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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.29K- 49.84% |
$136K - $142K
|
1.29K
$139K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.3K- 2.65% |
$138K - $144K
|
47.8K
$5.14M
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.33K- 4.01% |
$141K - $146K
|
31.8K
$3.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.37K- 6.94% |
$146K - $152K
|
18.4K
$1.98M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.38K- 34.93% |
$147K - $153K
|
2.58K
$277K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.39K- 34.38% |
$147K - $153K
|
2.65K
$284K
|
|
|
Aug 11, 2023
Q2 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-1.4K- 4.93% |
$148K - $154K
|
26.9K
$2.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.4K- 21.33% |
$148K - $155K
|
5.16K
$555K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.44K- 7.99% |
$153K - $159K
|
16.6K
$1.78M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.44K- 42.32% |
$153K - $159K
|
1.97K
$211K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.45K- 21.97% |
$154K - $160K
|
5.15K
$554K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.5K- 27.86% |
$159K - $166K
|
3.89K
$417K
|
|
|
Aug 14, 2023
Q2 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-1.5K- 9.32% |
$159K - $166K
|
14.6K
$1.57M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.54K- 61.08% |
$163K - $170K
|
982
$106K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.56K- 0.73% |
$165K - $172K
|
213K
$22.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.65K- 24.43% |
$174K - $182K
|
5.09K
$547K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.69K- 1.37% |
$179K - $186K
|
121K
$13M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.69K- 97.74% |
$179K - $187K
|
39
$4.19K
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.72K- 19.9% |
$183K - $190K
|
6.94K
$746K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.74K- 7.35% |
$184K - $192K
|
21.9K
$2.35M
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.78K- 8.19% |
$188K - $196K
|
19.9K
$2.14M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.8K- 3.18% |
$191K - $199K
|
54.8K
$5.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.8K- 22.12% |
$191K - $199K
|
6.33K
$680K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.81K- 6.23% |
$191K - $199K
|
27.2K
$2.92M
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-1.81K- 1.9% |
$192K - $200K
|
93.5K
$10M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.84K- 1.99% |
$195K - $203K
|
90.6K
$9.73M
|
|
|
Jul 31, 2023
Q2 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.87K- 6.69% |
$199K - $207K
|
26.1K
$2.81M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.93K- 48.13% |
$205K - $213K
|
2.08K
$223K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-1.95K- 15.71% |
$206K - $215K
|
10.4K
$1.12M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-2K- 9.26% |
$212K - $221K
|
19.6K
$2.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2.02K- 6.68% |
$214K - $223K
|
28.2K
$3.03M
|
|
|
Jul 21, 2023
Q2 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-2.15K- 18.56% |
$228K - $237K
|
9.43K
$1.01M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.36K- 3.02% |
$251K - $261K
|
75.9K
$8.16M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.39K- 19.55% |
$253K - $264K
|
9.84K
$1.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.39K- 19.55% |
$253K - $264K
|
9.84K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.41K- 7.75% |
$255K - $266K
|
28.6K
$3.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.45K- 3.33% |
$260K - $271K
|
71.2K
$7.65M
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.59K- 23.7% |
$275K - $286K
|
8.35K
$897K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.73K- 9.84% |
$289K - $301K
|
25K
$2.69M
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2.73K- 32.42% |
$290K - $302K
|
5.7K
$613K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.83K- 5.47% |
$300K - $312K
|
48.8K
$5.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.92K- 29.72% |
$310K - $323K
|
6.91K
$743K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.94K- 48.35% |
$312K - $325K
|
3.14K
$337K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.96K- 1.53% |
$314K - $327K
|
190K
$20.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3K- 8.55% |
$318K - $331K
|
32.1K
$3.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-3.07K- 3.41% |
$326K - $339K
|
87.1K
$9.36M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.1K- 5.42% |
$329K - $343K
|
54.2K
$5.82M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-3.26K- 72.74% |
$346K - $360K
|
1.22K
$131K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-3.34K- 65.73% |
$354K - $369K
|
1.74K
$187K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.39K- 16.0% |
$359K - $374K
|
17.8K
$1.91M
|