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 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-15.2K- 4.08% |
$1.6M - $1.7M
|
358K
$38.4M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-15.4K- 19.93% |
$1.61M - $1.72M
|
61.8K
$6.62M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-16.4K- 7.82% |
$1.72M - $1.83M
|
193K
$20.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-16.5K- 46.99% |
$1.73M - $1.85M
|
18.6K
$2M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-17.3K- 55.46% |
$1.81M - $1.93M
|
13.9K
$1.49M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-17.6K- 11.89% |
$1.84M - $1.97M
|
130K
$14M
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-18K- 89.17% |
$1.88M - $2.01M
|
2.18K
$234K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-18.4K- 33.51% |
$1.92M - $2.05M
|
36.4K
$3.9M
|
|
|
May 15, 2023
Q1 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-19K- 6.31% |
$1.99M - $2.12M
|
282K
$30.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-19.1K- 40.81% |
$2.01M - $2.14M
|
27.7K
$2.97M
|
|
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-20.9K- 15.55% |
$2.19M - $2.33M
|
113K
$12.1M
|
|
|
May 10, 2023
Q1 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-22.6K- 35.87% |
$2.37M - $2.53M
|
40.4K
$4.33M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-22.8K- 56.4% |
$2.4M - $2.55M
|
17.7K
$1.89M
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
SELL
|
- |
-23.3K- 8.1% |
$2.45M - $2.61M
|
265K
$28.4M
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-24.3K- 99.18% |
$2.55M - $2.72M
|
200
$21.4K
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-24.7K- 22.83% |
$2.59M - $2.76M
|
83.4K
$8.93M
|
|
|
May 12, 2023
Q1 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-25.1K- 69.85% |
$2.63M - $2.81M
|
10.8K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-25.4K- 1.45% |
$2.67M - $2.84M
|
1.72M
$185M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-26.8K- 95.63% |
$2.81M - $3M
|
1.23K
$131K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-28.7K- 15.98% |
$3.01M - $3.21M
|
151K
$16.2M
|
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-29.3K- 20.3% |
$3.07M - $3.28M
|
115K
$12.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-30.5K- 87.34% |
$3.2M - $3.41M
|
4.43K
$474K
|
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
SELL
|
- |
-30.9K- 15.33% |
$3.24M - $3.46M
|
171K
$18.3M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-31.7K- 5.34% |
$3.32M - $3.54M
|
561K
$60.1M
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-33.2K- 60.13% |
$3.48M - $3.71M
|
22K
$2.35M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-33.7K- 70.25% |
$3.53M - $3.76M
|
14.3K
$1.53M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-33.8K- 73.63% |
$3.55M - $3.78M
|
12.1K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-34.9K- 30.35% |
$3.66M - $3.9M
|
80.1K
$8.58M
|
|
|
May 12, 2023
Q1 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-35K- 10.41% |
$3.67M - $3.91M
|
301K
$32.2M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-35.2K- 58.88% |
$3.69M - $3.94M
|
24.6K
$2.63M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-35.5K- 7.91% |
$3.73M - $3.97M
|
414K
$44.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-36.3K- 16.21% |
$3.8M - $4.05M
|
187K
$20.1M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-41K- 21.42% |
$4.3M - $4.59M
|
151K
$16.1M
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-41.6K- 78.24% |
$4.37M - $4.65M
|
11.6K
$1.24M
|
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
SELL
|
- |
-42.1K- 58.24% |
$4.42M - $4.71M
|
30.2K
$3.23M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-42.3K- 94.25% |
$4.44M - $4.73M
|
2.58K
$277K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-42.4K- 82.67% |
$4.45M - $4.74M
|
8.9K
$953K
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-43.7K- 62.85% |
$4.59M - $4.89M
|
25.9K
$2.77M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-45.4K- 44.24% |
$4.77M - $5.08M
|
57.3K
$6.14M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-45.5K- 11.15% |
$4.77M - $5.09M
|
363K
$38.8M
|
|
|
May 10, 2023
Q1 2023
|
American Family Insurance Mutual Holding CO
|
SELL
|
- |
-47K- 15.41% |
$4.93M - $5.26M
|
258K
$27.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-47.5K- 6.97% |
$4.98M - $5.31M
|
634K
$67.9M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-47.9K- 64.49% |
$5.03M - $5.36M
|
26.4K
$2.83M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-49.8K- 73.62% |
$5.22M - $5.57M
|
17.8K
$1.91M
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-52.6K- 61.38% |
$5.52M - $5.88M
|
33.1K
$3.55M
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-54K- 59.96% |
$5.66M - $6.04M
|
36.1K
$3.86M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-62.8K- 2.63% |
$6.59M - $7.02M
|
2.33M
$249M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-62.8K- 2.63% |
$6.59M - $7.02M
|
2.33M
$249M
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-64K- 44.98% |
$6.72M - $7.16M
|
78.3K
$8.39M
|
|
|
Apr 18, 2023
Q1 2023
|
Mtc Wealth Management LLC
|
SELL
|
- |
-65.6K- 24.12% |
$6.88M - $7.34M
|
206K
$22.1M
|