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 11, 2023
Q1 2023
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
86K+ 1075.0% |
$9.02M - $9.62M
|
94K
$9.91M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
84.3K+ 122.41% |
$8.84M - $9.42M
|
153K
$16.1M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
77.6K+ 3282.83% |
$8.14M - $8.68M
|
80K
$8.43M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
69.9K+ 271.28% |
$7.33M - $7.81M
|
95.7K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
67.3K+ 133.76% |
$7.06M - $7.53M
|
118K
$12.4M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
65.5K+ 91.61% |
$6.87M - $7.32M
|
137K
$14.4M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
64.1KNew |
$6.73M - $7.17M
|
64.1K
$6.76M
|
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
62.1K+ 9.18% |
$6.52M - $6.95M
|
739K
$77.9M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
60.5K+ 6006.45% |
$6.35M - $6.77M
|
61.6K
$6.49M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
56.5K+ 6.67% |
$5.93M - $6.32M
|
904K
$95.2M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
53.4K+ 874.88% |
$5.6M - $5.97M
|
59.5K
$6.28M
|
|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
53.3KNew |
$5.59M - $5.96M
|
53.3K
$5.62M
|
|
|
Apr 27, 2023
Q1 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
52.9K+ 10.01% |
$5.55M - $5.91M
|
581K
$61.2M
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
52.4K+ 3.91% |
$5.5M - $5.86M
|
1.39M
$147M
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
49.3K+ 31.54% |
$5.17M - $5.51M
|
206K
$21.7M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
48.8K+ 657.92% |
$5.11M - $5.45M
|
56.2K
$5.92M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
48.3KNew |
$5.07M - $5.4M
|
48.3K
$5.09M
|
|
|
May 12, 2023
Q1 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
47.8KNew |
$5.01M - $5.35M
|
47.8K
$5.04M
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
47K+ 661.27% |
$4.93M - $5.26M
|
54.1K
$5.7M
|
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
46.2KNew |
$4.84M - $5.16M
|
46.2K
$4.87M
|
|
|
May 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
45.8KNew |
$4.8M - $5.12M
|
45.8K
$4.83M
|
|
|
May 12, 2023
Q1 2023
|
Bain Capital Credit, LP
Boston, MA |
BUY
|
- |
45.8KNew |
$4.8M - $5.12M
|
45.8K
$4.83M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
45.7K+ 34.72% |
$4.79M - $5.11M
|
177K
$18.7M
|
|
|
May 15, 2023
Q1 2023
|
Protective Life Corp
Birmingham, AL |
BUY
|
- |
45K+ 28.52% |
$4.72M - $5.03M
|
203K
$21.4M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
39.4K+ 88.68% |
$4.14M - $4.41M
|
83.9K
$8.84M
|
|
|
May 15, 2023
Q1 2023
|
5th Street Advisors, LLC
|
BUY
|
- |
38.9K+ 48.59% |
$4.08M - $4.35M
|
119K
$12.6M
|
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
38.6KNew |
$4.05M - $4.32M
|
38.6K
$4.07M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
37.8K+ 17.17% |
$3.97M - $4.23M
|
258K
$27.2M
|
|
|
May 15, 2023
Q1 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
37.4K+ 53.81% |
$3.93M - $4.19M
|
107K
$11.3M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
35.2K+ 12.23% |
$3.69M - $3.94M
|
323K
$34.1M
|
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
32.7K+ 449.41% |
$3.43M - $3.66M
|
40K
$4.21M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
32.6K+ 102.44% |
$3.41M - $3.64M
|
64.3K
$6.78M
|
|
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
31.8K+ 935.29% |
$3.34M - $3.56M
|
35.2K
$3.71M
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
31.7K+ 136.93% |
$3.32M - $3.54M
|
54.8K
$5.78M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30.3K+ 17.09% |
$3.18M - $3.39M
|
208K
$21.9M
|
|
|
May 12, 2023
Q1 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
30.2K+ 70.07% |
$3.17M - $3.38M
|
73.3K
$7.73M
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
30.1K+ 159.96% |
$3.16M - $3.37M
|
49K
$5.16M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
29.6K+ 390.44% |
$3.11M - $3.31M
|
37.2K
$3.92M
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
29.3K+ 94.23% |
$3.07M - $3.27M
|
60.3K
$6.36M
|
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
29.1K+ 1335.15% |
$3.05M - $3.25M
|
31.3K
$3.3M
|
|
|
May 15, 2023
Q1 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
28.9KNew |
$3.03M - $3.23M
|
28.9K
$3.05M
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
28.7KNew |
$3.01M - $3.2M
|
28.7K
$3.02M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
28.3K+ 30.01% |
$2.97M - $3.16M
|
123K
$12.9M
|
|
|
May 15, 2023
Q1 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
27.6KNew |
$2.9M - $3.09M
|
27.6K
$2.91M
|
|
|
May 04, 2023
Q1 2023
|
Surience Private Wealth LLC
|
BUY
|
- |
26.8K+ 884.81% |
$2.81M - $3M
|
29.8K
$3.14M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
26.7KNew |
$2.8M - $2.98M
|
26.7K
$2.81M
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
26.5K+ 107.58% |
$2.78M - $2.97M
|
51.2K
$5.4M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
26.2K+ 6.38% |
$2.74M - $2.92M
|
436K
$46M
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
26KNew |
$2.73M - $2.91M
|
26K
$2.74M
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
25.9K+ 1290.52% |
$2.71M - $2.89M
|
27.9K
$2.94M
|