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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.84K+ 10.35% |
$507K - $541K
|
51.6K
$5.54M
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.82K+ 19.0% |
$506K - $539K
|
30.2K
$3.25M
|
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
4.76K+ 2.56% |
$499K - $532K
|
191K
$20.5M
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
4.73K+ 30.04% |
$496K - $529K
|
20.5K
$2.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Sarasin & Partners LLP
|
BUY
|
- |
4.65K+ 20.55% |
$488K - $520K
|
27.3K
$2.94M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
4.65K+ 19.51% |
$488K - $520K
|
28.5K
$3.06M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.59K+ 68.09% |
$481K - $513K
|
11.3K
$1.22M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
4.56KNew |
$479K - $510K
|
4.56K
$491K
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4.56KNew |
$478K - $510K
|
4.56K
$490K
|
|
|
May 10, 2023
Q1 2023
|
Ppm America Inc
Chicago, IL |
BUY
|
- |
4.53KNew |
$475K - $506K
|
4.53K
$487K
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.52KNew |
$474K - $506K
|
4.52K
$486K
|
|
|
Apr 28, 2023
Q1 2023
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
4.46K+ 3.63% |
$467K - $498K
|
127K
$13.7M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
4.3K+ 1088.61% |
$451K - $481K
|
4.7K
$505K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
4.24KNew |
$445K - $474K
|
4.24K
$456K
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
4.08KNew |
$428K - $456K
|
4.08K
$439K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.07K+ 47.82% |
$426K - $455K
|
12.6K
$1.35M
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.86KNew |
$405K - $432K
|
3.86K
$415K
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.82KNew |
$400K - $427K
|
3.82K
$411K
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.77K+ 0.94% |
$395K - $421K
|
405K
$43.5M
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.77K+ 0.94% |
$395K - $421K
|
405K
$43.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.51KNew |
$368K - $393K
|
3.51K
$378K
|
|
|
May 12, 2023
Q1 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
3.39K+ 5.26% |
$355K - $379K
|
67.9K
$7.3M
|
|
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.35KNew |
$351K - $374K
|
3.35K
$360K
|
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.35KNew |
$351K - $374K
|
3.35K
$360K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.34K+ 20.96% |
$350K - $373K
|
19.3K
$2.07M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.31K+ 0.62% |
$347K - $370K
|
537K
$57.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
3.25K+ 18.63% |
$341K - $363K
|
20.7K
$2.23M
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
3.18K+ 7.12% |
$334K - $356K
|
47.9K
$5.15M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.12K+ 4.85% |
$327K - $349K
|
67.4K
$7.25M
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.09K+ 1.77% |
$324K - $346K
|
178K
$19.1M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.07K+ 33.57% |
$322K - $344K
|
12.2K
$1.31M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.07K+ 33.57% |
$322K - $344K
|
12.2K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.9K+ 17.54% |
$304K - $324K
|
19.4K
$2.09M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.85K+ 11.26% |
$299K - $319K
|
28.2K
$3.03M
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
2.85K+ 41.96% |
$299K - $319K
|
9.65K
$1.04M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.83K+ 8.88% |
$297K - $316K
|
34.7K
$3.73M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.68K+ 17.99% |
$282K - $300K
|
17.6K
$1.89M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
2.66KNew |
$278K - $297K
|
2.66K
$285K
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.56K+ 19.62% |
$269K - $286K
|
15.6K
$1.68M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.56K+ 2.1% |
$269K - $286K
|
125K
$13.4M
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.55KNew |
$268K - $285K
|
2.55K
$274K
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.55K+ 3.58% |
$267K - $285K
|
73.7K
$7.93M
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
2.54KNew |
$266K - $284K
|
2.54K
$273K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.5K+ 103.1% |
$262K - $279K
|
4.92K
$529K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.49K+ 20.27% |
$262K - $279K
|
14.8K
$1.59M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
2.47K+ 3.56% |
$259K - $276K
|
71.9K
$7.73M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.44KNew |
$256K - $273K
|
2.44K
$262K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.42K+ 67.0% |
$254K - $271K
|
6.04K
$650K
|
|
|
May 09, 2023
Q1 2023
|
Sws Partners
|
BUY
|
- |
2.42KNew |
$254K - $270K
|
2.42K
$260K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.4KNew |
$252K - $268K
|
2.4K
$258K
|