Purchases and Sales Made in Q1 2023 in Ishares Iboxx $ Investment Gra (LQD)
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 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
23.8K+ 68.06% |
$2.49M - $2.66M
|
58.7K
$6.31M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.8K+ 8.42% |
$2.49M - $2.66M
|
306K
$32.9M
|
|
|
May 02, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
22.5K+ 34.6% |
$2.36M - $2.51M
|
87.5K
$9.41M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
22.4K+ 70.31% |
$2.35M - $2.5M
|
54.3K
$5.84M
|
|
|
May 12, 2023
Q1 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
21.9K+ 32.09% |
$2.3M - $2.45M
|
90.2K
$9.7M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
21.4KNew |
$2.25M - $2.4M
|
21.4K
$2.3M
|
|
|
May 03, 2023
Q1 2023
|
Florin Court Capital LLP
|
BUY
|
- |
21.2KNew |
$2.22M - $2.37M
|
21.2K
$2.28M
|
|
|
May 15, 2023
Q1 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
21.1K+ 133.11% |
$2.21M - $2.35M
|
36.9K
$3.97M
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
20.7K+ 8.72% |
$2.17M - $2.31M
|
258K
$27.7M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
20.5K+ 0.16% |
$2.15M - $2.29M
|
12.5M
$1.34B
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
20.3K+ 23.69% |
$2.13M - $2.27M
|
106K
$11.4M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
20.1KNew |
$2.11M - $2.25M
|
20.1K
$2.17M
|
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
20KNew |
$2.1M - $2.24M
|
20K
$2.15M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
19.2K+ 13.17% |
$2.01M - $2.14M
|
165K
$17.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Elm Partners Management LLC
|
BUY
|
- |
17.8KNew |
$1.87M - $1.99M
|
17.8K
$1.92M
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
17.7K+ 6.25% |
$1.85M - $1.97M
|
300K
$32.3M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
17.6KNew |
$1.85M - $1.97M
|
17.6K
$1.89M
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
17.3K+ 3.88% |
$1.82M - $1.94M
|
464K
$49.9M
|
|
|
Feb 10, 2025
Q1 2023
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
17.2K+ 62.41% |
$1.81M - $1.93M
|
44.9K
$4.82M
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
17.2KNew |
$1.8M - $1.92M
|
17.2K
$1.85M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
16.8K+ 17.11% |
$1.77M - $1.88M
|
115K
$12.4M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
16.3K+ 85.11% |
$1.71M - $1.83M
|
35.5K
$3.82M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
15.9K+ 22.35% |
$1.67M - $1.78M
|
87K
$9.36M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
15.7K+ 483.95% |
$1.64M - $1.75M
|
18.9K
$2.03M
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
15K+ 22.87% |
$1.58M - $1.68M
|
80.8K
$8.69M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
14.7KNew |
$1.54M - $1.64M
|
14.7K
$1.58M
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
14.6K+ 106.85% |
$1.53M - $1.63M
|
28.2K
$3.03M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
14.4K+ 13049.09% |
$1.51M - $1.6M
|
14.5K
$1.56M
|
|
|
May 11, 2023
Q1 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
14.2K+ 45.84% |
$1.49M - $1.59M
|
45.2K
$4.86M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
14.1K+ 16.93% |
$1.48M - $1.57M
|
97.3K
$10.5M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
13.6K+ 454.05% |
$1.43M - $1.52M
|
16.6K
$1.79M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
13.5K+ 252.1% |
$1.41M - $1.5M
|
18.8K
$2.02M
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
13.1K+ 75.26% |
$1.37M - $1.46M
|
30.5K
$3.28M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.8KNew |
$1.35M - $1.44M
|
12.8K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Fir Tree Capital Management LP
New York, NY |
BUY
|
- |
12.5KNew |
$1.31M - $1.4M
|
12.5K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
12.5KNew |
$1.31M - $1.4M
|
12.5K
$1.34M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
12.5K+ 9.0% |
$1.31M - $1.4M
|
151K
$16.2M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
12.2K+ 65.99% |
$1.28M - $1.37M
|
30.8K
$3.31M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12K+ 75.69% |
$1.26M - $1.34M
|
27.8K
$2.99M
|
|
|
May 11, 2023
Q1 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
11.9KNew |
$1.25M - $1.33M
|
11.9K
$1.28M
|
|
|
May 09, 2023
Q1 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
11.8K+ 170.65% |
$1.24M - $1.32M
|
18.7K
$2.01M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
11.6K+ 81.41% |
$1.21M - $1.29M
|
25.8K
$2.77M
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
11.4K+ 2.25% |
$1.2M - $1.28M
|
519K
$55.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
BUY
|
- |
10.4K+ 32.97% |
$1.09M - $1.16M
|
42K
$4.51M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
10.2KNew |
$1.07M - $1.14M
|
10.2K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
10.2KNew |
$1.07M - $1.14M
|
10.2K
$1.09M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.92K+ 15.17% |
$1.04M - $1.11M
|
75.3K
$8.1M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
9.89K+ 135.57% |
$1.04M - $1.11M
|
17.2K
$1.85M
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
9.85K+ 15.64% |
$1.03M - $1.1M
|
72.8K
$7.83M
|
|
|
May 12, 2023
Q1 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
9.15K+ 6.12% |
$960K - $1.02M
|
159K
$17M
|