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
|
Gds Wealth Management
|
BUY
|
- |
8.09K+ 2.26% |
$825K - $878K
|
366K
$39.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
7.97K+ 38.18% |
$813K - $865K
|
28.9K
$3.13M
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
7.96KNew |
$812K - $864K
|
7.96K
$862K
|
|
|
Oct 16, 2023
Q3 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
7.89K+ 4.42% |
$805K - $856K
|
186K
$20.2M
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
7.88KNew |
$804K - $855K
|
7.88K
$853K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
7.67K+ 6.83% |
$783K - $832K
|
120K
$13M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
7.44KNew |
$759K - $808K
|
7.44K
$806K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
7.35K+ 53.36% |
$750K - $798K
|
21.1K
$2.29M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.26K+ 4.34% |
$741K - $788K
|
174K
$18.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
7.23KNew |
$738K - $785K
|
7.23K
$783K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.19K+ 20.22% |
$733K - $780K
|
42.7K
$4.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
7.09KNew |
$723K - $769K
|
7.09K
$767K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
6.9KNew |
$704K - $749K
|
6.9K
$747K
|
|
|
Nov 07, 2023
Q3 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
6.5K+ 30.4% |
$664K - $706K
|
27.9K
$3.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
6.39K+ 48.46% |
$651K - $693K
|
19.6K
$2.12M
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
6.35KNew |
$648K - $689K
|
6.35K
$688K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.21KNew |
$634K - $674K
|
6.21K
$673K
|
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
6.1KNew |
$623K - $662K
|
6.1K
$661K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
5.95K+ 84.38% |
$607K - $646K
|
13K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
5.91KNew |
$603K - $642K
|
5.91K
$641K
|
|
|
Oct 25, 2023
Q3 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
5.91K+ 16.45% |
$603K - $642K
|
41.9K
$4.53M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
5.84K+ 82.17% |
$596K - $634K
|
12.9K
$1.4M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.78K+ 193.74% |
$590K - $628K
|
8.77K
$950K
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
5.72KNew |
$584K - $621K
|
5.72K
$620K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
5.72K+ 4.4% |
$583K - $621K
|
136K
$14.7M
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
5.66KNew |
$577K - $614K
|
5.66K
$613K
|
|
|
Feb 10, 2025
Q3 2023
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
5.66K+ 8.26% |
$577K - $614K
|
74.1K
$8.03M
|
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5.58K+ 2.98% |
$569K - $606K
|
193K
$20.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.47K+ 3.28% |
$558K - $593K
|
172K
$18.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.39K+ 244.74% |
$550K - $585K
|
7.6K
$823K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.24K+ 16.14% |
$535K - $569K
|
37.7K
$4.09M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.23KNew |
$533K - $567K
|
5.23K
$566K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.18K+ 38.15% |
$528K - $562K
|
18.8K
$2.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.18K+ 8.75% |
$528K - $562K
|
64.4K
$6.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
5.16K+ 13.53% |
$526K - $560K
|
43.3K
$4.69M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5.04KNew |
$515K - $547K
|
5.04K
$546K
|
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
4.95K+ 5.96% |
$505K - $537K
|
87.9K
$9.53M
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
4.92KNew |
$502K - $534K
|
4.92K
$533K
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
4.83KNew |
$493K - $524K
|
4.83K
$523K
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.77K+ 11.57% |
$486K - $517K
|
46K
$4.98M
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.77K+ 11.57% |
$486K - $517K
|
46K
$4.98M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.75K+ 0.86% |
$484K - $515K
|
556K
$60.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.62K+ 92.12% |
$471K - $501K
|
9.63K
$1.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
4.57K+ 74.04% |
$466K - $496K
|
10.7K
$1.16M
|
|
|
Feb 15, 2024
Q3 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
4.5K+ 2.69% |
$459K - $488K
|
172K
$18.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.46K+ 14.76% |
$455K - $484K
|
34.7K
$3.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
4.44K+ 9.51% |
$452K - $481K
|
51.1K
$5.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.43KNew |
$452K - $481K
|
4.43K
$480K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.42KNew |
$451K - $480K
|
4.42K
$479K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.28K+ 555.71% |
$437K - $464K
|
5.05K
$547K
|