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
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
11.8KNew |
$1.25M - $1.3M
|
11.8K
$1.32M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.7K+ 56.61% |
$1.24M - $1.3M
|
32.5K
$3.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.7K+ 82.28% |
$1.24M - $1.3M
|
26K
$2.92M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
11.5K+ 7.54% |
$1.22M - $1.27M
|
165K
$18.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
11.5K+ 168.67% |
$1.22M - $1.27M
|
18.3K
$2.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
11.4K+ 23.25% |
$1.21M - $1.26M
|
60.4K
$6.78M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
11.1K+ 13.86% |
$1.18M - $1.22M
|
91.1K
$10.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
10.3K+ 13.16% |
$1.09M - $1.14M
|
88.5K
$9.95M
|
|
|
Jul 17, 2023
Q2 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
10.2K+ 3.67% |
$1.08M - $1.13M
|
288K
$32.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
10KNew |
$1.06M - $1.1M
|
10K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
10K+ 12.48% |
$1.06M - $1.1M
|
90.1K
$10.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
9.97KNew |
$1.06M - $1.1M
|
9.97K
$1.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
9.97K+ 6.05% |
$1.06M - $1.1M
|
175K
$19.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
9.78K+ 245.07% |
$1.04M - $1.08M
|
13.8K
$1.55M
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
9.74K+ 6.21% |
$1.03M - $1.08M
|
167K
$18.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9.3K+ 72.46% |
$986K - $1.03M
|
22.1K
$2.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
- |
9.24KNew |
$980K - $1.02M
|
9.24K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.79K+ 29.79% |
$932K - $971K
|
38.3K
$4.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
8.75K+ 78.98% |
$928K - $966K
|
19.8K
$2.23M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
8.71K+ 3485.6% |
$924K - $962K
|
8.96K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
8.63KNew |
$915K - $953K
|
8.63K
$970K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
8.5K+ 57.42% |
$901K - $938K
|
23.3K
$2.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.44K+ 105.34% |
$894K - $932K
|
16.4K
$1.85M
|
|
|
Aug 10, 2023
Q2 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
8.31K+ 189.68% |
$881K - $917K
|
12.7K
$1.43M
|
|
|
Jul 10, 2023
Q2 2023
|
Sarasin & Partners LLP
|
BUY
|
- |
8.3K+ 37.0% |
$879K - $916K
|
30.7K
$3.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
8.23K+ 35.54% |
$872K - $908K
|
31.4K
$3.52M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.18K+ 94.52% |
$867K - $903K
|
16.8K
$1.89M
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.09KNew |
$858K - $893K
|
8.09K
$909K
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
8K+ 6.73% |
$848K - $884K
|
127K
$14.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
BUY
|
- |
7.92K+ 4.9% |
$840K - $874K
|
169K
$19M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.92KNew |
$839K - $874K
|
7.92K
$889K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.56K+ 170.94% |
$802K - $835K
|
12K
$1.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
7.5KNew |
$795K - $828K
|
7.5K
$842K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7.44K+ 79.81% |
$789K - $822K
|
16.8K
$1.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.32K+ 2272.05% |
$776K - $808K
|
7.64K
$858K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7.03K+ 3.76% |
$746K - $777K
|
194K
$21.8M
|
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
7.03KNew |
$745K - $776K
|
7.03K
$789K
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
6.36K+ 6.0% |
$674K - $702K
|
112K
$12.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
6.35KNew |
$674K - $702K
|
6.35K
$714K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.07K+ 83.17% |
$644K - $671K
|
13.4K
$1.5M
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
BUY
|
- |
6.04K+ 62.68% |
$640K - $667K
|
15.7K
$1.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.03K+ 24.34% |
$639K - $666K
|
30.8K
$3.46M
|
|
|
Jul 13, 2023
Q2 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
5.98K+ 19.95% |
$634K - $660K
|
35.9K
$4.04M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.95K+ 3.22% |
$630K - $657K
|
190K
$21.4M
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
5.81K+ 3.59% |
$616K - $641K
|
168K
$18.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
5.74K+ 2.23% |
$609K - $634K
|
263K
$29.6M
|
|
|
Jul 31, 2025
Q2 2023
|
Brinker Capital Investments, LLC
|
BUY
|
- |
5.7K+ 51.18% |
$605K - $630K
|
16.9K
$1.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.7K+ 51.18% |
$605K - $630K
|
16.9K
$1.89M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
5.6K+ 1.89% |
$593K - $618K
|
302K
$34M
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
5.5K+ 2.71% |
$583K - $607K
|
208K
$23.4M
|