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 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-7.18K- 69.8% |
$753K - $803K
|
3.11K
$327K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7.4K- 65.16% |
$777K - $828K
|
3.96K
$417K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-8.33K- 29.5% |
$873K - $931K
|
19.9K
$2.1M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-8.45K- 69.22% |
$886K - $944K
|
3.76K
$396K
|
|
|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-8.45K- 10.99% |
$886K - $944K
|
68.4K
$7.21M
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-8.63K- 24.73% |
$906K - $965K
|
26.3K
$2.77M
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-8.76K- 44.45% |
$918K - $979K
|
10.9K
$1.15M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-8.77K- 1.72% |
$920K - $980K
|
500K
$52.7M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.85K- 8.74% |
$928K - $989K
|
92.4K
$9.74M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.89K- 2.47% |
$932K - $994K
|
350K
$36.9M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.18K- 96.61% |
$962K - $1.03M
|
322
$33.9K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.32K- 11.23% |
$977K - $1.04M
|
73.7K
$7.76M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-9.35K- 18.17% |
$980K - $1.04M
|
42.1K
$4.44M
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-9.44K- 94.95% |
$990K - $1.06M
|
502
$52.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-9.74K- 25.81% |
$1.02M - $1.09M
|
28K
$2.95M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-9.79K- 78.24% |
$1.03M - $1.09M
|
2.72K
$287K
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-9.9K- 54.48% |
$1.04M - $1.11M
|
8.27K
$872K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-9.97K- 24.35% |
$1.05M - $1.11M
|
31K
$3.26M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-10.2K- 55.75% |
$1.07M - $1.15M
|
8.13K
$857K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-10.4K- 85.25% |
$1.09M - $1.17M
|
1.81K
$190K
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
SELL
|
- |
-10.5K- 52.21% |
$1.1M - $1.18M
|
9.64K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-10.6K- 65.16% |
$1.11M - $1.18M
|
5.65K
$596K
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-10.8K- 52.05% |
$1.13M - $1.2M
|
9.91K
$1.04M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-10.8K- 5.48% |
$1.14M - $1.21M
|
187K
$19.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.8K- 12.16% |
$1.14M - $1.21M
|
78.3K
$8.25M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-11K- 49.56% |
$1.15M - $1.23M
|
11.2K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-11K- 42.31% |
$1.15M - $1.23M
|
15K
$1.58M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.4K- 19.79% |
$1.2M - $1.28M
|
46.3K
$4.88M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-11.5K- 16.36% |
$1.21M - $1.28M
|
58.8K
$6.19M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.8K- 0.38% |
$1.24M - $1.32M
|
3.08M
$325M
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-11.9K- 16.23% |
$1.25M - $1.33M
|
61.6K
$6.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-12K- 72.12% |
$1.25M - $1.34M
|
4.62K
$487K
|
|
|
Apr 17, 2023
Q1 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-12K- 22.64% |
$1.26M - $1.34M
|
41K
$4.32M
|
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-12.1K- 85.22% |
$1.27M - $1.36M
|
2.11K
$222K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-12.3K- 72.51% |
$1.29M - $1.38M
|
4.68K
$493K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12.4K- 7.62% |
$1.3M - $1.39M
|
150K
$15.8M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-12.4K- 60.8% |
$1.3M - $1.39M
|
8.01K
$844K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12.6K- 29.85% |
$1.32M - $1.4M
|
29.5K
$3.11M
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-12.9K- 46.38% |
$1.35M - $1.44M
|
14.9K
$1.57M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-13.5K- 4.35% |
$1.42M - $1.51M
|
297K
$31.3M
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
SELL
|
- |
-13.5K- 13.19% |
$1.42M - $1.51M
|
88.9K
$9.37M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-14K- 44.89% |
$1.46M - $1.56M
|
17.1K
$1.81M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-14K- 44.89% |
$1.46M - $1.56M
|
17.1K
$1.81M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-14K- 31.48% |
$1.47M - $1.57M
|
30.5K
$3.22M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-14.3K- 4.43% |
$1.5M - $1.6M
|
309K
$32.6M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-14.4K- 99.24% |
$1.51M - $1.61M
|
110
$11.6K
|
|
|
Sep 05, 2023
Q1 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-14.6KClosed |
$1.53M - $1.63M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-14.7K- 47.7% |
$1.54M - $1.65M
|
16.1K
$1.7M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-14.7K- 11.97% |
$1.55M - $1.65M
|
108K
$11.4M
|
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-14.9K- 62.92% |
$1.56M - $1.66M
|
8.77K
$924K
|