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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-217- 11.84% |
$21.5K - $23.9K
|
1.62K
$178K
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
SELL
|
- |
-229- 5.87% |
$22.7K - $25.2K
|
3.67K
$404K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-231- 2.37% |
$22.9K - $25.4K
|
9.5K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-238- 5.7% |
$23.6K - $26.2K
|
3.94K
$433K
|
|
|
Feb 14, 2023
Q4 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-241- 2.68% |
$23.9K - $26.5K
|
8.76K
$963K
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-250- 2.1% |
$24.8K - $27.5K
|
11.7K
$1.28M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-251- 79.18% |
$24.9K - $27.6K
|
66
$7.26K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-260- 63.41% |
$25.8K - $28.6K
|
150
$16.5K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-262- 6.18% |
$26K - $28.8K
|
3.98K
$438K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-268- 1.71% |
$26.6K - $29.5K
|
15.4K
$1.69M
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-287- 4.04% |
$28.5K - $31.6K
|
6.81K
$749K
|
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
SELL
|
- |
-293- 10.15% |
$29.1K - $32.2K
|
2.6K
$285K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-295- 2.33% |
$29.3K - $32.5K
|
12.4K
$1.36M
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-299- 3.83% |
$29.7K - $32.9K
|
7.5K
$825K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-302- 2.4% |
$30K - $33.2K
|
12.3K
$1.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-307- 0.97% |
$30.5K - $33.8K
|
31.2K
$3.43M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-309- 6.18% |
$30.7K - $34K
|
4.69K
$516K
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-310- 23.03% |
$30.8K - $34.1K
|
1.04K
$114K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-312- 9.89% |
$31K - $34.3K
|
2.84K
$313K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-313- 47.93% |
$31K - $34.4K
|
340
$37.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
SELL
|
- |
-318- 1.35% |
$31.5K - $35K
|
23.2K
$2.55M
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-322- 26.81% |
$31.9K - $35.4K
|
879
$96.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
SELL
|
- |
-323- 5.12% |
$32K - $35.5K
|
5.98K
$658K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-345- 8.97% |
$34.2K - $38K
|
3.5K
$385K
|
|
|
Feb 09, 2023
Q4 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-349- 1.34% |
$34.6K - $38.4K
|
25.7K
$2.82M
|
|
|
Jan 20, 2023
Q4 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-349- 17.57% |
$34.6K - $38.4K
|
1.64K
$180K
|
|
|
Jan 27, 2023
Q4 2022
|
Eukles Asset Management
|
SELL
|
- |
-370- 3.64% |
$36.7K - $40.7K
|
9.81K
$1.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-372- 12.5% |
$36.9K - $40.9K
|
2.61K
$286K
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-374- 3.5% |
$37.1K - $41.2K
|
10.3K
$1.13M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-375- 49.93% |
$37.2K - $41.3K
|
376
$41.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-384- 31.84% |
$38.1K - $42.3K
|
822
$90.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-386- 6.18% |
$38.3K - $42.5K
|
5.86K
$644K
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-392- 0.53% |
$38.9K - $43.1K
|
73K
$8.03M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-392- 16.72% |
$38.9K - $43.1K
|
1.95K
$215K
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-405- 2.87% |
$40.2K - $44.6K
|
13.7K
$1.51M
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-405- 0.76% |
$40.2K - $44.6K
|
53.2K
$5.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-418- 55.44% |
$41.5K - $46K
|
336
$36.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-419- 3.83% |
$41.6K - $46.1K
|
10.5K
$1.16M
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-421- 12.31% |
$41.8K - $46.3K
|
3K
$330K
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
SELL
|
- |
-422- 4.54% |
$41.9K - $46.4K
|
8.88K
$977K
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
SELL
|
- |
-424- 6.5% |
$42.1K - $46.7K
|
6.1K
$670K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-432- 20.83% |
$42.9K - $47.5K
|
1.64K
$181K
|
|
|
Feb 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-433Closed |
$43K - $47.6K
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-436- 3.11% |
$43.3K - $48K
|
13.6K
$1.49M
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-456- 76.9% |
$45.2K - $50.2K
|
137
$15.1K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-459- 4.51% |
$45.5K - $50.5K
|
9.72K
$1.07M
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-467- 12.98% |
$46.3K - $51.4K
|
3.13K
$344K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-486- 2.98% |
$48.2K - $53.5K
|
15.8K
$1.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-491- 2.46% |
$48.7K - $54K
|
19.4K
$2.14M
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-502- 17.14% |
$49.8K - $55.2K
|
2.43K
$267K
|