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 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
98.7K+ 913.75% |
$10.1M - $10.7M
|
110K
$11.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
95.7KNew |
$9.77M - $10.4M
|
95.7K
$10.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
86.3KNew |
$8.8M - $9.36M
|
86.3K
$9.35M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
85.4KNew |
$8.71M - $9.27M
|
85.4K
$9.25M
|
|
|
Oct 07, 2024
Q3 2023
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
85.3KNew |
$8.7M - $9.26M
|
85.3K
$9.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
85.3KNew |
$8.7M - $9.26M
|
85.3K
$9.24M
|
|
|
Oct 08, 2024
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
85.3KNew |
$8.7M - $9.26M
|
85.3K
$9.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
81K+ 128.78% |
$8.26M - $8.79M
|
144K
$15.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
77.6K+ 425.06% |
$7.92M - $8.42M
|
95.9K
$10.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
74.2K+ 75.42% |
$7.57M - $8.05M
|
172K
$18.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
72.1K+ 11.69% |
$7.35M - $7.82M
|
689K
$74.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
68.1K+ 29.83% |
$6.94M - $7.39M
|
296K
$32.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Ug Investment Advisers Ltd.
Taipei, F5 |
BUY
|
- |
66.8KNew |
$6.82M - $7.25M
|
66.8K
$7.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
64.1K+ 7.13% |
$6.54M - $6.96M
|
963K
$104M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
63.6K+ 46.8% |
$6.49M - $6.9M
|
200K
$21.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
62.7KNew |
$6.39M - $6.8M
|
62.7K
$6.79M
|
|
|
Nov 09, 2023
Q3 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
62KNew |
$6.33M - $6.73M
|
62K
$6.72M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
53.7K+ 5795.57% |
$5.48M - $5.82M
|
54.6K
$5.91M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
52.5K+ 24.63% |
$5.36M - $5.7M
|
266K
$28.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
51.7K+ 29.19% |
$5.27M - $5.61M
|
229K
$24.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
48.1K+ 41.68% |
$4.91M - $5.22M
|
164K
$17.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
47.7K+ 345.79% |
$4.86M - $5.17M
|
61.5K
$6.66M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
46.8K+ 122.13% |
$4.77M - $5.08M
|
85.1K
$9.22M
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
46.1K+ 569.95% |
$4.7M - $5M
|
54.2K
$5.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
46K+ 362.74% |
$4.7M - $4.99M
|
58.7K
$6.36M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
44.8K+ 57.71% |
$4.57M - $4.87M
|
123K
$13.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
43.5KNew |
$4.44M - $4.72M
|
43.5K
$4.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
43.5K+ 40.85% |
$4.44M - $4.72M
|
150K
$16.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
42K+ 81.51% |
$4.28M - $4.55M
|
93.4K
$10.1M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
41.3K+ 245.66% |
$4.22M - $4.49M
|
58.2K
$6.3M
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
40.8K+ 161.07% |
$4.16M - $4.43M
|
66.1K
$7.16M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
40.7KNew |
$4.16M - $4.42M
|
40.7K
$4.41M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
40K+ 327.23% |
$4.08M - $4.34M
|
52.3K
$5.66M
|
|
|
Nov 09, 2023
Q3 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
39.1KNew |
$3.99M - $4.24M
|
39.1K
$4.23M
|
|
|
Nov 09, 2023
Q3 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
38.7K+ 78.0% |
$3.95M - $4.2M
|
88.2K
$9.56M
|
|
|
Nov 15, 2023
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
38K+ 7.58% |
$3.88M - $4.12M
|
539K
$58.4M
|
|
|
Oct 31, 2023
Q3 2023
|
5th Street Advisors, LLC
|
BUY
|
- |
37.8K+ 31.02% |
$3.85M - $4.1M
|
160K
$17.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
37.2K+ 212.18% |
$3.79M - $4.04M
|
54.7K
$5.93M
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
36.3KNew |
$3.71M - $3.94M
|
36.3K
$3.94M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
36K+ 294.21% |
$3.68M - $3.91M
|
48.3K
$5.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
35KNew |
$3.57M - $3.79M
|
35K
$3.79M
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
34.9K+ 7.39% |
$3.56M - $3.78M
|
507K
$54.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
34.4K+ 128.39% |
$3.51M - $3.73M
|
61.2K
$6.63M
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
34.2KNew |
$3.49M - $3.71M
|
34.2K
$3.71M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
33.2K+ 56.53% |
$3.39M - $3.6M
|
91.9K
$9.96M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.8K+ 8.93% |
$3.24M - $3.45M
|
388K
$42M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
31.3KNew |
$3.2M - $3.4M
|
31.3K
$3.39M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
30.9K+ 15.92% |
$3.15M - $3.35M
|
225K
$24.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
29.6K+ 4263.02% |
$3.02M - $3.21M
|
30.3K
$3.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
28.6K+ 3852.36% |
$2.92M - $3.11M
|
29.4K
$3.18M
|