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 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-11.4K- 44.35% |
$1.13M - $1.25M
|
14.2K
$1.57M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-11.4K- 84.96% |
$1.13M - $1.25M
|
2.01K
$222K
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-11.9K- 55.2% |
$1.18M - $1.31M
|
9.66K
$1.07M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12.1K- 5.2% |
$1.2M - $1.33M
|
220K
$24.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-12.2K- 4.15% |
$1.21M - $1.34M
|
282K
$31.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-12.5K- 84.1% |
$1.24M - $1.37M
|
2.36K
$260K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-12.9K- 47.61% |
$1.28M - $1.42M
|
14.2K
$1.57M
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-13K- 18.05% |
$1.29M - $1.43M
|
59K
$6.51M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-13.1K- 3.88% |
$1.3M - $1.44M
|
324K
$35.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-13.2K- 2.53% |
$1.31M - $1.45M
|
509K
$56.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-13.4K- 8.89% |
$1.33M - $1.47M
|
137K
$15.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-14K- 7.4% |
$1.39M - $1.54M
|
175K
$19.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-14.2K- 34.94% |
$1.41M - $1.56M
|
26.5K
$2.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-15.1K- 31.41% |
$1.5M - $1.66M
|
32.9K
$3.63M
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-15.1K- 14.23% |
$1.5M - $1.66M
|
90.9K
$10M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-15.2K- 66.81% |
$1.51M - $1.68M
|
7.56K
$834K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-15.5K- 4.28% |
$1.54M - $1.7M
|
346K
$38.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-15.5K- 23.11% |
$1.54M - $1.71M
|
51.6K
$5.69M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-16K- 7.47% |
$1.58M - $1.76M
|
198K
$21.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-16.4K- 7.31% |
$1.63M - $1.81M
|
208K
$23M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-16.8K- 3.6% |
$1.66M - $1.85M
|
449K
$49.5M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-16.9K- 5.65% |
$1.68M - $1.86M
|
282K
$31.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-17.1K- 9.54% |
$1.7M - $1.89M
|
163K
$17.9M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-18.1K- 63.99% |
$1.79M - $1.99M
|
10.2K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-18.8K- 24.33% |
$1.86M - $2.07M
|
58.5K
$6.44M
|
|
|
Feb 08, 2023
Q4 2022
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-18.9K- 90.25% |
$1.88M - $2.08M
|
2.04K
$225K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-19.3K- 9.7% |
$1.91M - $2.12M
|
180K
$19.8M
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-19.6K- 53.06% |
$1.95M - $2.16M
|
17.4K
$1.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-19.7K- 23.14% |
$1.95M - $2.17M
|
65.4K
$7.21M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-19.8K- 74.18% |
$1.96M - $2.18M
|
6.89K
$760K
|
|
|
Feb 10, 2023
Q4 2022
|
Tlwm
San Antonio, TX |
SELL
|
- |
-19.9K- 89.5% |
$1.97M - $2.19M
|
2.33K
$257K
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
SELL
|
- |
-20.3K- 78.38% |
$2.02M - $2.24M
|
5.61K
$619K
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-21.8K- 5.73% |
$2.17M - $2.4M
|
359K
$39.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-22.4K- 3.54% |
$2.22M - $2.47M
|
610K
$67.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Fluent Financial, LLC
|
SELL
|
- |
-23.1K- 88.4% |
$2.29M - $2.55M
|
3.03K
$334K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-24K- 14.29% |
$2.38M - $2.64M
|
144K
$15.8M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-25.1K- 80.58% |
$2.49M - $2.76M
|
6.06K
$668K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-25.5K- 35.19% |
$2.52M - $2.8M
|
46.9K
$5.17M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-25.8K- 20.1% |
$2.56M - $2.84M
|
103K
$11.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-29.1K- 45.41% |
$2.88M - $3.2M
|
34.9K
$3.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-30.1K- 18.24% |
$2.98M - $3.31M
|
135K
$14.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-30.7K- 12.75% |
$3.04M - $3.37M
|
210K
$23.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-33.4K- 72.79% |
$3.31M - $3.67M
|
12.5K
$1.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-38.4K- 3.79% |
$3.81M - $4.23M
|
974K
$107M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-38.6K- 17.79% |
$3.83M - $4.25M
|
178K
$19.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-40.7K- 29.05% |
$4.03M - $4.47M
|
99.3K
$10.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-43.4K- 46.97% |
$4.3M - $4.77M
|
48.9K
$5.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-47K- 88.06% |
$4.66M - $5.17M
|
6.37K
$702K
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-51.4K- 7.22% |
$5.1M - $5.66M
|
661K
$72.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-55.4K- 44.34% |
$5.5M - $6.1M
|
69.6K
$7.67M
|