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 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
100+ 1.55% |
$10.1K - $11.5K
|
6.57K
$709K
|
|
|
Nov 14, 2022
Q3 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
99+ 0.13% |
$10K - $11.3K
|
73.8K
$7.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
92+ 122.67% |
$9.33K - $10.5K
|
167
$18K
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
79+ 2.37% |
$8.01K - $9.05K
|
3.42K
$369K
|
|
|
Nov 14, 2022
Q3 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
78New |
$7.91K - $8.94K
|
78
$8.42K
|
|
|
Oct 24, 2022
Q3 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
78+ 0.79% |
$7.91K - $8.94K
|
9.94K
$1.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
75+ 3.85% |
$7.61K - $8.6K
|
2.02K
$218K
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
71New |
$7.2K - $8.14K
|
71
$7.67K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
64New |
$6.49K - $7.34K
|
64
$6.91K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
57+ 86.36% |
$5.78K - $6.53K
|
123
$13.3K
|
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
57+ 9.5% |
$5.78K - $6.53K
|
657
$70.9K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
55New |
$5.58K - $6.3K
|
55
$5.94K
|
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
51+ 0.97% |
$5.17K - $5.85K
|
5.29K
$571K
|
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
BUY
|
- |
51+ 0.67% |
$5.17K - $5.85K
|
7.61K
$822K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
50+ 4.65% |
$5.07K - $5.73K
|
1.13K
$121K
|
|
|
Nov 14, 2022
Q3 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
50+ 833.33% |
$5.07K - $5.73K
|
56
$6.05K
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
48+ 208.7% |
$4.87K - $5.5K
|
71
$7.67K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
43+ 0.49% |
$4.36K - $4.93K
|
8.8K
$950K
|
|
|
Oct 19, 2022
Q3 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
42+ 1.74% |
$4.26K - $4.81K
|
2.46K
$265K
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
41+ 455.56% |
$4.16K - $4.7K
|
50
$5.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
38+ 1.68% |
$3.85K - $4.36K
|
2.3K
$248K
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
BUY
|
- |
35+ 0.97% |
$3.55K - $4.01K
|
3.66K
$395K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
27+ 1.12% |
$2.74K - $3.09K
|
2.44K
$264K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
27+ 1.12% |
$2.74K - $3.09K
|
2.44K
$264K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
25+ 2.63% |
$2.54K - $2.87K
|
975
$105K
|
|
|
Oct 28, 2022
Q3 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
25+ 0.74% |
$2.54K - $2.87K
|
3.38K
$365K
|
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
23New |
$2.33K - $2.64K
|
23
$2.48K
|
|
|
Nov 01, 2022
Q3 2022
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
18+ 0.79% |
$1.83K - $2.06K
|
2.31K
$249K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
14+ 0.19% |
$1.42K - $1.6K
|
7.22K
$779K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14+ 0.49% |
$1.42K - $1.6K
|
2.89K
$312K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
10New |
$1.01K - $1.15K
|
10
$1.08K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10+ 0.43% |
$1.01K - $1.15K
|
2.35K
$254K
|
|
|
Dec 15, 2022
Q3 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
10+ 0.39% |
$1.01K - $1.15K
|
2.61K
$281K
|
|
|
Nov 09, 2022
Q3 2022
|
Easterly Investment Partners LLC
|
BUY
|
- |
10+ 0.01% |
$1.01K - $1.15K
|
76.2K
$8.23M
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
9+ 0.2% |
$913 - $1.03K
|
4.47K
$483K
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
8+ 0.74% |
$812 - $917
|
1.09K
$117K
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
8+ 0.68% |
$812 - $917
|
1.18K
$127K
|
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
8+ 0.21% |
$812 - $917
|
3.9K
$421K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
5+ 0.9% |
$507 - $573
|
560
$60.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 0.21% |
$507 - $573
|
2.34K
$253K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4New |
$406 - $458
|
4
$432
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3+ 0.76% |
$304 - $344
|
398
$43K
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
3+ 0.74% |
$304 - $344
|
411
$44.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
3+ 1.8% |
$304 - $344
|
170
$18.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
3+ 6.98% |
$304 - $344
|
46
$4.97K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
2New |
$203 - $229
|
2
$216
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.09% |
$203 - $229
|
185
$20K
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
2+ 8.7% |
$203 - $229
|
25
$2.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.82% |
$203 - $229
|
245
$26.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.52% |
$203 - $229
|
385
$41.6K
|