Purchases and Sales Made in Q2 2023 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-4- 0.1% |
$424 - $442
|
3.88K
$419K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-4- 80.0% |
$424 - $442
|
1
$108
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-5- 0.2% |
$530 - $552
|
2.52K
$272K
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-5- 0.07% |
$530 - $552
|
7K
$756K
|
|
|
Aug 11, 2023
Q2 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-5- 0.19% |
$530 - $552
|
2.6K
$281K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-6- 0.01% |
$636 - $663
|
48.3K
$5.22M
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-7- 13.21% |
$742 - $773
|
46
$4.97K
|
|
|
Aug 14, 2023
Q2 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-7- 77.78% |
$742 - $773
|
2
$216
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-10- 0.41% |
$1.06K - $1.1K
|
2.43K
$262K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-10- 0.06% |
$1.06K - $1.1K
|
17.2K
$1.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-10- 2.28% |
$1.06K - $1.1K
|
428
$46.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-16- 0.3% |
$1.7K - $1.77K
|
5.25K
$566K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-16- 0.29% |
$1.7K - $1.77K
|
5.44K
$588K
|
|
|
Aug 14, 2023
Q2 2023
|
Gould Capital, LLC
|
SELL
|
- |
-17- 4.49% |
$1.8K - $1.88K
|
362
$39.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19- 0.03% |
$2.01K - $2.1K
|
67.4K
$7.27M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-20- 2.3% |
$2.12K - $2.21K
|
850
$91.8K
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-20- 0.42% |
$2.12K - $2.21K
|
4.77K
$515K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-21- 0.83% |
$2.23K - $2.32K
|
2.5K
$270K
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-26- 1.11% |
$2.76K - $2.87K
|
2.32K
$250K
|
|
|
Jul 13, 2023
Q2 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-26- 0.99% |
$2.76K - $2.87K
|
2.59K
$280K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-28Closed |
$2.97K - $3.09K
|
0
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
SELL
|
- |
-29- 0.67% |
$3.07K - $3.2K
|
4.29K
$463K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-29- 0.15% |
$3.07K - $3.2K
|
18.9K
$2.04M
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-30- 17.34% |
$3.18K - $3.31K
|
143
$15.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-33- 13.41% |
$3.5K - $3.64K
|
213
$23K
|
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-34- 1.67% |
$3.6K - $3.75K
|
2.01K
$216K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-37- 0.85% |
$3.92K - $4.09K
|
4.34K
$468K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-41- 0.65% |
$4.35K - $4.53K
|
6.23K
$672K
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-41- 0.55% |
$4.35K - $4.53K
|
7.37K
$795K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-41- 0.91% |
$4.35K - $4.53K
|
4.49K
$484K
|
|
|
Aug 14, 2023
Q2 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-44- 0.33% |
$4.66K - $4.86K
|
13.3K
$1.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-45- 0.47% |
$4.77K - $4.97K
|
9.55K
$1.03M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-50- 15.02% |
$5.3K - $5.52K
|
283
$30.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-51- 0.78% |
$5.41K - $5.63K
|
6.45K
$697K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-58- 0.33% |
$6.15K - $6.4K
|
17.4K
$1.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-58- 0.72% |
$6.15K - $6.4K
|
7.97K
$860K
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-60- 1.2% |
$6.36K - $6.63K
|
4.96K
$535K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-60- 6.82% |
$6.36K - $6.63K
|
820
$88.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-61- 11.87% |
$6.47K - $6.74K
|
453
$48.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
SELL
|
- |
-62- 0.59% |
$6.57K - $6.85K
|
10.4K
$1.12M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-63- 7.28% |
$6.68K - $6.96K
|
802
$86.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-64- 13.79% |
$6.79K - $7.07K
|
400
$43.2K
|
|
|
Aug 11, 2023
Q2 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-79- 1.65% |
$8.38K - $8.72K
|
4.71K
$508K
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
SELL
|
- |
-81- 0.82% |
$8.59K - $8.94K
|
9.8K
$1.06M
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-84- 0.14% |
$8.91K - $9.28K
|
58.4K
$6.31M
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-85- 2.07% |
$9.01K - $9.39K
|
4.02K
$434K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-90- 0.47% |
$9.54K - $9.94K
|
19.1K
$2.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-92- 3.68% |
$9.75K - $10.2K
|
2.41K
$260K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-97- 0.42% |
$10.3K - $10.7K
|
22.8K
$2.46M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
SELL
|
- |
-100- 2.03% |
$10.6K - $11K
|
4.83K
$521K
|