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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-223- 3.21% |
$23.4K - $24.9K
|
6.73K
$721K
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-229- 1.3% |
$24K - $25.6K
|
17.4K
$1.86M
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-231- 3.94% |
$24.2K - $25.8K
|
5.63K
$603K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-246- 27.99% |
$25.8K - $27.5K
|
633
$67.8K
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-252- 4.23% |
$26.4K - $28.2K
|
5.71K
$611K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-273- 0.58% |
$28.6K - $30.5K
|
47K
$5.03M
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-274- 3.98% |
$28.7K - $30.6K
|
6.6K
$707K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-279- 4.41% |
$29.3K - $31.2K
|
6.04K
$647K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-290- 12.62% |
$30.4K - $32.4K
|
2.01K
$215K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-293- 4.6% |
$30.7K - $32.8K
|
6.08K
$651K
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-297- 1.49% |
$31.2K - $33.2K
|
19.7K
$2.11M
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-300- 4.73% |
$31.5K - $33.5K
|
6.04K
$647K
|
|
|
May 04, 2023
Q1 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-300- 8.52% |
$31.5K - $33.5K
|
3.22K
$345K
|
|
|
May 01, 2023
Q1 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-308- 1.92% |
$32.3K - $34.4K
|
15.8K
$1.69M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-310- 59.96% |
$32.5K - $34.7K
|
207
$22.2K
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-311- 2.73% |
$32.6K - $34.8K
|
11.1K
$1.19M
|
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-311- 2.73% |
$32.6K - $34.8K
|
11.1K
$1.19M
|
|
|
Apr 12, 2023
Q1 2023
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-312- 6.05% |
$32.7K - $34.9K
|
4.85K
$519K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-313- 7.45% |
$32.8K - $35K
|
3.89K
$416K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-314- 19.44% |
$32.9K - $35.1K
|
1.3K
$139K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-320- 6.04% |
$33.6K - $35.8K
|
4.98K
$533K
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-322- 2.22% |
$33.8K - $36K
|
14.2K
$1.52M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-323- 1.4% |
$33.9K - $36.1K
|
22.8K
$2.44M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-323- 10.95% |
$33.9K - $36.1K
|
2.63K
$282K
|
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-326- 1.49% |
$34.2K - $36.5K
|
21.6K
$2.31M
|
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-332- 1.29% |
$34.8K - $37.1K
|
25.3K
$2.71M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-343- 6.58% |
$36K - $38.4K
|
4.87K
$522K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-365- 34.93% |
$38.3K - $40.8K
|
680
$72.8K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-365- 15.18% |
$38.3K - $40.8K
|
2.04K
$218K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-366- 2.36% |
$38.4K - $40.9K
|
15.1K
$1.62M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-369- 2.01% |
$38.7K - $41.3K
|
18K
$1.93M
|
|
|
Apr 19, 2023
Q1 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-370- 3.71% |
$38.8K - $41.4K
|
9.6K
$1.03M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-373Closed |
$39.1K - $41.7K
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-379- 7.12% |
$39.8K - $42.4K
|
4.94K
$530K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-380- 1.36% |
$39.9K - $42.5K
|
27.6K
$2.95M
|
|
|
Apr 12, 2023
Q1 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-382- 1.49% |
$40.1K - $42.7K
|
25.2K
$2.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-384- 5.77% |
$40.3K - $42.9K
|
6.27K
$672K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-400- 26.26% |
$42K - $44.7K
|
1.12K
$120K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-410- 35.31% |
$43K - $45.8K
|
751
$80.4K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-428- 7.16% |
$44.9K - $47.9K
|
5.55K
$594K
|
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-432- 0.59% |
$45.3K - $48.3K
|
72.6K
$7.78M
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-436- 19.86% |
$45.7K - $48.7K
|
1.76K
$188K
|
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-436- 15.15% |
$45.7K - $48.7K
|
2.44K
$261K
|
|
|
May 11, 2023
Q1 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-441- 1.04% |
$46.3K - $49.3K
|
42.1K
$4.51M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-470- 14.26% |
$49.3K - $52.6K
|
2.83K
$303K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-474- 34.08% |
$49.7K - $53K
|
917
$98.2K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-482- 3.14% |
$50.6K - $53.9K
|
14.9K
$1.59M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-496- 3.71% |
$52K - $55.5K
|
12.9K
$1.38M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-497- 7.3% |
$52.1K - $55.6K
|
6.32K
$676K
|
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-500- 4.0% |
$52.4K - $55.9K
|
12K
$1.29M
|