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
|
Prospera Financial Services Inc
|
BUY
|
- |
2.29K+ 18.89% |
$227K - $252K
|
14.4K
$1.58M
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.28K+ 1232.43% |
$226K - $251K
|
2.47K
$271K
|
|
|
Jan 17, 2023
Q4 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.27KNew |
$226K - $250K
|
2.27K
$250K
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.23KNew |
$221K - $245K
|
2.23K
$245K
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
2.19KNew |
$217K - $241K
|
2.19K
$240K
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
2.18KNew |
$216K - $240K
|
2.18K
$240K
|
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.16K+ 13.81% |
$214K - $238K
|
17.8K
$1.96M
|
|
|
Jan 23, 2023
Q4 2022
|
Members Capital Advisors Inc
|
BUY
|
- |
2.16KNew |
$214K - $237K
|
2.16K
$237K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.15K+ 5.07% |
$213K - $236K
|
44.5K
$4.89M
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
BUY
|
- |
2.15KNew |
$213K - $236K
|
2.15K
$236K
|
|
|
Jan 26, 2023
Q4 2022
|
Regis Management CO LLC
|
BUY
|
- |
2.12KNew |
$211K - $234K
|
2.12K
$234K
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.11KNew |
$209K - $232K
|
2.11K
$232K
|
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
2.1KNew |
$208K - $231K
|
2.1K
$231K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.09K+ 6.22% |
$208K - $230K
|
35.8K
$3.93M
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.07K+ 101.92% |
$205K - $228K
|
4.1K
$451K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.05K+ 131.75% |
$203K - $226K
|
3.61K
$396K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
1.96K+ 20.81% |
$194K - $215K
|
11.4K
$1.25M
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.94KNew |
$192K - $213K
|
1.94K
$213K
|
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.93K+ 37.69% |
$191K - $212K
|
7.03K
$773K
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.91KNew |
$190K - $210K
|
1.91K
$210K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.9K+ 3.26% |
$188K - $209K
|
60.1K
$6.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
BUY
|
- |
1.9KNew |
$188K - $209K
|
1.9K
$208K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.9K+ 8.86% |
$188K - $209K
|
23.3K
$2.56M
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
1.85K+ 433.49% |
$184K - $204K
|
2.28K
$250K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.83KNew |
$181K - $201K
|
1.83K
$201K
|
|
|
Jan 25, 2023
Q4 2022
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1.82K+ 12.75% |
$180K - $200K
|
16.1K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.71K+ 5.58% |
$170K - $188K
|
32.3K
$3.55M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.56K+ 0.73% |
$155K - $172K
|
215K
$23.6M
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
1.52K+ 9.87% |
$150K - $167K
|
16.9K
$1.85M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1.51K+ 71.63% |
$150K - $166K
|
3.62K
$398K
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1.5KNew |
$149K - $165K
|
1.5K
$165K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.5K+ 3.19% |
$149K - $165K
|
48.5K
$5.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.41KNew |
$140K - $155K
|
1.41K
$155K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1.4KNew |
$139K - $154K
|
1.4K
$154K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.38KNew |
$137K - $152K
|
1.38K
$152K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.36K+ 11.81% |
$135K - $150K
|
12.9K
$1.42M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.36K+ 21.87% |
$135K - $150K
|
7.59K
$834K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.31K+ 48.92% |
$130K - $144K
|
3.98K
$438K
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.3K+ 3.57% |
$129K - $143K
|
37.7K
$4.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.29KNew |
$128K - $142K
|
1.29K
$142K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.26KNew |
$125K - $139K
|
1.26K
$139K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.2KNew |
$119K - $132K
|
1.2K
$132K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
1.2K+ 15.49% |
$119K - $132K
|
8.93K
$981K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.19K+ 30.17% |
$118K - $131K
|
5.13K
$564K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.19K+ 21.4% |
$118K - $131K
|
6.74K
$741K
|
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.17K+ 5.0% |
$116K - $129K
|
24.5K
$2.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.16KNew |
$115K - $128K
|
1.16K
$128K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.11K+ 12.57% |
$110K - $122K
|
9.92K
$1.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.08K+ 11.54% |
$107K - $119K
|
10.5K
$1.15M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.06K+ 3.15% |
$105K - $117K
|
34.8K
$3.83M
|