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 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
320+ 8.1% |
$33.6K - $35.8K
|
4.27K
$457K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
320New |
$33.6K - $35.8K
|
320
$34.3K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
317+ 0.62% |
$33.3K - $35.4K
|
51.6K
$5.53M
|
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
305+ 0.7% |
$32K - $34.1K
|
44K
$4.71M
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
301New |
$31.6K - $33.7K
|
301
$32.2K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
297+ 7.3% |
$31.2K - $33.2K
|
4.36K
$467K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
293New |
$30.7K - $32.8K
|
293
$31.4K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
289+ 0.7% |
$30.3K - $32.3K
|
41.7K
$4.47M
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
285+ 12.2% |
$29.9K - $31.9K
|
2.62K
$281K
|
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
269+ 0.22% |
$28.2K - $30.1K
|
121K
$13M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
266New |
$27.9K - $29.7K
|
266
$28.5K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
265+ 12.62% |
$27.8K - $29.6K
|
2.37K
$253K
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
265+ 1.09% |
$27.8K - $29.6K
|
24.6K
$2.63M
|
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
260+ 2.72% |
$27.3K - $29.1K
|
9.82K
$1.05M
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
260+ 192.59% |
$27.3K - $29.1K
|
395
$42.3K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
244+ 8.08% |
$25.6K - $27.3K
|
3.26K
$349K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
239+ 13.34% |
$25.1K - $26.7K
|
2.03K
$218K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
235+ 1.19% |
$24.6K - $26.3K
|
20K
$2.14M
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
233New |
$24.4K - $26.1K
|
233
$25K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
226+ 2.73% |
$23.7K - $25.3K
|
8.51K
$912K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
225+ 9.13% |
$23.6K - $25.2K
|
2.69K
$288K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
223+ 33.94% |
$23.4K - $24.9K
|
880
$94.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
217+ 2.62% |
$22.8K - $24.3K
|
8.49K
$909K
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
216+ 4.15% |
$22.7K - $24.2K
|
5.43K
$581K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
215+ 0.63% |
$22.6K - $24K
|
34.2K
$3.66M
|
|
|
May 12, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
215+ 457.45% |
$22.6K - $24K
|
262
$28.1K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
197+ 2.56% |
$20.7K - $22K
|
7.91K
$847K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
187+ 9.02% |
$19.6K - $20.9K
|
2.26K
$242K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
181+ 13.49% |
$19K - $20.2K
|
1.52K
$163K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
178+ 34.36% |
$18.7K - $19.9K
|
696
$74.6K
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
171+ 5.57% |
$17.9K - $19.1K
|
3.24K
$347K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
167+ 15.78% |
$17.5K - $18.7K
|
1.23K
$131K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
140New |
$14.7K - $15.7K
|
140
$15K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
134+ 10.58% |
$14.1K - $15K
|
1.4K
$150K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
130+ 33.85% |
$13.6K - $14.5K
|
514
$55.1K
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
128+ 2.28% |
$13.4K - $14.3K
|
5.75K
$616K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
125+ 2.06% |
$13.1K - $14K
|
6.18K
$662K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
121New |
$12.7K - $13.5K
|
121
$13K
|
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
111+ 2.37% |
$11.6K - $12.4K
|
4.79K
$513K
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
110New |
$11.5K - $12.3K
|
110
$11.8K
|
|
|
May 09, 2023
Q1 2023
|
Gouws Capital LLC
|
BUY
|
- |
100+ 1.62% |
$10.5K - $11.2K
|
6.26K
$670K
|
|
|
May 09, 2023
Q1 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
95+ 0.54% |
$9.96K - $10.6K
|
17.6K
$1.89M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
94+ 1.19% |
$9.86K - $10.5K
|
8.02K
$860K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
93+ 21.14% |
$9.75K - $10.4K
|
533
$57.1K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
90+ 0.69% |
$9.44K - $10.1K
|
13K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
79+ 1.46% |
$8.29K - $8.83K
|
5.48K
$587K
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
78+ 46.71% |
$8.18K - $8.72K
|
245
$26.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Eukles Asset Management
|
BUY
|
- |
76+ 0.78% |
$7.97K - $8.5K
|
9.88K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
69New |
$7.24K - $7.71K
|
69
$7.39K
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
69+ 3.03% |
$7.24K - $7.71K
|
2.34K
$251K
|