Purchases and Sales Made in Q3 2023 in Ishares Iboxx $ Investment Gra (LQD)

LQD Quotes by TradingView

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 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
1.09K
+ 17.42%
$111K - $118K
7.31K $792K
Nov 01, 2023 Q3 2023
Renasant Bank

BUY
 -
1.05K
+ 12.55%
$107K - $114K
9.43K $1.02M
Nov 03, 2023 Q3 2023
Cv Advisors LLC

Aventura, FL
BUY
 -
1.05K
+ 7.81%
$107K - $113K
14.4K $1.56M
Oct 24, 2023 Q3 2023
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
1.03K
+ 2.98%
$105K - $112K
35.7K $3.86M
Oct 10, 2023 Q3 2023
Pacifica Partners Inc.

BUY
 -
1.01K
+ 5.77%
$103K - $109K
18.4K $2M
Nov 13, 2023 Q3 2023
Institutional & Family Asset Management, LLC

BUY
 -
1K
+ 1.64%
$102K - $109K
62.3K $6.75M
Oct 18, 2023 Q3 2023
Aurora Private Wealth, Inc.

BUY
 -
998
+ 5.01%
$102K - $108K
20.9K $2.27M
Nov 14, 2023 Q3 2023
Community Bank, N.A.

BUY
 -
993
New
$101K - $108K
993 $108K
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
971
+ 1.68%
$99.1K - $105K
58.8K $6.37M
Oct 16, 2023 Q3 2023
City State Bank

Norwalk, IA
BUY
 -
960
+ 26.74%
$97.9K - $104K
4.55K $493K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
936
+ 262.18%
$95.5K - $102K
1.29K $140K
Nov 14, 2023 Q3 2023
Probity Advisors, Inc.

Dallas, TX
BUY
 -
912
+ 1.84%
$93K - $99K
50.5K $5.47M
Nov 20, 2023 Q3 2023
Tompkins Financial Corp

BUY
 -
905
+ 12.29%
$92.3K - $98.2K
8.27K $896K
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
901
New
$91.9K - $97.8K
901 $97.6K
Oct 19, 2023 Q3 2023
Mokosak Advisory Group, LLC

BUY
 -
891
+ 3.39%
$90.9K - $96.7K
27.2K $2.95M
Nov 13, 2023 Q3 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
887
+ 2.88%
$90.5K - $96.2K
31.7K $3.43M
Dec 19, 2024 Q3 2023
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
880
+ 1.51%
$89.8K - $95.5K
59.3K $6.42M
Oct 31, 2023 Q3 2023
James Investment Research Inc

BUY
 -
848
+ 17.56%
$86.5K - $92K
5.68K $615K
Nov 13, 2023 Q3 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
847
+ 55.83%
$86.4K - $91.9K
2.36K $256K
Nov 01, 2023 Q3 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
847
+ 2.35%
$86.4K - $91.9K
36.8K $3.99M
Oct 30, 2023 Q3 2023
Y.D. More Investments LTD

Ramat Gan, L3
BUY
 -
846
+ 5.64%
$86.3K - $91.8K
15.9K $1.72M
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
827
+ 8.12%
$84.4K - $89.7K
11K $1.19M
Oct 24, 2023 Q3 2023
Bangor Savings Bank

Bangor, ME
BUY
 -
822
+ 782.86%
$83.9K - $89.2K
927 $100K
Nov 13, 2023 Q3 2023
Federated Hermes, Inc.

Pittsburgh, PA
BUY
 -
800
New
$81.6K - $86.8K
800 $86.7K
Oct 17, 2023 Q3 2023
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
796
+ 1.46%
$81.2K - $86.4K
55.2K $5.98M
Oct 13, 2023 Q3 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
794
+ 6.81%
$81K - $86.2K
12.4K $1.35M
Oct 31, 2023 Q3 2023
Adirondack Trust CO

BUY
 -
714
New
$72.8K - $77.5K
714 $77.3K
Oct 05, 2023 Q3 2023
Cornerstone Management, Inc.

Duluth, GA
BUY
 -
713
+ 2.75%
$72.7K - $77.4K
26.6K $2.89M
Nov 02, 2023 Q3 2023
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
705
+ 2.54%
$71.9K - $76.5K
28.5K $3.09M
Oct 17, 2023 Q3 2023
Founders Financial Securities LLC

BUY
 -
705
+ 1.79%
$71.9K - $76.5K
40.1K $4.34M
Nov 13, 2023 Q3 2023
Jacobi Capital Management LLC

BUY
 -
699
+ 5.15%
$71.3K - $75.8K
14.3K $1.55M
Oct 25, 2023 Q3 2023
Baystate Wealth Management LLC

BUY
 -
697
New
$71.1K - $75.6K
697 $75.5K
Jan 12, 2024 Q3 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
693
+ 1.32%
$70.7K - $75.2K
53.3K $5.78M
Oct 19, 2023 Q3 2023
Kg&L Capital Management,Llc

BUY
 -
674
+ 3.26%
$68.8K - $73.1K
21.4K $2.32M
Oct 17, 2023 Q3 2023
Heartwood Wealth Advisors LLC

BUY
 -
661
+ 1.03%
$67.4K - $71.7K
64.9K $7.03M
Oct 23, 2023 Q3 2023
Colton Groome Financial Advisors, LLC

BUY
 -
654
+ 5.32%
$66.7K - $71K
12.9K $1.4M
Nov 14, 2023 Q3 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
639
+ 38.68%
$65.2K - $69.3K
2.29K $248K
Oct 26, 2023 Q3 2023
Detalus Advisors, LLC

BUY
 -
638
+ 28.76%
$65.1K - $69.2K
2.86K $309K
Dec 06, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
619
New
$63.2K - $67.2K
619 $67.1K
Dec 01, 2023 Q3 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
577
+ 3.3%
$58.9K - $62.6K
18.1K $1.96M
Oct 18, 2023 Q3 2023
Rda Financial Network

BUY
 -
552
+ 12.46%
$56.3K - $59.9K
4.98K $540K
Nov 06, 2023 Q3 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
548
+ 0.97%
$55.9K - $59.5K
57.2K $6.2M
Oct 24, 2023 Q3 2023
Prosperity Planning, Inc.

BUY
 -
532
+ 9.2%
$54.3K - $57.7K
6.31K $684K
Oct 10, 2023 Q3 2023
Activest Wealth Management

BUY
 -
527
New
$53.8K - $57.2K
527 $57.1K
Nov 14, 2023 Q3 2023
Private Portfolio Partners LLC

BUY
 -
526
+ 11.74%
$53.7K - $57.1K
5.01K $542K
Oct 18, 2023 Q3 2023
Arcataur Capital Management LLC

Milwaukee, WI
BUY
 -
495
+ 2.19%
$50.5K - $53.7K
23.1K $2.5M
Nov 02, 2023 Q3 2023
Jfs Wealth Advisors, LLC

BUY
 -
475
+ 708.96%
$48.5K - $51.5K
542 $58.7K
Nov 13, 2023 Q3 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
466
+ 102.87%
$47.5K - $50.6K
919 $99.5K
Nov 15, 2023 Q3 2023
Financial Gravity Asset Management, Inc.

BUY
 -
465
+ 430.56%
$47.4K - $50.5K
573 $62.1K

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