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 14, 2023
Q2 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-571- 6.51% |
$60.5K - $63.1K
|
8.2K
$881K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-575- 7.7% |
$61K - $63.5K
|
6.9K
$741K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-577- 4.51% |
$61.2K - $63.7K
|
12.2K
$1.31M
|
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-580- 6.23% |
$61.5K - $64K
|
8.73K
$939K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-586- 16.41% |
$62.1K - $64.7K
|
2.99K
$321K
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-592- 2.28% |
$62.8K - $65.4K
|
25.3K
$2.72M
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-611- 7.34% |
$64.8K - $67.5K
|
7.72K
$829K
|
|
|
Aug 04, 2023
Q2 2023
|
J.Safra Asset Management Corp
|
SELL
|
- |
-625- 1.31% |
$66.3K - $69K
|
47.2K
$5.07M
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-626- 5.26% |
$66.4K - $69.1K
|
11.3K
$1.21M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-639- 13.11% |
$67.7K - $70.6K
|
4.23K
$455K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-656- 16.45% |
$69.5K - $72.4K
|
3.33K
$358K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-677- 1.65% |
$71.8K - $74.8K
|
40.4K
$4.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-694- 2.46% |
$73.6K - $76.6K
|
27.5K
$2.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-700- 5.69% |
$74.2K - $77.3K
|
11.6K
$1.25M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-703- 8.29% |
$74.5K - $77.6K
|
7.78K
$836K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-716- 2.55% |
$75.9K - $79.1K
|
27.4K
$2.94M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-721- 17.68% |
$76.4K - $79.6K
|
3.36K
$361K
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-730- 23.5% |
$77.4K - $80.6K
|
2.38K
$255K
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-733- 0.38% |
$77.7K - $80.9K
|
190K
$20.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-754- 1.5% |
$79.9K - $83.3K
|
49.6K
$5.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-759- 0.48% |
$80.5K - $83.8K
|
157K
$16.9M
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-767- 8.69% |
$81.3K - $84.7K
|
8.06K
$866K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-769- 12.16% |
$81.5K - $84.9K
|
5.56K
$597K
|
|
|
Jul 26, 2023
Q2 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-802- 8.36% |
$85K - $88.6K
|
8.79K
$945K
|
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-806- 5.76% |
$85.5K - $89K
|
13.2K
$1.42M
|
|
|
Jul 17, 2023
Q2 2023
|
Pacific Wealth Management
|
SELL
|
- |
-813- 1.87% |
$86.2K - $89.8K
|
42.7K
$4.59M
|
|
|
Jul 11, 2023
Q2 2023
|
Norway Savings Bank
|
SELL
|
- |
-835- 7.2% |
$88.5K - $92.2K
|
10.8K
$1.16M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-844- 1.62% |
$89.5K - $93.2K
|
51.3K
$5.51M
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-845- 2.95% |
$89.6K - $93.3K
|
27.8K
$2.99M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-870- 11.11% |
$92.2K - $96.1K
|
6.96K
$748K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-902- 2.96% |
$95.6K - $99.6K
|
29.6K
$3.18M
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-910- 23.58% |
$96.5K - $100K
|
2.95K
$317K
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-924- 16.34% |
$98K - $102K
|
4.73K
$508K
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-928- 10.83% |
$98.4K - $102K
|
7.64K
$821K
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-946- 20.0% |
$100K - $104K
|
3.78K
$407K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-949- 15.71% |
$101K - $105K
|
5.09K
$547K
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-986- 50.54% |
$105K - $109K
|
965
$104K
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-989- 20.1% |
$105K - $109K
|
3.93K
$423K
|
|
|
Jul 25, 2023
Q2 2023
|
Independent Family Office, LLC
|
SELL
|
- |
-1K- 6.49% |
$106K - $110K
|
14.4K
$1.55M
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.01K- 6.46% |
$107K - $111K
|
14.6K
$1.57M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.04K- 57.34% |
$110K - $114K
|
770
$82.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.04K- 1.16% |
$110K - $115K
|
88.3K
$9.49M
|
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-1.04K- 0.25% |
$110K - $115K
|
422K
$45.3M
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
SELL
|
- |
-1.04K- 1.93% |
$110K - $115K
|
52.7K
$5.67M
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.13K- 15.51% |
$120K - $125K
|
6.17K
$663K
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.17K- 8.21% |
$124K - $129K
|
13K
$1.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.18K- 8.48% |
$125K - $130K
|
12.7K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.22K- 3.43% |
$129K - $135K
|
34.3K
$3.69M
|
|
|
Jul 19, 2023
Q2 2023
|
Matrix Trust CO
|
SELL
|
- |
-1.22K- 24.21% |
$129K - $135K
|
3.82K
$410K
|
|
|
Jul 24, 2023
Q2 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-1.26K- 3.49% |
$133K - $139K
|
34.8K
$3.74M
|