Purchases and Sales Made in Q3 2022 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.38K- 46.29% |
$850K - $961K
|
9.73K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-8.73K- 1.66% |
$885K - $1M
|
516K
$56M
|
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-9.09K- 11.21% |
$922K - $1.04M
|
72K
$7.81M
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-9.18K- 1.89% |
$931K - $1.05M
|
475K
$51.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-9.33K- 48.89% |
$947K - $1.07M
|
9.76K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-9.41K- 26.09% |
$954K - $1.08M
|
26.7K
$2.89M
|
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-9.43K- 18.81% |
$956K - $1.08M
|
40.7K
$4.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-9.95K- 46.16% |
$1.01M - $1.14M
|
11.6K
$1.26M
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
SELL
|
- |
-10K- 22.37% |
$1.02M - $1.15M
|
34.7K
$3.77M
|
|
|
Nov 01, 2022
Q3 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-10.1K- 28.34% |
$1.03M - $1.16M
|
25.6K
$2.78M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.2K- 9.61% |
$1.04M - $1.17M
|
96K
$10.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.4K- 31.47% |
$1.05M - $1.19M
|
22.5K
$2.45M
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-10.6K- 10.72% |
$1.07M - $1.21M
|
88K
$9.55M
|
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-10.6K- 4.49% |
$1.07M - $1.21M
|
225K
$24.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-10.6K- 19.3% |
$1.07M - $1.21M
|
44.3K
$4.8M
|
|
|
Oct 27, 2022
Q3 2022
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-11.6K- 7.41% |
$1.18M - $1.33M
|
145K
$15.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-11.8K- 8.0% |
$1.2M - $1.36M
|
136K
$14.8M
|
|
|
Oct 27, 2022
Q3 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-12.5K- 39.61% |
$1.27M - $1.43M
|
19.1K
$2.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12.6K- 5.12% |
$1.27M - $1.44M
|
233K
$25.2M
|
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-13K- 71.9% |
$1.32M - $1.49M
|
5.08K
$551K
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-13K- 62.76% |
$1.32M - $1.49M
|
7.72K
$838K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-13K- 64.14% |
$1.32M - $1.5M
|
7.3K
$791K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-13.1K- 75.17% |
$1.33M - $1.5M
|
4.33K
$470K
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-13.2K- 85.9% |
$1.33M - $1.51M
|
2.16K
$234K
|
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-13.7K- 2.11% |
$1.39M - $1.57M
|
633K
$68.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.7K- 3.26% |
$1.39M - $1.57M
|
407K
$44.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-14K- 30.12% |
$1.42M - $1.6M
|
32.4K
$3.51M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-14.1K- 60.05% |
$1.43M - $1.62M
|
9.41K
$1.02M
|
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-14.8K- 24.13% |
$1.5M - $1.7M
|
46.6K
$5.05M
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-15.1K- 57.16% |
$1.54M - $1.74M
|
11.4K
$1.23M
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-15.1K- 57.16% |
$1.54M - $1.74M
|
11.4K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15.6K- 5.77% |
$1.58M - $1.78M
|
254K
$27.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
SELL
|
- |
-16.5K- 62.75% |
$1.68M - $1.89M
|
9.81K
$1.06M
|
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
SELL
|
- |
-16.6K- 42.87% |
$1.68M - $1.9M
|
22.1K
$2.39M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-16.6K- 16.68% |
$1.68M - $1.9M
|
82.8K
$8.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-17.3K- 73.51% |
$1.76M - $1.98M
|
6.24K
$676K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-17.9K- 7.74% |
$1.82M - $2.05M
|
214K
$23.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-18.2K- 42.08% |
$1.85M - $2.09M
|
25.1K
$2.72M
|
|
|
Nov 03, 2022
Q3 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-19.3K- 11.8% |
$1.96M - $2.21M
|
144K
$15.7M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-23.1K- 10.63% |
$2.35M - $2.65M
|
194K
$21.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-23.2K- 90.74% |
$2.35M - $2.65M
|
2.36K
$256K
|
|
|
Nov 10, 2022
Q3 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-24.6K- 5.5% |
$2.5M - $2.82M
|
423K
$45.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-26K- 35.52% |
$2.63M - $2.97M
|
47.1K
$5.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-28K- 28.52% |
$2.84M - $3.21M
|
70.2K
$7.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-28.1K- 31.91% |
$2.85M - $3.22M
|
60K
$6.5M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-28.1K- 26.67% |
$2.85M - $3.22M
|
77.3K
$8.38M
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-28.8K- 67.68% |
$2.92M - $3.3M
|
13.8K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-33.1K- 9.96% |
$3.35M - $3.79M
|
299K
$32.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-35K- 0.34% |
$3.55M - $4.01M
|
10.2M
$1.1B
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-37.4K- 93.46% |
$3.79M - $4.28M
|
2.62K
$284K
|