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 09, 2023
                  Q4 2022
                 
               |   
            
              
   
      Huntington National Bank
       
           
            Columbus, OH  | 
            
               BUY                   
             | 
            - | 
              45.6K+ 12.51% | 
            
                                   
                  $4.52M - $5.01M
                 
             |    
            
                                 
                410K
                $46M
                
             |               
            |
| 
               
                  Jan 26, 2023
                  Q4 2022
                 
               |   
            
              
   
      Monument Capital Management
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              45.5K+ 207.62% | 
            
                                   
                  $4.52M - $5.01M
                 
             |    
            
                                 
                67.5K
                $7.58M
                
             |               
            |
| 
               
                  Jan 05, 2023
                  Q4 2022
                 
               |   
            
              
   
      Modus Advisors, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              44KNew | 
            
                                   
                  $4.37M - $4.85M
                 
             |    
            
                                 
                44K
                $4.95M
                
             |               
            |
| 
               
                  Feb 10, 2023
                  Q4 2022
                 
               |   
            
              
   
      Watershed Private Wealth LLC
       
           
            Oak Brook, IL  | 
            
               BUY                   
             | 
            - | 
              42.6KNew | 
            
                                   
                  $4.22M - $4.69M
                 
             |    
            
                                 
                42.6K
                $4.78M
                
             |               
            |
| 
               
                  Feb 06, 2023
                  Q4 2022
                 
               |   
            
              
   
      Hollencrest Capital Management
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              41.4KNew | 
            
                                   
                  $4.11M - $4.56M
                 
             |    
            
                                 
                41.4K
                $4.65M
                
             |               
            |
| 
               
                  Feb 14, 2023
                  Q4 2022
                 
               |   
            
              
   
      Clark Capital Management Group, Inc.
       
           
            Philadelphia, PA  | 
            
               BUY                   
             | 
            - | 
              40.7K+ 14.2% | 
            
                                   
                  $4.03M - $4.47M
                 
             |    
            
                                 
                327K
                $36.7M
                
             |               
            |
| 
               
                  Feb 14, 2023
                  Q4 2022
                 
               |   
            
              
   
      Hsbc Holdings PLC
       
           
            London, X0  | 
            
               BUY                   
             | 
            - | 
              39.5K+ 9.69% | 
            
                                   
                  $3.92M - $4.35M
                 
             |    
            
                                 
                447K
                $50.3M
                
             |               
            |
| 
               
                  Feb 08, 2023
                  Q4 2022
                 
               |   
            
              
   
      Alliance Wealth Advisors, LLC /Ut
       
           
            Bountiful, UT  | 
            
               BUY                   
             | 
            - | 
              39.1KNew | 
            
                                   
                  $3.88M - $4.3M
                 
             |    
            
                                 
                39.1K
                $4.39M
                
             |               
            |
| 
               
                  Feb 06, 2023
                  Q4 2022
                 
               |   
            
              
   
      Stevens Capital Management LP
       
           
            Radnor, PA  | 
            
               BUY                   
             | 
            - | 
              37.8K+ 711.07% | 
            
                                   
                  $3.75M - $4.16M
                 
             |    
            
                                 
                43.1K
                $4.84M
                
             |               
            |
| 
               
                  Feb 15, 2023
                  Q4 2022
                 
               |   
            
              
   
      Cerity Partners LLC
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              36.7K+ 43.05% | 
            
                                   
                  $3.64M - $4.04M
                 
             |    
            
                                 
                122K
                $13.7M
                
             |               
            |
| 
               
                  Feb 09, 2023
                  Q4 2022
                 
               |   
            
              
   
      Sowell Financial Services LLC
       
           
            North Little Rock, AR  | 
            
               BUY                   
             | 
            - | 
              34.7K+ 262.42% | 
            
                                   
                  $3.44M - $3.82M
                 
             |    
            
                                 
                47.9K
                $5.38M
                
             |               
            |
| 
               
                  Jan 13, 2023
                  Q4 2022
                 
               |   
            
              
   
      Joule Financial, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              33.9K+ 107.0% | 
            
                                   
                  $3.37M - $3.73M
                 
             |    
            
                                 
                65.6K
                $7.37M
                
             |               
            |
| 
               
                  Jan 17, 2023
                  Q4 2022
                 
               |   
            
              
   
      Forte Asset Management LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              31.6KNew | 
            
                                   
                  $3.13M - $3.47M
                 
             |    
            
                                 
                31.6K
                $3.55M
                
             |               
            |
| 
               
                  Feb 17, 2023
                  Q4 2022
                 
               |   
            
              
   
      Coppell Advisory Solutions Corp.
       
