Purchases and Sales Made in Q1 2023 in Ishares Iboxx $ Investment Gra (LQD)

LQD Quotes by TradingView

This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q1 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
May 05, 2023 Q1 2023
Cullen/Frost Bankers, Inc.

SELL
 -
-1.1K
- 21.48%
$116K - $123K
4.03K $433K
Apr 12, 2023 Q1 2023
Private Trust CO Na

SELL
 -
-1.11K
- 12.44%
$116K - $124K
7.82K $840K
Apr 25, 2023 Q1 2023
Chesapeake Wealth Management

SELL
 -
-1.11K
- 1.89%
$117K - $124K
57.9K $6.23M
Apr 26, 2023 Q1 2023
Jessup Wealth Management, Inc

Dayton, OH
SELL
 -
-1.14K
- 8.95%
$119K - $127K
11.6K $1.24M
Apr 19, 2023 Q1 2023
Solstein Capital, LLC

Menlo Park, CA
SELL
 -
-1.16K
- 42.21%
$121K - $129K
1.58K $170K
Apr 24, 2023 Q1 2023
Tru Independence LLC

SELL
 -
-1.16K
- 19.44%
$122K - $130K
4.82K $518K
May 03, 2023 Q1 2023
Moneda S.A. Administradora General De Fondos

SELL
 -
-1.18K
- 24.09%
$124K - $132K
3.72K $400K
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-1.23K
- 14.39%
$129K - $137K
7.3K $785K
Apr 03, 2023 Q1 2023
First Financial Bank Trust Division

Hamilton, OH
SELL
 -
-1.36K
- 42.22%
$142K - $152K
1.86K $200K
May 09, 2023 Q1 2023
Finer Wealth Management, Inc.

Salem, MA
SELL
 -
-1.37K
- 29.3%
$143K - $153K
3.29K $354K
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-1.38K
- 8.68%
$145K - $154K
14.5K $1.56M
May 09, 2023 Q1 2023
White Pine Capital LLC

Golden Valley, MN
SELL
 -
-1.39K
- 13.64%
$146K - $156K
8.82K $949K
May 04, 2023 Q1 2023
Clear Harbor Asset Management, LLC

SELL
 -
-1.4K
- 11.91%
$146K - $156K
10.3K $1.11M
Apr 25, 2023 Q1 2023
Lodestar Private Asset Management LLC

Alamo, CA
SELL
 -
-1.43K
- 37.97%
$150K - $160K
2.34K $252K
May 10, 2023 Q1 2023
Banco Santander, S.A.

SELL
 -
-1.45K
- 18.27%
$152K - $162K
6.46K $695K
May 01, 2023 Q1 2023
Tnf LLC

SELL
 -
-1.47K
- 20.94%
$154K - $164K
5.53K $595K
May 10, 2023 Q1 2023
Proquility Private Wealth Partners, LLC

Las Vegas, NV
SELL
 -
-1.47K
- 10.24%
$154K - $164K
12.9K $1.38M
Apr 12, 2023 Q1 2023
Silverlake Wealth Management LLC

Williston, VT
SELL
 -
-1.48K
- 30.8%
$155K - $165K
3.32K $357K
May 08, 2023 Q1 2023
Kanawha Capital Management LLC

SELL
 -
-1.5K
- 31.35%
$157K - $168K
3.29K $353K
Apr 25, 2023 Q1 2023
Foundations Investment Advisors, LLC

SELL
 -
-1.51K
- 14.89%
$159K - $169K
8.65K $930K
May 11, 2023 Q1 2023
First Citizens Bank & Trust CO

SELL
 -
-1.52K
- 30.58%
$159K - $170K
3.45K $371K
Apr 24, 2023 Q1 2023
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-1.54K
- 16.47%
$162K - $173K
7.83K $842K
Apr 13, 2023 Q1 2023
Donaldson Capital Management, LLC

Evansville, IN
SELL
 -
-1.55K
- 2.12%
$163K - $173K
71.5K $7.69M
Apr 21, 2023 Q1 2023
Blb&B Advisors, LLC

