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
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.48KNew |
$581K - $605K
|
5.48K
$615K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
5.35K+ 4.3% |
$567K - $591K
|
130K
$14.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.32K+ 272.03% |
$564K - $588K
|
7.28K
$817K
|
|
|
Aug 10, 2023
Q2 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
5.09KNew |
$539K - $562K
|
5.09K
$571K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
4.99K+ 37.6% |
$529K - $551K
|
18.3K
$2.05M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
4.93K+ 11.72% |
$523K - $545K
|
47K
$5.28M
|
|
|
Aug 04, 2023
Q2 2023
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
4.91K+ 3.86% |
$521K - $542K
|
132K
$14.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
4.79KNew |
$508K - $529K
|
4.79K
$538K
|
|
|
Nov 15, 2023
Q2 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
4.78KNew |
$506K - $528K
|
4.78K
$537K
|
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
BUY
|
- |
4.75K+ 10.5% |
$503K - $524K
|
49.9K
$5.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
4.67K+ 67.0% |
$495K - $516K
|
11.6K
$1.31M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.63KNew |
$491K - $511K
|
4.63K
$520K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
4.51K+ 6.28% |
$478K - $498K
|
76.4K
$8.58M
|
|
|
Jul 11, 2023
Q2 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
4.51K+ 5.68% |
$478K - $498K
|
83.9K
$9.42M
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
4.48KNew |
$475K - $495K
|
4.48K
$503K
|
|
|
Jul 26, 2023
Q2 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
4.48KNew |
$475K - $494K
|
4.48K
$503K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.46K+ 4.66% |
$473K - $492K
|
100K
$11.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
4.36K+ 3.59% |
$462K - $481K
|
126K
$14.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.29K+ 83.95% |
$455K - $474K
|
9.41K
$1.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.26KNew |
$452K - $471K
|
4.26K
$479K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
4.21K+ 11.23% |
$446K - $465K
|
41.7K
$4.68M
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
BUY
|
- |
3.99K+ 65.62% |
$423K - $441K
|
10.1K
$1.13M
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
3.98KNew |
$422K - $440K
|
3.98K
$448K
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
3.89K+ 72.8% |
$413K - $430K
|
9.24K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.87K+ 2.05% |
$410K - $427K
|
193K
$21.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.81K+ 8.12% |
$404K - $421K
|
50.8K
$5.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.79KNew |
$402K - $419K
|
3.79K
$426K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.69K+ 19.17% |
$392K - $408K
|
23K
$2.58M
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
3.65K+ 17.66% |
$387K - $404K
|
24.3K
$2.74M
|
|
|
Nov 21, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.6KNew |
$381K - $397K
|
3.6K
$404K
|
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.6KNew |
$381K - $397K
|
3.6K
$404K
|
|
|
Aug 14, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.6KNew |
$381K - $397K
|
3.6K
$404K
|
|
|
Aug 14, 2023
Q2 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
3.53K+ 41.83% |
$374K - $390K
|
12K
$1.34M
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
3.46KNew |
$367K - $383K
|
3.46K
$389K
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.4K+ 12.78% |
$361K - $376K
|
30K
$3.37M
|
|
|
Aug 02, 2023
Q2 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
3.36KNew |
$356K - $371K
|
3.36K
$377K
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.36K+ 97.3% |
$356K - $371K
|
6.81K
$764K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.32K+ 17.82% |
$352K - $367K
|
21.9K
$2.46M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
3.32K+ 13.42% |
$351K - $366K
|
28K
$3.15M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.29KNew |
$349K - $363K
|
3.29K
$369K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.24K+ 10.49% |
$343K - $357K
|
34.1K
$3.83M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
3.2KNew |
$339K - $353K
|
3.2K
$359K
|
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
BUY
|
- |
3.18K+ 10.53% |
$337K - $351K
|
33.4K
$3.75M
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.16KNew |
$335K - $349K
|
3.16K
$355K
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
BUY
|
- |
3.1K+ 1.17% |
$329K - $342K
|
268K
$30.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.07KNew |
$326K - $339K
|
3.07K
$345K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.07K+ 156.88% |
$325K - $339K
|
5.02K
$564K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.04K+ 1.17% |
$322K - $336K
|
263K
$29.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
2.96K+ 8.13% |
$314K - $327K
|
39.4K
$4.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.9KNew |
$307K - $320K
|
2.9K
$326K
|