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 |
---|---|---|---|---|---|---|---|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
24.2K+ 606.25% |
$2.46M - $2.78M
|
28.2K
$3.06M
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
23.5K+ 34.17% |
$2.38M - $2.69M
|
92.3K
$10M
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
22.5K+ 4.25% |
$2.28M - $2.58M
|
553K
$59.9M
|
|
Nov 09, 2022
Q3 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
22.4K+ 142.05% |
$2.27M - $2.56M
|
38.1K
$4.13M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22K+ 14.27% |
$2.24M - $2.53M
|
176K
$19.1M
|
|
Nov 14, 2022
Q3 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
22KNew |
$2.23M - $2.52M
|
22K
$2.39M
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
21.3KNew |
$2.16M - $2.44M
|
21.3K
$2.31M
|
|
Oct 14, 2022
Q3 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
21.2KNew |
$2.15M - $2.43M
|
21.2K
$2.3M
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
20.9K+ 581.89% |
$2.12M - $2.4M
|
24.5K
$2.66M
|
|
Oct 20, 2022
Q3 2022
|
Gds Wealth Management
|
BUY
|
- |
20.9K+ 87.05% |
$2.12M - $2.4M
|
44.9K
$4.87M
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
20.2K+ 28.19% |
$2.05M - $2.32M
|
92K
$9.98M
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
20.1K+ 72.5% |
$2.04M - $2.31M
|
47.9K
$5.19M
|
|
Nov 15, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
20.1KNew |
$2.04M - $2.3M
|
20.1K
$2.18M
|
|
Nov 14, 2022
Q3 2022
|
Tlwm
San Antonio, TX |
BUY
|
- |
19.9K+ 852.34% |
$2.02M - $2.28M
|
22.2K
$2.41M
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.5K+ 1051.29% |
$1.98M - $2.24M
|
21.4K
$2.32M
|
|
Oct 19, 2022
Q3 2022
|
Joule Financial, LLC
|
BUY
|
- |
19.5K+ 160.02% |
$1.98M - $2.24M
|
31.7K
$3.44M
|
|
Nov 14, 2022
Q3 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
19KNew |
$1.92M - $2.17M
|
19K
$2.06M
|
|
Nov 14, 2022
Q3 2022
|
American Family Insurance Mutual Holding CO
|
BUY
|
- |
18.7K+ 7.84% |
$1.9M - $2.15M
|
258K
$28M
|
|
Nov 15, 2022
Q3 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
18.4K+ 98.37% |
$1.86M - $2.1M
|
37K
$4.01M
|
|
Nov 02, 2022
Q3 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
17.8K+ 9.07% |
$1.8M - $2.04M
|
214K
$23.2M
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
17.7K+ 143.54% |
$1.79M - $2.02M
|
30K
$3.25M
|
|
Oct 28, 2022
Q3 2022
|
Financial Life Advisors
|
BUY
|
- |
17.3KNew |
$1.76M - $1.99M
|
17.3K
$1.88M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
17K+ 22.31% |
$1.73M - $1.95M
|
93.3K
$10.1M
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
16.7K+ 175.28% |
$1.7M - $1.92M
|
26.3K
$2.85M
|
|
Nov 07, 2022
Q3 2022
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
16.7KNew |
$1.69M - $1.91M
|
16.7K
$1.81M
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
16.5K+ 4.12% |
$1.67M - $1.89M
|
416K
$45.2M
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
16.4K+ 172.84% |
$1.67M - $1.88M
|
25.9K
$2.81M
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
16K+ 7.14% |
$1.63M - $1.84M
|
241K
$26.1M
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
15.5K+ 133.74% |
$1.57M - $1.78M
|
27.1K
$2.94M
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
14.9K+ 512.08% |
$1.51M - $1.71M
|
17.8K
$1.93M
|
|
Nov 09, 2022
Q3 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
14.3K+ 5.11% |
$1.45M - $1.64M
|
295K
$31.9M
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
14.1K+ 700.8% |
$1.43M - $1.61M
|
16.1K
$1.75M
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13.9K+ 156.54% |
$1.41M - $1.59M
|
22.8K
$2.47M
|
|
Oct 28, 2022
Q3 2022
|
Sym Financial Corp
|
BUY
|
- |
13.9K+ 367.23% |
$1.41M - $1.59M
|
17.6K
$1.91M
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
13.6KNew |
$1.38M - $1.56M
|
13.6K
$1.47M
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
13.4KNew |
$1.36M - $1.54M
|
13.4K
$1.46M
|
|
Nov 01, 2022
Q3 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
13.4K+ 248.92% |
$1.36M - $1.54M
|
18.8K
$2.04M
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.2KNew |
$1.34M - $1.52M
|
13.2K
$1.43M
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
13.1K+ 2.58% |
$1.33M - $1.51M
|
522K
$56.6M
|
|
Oct 14, 2022
Q3 2022
|
Jb Capital LLC
|
BUY
|
- |
13K+ 264.36% |
$1.32M - $1.5M
|
18K
$1.95M
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.8K+ 164.69% |
$1.3M - $1.47M
|
20.6K
$2.23M
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
12.8KNew |
$1.3M - $1.47M
|
12.8K
$1.39M
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
12.7K+ 0.26% |
$1.28M - $1.45M
|
4.91M
$532M
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.5K+ 91.34% |
$1.27M - $1.43M
|
26.2K
$2.84M
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
12.4KNew |
$1.26M - $1.42M
|
12.4K
$1.34M
|
|
Oct 13, 2022
Q3 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
12.3KNew |
$1.25M - $1.41M
|
12.3K
$1.33M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
11.4KNew |
$1.16M - $1.31M
|
11.4K
$1.24M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.1K+ 7.36% |
$1.13M - $1.28M
|
163K
$17.6M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
10.2K+ 11.17% |
$1.04M - $1.17M
|
102K
$11.1M
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
10.2K+ 2038.35% |
$1.03M - $1.16M
|
10.6K
$1.15M
|