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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Mackay Shields LLC
|
BUY
|
- |
9K+ 170.45% |
$944K - $1.01M
|
14.3K
$1.54M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.91K+ 4.83% |
$934K - $996K
|
193K
$20.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
BUY
|
- |
8.9K+ 32.95% |
$934K - $995K
|
35.9K
$3.86M
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
8.72K+ 5.7% |
$915K - $975K
|
162K
$17.4M
|
|
|
May 11, 2023
Q1 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
8.65KNew |
$907K - $967K
|
8.65K
$930K
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
8.5K+ 7.7% |
$891K - $950K
|
119K
$12.8M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
8.47K+ 298.45% |
$888K - $947K
|
11.3K
$1.22M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
8.36K+ 24.62% |
$877K - $935K
|
42.3K
$4.55M
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
7.98KNew |
$837K - $892K
|
7.98K
$858K
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
7.94K+ 3.24% |
$833K - $888K
|
253K
$27.2M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.83K+ 92.79% |
$822K - $876K
|
16.3K
$1.75M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
7.7K+ 5620.44% |
$808K - $861K
|
7.84K
$843K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
7.5K+ 8.23% |
$787K - $839K
|
98.7K
$10.6M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.49K+ 319.36% |
$786K - $837K
|
9.83K
$1.06M
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
7.3KNew |
$766K - $817K
|
7.3K
$785K
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
7.19K+ 19.35% |
$755K - $804K
|
44.4K
$4.77M
|
|
|
May 15, 2023
Q1 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
7KNew |
$734K - $783K
|
7K
$753K
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
6.99K+ 1.68% |
$733K - $782K
|
423K
$45.5M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
6.82K+ 535.85% |
$715K - $762K
|
8.09K
$870K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
6.81KNew |
$715K - $762K
|
6.81K
$733K
|
|
|
May 04, 2023
Q1 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
6.73K+ 24.22% |
$705K - $752K
|
34.5K
$3.71M
|
|
|
May 15, 2023
Q1 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
6.53KNew |
$685K - $730K
|
6.53K
$702K
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
6.45KNew |
$676K - $721K
|
6.45K
$693K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
6.42K+ 20.67% |
$673K - $718K
|
37.5K
$4.03M
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
6.39K+ 5.43% |
$670K - $714K
|
124K
$13.3M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.31K+ 313.87% |
$662K - $706K
|
8.32K
$895K
|
|
|
May 05, 2023
Q1 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
6.26K+ 6.36% |
$657K - $700K
|
105K
$11.3M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
6.22KNew |
$652K - $695K
|
6.22K
$668K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
6.19K+ 33.45% |
$649K - $692K
|
24.7K
$2.66M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.16K+ 11.13% |
$646K - $689K
|
61.5K
$6.61M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
6.12KNew |
$642K - $684K
|
6.12K
$658K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.97K+ 3.93% |
$626K - $668K
|
158K
$17M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
5.94K+ 19.51% |
$623K - $665K
|
36.4K
$3.91M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.7K+ 1.65% |
$598K - $637K
|
352K
$37.8M
|
|
|
May 10, 2023
Q1 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
5.68KNew |
$595K - $635K
|
5.68K
$610K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
5.61K+ 21.88% |
$588K - $627K
|
31.2K
$3.36M
|
|
|
May 10, 2023
Q1 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
5.56K+ 124.05% |
$583K - $622K
|
10K
$1.08M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5.55K+ 27.44% |
$582K - $621K
|
25.8K
$2.77M
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
5.35K+ 15.92% |
$561K - $598K
|
38.9K
$4.19M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
5.28K+ 24.84% |
$554K - $590K
|
26.5K
$2.85M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.27K+ 585.22% |
$552K - $589K
|
6.17K
$663K
|
|
|
Apr 19, 2023
Q1 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
5.22K+ 1.91% |
$547K - $583K
|
278K
$29.9M
|
|
|
May 12, 2023
Q1 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
5.19K+ 0.21% |
$544K - $580K
|
2.42M
$261M
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
5.12K+ 18.85% |
$537K - $573K
|
32.3K
$3.47M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.08K+ 2.42% |
$533K - $568K
|
215K
$23.1M
|
|
|
May 04, 2023
Q1 2023
|
Pactiv General Employee Benefit Trust
Lake Forest, IL |
BUY
|
- |
5K+ 2.2% |
$524K - $559K
|
232K
$24.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.92K+ 10.13% |
$516K - $550K
|
53.4K
$5.75M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.91K+ 3.42% |
$515K - $549K
|
148K
$16M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4.88KNew |
$512K - $546K
|
4.88K
$525K
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
4.84K+ 23.43% |
$508K - $542K
|
25.5K
$2.74M
|