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 |
---|---|---|---|---|---|---|---|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.2K- 19.35% |
$218K - $242K
|
9.15K
$1.01M
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.2K- 19.35% |
$218K - $242K
|
9.15K
$1.01M
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.26K- 47.27% |
$224K - $248K
|
2.52K
$277K
|
|
Feb 14, 2023
Q4 2022
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-2.26K- 14.38% |
$224K - $248K
|
13.4K
$1.48M
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-2.28K- 50.94% |
$226K - $251K
|
2.2K
$241K
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.3K- 21.6% |
$228K - $253K
|
8.34K
$917K
|
|
Feb 14, 2023
Q4 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-2.32K- 13.9% |
$230K - $255K
|
14.3K
$1.58M
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-2.32K- 85.34% |
$230K - $256K
|
399
$43.9K
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.32K- 13.81% |
$231K - $256K
|
14.5K
$1.6M
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-2.38K- 57.29% |
$236K - $262K
|
1.77K
$195K
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.67K- 11.66% |
$265K - $294K
|
20.2K
$2.23M
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.71K- 23.83% |
$269K - $298K
|
8.65K
$951K
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.71K- 10.45% |
$269K - $298K
|
23.2K
$2.55M
|
|
Feb 10, 2023
Q4 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-2.81K- 11.36% |
$278K - $309K
|
21.9K
$2.41M
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-2.93K- 32.94% |
$290K - $322K
|
5.96K
$655K
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-2.96K- 8.75% |
$294K - $326K
|
30.9K
$3.4M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.98K- 11.17% |
$295K - $328K
|
23.7K
$2.6M
|
|
Feb 13, 2023
Q4 2022
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-3K- 30.61% |
$298K - $330K
|
6.8K
$748K
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-3.18K- 27.76% |
$315K - $350K
|
8.27K
$909K
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.21K- 3.33% |
$318K - $353K
|
93K
$10.2M
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3.46K- 39.89% |
$343K - $381K
|
5.22K
$574K
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-3.5K- 1.85% |
$347K - $385K
|
186K
$20.5M
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.52K- 59.25% |
$349K - $387K
|
2.42K
$266K
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-3.54K- 17.61% |
$351K - $389K
|
16.5K
$1.82M
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.59K- 27.66% |
$356K - $394K
|
9.38K
$1.03M
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.71K- 24.46% |
$368K - $408K
|
11.4K
$1.26M
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-3.71K- 55.56% |
$368K - $408K
|
2.97K
$326K
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-3.79K- 34.93% |
$376K - $417K
|
7.07K
$777K
|
|
Jan 30, 2023
Q4 2022
|
Sarasin & Partners LLP
|
SELL
|
- |
-3.96K- 14.88% |
$393K - $436K
|
22.6K
$2.49M
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-3.97KClosed |
$393K - $436K
|
0
$0
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-4.17K- 19.3% |
$414K - $459K
|
17.4K
$1.92M
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-4.22K- 26.45% |
$418K - $464K
|
11.7K
$1.29M
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-4.23K- 58.17% |
$419K - $465K
|
3.04K
$334K
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4.24K- 47.47% |
$421K - $466K
|
4.69K
$516K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.26K- 2.35% |
$422K - $469K
|
177K
$19.5M
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-4.32K- 57.25% |
$428K - $475K
|
3.22K
$354K
|
|
Jan 26, 2023
Q4 2022
|
Nationwide Fund Advisors
|
SELL
|
- |
-4.35K- 3.38% |
$432K - $479K
|
124K
$13.7M
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-4.45K- 58.2% |
$442K - $490K
|
3.2K
$352K
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-4.52K- 25.98% |
$448K - $497K
|
12.9K
$1.41M
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.6K- 17.43% |
$457K - $506K
|
21.8K
$2.4M
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.66K- 31.21% |
$462K - $512K
|
10.3K
$1.13M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.76K- 7.99% |
$472K - $523K
|
54.8K
$6.02M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.79K- 19.91% |
$475K - $527K
|
19.3K
$2.12M
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-5K- 36.47% |
$496K - $550K
|
8.7K
$957K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.05K- 5.74% |
$501K - $556K
|
83K
$9.13M
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-5.06K- 87.79% |
$501K - $556K
|
703
$77.3K
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-5.06K- 1.61% |
$502K - $557K
|
310K
$34.1M
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-5.12K- 65.61% |
$508K - $563K
|
2.68K
$295K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5.12K- 74.36% |
$508K - $563K
|
1.76K
$194K
|
|
Feb 06, 2023
Q4 2022
|
Td Asset Management Inc
|
SELL
|
- |
-5.29K- 2.56% |
$525K - $582K
|
202K
$22.2M
|