Purchases and Sales Made in Q2 2023 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q2 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 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.83KNew |
$300K - $312K
|
2.83K
$304K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.75K+ 121.81% |
$292K - $304K
|
5.01K
$539K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.75KNew |
$292K - $304K
|
2.75K
$296K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
2.75K+ 5.07% |
$291K - $303K
|
56.9K
$6.11M
|
|
|
Jul 31, 2023
Q2 2023
|
5th Street Advisors, LLC
|
BUY
|
- |
2.72K+ 2.29% |
$289K - $301K
|
122K
$13.1M
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
2.67KNew |
$283K - $295K
|
2.67K
$288K
|
|
|
Jul 19, 2023
Q2 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
2.57K+ 8.01% |
$272K - $284K
|
34.6K
$3.72M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.55K+ 3.47% |
$270K - $282K
|
76.1K
$8.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.5K+ 3.44% |
$265K - $276K
|
75.2K
$8.09M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.49K+ 54.54% |
$264K - $275K
|
7.05K
$759K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.44K+ 22.5% |
$258K - $269K
|
13.3K
$1.43M
|
|
|
Aug 17, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
2.41KNew |
$256K - $267K
|
2.41K
$260K
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
2.4K+ 4.38% |
$254K - $265K
|
57.2K
$6.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.39K+ 4.41% |
$254K - $264K
|
56.7K
$6.09M
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
2.36K+ 4.07% |
$250K - $260K
|
60.3K
$6.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.34K+ 1.34% |
$248K - $258K
|
177K
$19M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.31K+ 10.11% |
$244K - $255K
|
25.1K
$2.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
2.3K+ 33.82% |
$244K - $254K
|
9.1K
$979K
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
2.29K+ 12.41% |
$242K - $253K
|
20.7K
$2.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.27K+ 45.69% |
$241K - $251K
|
7.25K
$780K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.27K+ 22.77% |
$241K - $251K
|
12.2K
$1.32M
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.2K+ 2.72% |
$233K - $242K
|
83K
$8.93M
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.17KNew |
$230K - $239K
|
2.17K
$233K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.15K+ 50.88% |
$228K - $238K
|
6.38K
$686K
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.11KNew |
$224K - $233K
|
2.11K
$227K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.1K+ 14.61% |
$223K - $232K
|
16.5K
$1.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.1KNew |
$223K - $232K
|
2.1K
$226K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.09KNew |
$221K - $231K
|
2.09K
$225K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.04K+ 6.58% |
$216K - $225K
|
33K
$3.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.04KNew |
$216K - $225K
|
2.04K
$219K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.04KNew |
$216K - $225K
|
2.04K
$219K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.98K+ 17.86% |
$210K - $219K
|
13.1K
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.97KNew |
$209K - $218K
|
1.97K
$212K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.96K+ 150.73% |
$208K - $217K
|
3.26K
$351K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.96K+ 13.49% |
$207K - $216K
|
16.5K
$1.77M
|
|
|
Jul 25, 2023
Q2 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
1.93KNew |
$205K - $213K
|
1.93K
$208K
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
BUY
|
- |
1.89KNew |
$200K - $208K
|
1.89K
$203K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.88KNew |
$199K - $207K
|
1.88K
$202K
|
|
|
Aug 09, 2023
Q2 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.86K+ 1.78% |
$197K - $206K
|
107K
$11.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
BUY
|
- |
1.86K+ 55.38% |
$197K - $205K
|
5.22K
$561K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.86KNew |
$197K - $205K
|
1.86K
$200K
|
|
|
Jul 21, 2023
Q2 2023
|
Friedenthal Financial
|
BUY
|
- |
1.86KNew |
$197K - $205K
|
1.86K
$200K
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.81K+ 11.22% |
$192K - $200K
|
17.9K
$1.93M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.8K+ 14.36% |
$191K - $199K
|
14.4K
$1.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.79K+ 73.25% |
$190K - $197K
|
4.23K
$455K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.78K+ 36.1% |
$188K - $196K
|
6.7K
$720K
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
1.73K+ 59.86% |
$184K - $191K
|
4.63K
$498K
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.7KNew |
$180K - $188K
|
1.7K
$183K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.69KNew |
$179K - $186K
|
1.69K
$181K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.65KNew |
$175K - $182K
|
1.65K
$178K
|