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 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-509- 8.53% |
$53.4K - $56.9K
|
5.46K
$575K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-513- 2.13% |
$53.8K - $57.4K
|
23.6K
$2.49M
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-540- 6.09% |
$56.6K - $60.4K
|
8.33K
$878K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-556- 15.88% |
$58.3K - $62.2K
|
2.95K
$310K
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-569- 15.1% |
$59.7K - $63.6K
|
3.2K
$337K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-569- 73.32% |
$59.7K - $63.6K
|
207
$21.8K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-576- 12.27% |
$60.4K - $64.4K
|
4.12K
$434K
|
|
|
May 08, 2023
Q1 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-600- 11.53% |
$62.9K - $67.1K
|
4.6K
$485K
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-616- 11.13% |
$64.6K - $68.9K
|
4.92K
$519K
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-620- 5.85% |
$65K - $69.3K
|
9.98K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-637- 11.42% |
$66.8K - $71.2K
|
4.94K
$521K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-640- 20.78% |
$67.1K - $71.6K
|
2.44K
$257K
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-640- 11.45% |
$67.1K - $71.6K
|
4.95K
$522K
|
|
|
May 12, 2023
Q1 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-651- 10.82% |
$68.3K - $72.8K
|
5.37K
$566K
|
|
|
May 02, 2023
Q1 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-665- 8.48% |
$69.8K - $74.4K
|
7.18K
$757K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-665- 4.77% |
$69.8K - $74.4K
|
13.3K
$1.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-666- 0.72% |
$69.9K - $74.5K
|
91.2K
$9.61M
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-691- 11.31% |
$72.5K - $77.3K
|
5.42K
$571K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-707- 1.95% |
$74.2K - $79K
|
35.5K
$3.75M
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
SELL
|
- |
-740- 13.19% |
$77.6K - $82.7K
|
4.87K
$513K
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
SELL
|
- |
-743- 6.02% |
$77.9K - $83.1K
|
11.6K
$1.22M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-744- 17.69% |
$78K - $83.2K
|
3.46K
$365K
|
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-750- 5.09% |
$78.7K - $83.9K
|
14K
$1.47M
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-760- 2.46% |
$79.7K - $85K
|
30.1K
$3.17M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-768- 6.2% |
$80.6K - $85.9K
|
11.6K
$1.22M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-772- 19.6% |
$81K - $86.3K
|
3.17K
$334K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-789- 3.3% |
$82.8K - $88.2K
|
23.1K
$2.44M
|
|
|
Apr 21, 2023
Q1 2023
|
Rye Brook Capital LLC
|
SELL
|
- |
-800- 0.31% |
$83.9K - $89.4K
|
259K
$27.2M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-803- 5.91% |
$84.2K - $89.8K
|
12.8K
$1.35M
|
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-855- 3.97% |
$89.7K - $95.6K
|
20.7K
$2.18M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-855- 0.68% |
$89.7K - $95.6K
|
125K
$13.1M
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-858- 7.36% |
$90K - $95.9K
|
10.8K
$1.14M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-859- 8.84% |
$90.1K - $96K
|
8.86K
$934K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-885- 3.64% |
$92.8K - $99K
|
23.4K
$2.47M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-928- 7.84% |
$97.3K - $104K
|
10.9K
$1.15M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-931- 8.86% |
$97.7K - $104K
|
9.58K
$1.01M
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-936- 1.76% |
$98.2K - $105K
|
52.1K
$5.49M
|
|
|
May 01, 2023
Q1 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-957- 2.9% |
$100K - $107K
|
32.1K
$3.38M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-972- 5.04% |
$102K - $109K
|
18.3K
$1.93M
|
|
|
Apr 17, 2023
Q1 2023
|
Moller Financial Services
|
SELL
|
- |
-991- 32.65% |
$104K - $111K
|
2.04K
$215K
|
|
|
May 08, 2023
Q1 2023
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-993- 1.92% |
$104K - $111K
|
50.6K
$5.34M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-995- 3.24% |
$104K - $111K
|
29.7K
$3.13M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1K- 13.22% |
$105K - $112K
|
6.56K
$692K
|
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-1K- 9.73% |
$105K - $112K
|
9.31K
$982K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.03K- 16.41% |
$108K - $115K
|
5.25K
$553K
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.05K- 57.19% |
$110K - $117K
|
786
$82.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.07K- 60.1% |
$112K - $119K
|
707
$74.5K
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-1.07K- 21.24% |
$112K - $120K
|
3.97K
$418K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.08K- 10.52% |
$113K - $121K
|
9.18K
$968K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.1K- 21.48% |
$116K - $123K
|
4.03K
$425K
|