           
            Coppell, TX  | 
            
               BUY                   
             | 
            - | 
              31.1KNew | 
            
                                   
                  $3.09M - $3.42M
                 
             |    
            
                                 
                31.1K
                $3.49M
                
             |               
            |
| 
               
                  Feb 13, 2023
                  Q4 2022
                 
               |   
            
              
   
      Crabel Capital Management, LLC
       
           
            Milwaukee, WI  | 
            
               BUY                   
             | 
            - | 
              31KNew | 
            
                                   
                  $3.08M - $3.42M
                 
             |    
            
                                 
                31K
                $3.49M
                
             |               
            |
| 
               
                  Feb 09, 2023
                  Q4 2022
                 
               |   
            
              
   
      Camarda Financial Advisors, LLC
       
           
            Fleming Island, FL  | 
            
               BUY                   
             | 
            - | 
              31KNew | 
            
                                   
                  $3.08M - $3.41M
                 
             |    
            
                                 
                31K
                $3.48M
                
             |               
            |
| 
               
                  Feb 14, 2023
                  Q4 2022
                 
               |   
            
              
   
      Arrow Investment Advisors, LLC
       
           
            Laurel, MD  | 
            
               BUY                   
             | 
            - | 
              30.8KNew | 
            
                                   
                  $3.06M - $3.39M
                 
             |    
            
                                 
                30.8K
                $3.47M
                
             |               
            |
| 
               
                  Jan 27, 2023
                  Q4 2022
                 
               |   
            
              
   
      Natixis Advisors, L.P.
       
           
            Boston, MA  | 
            
               BUY                   
             | 
            - | 
              30.3KNew | 
            
                                   
                  $3M - $3.33M
                 
             |    
            
                                 
                30.3K
                $3.4M
                
             |               
            |
| 
               
                  Feb 02, 2023
                  Q4 2022
                 
               |   
            
              
   
      Acr Alpine Capital Research, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              29.4KNew | 
            
                                   
                  $2.92M - $3.24M
                 
             |    
            
                                 
                29.4K
                $3.3M
                
             |               
            |
| 
               
                  Feb 14, 2023
                  Q4 2022
                 
               |   
            
              
   
      Cetera Advisors LLC
       
           
            Denver, CO  | 
            
               BUY                   
             | 
            - | 
              28.5K+ 27.64% | 
            
                                   
                  $2.83M - $3.14M
                 
             |    
            
                                 
                132K
                $14.8M
                
             |               
            |
| 
               
                  Jan 18, 2023
                  Q4 2022
                 
               |   
            
              
   
      Family Asset Management, LLC
       
           
            Charleston, SC  | 
            
               BUY                   
             | 
            - | 
              28.2KNew | 
            
                                   
                  $2.8M - $3.11M
                 
             |    
            
                                 
                28.2K
                $3.17M
                
             |               
            |
| 
               
                  Feb 14, 2023
                  Q4 2022
                 
               |   
            
              
   
      Sage View Advisory Group, LLC
       
           
            Newport Beach, CA  | 
            
               BUY                   
             | 
            - | 
              28KNew | 
            
                                   
                  $2.77M - $3.08M
                 
             |    
            
                                 
                28K
                $3.14M
                
             |               
            |
| 
               
                  Feb 08, 2023
                  Q4 2022
                 
               |   
            
              
   
      Highland Financial Advisors, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              28KNew | 
            
                                   
                  $2.77M - $3.08M
                 
             |    
            
                                 
                28K
                $3.14M
                
             |               
            |
| 
               
                  Feb 10, 2025
                  Q4 2022
                 
               |   
            
              
   
      Saiph Capital, LLC
       
           
            Wyckoff, NJ  | 
            
               BUY                   
             | 
            - | 
              27.6KNew | 
            
                                   
                  $2.74M - $3.04M
                 
             |    
            
                                 
                27.6K
                $3.1M
                
             |               
            |
| 
               
                  Dec 11, 2023
                  Q4 2022
                 
               |   
            
              
   
