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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
BUY
|
- |
45.5K+ 207.62% |
$4.52M - $5.01M
|
67.5K
$7.44M
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
BUY
|
- |
44KNew |
$4.37M - $4.85M
|
44K
$4.86M
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
42.6KNew |
$4.22M - $4.69M
|
42.6K
$4.69M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
41.4KNew |
$4.11M - $4.56M
|
41.4K
$4.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
40.7K+ 14.2% |
$4.03M - $4.47M
|
327K
$36M
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
39.5K+ 9.69% |
$3.92M - $4.35M
|
447K
$49.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
39.1KNew |
$3.88M - $4.3M
|
39.1K
$4.31M
|
|
|
Feb 06, 2023
Q4 2022
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
37.8K+ 711.07% |
$3.75M - $4.16M
|
43.1K
$4.75M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
36.7K+ 43.05% |
$3.64M - $4.04M
|
122K
$13.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
34.7K+ 262.42% |
$3.44M - $3.82M
|
47.9K
$5.28M
|
|
|
Jan 13, 2023
Q4 2022
|
Joule Financial, LLC
|
BUY
|
- |
33.9K+ 107.0% |
$3.37M - $3.73M
|
65.6K
$7.24M
|
|
|
Jan 17, 2023
Q4 2022
|
Forte Asset Management LLC
|
BUY
|
- |
31.6KNew |
$3.13M - $3.47M
|
31.6K
$3.48M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
31.1KNew |
$3.09M - $3.42M
|
31.1K
$3.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
31KNew |
$3.08M - $3.42M
|
31K
$3.42M
|
|
|
Feb 09, 2023
Q4 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
31KNew |
$3.08M - $3.41M
|
31K
$3.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
30.8KNew |
$3.06M - $3.39M
|
30.8K
$3.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
30.3KNew |
$3M - $3.33M
|
30.3K
$3.34M
|
|
|
Feb 02, 2023
Q4 2022
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
29.4KNew |
$2.92M - $3.24M
|
29.4K
$3.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28.5K+ 27.64% |
$2.83M - $3.14M
|
132K
$14.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
28.2KNew |
$2.8M - $3.11M
|
28.2K
$3.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
28KNew |
$2.77M - $3.08M
|
28K
$3.08M
|
|
|
Feb 08, 2023
Q4 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
28KNew |
$2.77M - $3.08M
|
28K
$3.08M
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
27.2KNew |
$2.7M - $2.99M
|
27.2K
$3M
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
26.9K+ 333.93% |
$2.66M - $2.96M
|
34.9K
$3.85M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
26.6K+ 191.65% |
$2.64M - $2.93M
|
40.5K
$4.47M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
26.4K+ 557.88% |
$2.62M - $2.91M
|
31.2K
$3.44M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
26.3K+ 58.65% |
$2.61M - $2.89M
|
71.1K
$7.84M
|
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
BUY
|
- |
26.3KNew |
$2.61M - $2.89M
|
26.3K
$2.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
26.1KNew |
$2.59M - $2.87M
|
26.1K
$2.88M
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
25.4KNew |
$2.52M - $2.79M
|
25.4K
$2.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
24.9K+ 132.21% |
$2.47M - $2.74M
|
43.7K
$4.81M
|
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
24.7KNew |
$2.45M - $2.71M
|
24.7K
$2.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
24.6K+ 50289.8% |
$2.44M - $2.71M
|
24.7K
$2.72M
|
|
|
Jan 31, 2023
Q4 2022
|
Insight Wealth Partners, LLC
|
BUY
|
- |
24.5K+ 56.01% |
$2.43M - $2.7M
|
68.3K
$7.53M
|
|
|
Feb 10, 2023
Q4 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
24.2KNew |
$2.4M - $2.67M
|
24.2K
$2.67M
|
|
|
Feb 07, 2023
Q4 2022
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
BUY
|
- |
23.5K+ 0.42% |
$2.33M - $2.59M
|
5.67M
$625M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
23.1K+ 48.89% |
$2.29M - $2.54M
|
70.3K
$7.75M
|
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
22.7K+ 52.88% |
$2.26M - $2.5M
|
65.8K
$7.25M
|
|
|
Apr 10, 2023
Q4 2022
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
21.7KNew |
$2.15M - $2.39M
|
21.7K
$2.39M
|
|
|
Jan 24, 2023
Q4 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
21.7K+ 102.34% |
$2.15M - $2.39M
|
42.9K
$4.73M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
21.6K+ 45.09% |
$2.14M - $2.37M
|
69.4K
$7.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21.4K+ 491.57% |
$2.12M - $2.36M
|
25.8K
$2.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
21.2K+ 2034.13% |
$2.1M - $2.33M
|
22.2K
$2.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
21.1KNew |
$2.1M - $2.33M
|
21.1K
$2.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20.3K+ 10.42% |
$2.01M - $2.23M
|
215K
$23.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
BUY
|
- |
20.2KNew |
$2M - $2.22M
|
20.2K
$2.22M
|
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
20K+ 514.9% |
$1.98M - $2.2M
|
23.8K
$2.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
19.4K+ 116.72% |
$1.92M - $2.13M
|
36K
$3.96M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
19.4K+ 76.73% |
$1.92M - $2.13M
|
44.6K
$4.91M
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
19.2KNew |
$1.9M - $2.11M
|
19.2K
$2.11M
|