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 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.4KNew |
$252K - $268K
|
2.4K
$262K
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.38K+ 10.22% |
$250K - $266K
|
25.7K
$2.8M
|
|
|
May 11, 2023
Q1 2023
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
2.34K+ 21.2% |
$246K - $262K
|
13.4K
$1.46M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.34K+ 24.04% |
$245K - $261K
|
12K
$1.31M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.28KNew |
$239K - $255K
|
2.28K
$249K
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
2.27KNew |
$238K - $254K
|
2.27K
$248K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.27K+ 72.36% |
$238K - $253K
|
5.4K
$588K
|
|
|
May 09, 2023
Q1 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2.25K+ 12.06% |
$236K - $252K
|
20.9K
$2.28M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.25KNew |
$236K - $251K
|
2.25K
$245K
|
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.19K+ 44.86% |
$230K - $245K
|
7.08K
$772K
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.14KNew |
$224K - $239K
|
2.14K
$233K
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.12K+ 6.81% |
$222K - $237K
|
33.3K
$3.63M
|
|
|
Apr 19, 2023
Q1 2023
|
David J Yvars Group
|
BUY
|
- |
2.1K+ 54.4% |
$220K - $235K
|
5.96K
$650K
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
BUY
|
- |
2.04K+ 89.68% |
$214K - $228K
|
4.32K
$471K
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
2.04KNew |
$214K - $228K
|
2.04K
$223K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
2.04KNew |
$214K - $228K
|
2.04K
$222K
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
BUY
|
- |
2.03KNew |
$213K - $227K
|
2.03K
$221K
|
|
|
Apr 17, 2023
Q1 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
2.02K+ 7.21% |
$211K - $225K
|
30K
$3.27M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.96KNew |
$205K - $219K
|
1.96K
$213K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.96KNew |
$205K - $219K
|
1.96K
$213K
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.94KNew |
$203K - $217K
|
1.94K
$211K
|
|
|
Apr 25, 2023
Q1 2023
|
Verde Capital Management
|
BUY
|
- |
1.94KNew |
$203K - $217K
|
1.94K
$211K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.94K+ 80.4% |
$203K - $216K
|
4.34K
$474K
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.93KNew |
$202K - $215K
|
1.93K
$210K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.92K+ 21.58% |
$201K - $215K
|
10.8K
$1.18M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.91KNew |
$200K - $214K
|
1.91K
$208K
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.89KNew |
$198K - $211K
|
1.89K
$206K
|
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1.88KNew |
$198K - $211K
|
1.88K
$205K
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.87KNew |
$196K - $209K
|
1.87K
$204K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.86K+ 813.6% |
$195K - $207K
|
2.08K
$227K
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.83K+ 3.0% |
$192K - $205K
|
62.9K
$6.86M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.78K+ 227.82% |
$186K - $199K
|
2.56K
$279K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
1.71K+ 52.98% |
$179K - $191K
|
4.93K
$538K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.61K+ 40325.0% |
$169K - $180K
|
1.62K
$176K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.54K+ 28.41% |
$162K - $172K
|
6.97K
$760K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.52K+ 15.86% |
$159K - $170K
|
11.1K
$1.21M
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.51K+ 14.9% |
$158K - $168K
|
11.6K
$1.27M
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.42K+ 2.48% |
$149K - $158K
|
58.5K
$6.38M
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
1.29K+ 3.71% |
$135K - $144K
|
36K
$3.93M
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
1.26K+ 26.25% |
$133K - $141K
|
6.08K
$663K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.25K+ 42.07% |
$131K - $140K
|
4.23K
$461K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
1.18K+ 36.85% |
$124K - $132K
|
4.38K
$477K
|
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
BUY
|
- |
1.13K+ 2.57% |
$119K - $126K
|
45.2K
$4.93M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
1.06K+ 7.72% |
$111K - $118K
|
14.7K
$1.61M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.05K+ 10.46% |
$110K - $117K
|
11.1K
$1.21M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.03K+ 11.88% |
$108K - $116K
|
9.74K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1K+ 0.74% |
$105K - $112K
|
136K
$14.8M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
976+ 3.6% |
$102K - $109K
|
28.1K
$3.06M
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
953+ 7.5% |
$100K - $107K
|
13.7K
$1.49M
|
|
|
May 05, 2023
Q1 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
951+ 4.38% |
$99.8K - $106K
|
22.7K
$2.47M
|