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 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
380New |
$38.5K - $43.6K
|
380
$41.2K
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
375+ 0.44% |
$38K - $43K
|
85.3K
$9.25M
|
|
Nov 10, 2022
Q3 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
375+ 6.37% |
$38K - $43K
|
6.26K
$679K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
368+ 56.18% |
$37.3K - $42.2K
|
1.02K
$111K
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
364+ 4.27% |
$36.9K - $41.7K
|
8.88K
$963K
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
363+ 1.86% |
$36.8K - $41.6K
|
19.9K
$2.16M
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
362+ 3.2% |
$36.7K - $41.5K
|
11.7K
$1.27M
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
351+ 412.94% |
$35.6K - $40.2K
|
436
$47.3K
|
|
Oct 18, 2022
Q3 2022
|
Ballast, Inc.
|
BUY
|
- |
346+ 2.58% |
$35.1K - $39.7K
|
13.8K
$1.49M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
341+ 11.63% |
$34.6K - $39.1K
|
3.27K
$355K
|
|
Oct 12, 2022
Q3 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
332+ 1.61% |
$33.7K - $38.1K
|
21K
$2.27M
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
324+ 100.0% |
$32.9K - $37.1K
|
648
$70.3K
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
313+ 92.06% |
$31.8K - $35.9K
|
653
$70.8K
|
|
Nov 22, 2022
Q3 2022
|
Coombe, Bender & CO LLC
|
BUY
|
- |
308+ 2.8% |
$31.2K - $35.3K
|
11.3K
$1.23M
|
|
Oct 18, 2022
Q3 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
299+ 3.21% |
$30.3K - $34.3K
|
9.62K
$1.04M
|
|
Nov 07, 2022
Q3 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
290+ 7.98% |
$29.4K - $33.2K
|
3.92K
$425K
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
289+ 3.28% |
$29.3K - $33.1K
|
9.11K
$988K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
282+ 2.65% |
$28.6K - $32.3K
|
10.9K
$1.19M
|
|
Nov 03, 2022
Q3 2022
|
Renasant Bank
|
BUY
|
- |
282+ 3.13% |
$28.6K - $32.3K
|
9.3K
$1.01M
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
280New |
$28.4K - $32.1K
|
280
$30.4K
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
271+ 2.56% |
$27.5K - $31.1K
|
10.8K
$1.18M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
261+ 1.58% |
$26.5K - $29.9K
|
16.8K
$1.82M
|
|
Nov 14, 2022
Q3 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
257+ 0.7% |
$26.1K - $29.5K
|
36.9K
$4M
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
251+ 1476.47% |
$25.5K - $28.8K
|
268
$29.1K
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
250+ 4.18% |
$25.4K - $28.7K
|
6.22K
$675K
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
244+ 451.85% |
$24.8K - $28K
|
298
$32.3K
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
218+ 0.55% |
$22.1K - $25K
|
40.2K
$4.35M
|
|
Nov 04, 2022
Q3 2022
|
1 St Source Bank
|
BUY
|
- |
200+ 3.59% |
$20.3K - $22.9K
|
5.77K
$625K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
197New |
$20K - $22.6K
|
197
$21.4K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
194New |
$19.7K - $22.2K
|
194
$21K
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
192+ 4.82% |
$19.5K - $22K
|
4.18K
$453K
|
|
Oct 24, 2022
Q3 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
191+ 1.21% |
$19.4K - $21.9K
|
15.9K
$1.73M
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
185New |
$18.8K - $21.2K
|
185
$20.1K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
184+ 0.58% |
$18.7K - $21.1K
|
31.8K
$3.45M
|
|
Nov 03, 2022
Q3 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
177+ 9.78% |
$18K - $20.3K
|
1.99K
$215K
|
|
Nov 14, 2022
Q3 2022
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
170+ 3.34% |
$17.2K - $19.5K
|
5.27K
$571K
|
|
Nov 10, 2022
Q3 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
165+ 1.39% |
$16.7K - $18.9K
|
12.1K
$1.31M
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
150+ 22.62% |
$15.2K - $17.2K
|
813
$88.2K
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
149+ 1.08% |
$15.1K - $17.1K
|
14K
$1.51M
|
|
Oct 11, 2022
Q3 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
144+ 5.93% |
$14.6K - $16.5K
|
2.57K
$279K
|
|
Oct 21, 2022
Q3 2022
|
Patron Partners, LLC
|
BUY
|
- |
144+ 1.84% |
$14.6K - $16.5K
|
7.98K
$865K
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
141New |
$14.3K - $16.2K
|
141
$15.3K
|
|
Nov 14, 2022
Q3 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
127+ 0.77% |
$12.9K - $14.6K
|
16.7K
$1.81M
|
|
Oct 05, 2022
Q3 2022
|
Centric Wealth Management
|
BUY
|
- |
126+ 0.65% |
$12.8K - $14.4K
|
19.5K
$2.12M
|
|
Nov 09, 2022
Q3 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
121+ 79.61% |
$12.3K - $13.9K
|
273
$29.6K
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
110+ 2.29% |
$11.2K - $12.6K
|
4.92K
$533K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
109+ 5.45% |
$11.1K - $12.5K
|
2.11K
$229K
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
106+ 4.41% |
$10.8K - $12.1K
|
2.51K
$272K
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
100+ 1.55% |
$10.1K - $11.5K
|
6.57K
$712K
|
|
Nov 14, 2022
Q3 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
99+ 0.13% |
$10K - $11.3K
|
73.8K
$8M
|