Purchases and Sales Made in Q2 2023 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-103- 2.85% |
$10.9K - $11.4K
|
3.52K
$384K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-108- 3.12% |
$11.5K - $11.9K
|
3.35K
$366K
|
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-112- 2.43% |
$11.9K - $12.4K
|
4.49K
$490K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-119- 1.94% |
$12.6K - $13.1K
|
6.02K
$656K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-120- 2.23% |
$12.7K - $13.3K
|
5.26K
$574K
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-121- 0.12% |
$12.8K - $13.4K
|
96.9K
$10.6M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-123- 2.18% |
$13K - $13.6K
|
5.51K
$601K
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
SELL
|
- |
-125- 2.26% |
$13.3K - $13.8K
|
5.41K
$590K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-130- 0.86% |
$13.8K - $14.4K
|
15K
$1.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-137- 5.49% |
$14.5K - $15.1K
|
2.36K
$257K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-140- 0.54% |
$14.8K - $15.5K
|
25.6K
$2.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-141- 29.81% |
$14.9K - $15.6K
|
332
$36.2K
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-141- 0.72% |
$14.9K - $15.6K
|
19.6K
$2.13M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-144- 4.55% |
$15.3K - $15.9K
|
3.02K
$330K
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-145- 2.54% |
$15.4K - $16K
|
5.56K
$607K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-150- 3.99% |
$15.9K - $16.6K
|
3.61K
$393K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-150- 1.76% |
$15.9K - $16.6K
|
8.36K
$912K
|
|
|
Jul 17, 2023
Q2 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-153- 0.97% |
$16.2K - $16.9K
|
15.6K
$1.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-156- 12.97% |
$16.5K - $17.2K
|
1.05K
$114K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-161- 5.04% |
$17.1K - $17.8K
|
3.03K
$331K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-168- 1.13% |
$17.8K - $18.6K
|
14.7K
$1.61M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-169- 10.45% |
$17.9K - $18.7K
|
1.45K
$158K
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-178- 25.57% |
$18.9K - $19.7K
|
518
$56.5K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-183- 3.3% |
$19.4K - $20.2K
|
5.36K
$585K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-194- 8.09% |
$20.6K - $21.4K
|
2.2K
$241K
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-200- 4.34% |
$21.2K - $22.1K
|
4.41K
$481K
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-200- 85.84% |
$21.2K - $22.1K
|
33
$3.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-200- 2.0% |
$21.2K - $22.1K
|
9.78K
$1.07M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-200- 32.63% |
$21.2K - $22.1K
|
413
$45.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-200- 25.45% |
$21.2K - $22.1K
|
586
$63.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-201- 0.93% |
$21.3K - $22.2K
|
21.4K
$2.33M
|
|
|
Jul 19, 2023
Q2 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-205- 70.69% |
$21.7K - $22.6K
|
85
$9.28K
|
|
|
Aug 09, 2023
Q2 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-207- 3.86% |
$21.9K - $22.9K
|
5.16K
$563K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-211- 30.19% |
$22.4K - $23.3K
|
488
$53.3K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-212- 1.54% |
$22.5K - $23.4K
|
13.5K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-214- 4.33% |
$22.7K - $23.6K
|
4.73K
$516K
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-218- 9.83% |
$23.1K - $24.1K
|
2K
$218K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-224- 31.68% |
$23.7K - $24.7K
|
483
$52.7K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-225- 36.59% |
$23.9K - $24.8K
|
390
$42.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-229- 0.37% |
$24.3K - $25.3K
|
61.3K
$6.69M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-237- 56.56% |
$25.1K - $26.2K
|
182
$19.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-238- 6.39% |
$25.2K - $26.3K
|
3.49K
$381K
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-239- 9.35% |
$25.3K - $26.4K
|
2.32K
$253K
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-242- 7.42% |
$25.7K - $26.7K
|
3.02K
$330K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-261- 6.33% |
$27.7K - $28.8K
|
3.86K
$421K
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-265- 11.21% |
$28.1K - $29.3K
|
2.1K
$229K
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-267- 0.14% |
$28.3K - $29.5K
|
187K
$20.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-270- 16.0% |
$28.6K - $29.8K
|
1.42K
$155K
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-274- 10.45% |
$29K - $30.3K
|
2.35K
$256K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-274- 1.04% |
$29K - $30.3K
|
26.1K
$2.85M
|