      Burns Matteson Capital Management, LLC
       
           
            Corning, NY  | 
            
               BUY                   
             | 
            - | 
              27.2KNew | 
            
                                   
                  $2.7M - $2.99M
                 
             |    
            
                                 
                27.2K
                $3.05M
                
             |               
            |
| 
               
                  Feb 02, 2023
                  Q4 2022
                 
               |   
            
              
   
      Mgo Private Wealth, LLC
       
           
            Irvine, CA  | 
            
               BUY                   
             | 
            - | 
              26.9K+ 333.93% | 
            
                                   
                  $2.66M - $2.96M
                 
             |    
            
                                 
                34.9K
                $3.92M
                
             |               
            |
| 
               
                  Nov 13, 2023
                  Q4 2022
                 
               |   
            
              
   
      Td Waterhouse Canada Inc.
       
           
            Toronto, A6  | 
            
               BUY                   
             | 
            - | 
              26.6K+ 191.65% | 
            
                                   
                  $2.64M - $2.93M
                 
             |    
            
                                 
                40.5K
                $4.55M
                
             |               
            |
| 
               
                  Jan 24, 2023
                  Q4 2022
                 
               |   
            
              
   
      International Assets Investment Management, LLC
       
           
            Orlando, FL  | 
            
               BUY                   
             | 
            - | 
              26.4K+ 557.88% | 
            
                                   
                  $2.62M - $2.91M
                 
             |    
            
                                 
                31.2K
                $3.5M
                
             |               
            |
| 
               
                  Jan 25, 2023
                  Q4 2022
                 
               |   
            
              
   
      Fifth Third Bancorp
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              26.3K+ 58.65% | 
            
                                   
                  $2.61M - $2.89M
                 
             |    
            
                                 
                71.1K
                $7.99M
                
             |               
            |
| 
               
                  Feb 02, 2023
                  Q4 2022
                 
               |   
            
              
   
      Appleton Group, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              26.3KNew | 
            
                                   
                  $2.61M - $2.89M
                 
             |    
            
                                 
                26.3K
                $2.95M
                
             |               
            |
| 
               
                  Feb 14, 2023
                  Q4 2022
                 
               |   
            
              
   
      Tfb Advisors LLC
       
           
            Overland Park, KS  | 
            
               BUY                   
             | 
            - | 
              26.1KNew | 
            
                                   
                  $2.59M - $2.87M
                 
             |    
            
                                 
                26.1K
                $2.93M
                
             |               
            |
| 
               
                  Jan 25, 2023
                  Q4 2022
                 
               |   
            
              
   
      Hanlon Investment Management, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              25.4KNew | 
            
                                   
                  $2.52M - $2.79M
                 
             |    
            
                                 
                25.4K
                $2.85M
                
             |               
            |
| 
               
                  Feb 07, 2023
                  Q4 2022
                 
               |   
            
              
   
      Evolution Wealth Advisors, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              24.9K+ 132.21% | 
            
                                   
                  $2.47M - $2.74M
                 
             |    
            
                                 
                43.7K
                $4.91M
                
             |               
            |
| 
               
                  Feb 01, 2023
                  Q4 2022
                 
               |   
            
              
   
      All Season Financial Advisors, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              24.7KNew | 
            
                                   
                  $2.45M - $2.71M
                 
             |    
            
                                 
                24.7K
                $2.77M
                
             |               
            |
| 
               
                  Feb 10, 2023
                  Q4 2022
                 
               |   
            
              
   
      Loomis Sayles & CO L P
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              24.6K+ 50289.8% | 
            
                                   
                  $2.44M - $2.71M
                 
             |    
            
                                 
                24.7K
                $2.77M
                
             |               
            |
| 
               
                  Jan 31, 2023
                  Q4 2022
                 
               |   
            
              
   
      Insight Wealth Partners, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              24.5K+ 56.01% | 
            
                                   
                  $2.43M - $2.7M
                 
             |    
            
                                 
                68.3K
                $7.67M
                
             |               
            |
| 
               
                  Feb 10, 2023
                  Q4 2022
                 
               |   
            
              
   
      Roger Wittlin Investment Advisory, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              24.2KNew | 
            
                                   
                  $2.4M - $2.67M
                 
             |    
            
                                 
                24.2K
                $2.72M
                
             |               
            |
| 
               
                  Feb 07, 2023
                  Q4 2022
                 
               |   
            
              
   
