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 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
912+ 9.2% |
$95.7K - $102K
|
10.8K
$1.14M
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
909+ 1.89% |
$95.3K - $102K
|
49.1K
$5.18M
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
908+ 65.7% |
$95.2K - $102K
|
2.29K
$241K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
891+ 70.94% |
$93.5K - $99.6K
|
2.15K
$226K
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
890+ 54.5% |
$93.4K - $99.5K
|
2.52K
$266K
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
872+ 6.53% |
$91.5K - $97.5K
|
14.2K
$1.5M
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
861New |
$90.3K - $96.3K
|
861
$90.7K
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
835+ 27.38% |
$87.6K - $93.4K
|
3.89K
$409K
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
834+ 2.76% |
$87.5K - $93.2K
|
31K
$3.27M
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
813+ 4.33% |
$85.3K - $90.9K
|
19.6K
$2.06M
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
796+ 48.63% |
$83.5K - $89K
|
2.43K
$256K
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
779+ 173.11% |
$81.7K - $87.1K
|
1.23K
$130K
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
755+ 62.09% |
$79.2K - $84.4K
|
1.97K
$208K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
702New |
$73.6K - $78.5K
|
702
$74K
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
700+ 0.61% |
$73.4K - $78.3K
|
115K
$12.1M
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
700+ 6.09% |
$73.4K - $78.3K
|
12.2K
$1.28M
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
700+ 0.08% |
$73.4K - $78.3K
|
854K
$90M
|
|
Apr 10, 2023
Q1 2023
|
Pacific Wealth Management
|
BUY
|
- |
682+ 1.59% |
$71.5K - $76.3K
|
43.5K
$4.58M
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
679+ 1.36% |
$71.2K - $75.9K
|
50.6K
$5.34M
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
653+ 4.54% |
$68.5K - $73K
|
15K
$1.59M
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
630+ 17.36% |
$66.1K - $70.4K
|
4.26K
$449K
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
625+ 3.71% |
$65.6K - $69.9K
|
17.5K
$1.84M
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
582+ 9.99% |
$61K - $65.1K
|
6.41K
$675K
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
577+ 40.98% |
$60.5K - $64.5K
|
1.99K
$209K
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
BUY
|
- |
560+ 5.67% |
$58.7K - $62.6K
|
10.4K
$1.1M
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
560+ 5.36% |
$58.7K - $62.6K
|
11K
$1.16M
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
551+ 39.36% |
$57.8K - $61.6K
|
1.95K
$206K
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
550+ 203.7% |
$57.7K - $61.5K
|
820
$86.4K
|
|
May 05, 2023
Q1 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
540+ 6.84% |
$56.6K - $60.4K
|
8.44K
$889K
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
BUY
|
- |
534+ 3.93% |
$56K - $59.7K
|
14.1K
$1.49M
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
526+ 15.18% |
$55.2K - $58.8K
|
3.99K
$421K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
510New |
$53.5K - $57K
|
510
$53.8K
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
509+ 1.95% |
$53.4K - $56.9K
|
26.6K
$2.8M
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
508+ 1.42% |
$53.3K - $56.8K
|
36.3K
$3.82M
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
505+ 25.83% |
$53K - $56.5K
|
2.46K
$259K
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
470+ 4.72% |
$49.3K - $52.6K
|
10.4K
$1.1M
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
438+ 267.07% |
$45.9K - $49K
|
602
$63.5K
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
418+ 20900.0% |
$43.8K - $46.7K
|
420
$44.3K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
413+ 19.08% |
$43.3K - $46.2K
|
2.58K
$272K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
410+ 201.97% |
$43K - $45.8K
|
613
$64.6K
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
400+ 9.5% |
$42K - $44.7K
|
4.61K
$486K
|
|
May 15, 2023
Q1 2023
|
Palouse Capital Management, Inc.
|
BUY
|
- |
389+ 6.47% |
$40.8K - $43.5K
|
6.4K
$674K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
379+ 13.36% |
$39.8K - $42.4K
|
3.22K
$339K
|
|
May 15, 2023
Q1 2023
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
378+ 7.53% |
$39.6K - $42.3K
|
5.4K
$569K
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
375+ 10.11% |
$39.3K - $41.9K
|
4.09K
$431K
|
|
May 08, 2023
Q1 2023
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
372+ 18.21% |
$39K - $41.6K
|
2.42K
$255K
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
358+ 1.98% |
$37.6K - $40K
|
18.4K
$1.94M
|
|
May 15, 2023
Q1 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
336+ 0.27% |
$35.2K - $37.6K
|
127K
$13.3M
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
333New |
$34.9K - $37.2K
|
333
$35.1K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
323+ 85.9% |
$33.9K - $36.1K
|
699
$73.7K
|