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 23, 2023
Q2 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-3.42K- 12.39% |
$363K - $378K
|
24.2K
$2.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.48K- 22.04% |
$368K - $384K
|
12.3K
$1.32M
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
SELL
|
- |
-3.54K- 9.85% |
$375K - $391K
|
32.4K
$3.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.59K- 10.34% |
$380K - $396K
|
31.1K
$3.34M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.71K- 6.04% |
$394K - $410K
|
57.8K
$6.21M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.85K- 82.26% |
$408K - $425K
|
830
$89.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.98K- 14.33% |
$422K - $440K
|
23.8K
$2.56M
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-4K- 76.26% |
$424K - $442K
|
1.25K
$134K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.06K- 15.83% |
$431K - $449K
|
21.6K
$2.32M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-4.21K- 9.93% |
$446K - $464K
|
38.2K
$4.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-4.55K- 7.54% |
$482K - $502K
|
55.8K
$5.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-4.55K- 39.34% |
$483K - $503K
|
7.02K
$755K
|
|
|
Aug 14, 2023
Q2 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-4.56K- 15.77% |
$483K - $503K
|
24.3K
$2.62M
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-4.64K- 31.58% |
$491K - $512K
|
10K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.84K- 9.38% |
$513K - $534K
|
46.7K
$5.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-5.11K- 4.44% |
$542K - $564K
|
110K
$11.8M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.16K- 29.28% |
$547K - $569K
|
12.5K
$1.34M
|
|
|
Jul 26, 2023
Q2 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-5.41K- 49.87% |
$573K - $597K
|
5.43K
$584K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-5.46K- 15.37% |
$579K - $603K
|
30.1K
$3.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-5.49K- 19.48% |
$582K - $606K
|
22.7K
$2.44M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.59K- 21.69% |
$593K - $618K
|
20.2K
$2.17M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.59K- 21.69% |
$593K - $618K
|
20.2K
$2.17M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-5.66K- 1.83% |
$600K - $624K
|
304K
$32.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.01K- 30.68% |
$637K - $663K
|
13.6K
$1.46M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-6.19K- 76.55% |
$656K - $684K
|
1.9K
$204K
|
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-6.2K- 74.97% |
$657K - $685K
|
2.07K
$222K
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-6.42K- 8.97% |
$680K - $708K
|
65.1K
$6.99M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-6.58K- 21.54% |
$697K - $726K
|
24K
$2.58M
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-7.1K- 6.17% |
$753K - $784K
|
108K
$11.6M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-7.19K- 5.52% |
$762K - $794K
|
123K
$13.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.22K- 75.38% |
$766K - $797K
|
2.36K
$253K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-7.25K- 17.36% |
$768K - $800K
|
34.5K
$3.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-7.33K- 28.17% |
$777K - $809K
|
18.7K
$2.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.51K- 11.67% |
$796K - $829K
|
56.8K
$6.11M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.59K- 40.39% |
$805K - $838K
|
11.2K
$1.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.13K- 2.24% |
$862K - $898K
|
355K
$38.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-8.2K- 49.31% |
$870K - $906K
|
8.43K
$906K
|
|
|
Aug 24, 2023
Q2 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-8.39K- 7.4% |
$890K - $927K
|
105K
$11.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-8.63K- 9.47% |
$915K - $953K
|
82.6K
$8.87M
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-8.95K- 12.29% |
$949K - $988K
|
63.8K
$6.86M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-8.95K- 79.08% |
$949K - $989K
|
2.37K
$254K
|
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-9.94K- 15.96% |
$1.05M - $1.1M
|
52.3K
$5.62M
|
|
|
Jul 18, 2023
Q2 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-10.2K- 54.2% |
$1.08M - $1.12M
|
8.58K
$922K
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-10.3K- 11.89% |
$1.09M - $1.13M
|
76.2K
$8.18M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-10.3K- 33.52% |
$1.09M - $1.14M
|
20.5K
$2.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-10.8K- 2.16% |
$1.15M - $1.19M
|
489K
$52.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-10.9K- 43.34% |
$1.16M - $1.2M
|
14.3K
$1.53M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-11.3K- 5.49% |
$1.2M - $1.25M
|
194K
$20.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-12.2K- 1.43% |
$1.29M - $1.35M
|
842K
$90.4M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-12.5K- 59.64% |
$1.32M - $1.38M
|
8.43K
$906K
|