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 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
287+ 2.68% |
$28.5K - $31.6K
|
11K
$1.24M
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
286+ 0.33% |
$28.4K - $31.5K
|
85.7K
$9.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
280+ 14.74% |
$27.8K - $30.8K
|
2.18K
$245K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
272+ 8.73% |
$27K - $29.9K
|
3.39K
$381K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
262+ 3.99% |
$26K - $28.8K
|
6.83K
$767K
|
|
|
Feb 13, 2023
Q4 2022
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
250+ 5.24% |
$24.8K - $27.5K
|
5.02K
$564K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
250+ 0.29% |
$24.8K - $27.5K
|
85.7K
$9.63M
|
|
|
Jan 26, 2023
Q4 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
238+ 9.13% |
$23.6K - $26.2K
|
2.85K
$320K
|
|
|
Jan 30, 2023
Q4 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
232+ 3.03% |
$23K - $25.5K
|
7.9K
$887K
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
206+ 1.54% |
$20.4K - $22.7K
|
13.6K
$1.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
204New |
$20.2K - $22.4K
|
204
$22.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
204New |
$20.2K - $22.4K
|
204
$22.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
200New |
$19.8K - $22K
|
200
$22.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
197+ 4.2% |
$19.5K - $21.7K
|
4.88K
$549K
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
194+ 0.63% |
$19.2K - $21.3K
|
31.1K
$3.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
192New |
$19K - $21.1K
|
192
$21.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
190+ 67.14% |
$18.8K - $20.9K
|
473
$53.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
187+ 106.86% |
$18.6K - $20.6K
|
362
$40.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
186New |
$18.5K - $20.5K
|
186
$20.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
185+ 37.0% |
$18.4K - $20.4K
|
685
$76.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
180+ 1.04% |
$17.9K - $19.8K
|
17.5K
$1.97M
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
176New |
$17.5K - $19.4K
|
176
$19.8K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
169New |
$16.8K - $18.6K
|
169
$19K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
165+ 434.21% |
$16.4K - $18.2K
|
203
$22.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
154New |
$15.3K - $16.9K
|
154
$17.3K
|
|
|
Jan 13, 2023
Q4 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
154+ 2.91% |
$15.3K - $16.9K
|
5.46K
$613K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
151New |
$15K - $16.6K
|
151
$17K
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
149+ 0.69% |
$14.8K - $16.4K
|
21.7K
$2.44M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
147+ 68.06% |
$14.6K - $16.2K
|
363
$40.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
145+ 6.17% |
$14.4K - $16K
|
2.49K
$280K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
135New |
$13.4K - $14.9K
|
135
$15.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
134+ 2.54% |
$13.3K - $14.7K
|
5.4K
$607K
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
132New |
$13.1K - $14.5K
|
132
$14.8K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
127New |
$12.6K - $14K
|
127
$14.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
116New |
$11.5K - $12.8K
|
116
$13K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
112+ 5.51% |
$11.1K - $12.3K
|
2.15K
$241K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
102New |
$10.1K - $11.2K
|
102
$11.5K
|
|
|
Mar 10, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
92+ 2.73% |
$9.13K - $10.1K
|
3.47K
$389K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
92+ 59.35% |
$9.13K - $10.1K
|
247
$27.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
91+ 4.5% |
$9.03K - $10K
|
2.11K
$237K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
83+ 49.7% |
$8.23K - $9.13K
|
250
$28.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
77+ 2.7% |
$7.64K - $8.47K
|
2.93K
$330K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
65New |
$6.45K - $7.15K
|
65
$7.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
63+ 8.84% |
$6.25K - $6.93K
|
776
$87.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
62+ 1.72% |
$6.15K - $6.82K
|
3.67K
$412K
|
|
|
Jan 09, 2023
Q4 2022
|
Grandview Asset Management LLC
|
BUY
|
- |
62+ 2.63% |
$6.15K - $6.82K
|
2.42K
$272K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
58+ 53.7% |
$5.75K - $6.38K
|
166
$18.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
55+ 14.29% |
$5.46K - $6.05K
|
440
$49.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
50New |
$4.96K - $5.5K
|
50
$5.62K
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
48+ 0.87% |
$4.76K - $5.28K
|
5.6K
$629K
|