      Allianz Investment Management U.S. LLC
       
           
            Minneapolis, MN  | 
            
               BUY                   
             | 
            - | 
              23.5K+ 0.42% | 
            
                                   
                  $2.33M - $2.59M
                 
             |    
            
                                 
                5.67M
                $637M
                
             |               
            |
| 
               
                  Feb 14, 2023
                  Q4 2022
                 
               |   
            
              
   
      Peapack Gladstone Financial Corp
       
           
            Bedminster, NJ  | 
            
               BUY                   
             | 
            - | 
              23.1K+ 48.89% | 
            
                                   
                  $2.29M - $2.54M
                 
             |    
            
                                 
                70.3K
                $7.89M
                
             |               
            |
| 
               
                  Jan 26, 2023
                  Q4 2022
                 
               |   
            
              
   
      Seven Bridge Financial Group, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              22.7K+ 52.88% | 
            
                                   
                  $2.26M - $2.5M
                 
             |    
            
                                 
                65.8K
                $7.39M
                
             |               
            |
| 
               
                  Apr 10, 2023
                  Q4 2022
                 
               |   
            
              
   
      Brady Family Wealth, LLC
       
           
            Saint Louis, MO  | 
            
               BUY                   
             | 
            - | 
              21.7KNew | 
            
                                   
                  $2.15M - $2.39M
                 
             |    
            
                                 
                21.7K
                $2.44M
                
             |               
            |
| 
               
                  Jan 24, 2023
                  Q4 2022
                 
               |   
            
              
   
      Northstar Advisory Group, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              21.7K+ 102.34% | 
            
                                   
                  $2.15M - $2.39M
                 
             |    
            
                                 
                42.9K
                $4.82M
                
             |               
            |
| 
               
                  Jan 25, 2023
                  Q4 2022
                 
               |   
            
              
   
      Stephens Inc 
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              21.6K+ 45.09% | 
            
                                   
                  $2.14M - $2.37M
                 
             |    
            
                                 
                69.4K
                $7.8M
                
             |               
            |
| 
               
                  Feb 14, 2023
                  Q4 2022
                 
               |   
            
              
   
      Iht Wealth Management, LLC
       
           
            Chicago, IL  | 
            
               BUY                   
             | 
            - | 
              21.4K+ 491.57% | 
            
                                   
                  $2.12M - $2.36M
                 
             |    
            
                                 
                25.8K
                $2.89M
                
             |               
            |
| 
               
                  Feb 14, 2023
                  Q4 2022
                 
               |   
            
              
   
      Money Concepts Capital Corp
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              21.2K+ 2034.13% | 
            
                                   
                  $2.1M - $2.33M
                 
             |    
            
                                 
                22.2K
                $2.49M
                
             |               
            |
| 
               
                  Feb 14, 2023
                  Q4 2022
                 
               |   
            
              
   
      Flaharty Asset Management, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              21.1KNew | 
            
                                   
                  $2.1M - $2.33M
                 
             |    
            
                                 
                21.1K
                $2.37M
                
             |               
            |
| 
               
                  Feb 13, 2023
                  Q4 2022
                 
               |   
            
              
   
      Atria Wealth Solutions, Inc.
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              20.3K+ 10.42% | 
            
                                   
                  $2.01M - $2.23M
                 
             |    
            
                                 
                215K
                $24.1M
                
             |               
            |
| 
               
                  Feb 06, 2023
                  Q4 2022
                 
               |   
            
              
   
      Park National Corp 
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              20.2KNew | 
            
                                   
                  $2M - $2.22M
                 
             |    
            
                                 
                20.2K
                $2.26M
                
             |               
            |
| 
               
                  Jan 20, 2023
                  Q4 2022
                 
               |   
            
              
   
      Le Jeune Puetz Investment Counsel LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              20K+ 514.9% | 
            
                                   
                  $1.98M - $2.2M
                 
             |    
            
                                 
                23.8K
                $2.68M
                
             |               
            |
| 
               
                  Feb 10, 2023
                  Q4 2022
                 
               |   
            
              
   
      Eq LLC
       
           
            Mercer Island, WA  | 
            
               BUY                   
             | 
            - | 
              19.4K+ 116.72% | 
            
                                   
                  $1.92M - $2.13M
                 
             |    
            
                                 
                36K
                $4.04M
                
             |