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 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
9.32K+ 136.81% |
$925K - $1.03M
|
16.1K
$1.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.32K+ 41.33% |
$924K - $1.03M
|
31.9K
$3.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
9.21K+ 169.17% |
$913K - $1.01M
|
14.6K
$1.65M
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
8.69K+ 92.68% |
$862K - $956K
|
18.1K
$2.03M
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
8.58K+ 8.43% |
$851K - $944K
|
110K
$12.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
8.51KNew |
$844K - $937K
|
8.51K
$956K
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
8.5K+ 1.54% |
$843K - $935K
|
561K
$63M
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
8.37KNew |
$831K - $921K
|
8.37K
$941K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
8.17K+ 386.11% |
$810K - $899K
|
10.3K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
7.93KNew |
$787K - $873K
|
7.93K
$891K
|
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
7.68KNew |
$762K - $845K
|
7.68K
$863K
|
|
|
Feb 09, 2023
Q4 2022
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
7.65K+ 38.01% |
$759K - $842K
|
27.8K
$3.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
7.51K+ 68.03% |
$745K - $826K
|
18.6K
$2.08M
|
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
7.44K+ 73.26% |
$738K - $819K
|
17.6K
$1.98M
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
7.28KNew |
$722K - $801K
|
7.28K
$818K
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
7.11KNew |
$705K - $782K
|
7.11K
$798K
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
6.96KNew |
$690K - $765K
|
6.96K
$781K
|
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
6.92KNew |
$686K - $761K
|
6.92K
$777K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.77KNew |
$671K - $744K
|
6.77K
$760K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
6.74K+ 11.24% |
$668K - $741K
|
66.7K
$7.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.73K+ 38.31% |
$668K - $741K
|
24.3K
$2.73M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
6.62K+ 90.37% |
$656K - $728K
|
13.9K
$1.57M
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
6.45K+ 52.03% |
$639K - $709K
|
18.8K
$2.12M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
6.28KNew |
$622K - $690K
|
6.28K
$705K
|
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
6.11KNew |
$606K - $672K
|
6.11K
$686K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
6.03K+ 166.48% |
$598K - $663K
|
9.64K
$1.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
6.02KNew |
$597K - $662K
|
6.02K
$676K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
5.96K+ 23.74% |
$591K - $656K
|
31.1K
$3.49M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
5.86K+ 12.9% |
$582K - $645K
|
51.3K
$5.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
5.58KNew |
$553K - $614K
|
5.58K
$626K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
5.36K+ 24381.82% |
$532K - $590K
|
5.39K
$605K
|
|
|
Jan 30, 2023
Q4 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
5.3K+ 74.91% |
$526K - $583K
|
12.4K
$1.39M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.2K+ 50.38% |
$516K - $572K
|
15.5K
$1.74M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
5.15K+ 31.98% |
$511K - $566K
|
21.2K
$2.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.15K+ 22.81% |
$510K - $566K
|
27.7K
$3.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.14K+ 122.48% |
$510K - $566K
|
9.34K
$1.05M
|
|
|
Jan 24, 2023
Q4 2022
|
Matrix Trust CO
|
BUY
|
- |
5.04KNew |
$500K - $555K
|
5.04K
$566K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
4.99K+ 206.2% |
$495K - $549K
|
7.41K
$832K
|
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
4.98K+ 10.98% |
$494K - $548K
|
50.3K
$5.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.94K+ 42.54% |
$490K - $543K
|
16.5K
$1.86M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.93KNew |
$489K - $543K
|
4.93K
$554K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.89K+ 41.83% |
$485K - $538K
|
16.6K
$1.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
4.83KNew |
$479K - $531K
|
4.83K
$542K
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
4.82KNew |
$478K - $530K
|
4.82K
$541K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.81K+ 26.28% |
$477K - $529K
|
23.1K
$2.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.8KNew |
$476K - $528K
|
4.8K
$539K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
4.79K+ 6.97% |
$476K - $527K
|
73.6K
$8.26M
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
4.79KNew |
$475K - $526K
|
4.79K
$537K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
4.78K+ 18.6% |
$474K - $526K
|
30.5K
$3.42M
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
4.78KNew |
$474K - $525K
|
4.78K
$536K
|