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 11, 2022
Q3 2022
|
Rda Financial Network
|
BUY
|
- |
2.08K+ 95.51% |
$211K - $239K
|
4.26K
$465K
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.04KNew |
$207K - $233K
|
2.04K
$222K
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2.04KNew |
$207K - $233K
|
2.04K
$222K
|
|
|
Nov 09, 2022
Q3 2022
|
Sws Partners
|
BUY
|
- |
2.04KNew |
$206K - $233K
|
2.04K
$222K
|
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.03KNew |
$206K - $233K
|
2.03K
$222K
|
|
|
Nov 14, 2022
Q3 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2KNew |
$203K - $230K
|
2K
$219K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.96KNew |
$199K - $225K
|
1.96K
$214K
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.9K+ 13.09% |
$193K - $218K
|
16.4K
$1.79M
|
|
|
Oct 24, 2022
Q3 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.87K+ 9.0% |
$190K - $214K
|
22.7K
$2.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
1.87K+ 4.25% |
$190K - $214K
|
45.8K
$5M
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1.79K+ 726.42% |
$181K - $205K
|
2.03K
$222K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.78K+ 68.99% |
$180K - $204K
|
4.36K
$475K
|
|
|
Nov 01, 2022
Q3 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
1.7K+ 13.74% |
$173K - $195K
|
14.1K
$1.54M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.63K+ 2.67% |
$165K - $187K
|
62.6K
$6.83M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.59K+ 1.68% |
$161K - $182K
|
96.2K
$10.5M
|
|
|
Nov 02, 2022
Q3 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.57K+ 34.72% |
$159K - $179K
|
6.08K
$663K
|
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.56K+ 62.35% |
$158K - $178K
|
4.05K
$442K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.55K+ 58.25% |
$157K - $177K
|
4.2K
$458K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.46KNew |
$148K - $167K
|
1.46K
$159K
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
BUY
|
- |
1.45K+ 15.4% |
$147K - $166K
|
10.9K
$1.18M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.41K+ 72.65% |
$143K - $161K
|
3.34K
$364K
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.38KNew |
$140K - $158K
|
1.38K
$150K
|
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
1.37K+ 6.79% |
$139K - $157K
|
21.6K
$2.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.35K+ 56.43% |
$137K - $154K
|
3.73K
$407K
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
1.31K+ 27.8% |
$132K - $150K
|
6K
$654K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.26K+ 30.87% |
$128K - $144K
|
5.34K
$583K
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.25K+ 0.75% |
$127K - $143K
|
168K
$18.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
1.24KNew |
$125K - $142K
|
1.24K
$135K
|
|
|
Oct 18, 2022
Q3 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
1.23K+ 21.99% |
$125K - $141K
|
6.83K
$745K
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.22K+ 1.74% |
$124K - $140K
|
71.2K
$7.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
1.21K+ 6.66% |
$122K - $138K
|
19.3K
$2.11M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.2K+ 16.9% |
$122K - $137K
|
8.29K
$904K
|
|
|
Nov 07, 2022
Q3 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.19K+ 59.47% |
$121K - $136K
|
3.19K
$348K
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.18K+ 10.31% |
$119K - $135K
|
12.6K
$1.37M
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.17K+ 42.02% |
$118K - $134K
|
3.94K
$430K
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.16K+ 17.87% |
$118K - $133K
|
7.67K
$837K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.16K+ 6.99% |
$118K - $133K
|
17.8K
$1.94M
|
|
|
Oct 18, 2022
Q3 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.15K+ 41.04% |
$117K - $132K
|
3.97K
$433K
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.15K+ 1.81% |
$117K - $132K
|
64.8K
$7.07M
|
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.13KNew |
$115K - $130K
|
1.13K
$123K
|
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
BUY
|
- |
1.1K+ 0.74% |
$112K - $127K
|
150K
$16.4M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.05K+ 6.8% |
$107K - $120K
|
16.5K
$1.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.04K+ 202.72% |
$106K - $119K
|
1.56K
$170K
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.04K+ 18.11% |
$105K - $119K
|
6.75K
$736K
|
|
|
Nov 08, 2022
Q3 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.02K+ 4.54% |
$104K - $117K
|
23.5K
$2.56M
|
|
|
Nov 04, 2022
Q3 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.02K+ 6.97% |
$103K - $117K
|
15.6K
$1.71M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.02KNew |
$103K - $116K
|
1.02K
$111K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
1.01K+ 79.06% |
$103K - $116K
|
2.29K
$250K
|
|
|
Nov 09, 2022
Q3 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
1K+ 42.63% |
$101K - $115K
|
3.35K
$365K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
971+ 16.11% |
$98.5K - $111K
|
7K
$763K
|