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 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
143K+ 913.91% |
$14.2M - $15.8M
|
159K
$17.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
143K+ 4.94% |
$14.2M - $15.7M
|
3.03M
$327M
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
142KNew |
$14.1M - $15.7M
|
142K
$15.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
142K+ 2321.72% |
$14.1M - $15.6M
|
148K
$16M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
138K+ 116.64% |
$13.7M - $15.2M
|
256K
$27.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
134K+ 58.43% |
$13.3M - $14.8M
|
365K
$39.4M
|
|
|
Jun 05, 2023
Q4 2022
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
134KNew |
$13.3M - $14.8M
|
134K
$14.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
128K+ 14.14% |
$12.7M - $14.1M
|
1.03M
$112M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
124K+ 177.04% |
$12.3M - $13.7M
|
194K
$21M
|
|
|
Feb 06, 2023
Q4 2022
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
123KNew |
$12.2M - $13.5M
|
123K
$13.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
121KNew |
$12M - $13.3M
|
121K
$13.1M
|
|
|
Nov 27, 2024
Q4 2022
|
Carrhae Capital LLP
London, X0 |
BUY
|
- |
118KNew |
$11.8M - $13M
|
118K
$12.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
115KNew |
$11.4M - $12.7M
|
115K
$12.4M
|
|
|
Jan 06, 2023
Q4 2022
|
Rye Brook Capital LLC
|
BUY
|
- |
112K+ 75.44% |
$11.1M - $12.3M
|
259K
$28M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
110K+ 14.92% |
$10.9M - $12.1M
|
847K
$91.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
110K+ 2.23% |
$10.9M - $12.1M
|
5.02M
$542M
|
|
|
Feb 07, 2023
Q4 2022
|
Mtc Wealth Management LLC
|
BUY
|
- |
110K+ 67.47% |
$10.9M - $12.1M
|
272K
$29.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
106K+ 327.64% |
$10.5M - $11.7M
|
139K
$15M
|
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
98.4KNew |
$9.76M - $10.8M
|
98.4K
$10.6M
|
|
|
Apr 27, 2023
Q4 2022
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
97.4KNew |
$9.66M - $10.7M
|
97.4K
$10.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
88.6KNew |
$8.79M - $9.75M
|
88.6K
$9.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
88.3KNew |
$8.76M - $9.72M
|
88.3K
$9.54M
|
|
|
Feb 08, 2023
Q4 2022
|
5th Street Advisors, LLC
|
BUY
|
- |
80.1KNew |
$7.95M - $8.82M
|
80.1K
$8.65M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
79.6K+ 331.37% |
$7.89M - $8.75M
|
104K
$11.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
73.9K+ 43.13% |
$7.33M - $8.13M
|
245K
$26.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
71.4K+ 43.11% |
$7.08M - $7.85M
|
237K
$25.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
71.1K+ 152.67% |
$7.06M - $7.83M
|
118K
$12.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
BUY
|
- |
68.6KNew |
$6.81M - $7.55M
|
68.6K
$7.41M
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
66.9K+ 0.8% |
$6.64M - $7.36M
|
8.47M
$915M
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
65.6KNew |
$6.51M - $7.22M
|
65.6K
$7.08M
|
|
|
Feb 08, 2023
Q4 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
63KNew |
$6.25M - $6.93M
|
63K
$6.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
62.9K+ 239.89% |
$6.24M - $6.92M
|
89.1K
$9.62M
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
61.9K+ 801.28% |
$6.14M - $6.81M
|
69.6K
$7.52M
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
61.6K+ 81.89% |
$6.11M - $6.77M
|
137K
$14.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
61.1KNew |
$6.06M - $6.72M
|
61.1K
$6.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
60.9KNew |
$6.04M - $6.7M
|
60.9K
$6.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
58.8KNew |
$5.84M - $6.47M
|
58.8K
$6.35M
|
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
BUY
|
- |
55.5K+ 331.33% |
$5.51M - $6.11M
|
72.3K
$7.81M
|
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
55.1KNew |
$5.47M - $6.07M
|
55.1K
$5.95M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
54.8K+ 281.69% |
$5.44M - $6.03M
|
74.3K
$8.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
52.5KNew |
$5.21M - $5.77M
|
52.5K
$5.67M
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
52.2K+ 104.01% |
$5.18M - $5.75M
|
102K
$11.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
50K+ 12.61% |
$4.96M - $5.5M
|
447K
$48.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
49.6K+ 110.8% |
$4.92M - $5.46M
|
94.3K
$10.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
48.1K+ 67780.28% |
$4.77M - $5.3M
|
48.2K
$5.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
47.5K+ 1678.62% |
$4.71M - $5.23M
|
50.3K
$5.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
47.5K+ 10.53% |
$4.71M - $5.22M
|
498K
$53.8M
|
|
|
Feb 10, 2023
Q4 2022
|
American Family Insurance Mutual Holding CO
|
BUY
|
- |
47K+ 18.22% |
$4.66M - $5.17M
|
305K
$32.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
47K+ 1559.97% |
$4.66M - $5.17M
|
50K
$5.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Pharo Management, Inc.
New York, NY |
BUY
|
- |
46.5KNew |
$4.61M - $5.12M
|
46.5K
$5.02M
|