Purchases and Sales Made in Q1 2023 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-57- 2.16% |
$5.98K - $6.37K
|
2.58K
$272K
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-58- 1.07% |
$6.08K - $6.48K
|
5.35K
$563K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-66- 50.0% |
$6.92K - $7.38K
|
66
$6.96K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-71- 40.34% |
$7.45K - $7.94K
|
105
$11.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-76- 4.31% |
$7.97K - $8.5K
|
1.69K
$178K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-77- 2.62% |
$8.08K - $8.61K
|
2.86K
$301K
|
|
|
May 11, 2023
Q1 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-79- 3.39% |
$8.29K - $8.83K
|
2.25K
$238K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-82- 0.95% |
$8.6K - $9.17K
|
8.57K
$903K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-89- 23.36% |
$9.34K - $9.95K
|
292
$30.8K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-91- 1.66% |
$9.54K - $10.2K
|
5.39K
$568K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-91- 0.47% |
$9.54K - $10.2K
|
19.3K
$2.04M
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-95- 3.91% |
$9.96K - $10.6K
|
2.33K
$246K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-100- 3.84% |
$10.5K - $11.2K
|
2.51K
$264K
|
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-100- 1.51% |
$10.5K - $11.2K
|
6.5K
$686K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-100- 5.47% |
$10.5K - $11.2K
|
1.73K
$182K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-100- 33.33% |
$10.5K - $11.2K
|
200
$21.1K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-114- 0.66% |
$12K - $12.7K
|
17.2K
$1.81M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-116- 7.12% |
$12.2K - $13K
|
1.51K
$159K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-116- 1.13% |
$12.2K - $13K
|
10.1K
$1.07M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-116- 7.12% |
$12.2K - $13K
|
1.51K
$159K
|
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-116- 2.39% |
$12.2K - $13K
|
4.73K
$499K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-124- 4.69% |
$13K - $13.9K
|
2.52K
$266K
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
SELL
|
- |
-125- 1.41% |
$13.1K - $14K
|
8.76K
$923K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-125- 1.26% |
$13.1K - $14K
|
9.79K
$1.03M
|
|
|
May 12, 2023
Q1 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-129- 0.96% |
$13.5K - $14.4K
|
13.3K
$1.4M
|
|
|
May 09, 2023
Q1 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-135- 1.56% |
$14.2K - $15.1K
|
8.52K
$897K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-138- 2.2% |
$14.5K - $15.4K
|
6.14K
$647K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-149- 3.18% |
$15.6K - $16.7K
|
4.54K
$479K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-153- 3.27% |
$16K - $17.1K
|
4.53K
$477K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-154- 12.19% |
$16.2K - $17.2K
|
1.11K
$117K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-157- 15.36% |
$16.5K - $17.6K
|
865
$91.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
SELL
|
- |
-160- 6.78% |
$16.8K - $17.9K
|
2.2K
$232K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-161- 4.26% |
$16.9K - $18K
|
3.62K
$382K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-167- 5.63% |
$17.5K - $18.7K
|
2.8K
$295K
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-172- 5.92% |
$18K - $19.2K
|
2.73K
$288K
|
|
|
May 09, 2023
Q1 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-175- 1.4% |
$18.4K - $19.6K
|
12.3K
$1.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-176- 2.22% |
$18.5K - $19.7K
|
7.76K
$818K
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-178- 5.26% |
$18.7K - $19.9K
|
3.2K
$338K
|
|
|
Apr 12, 2023
Q1 2023
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-185- 0.72% |
$19.4K - $20.7K
|
25.7K
$2.71M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-185- 27.01% |
$19.4K - $20.7K
|
500
$52.7K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-186- 17.95% |
$19.5K - $20.8K
|
850
$89.6K
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-186- 6.94% |
$19.5K - $20.8K
|
2.5K
$263K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-194- 1.39% |
$20.3K - $21.7K
|
13.7K
$1.45M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-199- 4.75% |
$20.9K - $22.3K
|
3.99K
$420K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-200- 98.04% |
$21K - $22.4K
|
4
$422
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-200- 13.71% |
$21K - $22.4K
|
1.26K
$133K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-207- 25.18% |
$21.7K - $23.1K
|
615
$64.8K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-210- 1.83% |
$22K - $23.5K
|
11.2K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
SELL
|
- |
-215- 82.06% |
$22.6K - $24K
|
47
$4.95K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-223- 10.23% |
$23.4K - $24.9K
|
1.96K
$206K
|