Purchases and Sales Made in Q1 2023 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 0.2% |
$420 - $447
|
1.96K
$206K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
3+ 0.08% |
$315 - $335
|
3.67K
$387K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.98% |
$210 - $224
|
206
$21.7K
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
2New |
$210 - $224
|
2
$211
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.5% |
$210 - $224
|
405
$42.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
2+ 0.08% |
$210 - $224
|
2.43K
$256K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.82% |
$210 - $224
|
246
$25.9K
|
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
BUY
|
- |
2New |
$210 - $224
|
2
$211
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2+ 0.09% |
$210 - $224
|
2.13K
$224K
|
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
BUY
|
- |
2+ 0.53% |
$210 - $224
|
379
$39.9K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.13% |
$105 - $112
|
792
$83.5K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.53% |
$105 - $112
|
188
$19.8K
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1+ 1.72% |
$105 - $112
|
59
$6.22K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$105 - $112
|
2.5K
$263K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1+ 25.0% |
$105 - $112
|
5
$527
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
1+ 0.04% |
$105 - $112
|
2.44K
$257K
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
BUY
|
- |
1New |
$105 - $112
|
1
$105
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-1- 0.03% |
$105 - $112
|
2.92K
$308K
|
|
|
May 11, 2023
Q1 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-1- -0.0% |
$105 - $112
|
28.3K
$2.99M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-1- 0.14% |
$105 - $112
|
724
$76.3K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-2- 0.1% |
$210 - $224
|
2.09K
$220K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-3- 0.1% |
$315 - $335
|
3.04K
$320K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-6- 0.05% |
$629 - $671
|
11.9K
$1.25M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-10- 0.3% |
$1.05K - $1.12K
|
3.36K
$354K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-10- 4.52% |
$1.05K - $1.12K
|
211
$22.2K
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-10- 0.08% |
$1.05K - $1.12K
|
12.1K
$1.27M
|
|
|
May 04, 2023
Q1 2023
|
Acorns Advisers, LLC
Irvine, CA |
SELL
|
- |
-11- 91.67% |
$1.15K - $1.23K
|
1
$105
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-15- 3.46% |
$1.57K - $1.68K
|
419
$44.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-19- 0.75% |
$1.99K - $2.12K
|
2.5K
$264K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-21- 0.22% |
$2.2K - $2.35K
|
9.32K
$983K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-21- 7.69% |
$2.2K - $2.35K
|
252
$26.6K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-25- 7.27% |
$2.62K - $2.8K
|
319
$33.6K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-25- 7.27% |
$2.62K - $2.8K
|
319
$33.6K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-27- 0.12% |
$2.83K - $3.02K
|
21.7K
$2.29M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-28- 1.27% |
$2.94K - $3.13K
|
2.17K
$229K
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-35Closed |
$3.67K - $3.91K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-35- 1.15% |
$3.67K - $3.91K
|
3K
$316K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-35- 3.87% |
$3.67K - $3.91K
|
870
$91.7K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-38- 13.15% |
$3.99K - $4.25K
|
251
$26.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-39- 1.21% |
$4.09K - $4.36K
|
3.19K
$336K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-39- 37.14% |
$4.09K - $4.36K
|
66
$6.96K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-41- 3.7% |
$4.3K - $4.58K
|
1.07K
$112K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-46- 1.16% |
$4.82K - $5.14K
|
3.94K
$415K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-48- 34.78% |
$5.03K - $5.37K
|
90
$9.49K
|
|
|
May 10, 2023
Q1 2023
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-48- 2.27% |
$5.03K - $5.37K
|
2.07K
$218K
|
|
|
May 04, 2023
Q1 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-49- 0.79% |
$5.14K - $5.48K
|
6.12K
$645K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-49- 7.69% |
$5.14K - $5.48K
|
588
$62K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-51- 0.53% |
$5.35K - $5.7K
|
9.59K
$1.01M
|