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 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.05K- 19.96% |
$104K - $116K
|
4.21K
$463K
|
|
|
Jan 20, 2023
Q4 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-1.05K- 66.41% |
$104K - $116K
|
531
$58.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.06K- 13.1% |
$105K - $116K
|
7.01K
$770K
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-1.06K- 1.96% |
$105K - $117K
|
53K
$5.83M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-1.09K- 11.68% |
$108K - $120K
|
8.24K
$906K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.15K- 7.61% |
$114K - $126K
|
13.9K
$1.53M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.2K- 2.77% |
$119K - $132K
|
42.1K
$4.63M
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.24K- 5.91% |
$123K - $137K
|
19.8K
$2.17M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.27K- 21.26% |
$126K - $140K
|
4.7K
$516K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.28K- 35.72% |
$127K - $141K
|
2.3K
$253K
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1.29K- 11.86% |
$128K - $142K
|
9.56K
$1.05M
|
|
|
Jan 13, 2023
Q4 2022
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-1.32K- 20.32% |
$130K - $145K
|
5.16K
$567K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.34K- 20.15% |
$133K - $148K
|
5.32K
$585K
|
|
|
Feb 08, 2023
Q4 2022
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-1.36K- 12.03% |
$135K - $150K
|
9.95K
$1.09M
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.38K- 10.25% |
$137K - $152K
|
12.1K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.41K- 78.77% |
$140K - $156K
|
381
$41.9K
|
|
|
Jan 05, 2023
Q4 2022
|
Wela Strategies, Inc.
|
SELL
|
- |
-1.45K- 0.84% |
$144K - $159K
|
172K
$18.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.47K- 41.05% |
$146K - $162K
|
2.11K
$232K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.48K- 17.69% |
$147K - $163K
|
6.88K
$756K
|
|
|
Feb 02, 2023
Q4 2022
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-1.48K- 5.42% |
$147K - $163K
|
25.9K
$2.84M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.48K- 21.21% |
$147K - $163K
|
5.51K
$606K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.49K- 16.22% |
$148K - $164K
|
7.71K
$848K
|
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.56K- 39.04% |
$155K - $172K
|
2.44K
$268K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.57K- 93.73% |
$156K - $173K
|
105
$11.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-1.57K- 4.71% |
$156K - $173K
|
31.8K
$3.5M
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-1.58K- 26.58% |
$157K - $174K
|
4.36K
$480K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.6K- 9.67% |
$158K - $176K
|
14.9K
$1.64M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.6K- 7.26% |
$159K - $176K
|
20.4K
$2.25M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.61K- 20.87% |
$160K - $177K
|
6.11K
$672K
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.7K- 43.44% |
$169K - $187K
|
2.22K
$244K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-1.72K- 12.2% |
$170K - $189K
|
12.3K
$1.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Forum Private Client Group LLC
|
SELL
|
- |
-1.72K- 37.12% |
$171K - $190K
|
2.92K
$321K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.73K- 94.28% |
$172K - $190K
|
105
$11.5K
|
|
|
Sep 07, 2023
Q4 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1.75K- 8.06% |
$174K - $193K
|
20K
$2.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-1.8K- 34.62% |
$179K - $198K
|
3.4K
$374K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.81K- 8.97% |
$180K - $199K
|
18.4K
$2.02M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.83K- 26.89% |
$181K - $201K
|
4.97K
$546K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.86K- 2.87% |
$184K - $204K
|
63K
$6.92M
|
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.87K- 37.95% |
$185K - $205K
|
3.05K
$335K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.87K- 25.59% |
$185K - $205K
|
5.43K
$597K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.93K- 10.65% |
$192K - $213K
|
16.2K
$1.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.97K- 37.46% |
$196K - $217K
|
3.3K
$362K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2K- 89.29% |
$198K - $220K
|
240
$26.4K
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
SELL
|
- |
-2K- 34.67% |
$198K - $220K
|
3.77K
$414K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.07K- 4.19% |
$205K - $228K
|
47.3K
$5.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.08K- 21.05% |
$207K - $229K
|
7.81K
$859K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.08K- 14.88% |
$207K - $229K
|
11.9K
$1.31M
|
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-2.1K- 17.05% |
$208K - $231K
|
10.2K
$1.12M
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.11K- 4.59% |
$210K - $232K
|
43.9K
$4.83M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.16K- 21.43% |
$215K - $238K
|
7.93K
$872K
|