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 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
149K+ 8.64% |
$15.8M - $16.4M
|
1.87M
$210M
|
|
|
Aug 01, 2023
Q2 2023
|
Amia Capital LLP
|
BUY
|
- |
138KNew |
$14.6M - $15.2M
|
138K
$15.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
131K+ 14.56% |
$13.9M - $14.5M
|
1.03M
$116M
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
120KNew |
$12.7M - $13.3M
|
120K
$13.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Rye Brook Capital LLC
|
BUY
|
- |
118K+ 45.65% |
$12.5M - $13M
|
377K
$42.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
117KNew |
$12.4M - $12.9M
|
117K
$13.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
115K+ 3.53% |
$12.2M - $12.7M
|
3.38M
$379M
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
106KNew |
$11.3M - $11.8M
|
106K
$12M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
104K+ 288.55% |
$11M - $11.5M
|
140K
$15.7M
|
|
|
Feb 07, 2025
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
104K+ 288.55% |
$11M - $11.5M
|
140K
$15.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
102K+ 11.24% |
$10.8M - $11.2M
|
1.01M
$113M
|
|
|
Aug 11, 2023
Q2 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
98.7KNew |
$10.5M - $10.9M
|
98.7K
$11.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Shelter Mutual Insurance CO
|
BUY
|
- |
95.2KNew |
$10.1M - $10.5M
|
95.2K
$10.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
87.1K+ 10.72% |
$9.24M - $9.62M
|
900K
$101M
|
|
|
Jan 09, 2024
Q2 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
83K+ 7.93% |
$8.8M - $9.17M
|
1.13M
$127M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
82.1K+ 28.3% |
$8.71M - $9.07M
|
372K
$41.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
80.1K+ 6.28% |
$8.49M - $8.85M
|
1.36M
$152M
|
|
|
Aug 09, 2023
Q2 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
78.5K+ 11.54% |
$8.32M - $8.67M
|
759K
$85.2M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
77.7KNew |
$8.24M - $8.58M
|
77.7K
$8.73M
|
|
|
Apr 29, 2024
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
76.7KNew |
$8.13M - $8.47M
|
76.7K
$8.62M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
74.2KNew |
$7.86M - $8.19M
|
74.2K
$8.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
69.7K+ 19.46% |
$7.39M - $7.7M
|
428K
$48.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
67.2K+ 166.34% |
$7.12M - $7.42M
|
108K
$12.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
63.1K+ 14.47% |
$6.69M - $6.97M
|
499K
$56.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
62.9KNew |
$6.67M - $6.95M
|
62.9K
$7.07M
|
|
|
Jul 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
61.4K+ 166.6% |
$6.51M - $6.79M
|
98.3K
$11M
|
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
59.4K+ 50.44% |
$6.29M - $6.55M
|
177K
$19.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
57.3K+ 3.59% |
$6.08M - $6.33M
|
1.65M
$186M
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
56.2K+ 46.6% |
$5.96M - $6.21M
|
177K
$19.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
53.6K+ 86.84% |
$5.69M - $5.92M
|
115K
$13M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
BUY
|
- |
53.1K+ 821.89% |
$5.63M - $5.87M
|
59.6K
$6.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
52.8KNew |
$5.59M - $5.83M
|
52.8K
$5.93M
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
BUY
|
- |
52.5K+ 14.62% |
$5.57M - $5.8M
|
412K
$46.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
51.9K+ 45.08% |
$5.51M - $5.74M
|
167K
$18.8M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
49.2K+ 1405.66% |
$5.21M - $5.43M
|
52.7K
$5.91M
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
46.6KNew |
$4.94M - $5.15M
|
46.6K
$5.24M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
46.1K+ 22.2% |
$4.89M - $5.09M
|
254K
$28.5M
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
41.5K+ 389.93% |
$4.4M - $4.58M
|
52.1K
$5.86M
|
|
|
Aug 08, 2023
Q2 2023
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
41K+ 100.0% |
$4.35M - $4.53M
|
82K
$9.21M
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
40.9KNew |
$4.34M - $4.52M
|
40.9K
$4.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
37.7K+ 50.02% |
$4M - $4.16M
|
113K
$12.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
36KNew |
$3.82M - $3.98M
|
36K
$4.05M
|
|
|
Jul 28, 2023
Q2 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
35.4K+ 6.09% |
$3.75M - $3.91M
|
616K
$69.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
33.2K+ 671.08% |
$3.52M - $3.66M
|
38.1K
$4.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.8K+ 10.16% |
$3.48M - $3.62M
|
356K
$40M
|
|
|
Aug 09, 2023
Q2 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
32.2K+ 70.24% |
$3.41M - $3.55M
|
78K
$8.76M
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
32.1K+ 25.84% |
$3.4M - $3.54M
|
156K
$17.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
30.9KNew |
$3.27M - $3.41M
|
30.9K
$3.47M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
29.4K+ 1336.52% |
$3.12M - $3.25M
|
31.6K
$3.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
29.4K+ 16.56% |
$3.11M - $3.24M
|
207K
$23.2M
|