SELL
 -
-1.55K
- 2.07%
$163K - $174K
73.5K $7.91M
Apr 14, 2023 Q1 2023
Welch & Forbes LLC

SELL
 -
-1.59K
- 1.16%
$167K - $178K
136K $14.6M
May 01, 2023 Q1 2023
Lincoln National Corp

SELL
 -
-1.63K
- 14.33%
$171K - $182K
9.74K $1.05M
Apr 18, 2023 Q1 2023
Brookstone Capital Management

SELL
 -
-1.65K
- 5.39%
$173K - $185K
29K $3.12M
May 05, 2023 Q1 2023
Alliance Wealth Management Group

Flemington, NJ
SELL
 -
-1.69K
- 9.51%
$177K - $189K
16.1K $1.73M
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

SELL
 -
-1.73K
- 10.74%
$182K - $194K
14.4K $1.55M
May 15, 2023 Q1 2023
Tranquilli Financial Advisor LLC

Clinton, NJ
SELL
 -
-1.73K
- 24.66%
$182K - $194K
5.3K $570K
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

SELL
 -
-1.74K
- 81.31%
$183K - $195K
401 $43.1K
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

SELL
 -
-1.75K
- 13.56%
$183K - $196K
11.1K $1.2M
May 15, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-1.9K
- 89.29%
$199K - $212K
228 $24.5K
Apr 21, 2023 Q1 2023
Whittier Trust CO

SELL
 -
-1.91K
- 23.22%
$201K - $214K
6.32K $680K
May 15, 2023 Q1 2023
First Horizon Advisors, Inc.

SELL
 -
-1.94K
- 35.23%
$204K - $217K
3.57K $384K
Apr 26, 2023 Q1 2023
Alpha Cubed Investments, LLC

SELL
 -
-1.96K
- 51.19%
$206K - $220K
1.87K $201K
May 11, 2023 Q1 2023
Insight 2811, Inc.

Chicago, IL
SELL
 -
-1.99K
- 43.81%
$209K - $223K
2.56K $275K
Apr 24, 2023 Q1 2023
Sequoia Financial Advisors, LLC

SELL
 -
-2.01K
- 9.21%
$211K - $225K
19.8K $2.13M
Apr 27, 2023 Q1 2023
Financial Designs Corp

Claremont, CA
SELL
 -
-2.12K
- 2.17%
$222K - $237K
95.3K $10.2M
Apr 18, 2023 Q1 2023
Park Avenue Securities LLC

SELL
 -
-2.13K
- 1.19%
$223K - $238K
176K $19M
May 08, 2023 Q1 2023
Jcic Asset Management Inc.

Toronto, A6
SELL
 -
-2.17K
- 88.19%
$227K - $242K
290 $31.2K
May 03, 2023 Q1 2023
Krilogy Financial LLC

SELL
 -
-2.23K
- 32.59%
$233K - $249K
4.6K $495K
Apr 17, 2023 Q1 2023
City Holding CO

SELL
 -
-2.26K
- 23.19%
$237K - $252K
7.47K $803K
May 11, 2023 Q1 2023
Bokf, Na

Tulsa, OK
SELL
 -
-2.32K
- 10.01%
$244K - $260K
20.9K $2.25M
Apr 28, 2023 Q1 2023
Van Hulzen Asset Management, LLC

SELL
 -
-2.37K
- 10.91%
$248K - $264K
19.3K $2.08M
May 15, 2023 Q1 2023
Wealth Advisory Solutions, LLC

SELL
 -
-2.53K
- 40.23%
$265K - $283K
3.76K $404K
Jul 18, 2023 Q1 2023
First County Bank /Ct/

Stamford, CT
SELL
 -
-2.54K
Closed
$266K - $284K
0 $0
May 04, 2023 Q1 2023
Cypress Capital Group

SELL
 -
-2.56K
- 17.12%
$268K - $286K
12.4K $1.33M
May 05, 2023 Q1 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
SELL
 -
-2.57K
- 32.94%
$270K - $288K
5.24K $563K

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