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
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1.55K+ 0.98% |
$165K - $172K
|
160K
$17.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.48K+ 7.4% |
$157K - $163K
|
21.5K
$2.33M
|
|
|
Aug 08, 2023
Q2 2023
|
Palouse Capital Management, Inc.
|
BUY
|
- |
1.45K+ 22.71% |
$154K - $160K
|
7.85K
$851K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.44K+ 59.76% |
$153K - $159K
|
3.85K
$417K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.44K+ 10.09% |
$152K - $159K
|
15.7K
$1.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
1.4K+ 0.14% |
$148K - $155K
|
970K
$105M
|
|
|
Jul 17, 2023
Q2 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.37K+ 3.12% |
$146K - $152K
|
45.4K
$4.92M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.35K+ 2.15% |
$143K - $149K
|
64.3K
$6.97M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.34K+ 124.44% |
$142K - $148K
|
2.42K
$262K
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.3K+ 6.72% |
$138K - $143K
|
20.6K
$2.23M
|
|
|
Jul 21, 2023
Q2 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
1.29K+ 52.86% |
$136K - $142K
|
3.72K
$403K
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.24K+ 22.09% |
$131K - $136K
|
6.83K
$740K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.22KNew |
$129K - $135K
|
1.22K
$132K
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
1.16K+ 12.0% |
$123K - $128K
|
10.8K
$1.17M
|
|
|
Aug 07, 2023
Q2 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.15K+ 1.69% |
$121K - $126K
|
69K
$7.48M
|
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.09K+ 2.04% |
$116K - $120K
|
54.4K
$5.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.07K+ 1.1% |
$114K - $118K
|
98.4K
$10.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Gouws Capital LLC
|
BUY
|
- |
1.05K+ 16.7% |
$111K - $115K
|
7.3K
$792K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.04K+ 0.4% |
$110K - $115K
|
259K
$28.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.03K+ 12.36% |
$109K - $114K
|
9.35K
$1.01M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.01K+ 21.92% |
$107K - $112K
|
5.63K
$611K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1K+ 20000.0% |
$106K - $110K
|
1.01K
$109K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
991+ 6.59% |
$105K - $109K
|
16K
$1.74M
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
979+ 4.92% |
$104K - $108K
|
20.9K
$2.26M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
952+ 34.95% |
$101K - $105K
|
3.68K
$399K
|
|
|
Jul 10, 2023
Q2 2023
|
David J Yvars Group
|
BUY
|
- |
940+ 15.77% |
$99.7K - $104K
|
6.9K
$748K
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
920+ 18.17% |
$97.5K - $102K
|
5.98K
$649K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
909+ 46.12% |
$96.4K - $100K
|
2.88K
$312K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
900+ 33.46% |
$95.4K - $99.4K
|
3.59K
$389K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
888+ 6.5% |
$94.1K - $98.1K
|
14.5K
$1.58M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
BUY
|
- |
886+ 0.52% |
$93.9K - $97.8K
|
172K
$18.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
876+ 16.53% |
$92.9K - $96.7K
|
6.18K
$670K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
863+ 13.47% |
$91.5K - $95.3K
|
7.27K
$788K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
836+ 6.49% |
$88.6K - $92.3K
|
13.7K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
818+ 0.98% |
$86.7K - $90.3K
|
84.7K
$9.19M
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
808+ 1.69% |
$85.7K - $89.2K
|
48.7K
$5.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
800+ 31.06% |
$84.8K - $88.3K
|
3.38K
$366K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
794+ 2.39% |
$84.2K - $87.7K
|
34K
$3.69M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
780New |
$82.7K - $86.1K
|
780
$84.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
779New |
$82.6K - $86K
|
779
$84.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
755+ 31.24% |
$80K - $83.4K
|
3.17K
$344K
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
715+ 1.79% |
$75.8K - $79K
|
40.7K
$4.42M
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
692+ 20.84% |
$73.4K - $76.4K
|
4.01K
$435K
|
|
|
Aug 14, 2023
Q2 2023
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
690+ 12.59% |
$73.2K - $76.2K
|
6.17K
$669K
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
658+ 0.33% |
$69.8K - $72.7K
|
203K
$22M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
654New |
$69.3K - $72.2K
|
654
$70.9K
|
|
|
Jul 27, 2023
Q2 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
650+ 3.69% |
$68.9K - $71.8K
|
18.3K
$1.98M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
625+ 12.81% |
$66.3K - $69K
|
5.5K
$597K
|
|
|
Aug 02, 2023
Q2 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
620+ 2.41% |
$65.7K - $68.5K
|
26.3K
$2.85M
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
611+ 0.67% |
$64.8K - $67.5K
|
92.2K
$9.99M
|