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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-699- 4.78% |
$71.3K - $75.8K
|
13.9K
$1.51M
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-699- 2.2% |
$71.3K - $75.8K
|
31.1K
$3.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-702- 2.18% |
$71.6K - $76.2K
|
31.5K
$3.41M
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-716- 21.95% |
$73K - $77.7K
|
2.55K
$276K
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-729- 7.1% |
$74.4K - $79.1K
|
9.54K
$1.03M
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
SELL
|
- |
-731- 16.43% |
$74.6K - $79.3K
|
3.72K
$403K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-732- 87.04% |
$74.7K - $79.4K
|
109
$11.8K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-732- 87.04% |
$74.7K - $79.4K
|
109
$11.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-738- 5.14% |
$75.3K - $80.1K
|
13.6K
$1.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-765- 4.45% |
$78K - $83K
|
16.4K
$1.78M
|
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-811- 20.63% |
$82.7K - $88K
|
3.12K
$338K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-812- 11.75% |
$82.8K - $88.1K
|
6.1K
$661K
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-819- 13.55% |
$83.6K - $88.9K
|
5.23K
$566K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-828- 3.23% |
$84.5K - $89.8K
|
24.8K
$2.69M
|
|
|
Oct 12, 2023
Q3 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-838- 1.01% |
$85.5K - $90.9K
|
81.7K
$8.85M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-847- 12.17% |
$86.4K - $91.9K
|
6.12K
$662K
|
|
|
Oct 30, 2023
Q3 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-871- 1.0% |
$88.9K - $94.5K
|
86.3K
$9.34M
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-888- 6.05% |
$90.6K - $96.4K
|
13.8K
$1.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-889- 1.05% |
$90.7K - $96.5K
|
83.8K
$9.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-892- 8.54% |
$91K - $96.8K
|
9.56K
$1.03M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-897- 0.67% |
$91.5K - $97.3K
|
132K
$14.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-919- 5.13% |
$93.8K - $99.7K
|
17K
$1.84M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-935- 16.6% |
$95.4K - $101K
|
4.7K
$509K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-939- 3.12% |
$95.8K - $102K
|
29.1K
$3.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-942- 27.72% |
$96.1K - $102K
|
2.46K
$266K
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-952- 10.31% |
$97.1K - $103K
|
8.29K
$898K
|
|
|
Nov 14, 2023
Q3 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-960- 4.8% |
$97.9K - $104K
|
19K
$2.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-975- 6.49% |
$99.5K - $106K
|
14K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1K- 99.5% |
$102K - $109K
|
5
$542
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1K- 30.44% |
$102K - $109K
|
2.29K
$248K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-1.02K- 27.73% |
$104K - $111K
|
2.66K
$288K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.05K- 33.33% |
$107K - $114K
|
2.1K
$227K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.06K- 27.22% |
$108K - $115K
|
2.83K
$306K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.07K- 6.5% |
$109K - $116K
|
15.4K
$1.67M
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-1.13K- 3.67% |
$116K - $123K
|
29.7K
$3.22M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.16K- 22.46% |
$119K - $126K
|
4.02K
$435K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-1.18K- 27.16% |
$120K - $128K
|
3.16K
$342K
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.18K- 16.26% |
$120K - $128K
|
6.08K
$658K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.19K- 6.3% |
$122K - $129K
|
17.7K
$1.92M
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.2K- 14.9% |
$122K - $130K
|
6.86K
$743K
|
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.2K- 2.98% |
$123K - $131K
|
39.2K
$4.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.21K- 28.61% |
$123K - $131K
|
3.02K
$327K
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.22K- 17.61% |
$125K - $133K
|
5.72K
$619K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.23K- 14.76% |
$125K - $133K
|
7.08K
$767K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.23K- 85.08% |
$126K - $134K
|
216
$23.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-1.24K- 36.91% |
$126K - $134K
|
2.12K
$229K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.26K- 14.25% |
$129K - $137K
|
7.6K
$823K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.26K- 11.2% |
$129K - $137K
|
10K
$1.09M
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.26K- 5.56% |
$129K - $137K
|
21.5K
$2.33M
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.34K- 17.35% |
$137K - $145K
|
6.38K
$691K
|