Purchases and Sales Made in Q3 2022 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.21K- 6.11% |
$326K - $368K
|
49.3K
$5.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.21K- 8.7% |
$326K - $368K
|
33.7K
$3.63M
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-3.31K- 63.0% |
$336K - $379K
|
1.94K
$209K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-3.39K- 12.36% |
$343K - $388K
|
24K
$2.58M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.41K- 19.57% |
$346K - $391K
|
14K
$1.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.48K- 35.37% |
$353K - $399K
|
6.36K
$683K
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.58K- 10.36% |
$363K - $410K
|
30.9K
$3.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-3.71K- 98.7% |
$376K - $425K
|
49
$5.27K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.71K- 14.52% |
$377K - $425K
|
21.9K
$2.35M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.78K- 21.6% |
$383K - $433K
|
13.7K
$1.47M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.9K- 30.75% |
$396K - $447K
|
8.79K
$946K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.93K- 44.01% |
$399K - $450K
|
5K
$538K
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.95K- 5.61% |
$401K - $453K
|
66.6K
$7.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-3.97K- 95.75% |
$402K - $455K
|
176
$18.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-4K- 0.39% |
$406K - $458K
|
1.01M
$109M
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
SELL
|
- |
-4K- 12.56% |
$406K - $459K
|
27.8K
$2.99M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.08K- 44.06% |
$414K - $468K
|
5.19K
$558K
|
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-4.09K- 31.46% |
$415K - $469K
|
8.92K
$959K
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.12K- 59.76% |
$418K - $472K
|
2.77K
$298K
|
|
|
Oct 19, 2022
Q3 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-4.15K- 15.32% |
$421K - $475K
|
22.9K
$2.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-4.22K- 31.03% |
$428K - $483K
|
9.37K
$1.01M
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.25K- 12.26% |
$431K - $487K
|
30.4K
$3.27M
|
|
|
Nov 07, 2022
Q3 2022
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-4.31K- 17.63% |
$437K - $494K
|
20.1K
$2.16M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-4.33KClosed |
$439K - $496K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.44K- 5.79% |
$451K - $509K
|
72.3K
$7.78M
|
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-4.85K- 45.73% |
$492K - $556K
|
5.76K
$619K
|
|
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4.93K- 1.99% |
$500K - $565K
|
243K
$26.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-5.04K- 67.56% |
$511K - $578K
|
2.42K
$260K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5.14K- 17.29% |
$521K - $589K
|
24.6K
$2.64M
|
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-5.36K- 4.82% |
$544K - $615K
|
106K
$11.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-5.55K- 3.06% |
$563K - $637K
|
176K
$18.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-5.6K- 36.36% |
$568K - $642K
|
9.8K
$1.05M
|
|
|
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-6.2K- 0.37% |
$629K - $711K
|
1.66M
$179M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.29K- 6.88% |
$638K - $720K
|
85.1K
$9.15M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.34K- 33.35% |
$643K - $727K
|
12.7K
$1.36M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.34K- 33.35% |
$643K - $727K
|
12.7K
$1.36M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-6.41K- 48.3% |
$650K - $734K
|
6.86K
$737K
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-6.47K- 12.06% |
$656K - $742K
|
47.2K
$5.07M
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-6.62K- 46.96% |
$672K - $759K
|
7.48K
$804K
|
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-6.68K- 3.4% |
$677K - $765K
|
189K
$20.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-6.84K- 61.76% |
$694K - $784K
|
4.24K
$456K
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-7.06K- 39.89% |
$716K - $809K
|
10.6K
$1.14M
|
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-7.26K- 8.01% |
$736K - $832K
|
83.4K
$8.96M
|
|
|
Oct 21, 2022
Q3 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-7.41K- 17.91% |
$752K - $849K
|
34K
$3.65M
|
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
SELL
|
- |
-7.41K- 4.84% |
$752K - $849K
|
146K
$15.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-7.75K- 44.93% |
$786K - $888K
|
9.49K
$1.02M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.87K- 1.11% |
$798K - $902K
|
698K
$75.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.87K- 71.46% |
$799K - $902K
|
3.14K
$338K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.38K- 46.29% |
$850K - $961K
|
9.73K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-8.73K- 1.66% |
$885K - $1M
|
516K
$55.5M
|