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 08, 2023
Q2 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-10.9K- 43.34% |
$1.16M - $1.2M
|
14.3K
$1.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-11.3K- 5.49% |
$1.2M - $1.25M
|
194K
$21.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-12.2K- 1.43% |
$1.29M - $1.35M
|
842K
$91.3M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-12.5K- 59.64% |
$1.32M - $1.38M
|
8.43K
$915K
|
|
|
Jul 19, 2023
Q2 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-12.7K- 71.04% |
$1.34M - $1.4M
|
5.16K
$560K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-12.7K- 71.96% |
$1.34M - $1.4M
|
4.94K
$536K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-12.7K- 59.24% |
$1.35M - $1.4M
|
8.74K
$948K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-12.9K- 74.95% |
$1.36M - $1.42M
|
4.3K
$466K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-12.9K- 0.08% |
$1.36M - $1.42M
|
15.1M
$1.64B
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-13K- 71.13% |
$1.38M - $1.44M
|
5.28K
$573K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-13K- 68.82% |
$1.38M - $1.44M
|
5.9K
$640K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-13.4K- 1.81% |
$1.42M - $1.48M
|
725K
$78.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13.5K- 10.8% |
$1.43M - $1.49M
|
111K
$12.1M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.7K- 8.0% |
$1.45M - $1.51M
|
158K
$17.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-14.2K- 10.47% |
$1.5M - $1.57M
|
121K
$13.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-14.6K- 75.55% |
$1.55M - $1.61M
|
4.73K
$513K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-14.7K- 25.1% |
$1.56M - $1.63M
|
44K
$4.77M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-14.9K- 9.9% |
$1.58M - $1.65M
|
136K
$14.7M
|
|
|
Apr 24, 2024
Q2 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-15.1K- 32.73% |
$1.6M - $1.67M
|
31.1K
$3.37M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
SELL
|
- |
-15.3K- 17.2% |
$1.62M - $1.69M
|
73.6K
$7.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-17.1K- 61.85% |
$1.81M - $1.88M
|
10.5K
$1.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-17.1K- 11.41% |
$1.82M - $1.89M
|
133K
$14.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-17.3K- 50.53% |
$1.83M - $1.91M
|
16.9K
$1.83M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-18.2K- 1.31% |
$1.93M - $2.01M
|
1.37M
$149M
|
|
|
Jul 11, 2023
Q2 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-18.8K- 27.54% |
$2M - $2.08M
|
49.6K
$5.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-20.1K- 47.53% |
$2.13M - $2.22M
|
22.2K
$2.41M
|
|
|
Feb 05, 2025
Q2 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-20.6K- 76.18% |
$2.19M - $2.28M
|
6.45K
$700K
|
|
|
Aug 17, 2023
Q2 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-22K- 48.77% |
$2.34M - $2.43M
|
23.2K
$2.51M
|
|
|
Aug 07, 2023
Q2 2023
|
Surience Private Wealth LLC
|
SELL
|
- |
-26.5K- 88.82% |
$2.81M - $2.92M
|
3.33K
$362K
|
|
|
Aug 02, 2023
Q2 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-29.3K- 93.78% |
$3.11M - $3.24M
|
1.95K
$211K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-30.3K- 51.56% |
$3.21M - $3.35M
|
28.5K
$3.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-31.9K- 85.76% |
$3.38M - $3.52M
|
5.3K
$575K
|
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-32.2K- 97.89% |
$3.42M - $3.56M
|
695
$75.4K
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-40.1K- 78.32% |
$4.25M - $4.43M
|
11.1K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-43.9K- 12.23% |
$4.66M - $4.85M
|
315K
$34.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-44.6K- 32.55% |
$4.73M - $4.92M
|
92.3K
$10M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-47.4K- 11.47% |
$5.03M - $5.24M
|
366K
$39.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-49.3K- 17.76% |
$5.22M - $5.44M
|
228K
$24.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-51.1K- 32.3% |
$5.42M - $5.64M
|
107K
$11.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Mtc Wealth Management LLC
|
SELL
|
- |
-59.3K- 28.73% |
$6.29M - $6.55M
|
147K
$16M
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-59.3K- 32.97% |
$6.29M - $6.55M
|
121K
$13.1M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-61.7K- 6.14% |
$6.54M - $6.81M
|
943K
$102M
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-68.5K- 12.36% |
$7.26M - $7.56M
|
486K
$52.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-90.4K- 22.95% |
$9.58M - $9.98M
|
303K
$32.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-95.6K- 23.61% |
$10.1M - $10.6M
|
309K
$33.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-98.7K- 92.27% |
$10.5M - $10.9M
|
8.27K
$897K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-106K- 3.43% |
$11.2M - $11.7M
|
2.98M
$323M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-114K- 28.22% |
$12.1M - $12.6M
|
291K
$31.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-134K- 95.56% |
$14.2M - $14.8M
|
6.24K
$677K
|
|
|
Aug 11, 2023
Q2 2023
|
Pactiv General Employee Benefit Trust
Lake Forest, IL |
SELL
|
- |
-145K- 62.67% |
$15.4M - $16M
|
86.5K
$9.39M
|