Purchases and Sales Made in Q4 2022 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-510- 1.43% |
$50.6K - $56.1K
|
35.1K
$3.85M
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-512- 2.5% |
$50.8K - $56.3K
|
20K
$2.19M
|
|
|
Feb 06, 2023
Q4 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-530- 7.91% |
$52.6K - $58.3K
|
6.17K
$675K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-532- 1.64% |
$52.8K - $58.5K
|
31.9K
$3.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-551- 0.13% |
$54.7K - $60.6K
|
416K
$45.5M
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
SELL
|
- |
-554- 12.99% |
$55K - $61K
|
3.71K
$406K
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
SELL
|
- |
-559- 7.0% |
$55.5K - $61.5K
|
7.42K
$812K
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-586- 42.56% |
$58.1K - $64.5K
|
791
$86.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-593- 6.27% |
$58.8K - $65.2K
|
8.87K
$971K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-595- 36.8% |
$59K - $65.5K
|
1.02K
$112K
|
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-596- 10.22% |
$59.1K - $65.6K
|
5.24K
$573K
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
SELL
|
- |
-617- 8.11% |
$61.2K - $67.9K
|
7K
$766K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-619- 9.4% |
$61.4K - $68.1K
|
5.97K
$653K
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-628- 9.51% |
$62.3K - $69.1K
|
5.97K
$654K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-659- 28.75% |
$65.4K - $72.5K
|
1.63K
$179K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-661- 23.7% |
$65.6K - $72.7K
|
2.13K
$233K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-664- 17.78% |
$65.9K - $73.1K
|
3.07K
$336K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-670- 6.15% |
$66.5K - $73.7K
|
10.2K
$1.12M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-672- 71.34% |
$66.7K - $73.9K
|
270
$29.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Independent Family Office, LLC
|
SELL
|
- |
-689- 4.28% |
$68.3K - $75.8K
|
15.4K
$1.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-698- 35.54% |
$69.2K - $76.8K
|
1.27K
$139K
|
|
|
Feb 14, 2023
Q4 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-700- 4.54% |
$69.4K - $77K
|
14.7K
$1.61M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-715- 25.46% |
$70.9K - $78.7K
|
2.09K
$229K
|
|
|
Feb 13, 2023
Q4 2022
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-718- 10.67% |
$71.2K - $79K
|
6.01K
$658K
|
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-727- 11.61% |
$72.1K - $80K
|
5.54K
$606K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-761- 2.19% |
$75.5K - $83.7K
|
34K
$3.72M
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-773- 1.05% |
$76.7K - $85.1K
|
73.1K
$8M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-775- 26.35% |
$76.9K - $85.3K
|
2.17K
$237K
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-778- 19.19% |
$77.2K - $85.6K
|
3.28K
$359K
|
|
|
Jan 25, 2023
Q4 2022
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-800- 4.22% |
$79.4K - $88K
|
18.2K
$1.99M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-810- 2.86% |
$80.4K - $89.1K
|
27.5K
$3.01M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-813- 33.29% |
$80.6K - $89.5K
|
1.63K
$178K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-813- 33.29% |
$80.6K - $89.5K
|
1.63K
$178K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-833- 15.11% |
$82.6K - $91.7K
|
4.68K
$512K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-833- 28.81% |
$82.6K - $91.7K
|
2.06K
$225K
|
|
|
Feb 02, 2023
Q4 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-850- 14.04% |
$84.3K - $93.5K
|
5.2K
$570K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-859- 83.97% |
$85.2K - $94.5K
|
164
$18K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-883- 58.09% |
$87.6K - $97.2K
|
637
$69.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-885- 32.52% |
$87.8K - $97.4K
|
1.84K
$201K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-899- 46.24% |
$89.2K - $98.9K
|
1.05K
$114K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-900- 70.7% |
$89.3K - $99K
|
373
$40.8K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-915- 8.6% |
$90.8K - $101K
|
9.73K
$1.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-925- 40.8% |
$91.8K - $102K
|
1.34K
$147K
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-937- 2.46% |
$93K - $103K
|
37.2K
$4.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-943- 3.76% |
$93.5K - $104K
|
24.1K
$2.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-971- 28.77% |
$96.3K - $107K
|
2.4K
$263K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.01K- 2.8% |
$99.9K - $111K
|
35K
$3.83M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-1.02K- 27.78% |
$101K - $112K
|
2.64K
$289K
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1.03K- 18.01% |
$102K - $113K
|
4.68K
$512K
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.05K- 19.96% |
$104K - $116K
|
4.21K
$461K
|