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 |
|---|---|---|---|---|---|---|---|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
4.46K+ 5.16% |
$442K - $491K
|
90.9K
$9.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
4.25KNew |
$422K - $468K
|
4.25K
$465K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.24K+ 58.55% |
$421K - $467K
|
11.5K
$1.26M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.2KNew |
$417K - $462K
|
4.2K
$460K
|
|
|
Feb 14, 2023
Q4 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
4K+ 18.18% |
$397K - $440K
|
26K
$2.85M
|
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
3.97KNew |
$394K - $437K
|
3.97K
$435K
|
|
|
Apr 20, 2023
Q4 2022
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
3.97KNew |
$394K - $436K
|
3.97K
$434K
|
|
|
Feb 07, 2023
Q4 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
3.88K+ 2.67% |
$385K - $427K
|
149K
$16.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.84KNew |
$381K - $422K
|
3.84K
$420K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.81K+ 82.04% |
$377K - $419K
|
8.44K
$924K
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.78KNew |
$375K - $416K
|
3.78K
$413K
|
|
|
Jan 30, 2023
Q4 2022
|
Twele Capital Management, Inc.
|
BUY
|
- |
3.73K+ 4.24% |
$370K - $411K
|
91.9K
$10.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
3.69K+ 22.28% |
$366K - $406K
|
20.2K
$2.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.68K+ 57.87% |
$365K - $405K
|
10K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
BUY
|
- |
3.67K+ 86.67% |
$364K - $404K
|
7.91K
$866K
|
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
3.63KNew |
$360K - $399K
|
3.63K
$397K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.63K+ 37.21% |
$360K - $399K
|
13.4K
$1.47M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
3.56K+ 59.37% |
$353K - $392K
|
9.56K
$1.05M
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.55K+ 66.52% |
$352K - $391K
|
8.89K
$974K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.48K+ 15.93% |
$346K - $383K
|
25.3K
$2.77M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.41K+ 38.7% |
$338K - $375K
|
12.2K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.37KNew |
$335K - $371K
|
3.37K
$369K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.35K+ 64.5% |
$332K - $368K
|
8.53K
$934K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.35K+ 37.51% |
$332K - $368K
|
12.3K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
3.3KNew |
$328K - $363K
|
3.3K
$361K
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.25K+ 25.42% |
$323K - $358K
|
16K
$1.76M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.23KNew |
$321K - $356K
|
3.23K
$354K
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.22KNew |
$320K - $354K
|
3.22K
$353K
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
3.21K+ 7.72% |
$318K - $353K
|
44.7K
$4.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.09KNew |
$307K - $340K
|
3.09K
$338K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
3.02K+ 1716.48% |
$300K - $332K
|
3.2K
$350K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
2.89KNew |
$287K - $318K
|
2.89K
$317K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
2.86K+ 31.84% |
$283K - $314K
|
11.8K
$1.3M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.85K+ 1.91% |
$283K - $313K
|
152K
$16.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.83KNew |
$281K - $312K
|
2.83K
$310K
|
|
|
Jan 20, 2023
Q4 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
2.8KNew |
$278K - $308K
|
2.8K
$307K
|
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.7K+ 1.22% |
$268K - $297K
|
224K
$24.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
2.56KNew |
$254K - $282K
|
2.56K
$281K
|
|
|
Jul 18, 2023
Q4 2022
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2.54KNew |
$252K - $279K
|
2.54K
$278K
|
|
|
Feb 14, 2023
Q4 2022
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
2.5K+ 25.0% |
$248K - $275K
|
12.5K
$1.37M
|
|
|
Feb 07, 2023
Q4 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
2.48K+ 119.86% |
$246K - $273K
|
4.55K
$498K
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.41KNew |
$239K - $265K
|
2.41K
$264K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.4K+ 2.5% |
$238K - $264K
|
98.4K
$10.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.37K+ 5.57% |
$235K - $261K
|
44.9K
$4.92M
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
2.37KNew |
$235K - $261K
|
2.37K
$259K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.37KNew |
$235K - $261K
|
2.37K
$259K
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.34KNew |
$232K - $257K
|
2.34K
$256K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.3KNew |
$228K - $253K
|
2.3K
$252K
|
|
|
Feb 08, 2023
Q4 2022
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.29KNew |
$227K - $252K
|
2.29K
$251K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2.29K+ 18.89% |
$227K - $252K
|
14.4K
$1.58M
|