7K
|
4.12K
$446K
|
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-380- 3.89% |
$38.8K - $41.2K
|
9.4K
$1.02M
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-383- 2.94% |
$39.1K - $41.6K
|
12.6K
$1.37M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-399- 6.4% |
$40.7K - $43.3K
|
5.84K
$632K
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-400- 13.79% |
$40.8K - $43.4K
|
2.5K
$271K
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-400- 7.76% |
$40.8K - $43.4K
|
4.75K
$515K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-412- 16.05% |
$42K - $44.7K
|
2.16K
$233K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-419- 26.19% |
$42.7K - $45.5K
|
1.18K
$128K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-419- 77.02% |
$42.7K - $45.5K
|
125
$13.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-428- 4.64% |
$43.7K - $46.4K
|
8.79K
$952K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-430- 3.92% |
$43.9K - $46.7K
|
10.5K
$1.14M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-444- 6.44% |
$45.3K - $48.2K
|
6.45K
$699K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-446- 12.7% |
$45.5K - $48.4K
|
3.07K
$332K
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-450- 36.62% |
$45.9K - $48.8K
|
779
$84.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-452- 72.2% |
$46.1K - $49K
|
174
$18.8K
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-466- 10.72% |
$47.5K - $50.6K
|
3.88K
$421K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-467- 8.11% |
$47.6K - $50.7K
|
5.29K
$573K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-469- 1.61% |
$47.8K - $50.9K
|
28.7K
$3.11M
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-483- 35.03% |
$49.3K - $52.4K
|
896
$97.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
SELL
|
- |
-485- 4.82% |
$49.5K - $52.6K
|
9.58K
$1.04M
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-490- 4.15% |
$50K - $53.2K
|
11.3K
$1.23M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-494- 9.35% |
$50.4K - $53.6K
|
4.79K
$519K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-495- 1.45% |
$50.5K - $53.7K
|
33.6K
$3.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-498- 1.44% |
$50.8K - $54K
|
34K
$3.68M
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-505- 1.67% |
$51.5K - $54.8K
|
29.8K
$3.23M
|
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-508- 13.42% |
$51.8K - $55.1K
|
3.28K
$355K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-519- 2.83% |
$52.9K - $56.3K
|
17.8K
$1.93M
|
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-522- 2.29% |
$53.3K - $56.6K
|
22.3K
$2.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-532- 19.0% |
$54.3K - $57.7K
|
2.27K
$246K
|
|
|
Nov 13, 2023
Q3 2023
|
Gouws Capital LLC
|
SELL
|
- |
-535- 7.33% |
$54.6K - $58.1K
|
6.77K
$733K
|
|
|
Oct 30, 2023
Q3 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-540- 12.02% |
$55.1K - $58.6K
|
3.95K
$428K
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-540- 0.59% |
$55.1K - $58.6K
|
91.6K
$9.93M
|
|
|
Oct 27, 2023
Q3 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-588- 3.77% |
$60K - $63.8K
|
15K
$1.63M
|
|
|
Oct 30, 2023
Q3 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-599- 16.67% |
$61.1K - $65K
|
3K
$324K
|
|
|
Oct 27, 2023
Q3 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-614- 0.38% |
$62.6K - $66.6K
|
159K
$17.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-616- 35.4% |
$62.8K - $66.8K
|
1.12K
$122K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-629- 7.55% |
$64.2K - $68.3K
|
7.7K
$834K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-642- 5.57% |
$65.5K - $69.7K
|
10.9K
$1.18M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-656- 16.89% |
$66.9K - $71.2K
|
3.23K
$350K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-658- 3.36% |
$67.1K - $71.4K
|
18.9K
$2.05M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-663- 17.48% |
$67.6K - $71.9K
|
3.13K
$339K
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-686- 4.72% |
$70K - $74.4K
|
13.9K
$1.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-691- 3.35% |
$70.5K - $75K
|
19.9K
$2.16M
|