Purchases and Sales Made in Q4 2022 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
38+ 165.22% |
$3.77K - $4.18K
|
61
$6.71K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
37New |
$3.67K - $4.07K
|
37
$4.07K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
35New |
$3.47K - $3.85K
|
35
$3.85K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
33+ 1.11% |
$3.27K - $3.63K
|
3.02K
$332K
|
|
|
Feb 02, 2023
Q4 2022
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
29+ 1.26% |
$2.88K - $3.19K
|
2.34K
$257K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
26+ 100.0% |
$2.58K - $2.86K
|
52
$5.72K
|
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
25New |
$2.48K - $2.75K
|
25
$2.75K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
25+ 7.84% |
$2.48K - $2.75K
|
344
$37.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
23New |
$2.28K - $2.53K
|
23
$2.53K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
17+ 12.06% |
$1.69K - $1.87K
|
158
$17.4K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
15+ 0.27% |
$1.49K - $1.65K
|
5.48K
$602K
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
15+ 0.6% |
$1.49K - $1.65K
|
2.52K
$277K
|
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
14+ 0.58% |
$1.39K - $1.54K
|
2.43K
$268K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
14New |
$1.39K - $1.54K
|
14
$1.54K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14+ 1.13% |
$1.39K - $1.54K
|
1.26K
$138K
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
BUY
|
- |
10+ 0.3% |
$992 - $1.1K
|
3.37K
$370K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
8+ 1.64% |
$794 - $880
|
496
$54.5K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
7+ 0.54% |
$694 - $770
|
1.29K
$142K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
6+ 0.09% |
$595 - $660
|
6.32K
$695K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
6New |
$595 - $660
|
6
$660
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
6New |
$595 - $660
|
6
$660
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 1.26% |
$496 - $550
|
403
$44.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Hanseatic Management Services Inc
|
BUY
|
- |
4+ 9.3% |
$397 - $440
|
47
$5.17K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3+ 0.14% |
$298 - $330
|
2.13K
$234K
|
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.03% |
$298 - $330
|
8.8K
$968K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
2+ 8.0% |
$198 - $220
|
27
$2.97K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.08% |
$198 - $220
|
187
$20.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
2+ 0.03% |
$198 - $220
|
6.32K
$695K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
2+ 0.71% |
$198 - $220
|
283
$31.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1New |
$99.2 - $110
|
1
$110
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$99.2 - $110
|
3.17K
$348K
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$99.2 - $110
|
2.11K
$232K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2- 0.46% |
$198 - $220
|
434
$47.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-3- 0.08% |
$298 - $330
|
3.92K
$431K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-4- 0.1% |
$397 - $440
|
3.89K
$428K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-6- 1.71% |
$595 - $660
|
344
$37.8K
|
|
|
Jan 12, 2023
Q4 2022
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.15% |
$992 - $1.1K
|
6.76K
$743K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-10- 4.33% |
$992 - $1.1K
|
221
$24.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Lcm Capital Management Inc
|
SELL
|
- |
-11- 0.46% |
$1.09K - $1.21K
|
2.36K
$259K
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-13- 0.13% |
$1.29K - $1.43K
|
9.66K
$1.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-14- 0.01% |
$1.39K - $1.54K
|
97K
$10.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
SELL
|
- |
-15- 0.15% |
$1.49K - $1.65K
|
9.87K
$1.09M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-18- 14.63% |
$1.79K - $1.98K
|
105
$11.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-19- 0.63% |
$1.88K - $2.09K
|
2.98K
$327K
|
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-19- 0.92% |
$1.88K - $2.09K
|
2.04K
$224K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-22- 57.89% |
$2.18K - $2.42K
|
16
$1.76K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-25- 14.62% |
$2.48K - $2.75K
|
146
$16.1K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-28- 10.29% |
$2.78K - $3.08K
|
244
$26.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-28- 0.33% |
$2.78K - $3.08K
|
8.5K
$935K
|
|
|
Feb 08, 2023
Q4 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-29- 0.51% |
$2.88K - $3.19K
|
5.65K
$621K
|