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 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.16KNew |
$115K - $128K
|
1.16K
$130K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.11K+ 12.57% |
$110K - $122K
|
9.92K
$1.11M
|
|
|
Feb 06, 2023
Q4 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.08K+ 11.54% |
$107K - $119K
|
10.5K
$1.17M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.06K+ 3.15% |
$105K - $117K
|
34.8K
$3.91M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.06KNew |
$105K - $116K
|
1.06K
$119K
|
|
|
Jan 31, 2023
Q4 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.06K+ 1.67% |
$105K - $116K
|
64.5K
$7.24M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.02K+ 24.41% |
$101K - $112K
|
5.18K
$582K
|
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1K+ 200.0% |
$99.2K - $110K
|
1.5K
$168K
|
|
|
Feb 08, 2023
Q4 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
998+ 4.41% |
$99K - $110K
|
23.7K
$2.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
967+ 5.37% |
$95.9K - $106K
|
19K
$2.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
963+ 19.34% |
$95.5K - $106K
|
5.94K
$668K
|
|
|
Feb 09, 2023
Q4 2022
|
Allie Family Office LLC
|
BUY
|
- |
950+ 12.88% |
$94.2K - $105K
|
8.33K
$935K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
858New |
$85.1K - $94.4K
|
858
$96.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
843+ 14.63% |
$83.6K - $92.8K
|
6.6K
$742K
|
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
810New |
$80.4K - $89.1K
|
810
$91K
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
BUY
|
- |
769+ 2.26% |
$76.3K - $84.6K
|
34.7K
$3.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
762+ 6.05% |
$75.6K - $83.8K
|
13.4K
$1.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
761+ 219.94% |
$75.5K - $83.7K
|
1.11K
$124K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
750New |
$74.4K - $82.5K
|
750
$84.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
725New |
$71.9K - $79.8K
|
725
$81.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
714+ 18.0% |
$70.8K - $78.6K
|
4.68K
$526K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
707+ 65.16% |
$70.1K - $77.8K
|
1.79K
$201K
|
|
|
Jan 16, 2024
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
673+ 6.29% |
$66.8K - $74.1K
|
11.4K
$1.28M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
632+ 18.4% |
$62.7K - $69.5K
|
4.07K
$457K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
569+ 4.08% |
$56.4K - $62.6K
|
14.5K
$1.63M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
563+ 11.89% |
$55.8K - $61.9K
|
5.3K
$595K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
557+ 16.42% |
$55.3K - $61.3K
|
3.95K
$444K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
550New |
$54.6K - $60.5K
|
550
$61.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
517+ 0.43% |
$51.3K - $56.9K
|
121K
$13.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
514+ 22.13% |
$51K - $56.6K
|
2.84K
$319K
|
|
|
Jan 25, 2023
Q4 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
507+ 1.56% |
$50.3K - $55.8K
|
33K
$3.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
500+ 11.11% |
$49.6K - $55K
|
5K
$562K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
BUY
|
- |
454+ 709.38% |
$45K - $50K
|
518
$58.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
452+ 20.15% |
$44.8K - $49.7K
|
2.7K
$303K
|
|
|
Jan 31, 2023
Q4 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
437+ 1.74% |
$43.4K - $48.1K
|
25.6K
$2.87M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
435New |
$43.2K - $47.9K
|
435
$48.9K
|
|
|
Feb 13, 2025
Q4 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
433+ 6.28% |
$43K - $47.6K
|
7.33K
$823K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
424+ 9.59% |
$42.1K - $46.7K
|
4.85K
$544K
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
422+ 1.88% |
$41.9K - $46.4K
|
22.8K
$2.56M
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
421+ 17.14% |
$41.8K - $46.3K
|
2.88K
$323K
|
|
|
Jan 18, 2023
Q4 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
407+ 1.93% |
$40.4K - $44.8K
|
21.5K
$2.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
400New |
$39.7K - $44K
|
400
$44.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
395New |
$39.2K - $43.5K
|
395
$44.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
379+ 715.09% |
$37.6K - $41.7K
|
432
$48.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
356+ 2.06% |
$35.3K - $39.2K
|
17.7K
$1.99M
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
354+ 1180.0% |
$35.1K - $39K
|
384
$43.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
320+ 500.0% |
$31.7K - $35.2K
|
384
$43.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
300New |
$29.8K - $33K
|
300
$33.7K
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
300New |
$29.8K - $33K
|
300
$33.7K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
294+ 4.42% |
$29.2K - $32.3K
|
6.95K
$780K
|