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
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.59K- 2.61% |
$272K - $290K
|
96.7K
$10.2M
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-2.63K- 6.03% |
$276K - $295K
|
41.1K
$4.33M
|
|
|
Apr 21, 2023
Q1 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-2.87K- 3.49% |
$301K - $321K
|
79.4K
$8.37M
|
|
|
May 15, 2023
Q1 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-2.9K- 37.69% |
$304K - $324K
|
4.79K
$504K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.93K- 12.37% |
$307K - $327K
|
20.7K
$2.19M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.94K- 23.77% |
$309K - $329K
|
9.44K
$995K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.96K- 35.48% |
$310K - $331K
|
5.38K
$567K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3.14K- 8.2% |
$329K - $351K
|
35.1K
$3.7M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.17K- 87.85% |
$332K - $354K
|
438
$46.2K
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
SELL
|
- |
-3.19K- 5.59% |
$334K - $356K
|
53.8K
$5.67M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.27K- 2.28% |
$343K - $366K
|
140K
$14.8M
|
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-3.29K- 99.73% |
$345K - $368K
|
9
$949
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.36K- 40.07% |
$352K - $375K
|
5.02K
$529K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.52K- 1.65% |
$369K - $394K
|
210K
$22.1M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.61K- 4.74% |
$379K - $404K
|
72.7K
$7.66M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.65K- 3.93% |
$383K - $408K
|
89.3K
$9.41M
|
|
|
May 12, 2023
Q1 2023
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-3.78K- 15.6% |
$396K - $423K
|
20.5K
$2.16M
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-3.83K- 31.22% |
$402K - $428K
|
8.43K
$889K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-3.85K- 30.09% |
$403K - $430K
|
8.93K
$942K
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
SELL
|
- |
-3.89K- 57.36% |
$408K - $435K
|
2.9K
$305K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.91K- 13.64% |
$410K - $437K
|
24.8K
$2.61M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.97K- 11.4% |
$416K - $444K
|
30.8K
$3.25M
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-3.97KClosed |
$416K - $444K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-4.17K- 2.62% |
$437K - $466K
|
155K
$16.3M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.22K- 16.62% |
$443K - $472K
|
21.2K
$2.23M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-4.24K- 29.83% |
$444K - $474K
|
9.96K
$1.05M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.28K- 7.03% |
$449K - $479K
|
56.6K
$5.97M
|
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-4.42K- 6.63% |
$464K - $495K
|
62.3K
$6.56M
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-4.46K- 4.91% |
$468K - $499K
|
86.4K
$9.11M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-4.54K- 64.47% |
$476K - $508K
|
2.5K
$264K
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-4.55K- 34.41% |
$477K - $508K
|
8.66K
$913K
|
|
|
May 05, 2023
Q1 2023
|
Sarasin & Partners LLP
|
SELL
|
- |
-4.88K- 17.87% |
$512K - $545K
|
22.4K
$2.36M
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-4.89K- 18.48% |
$513K - $547K
|
21.6K
$2.27M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.12K- 2.38% |
$537K - $572K
|
210K
$22.1M
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-5.15K- 35.18% |
$540K - $576K
|
9.5K
$1M
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
SELL
|
- |
-5.35K- 13.09% |
$561K - $598K
|
35.5K
$3.75M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-5.36K- 99.59% |
$563K - $600K
|
22
$2.32K
|
|
|
May 12, 2023
Q1 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-5.4K- 0.55% |
$566K - $604K
|
968K
$102M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-5.53K- 2.98% |
$580K - $619K
|
180K
$19M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.7K- 33.85% |
$598K - $638K
|
11.1K
$1.17M
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-6.28K- 3.01% |
$658K - $702K
|
202K
$21.3M
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-6.4K- 19.8% |
$671K - $715K
|
25.9K
$2.73M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-6.58K- 13.45% |
$690K - $736K
|
42.4K
$4.46M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.67K- 7.85% |
$700K - $746K
|
78.2K
$8.25M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-6.73K- 38.74% |
$706K - $752K
|
10.6K
$1.12M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-6.81K- 70.51% |
$715K - $762K
|
2.85K
$300K
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-6.81K- 70.51% |
$715K - $762K
|
2.85K
$300K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.9K- 11.8% |
$724K - $771K
|
51.6K
$5.43M
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-7.02K- 30.81% |
$736K - $785K
|
15.8K
$1.66M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-7.18K- 58.39% |
$753K - $802K
|
5.11K
$539K
|