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 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.3K- 60.23% |
$525K - $583K
|
3.5K
$385K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.33K- 58.49% |
$528K - $586K
|
3.78K
$416K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.33K- 17.98% |
$529K - $587K
|
24.3K
$2.67M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.46K- 5.12% |
$542K - $601K
|
101K
$11.1M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.62K- 6.78% |
$557K - $618K
|
77.2K
$8.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.64K- 17.22% |
$559K - $620K
|
27.1K
$2.98M
|
|
|
Feb 15, 2023
Q4 2022
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-5.65K- 33.82% |
$560K - $621K
|
11K
$1.21M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-5.66K- 15.59% |
$561K - $623K
|
30.6K
$3.37M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.68K- 9.96% |
$563K - $625K
|
51.3K
$5.64M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.74K- 23.4% |
$569K - $631K
|
18.8K
$2.06M
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-5.82K- 2.55% |
$577K - $640K
|
222K
$24.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-5.85K- 58.16% |
$580K - $643K
|
4.21K
$462K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-5.87K- 82.19% |
$583K - $646K
|
1.27K
$140K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-5.88K- 30.8% |
$583K - $647K
|
13.2K
$1.45M
|
|
|
Jan 27, 2023
Q4 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-6.13K- 26.07% |
$608K - $674K
|
17.4K
$1.91M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.39K- 20.1% |
$634K - $703K
|
25.4K
$2.79M
|
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
SELL
|
- |
-6.44K- 2.19% |
$639K - $709K
|
288K
$31.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-6.46K- 56.19% |
$640K - $710K
|
5.03K
$554K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-6.9K- 76.88% |
$684K - $759K
|
2.07K
$228K
|
|
|
Feb 13, 2023
Q4 2022
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-6.97K- 59.93% |
$691K - $767K
|
4.66K
$512K
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-6.99K- 57.99% |
$693K - $769K
|
5.06K
$557K
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
SELL
|
- |
-7.12K- 32.27% |
$706K - $783K
|
14.9K
$1.64M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.28K- 11.63% |
$723K - $801K
|
55.4K
$6.09M
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-7.56K- 29.16% |
$750K - $832K
|
18.4K
$2.02M
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-8.03K- 15.52% |
$796K - $883K
|
43.7K
$4.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-8.04K- 18.15% |
$797K - $884K
|
36.2K
$3.99M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.21K- 34.08% |
$814K - $903K
|
15.9K
$1.75M
|
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-8.26K- 9.91% |
$820K - $909K
|
75.1K
$8.26M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.37K- 8.97% |
$830K - $920K
|
84.9K
$9.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-8.58K- 23.23% |
$851K - $944K
|
28.3K
$3.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-8.69K- 23.26% |
$862K - $956K
|
28.7K
$3.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-8.74K- 1.69% |
$867K - $961K
|
507K
$55.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-8.79K- 9.55% |
$872K - $967K
|
83.2K
$9.15M
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-8.95K- 31.24% |
$888K - $985K
|
19.7K
$2.17M
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-9.26K- 86.94% |
$918K - $1.02M
|
1.39K
$153K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-9.44K- 23.51% |
$936K - $1.04M
|
30.7K
$3.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-9.95K- 7.35% |
$987K - $1.1M
|
125K
$13.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-9.96K- 36.53% |
$988K - $1.1M
|
17.3K
$1.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-10K- 15.87% |
$992K - $1.1M
|
53K
$5.83M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10.1K- 60.37% |
$1.01M - $1.12M
|
6.65K
$732K
|
|
|
Feb 06, 2023
Q4 2022
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-10.3K- 38.89% |
$1.02M - $1.13M
|
16.2K
$1.78M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-10.3KClosed |
$1.02M - $1.13M
|
0
$0
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-10.6K- 25.5% |
$1.06M - $1.17M
|
31.1K
$3.42M
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
SELL
|
- |
-10.8K- 61.51% |
$1.08M - $1.19M
|
6.79K
$747K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-10.9K- 78.72% |
$1.08M - $1.2M
|
2.95K
$324K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-11.2KClosed |
$1.11M - $1.23M
|
0
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
SELL
|
- |
-11.2K- 62.22% |
$1.11M - $1.23M
|
6.79K
$747K
|
|
|
Feb 10, 2023
Q4 2022
|
Easterly Investment Partners LLC
|
SELL
|
- |
-11.2K- 14.72% |
$1.11M - $1.23M
|
65K
$7.15M
|
|
|
Nov 13, 2023
Q4 2022
|
Easterly Investment Partners LLC
|
SELL
|
- |
-11.3K- 12.86% |
$1.12M - $1.24M
|
76.2K
$8.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.3K- 0.88% |
$1.12M - $1.25M
|
1.27M
$140M
|