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
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
68+ 9.55% |
$7.13K - $7.6K
|
780
$83.6K
|
|
|
May 01, 2023
Q1 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
64+ 1.64% |
$6.71K - $7.16K
|
3.97K
$426K
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
61+ 0.32% |
$6.4K - $6.82K
|
19.2K
$2.06M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
60+ 25.64% |
$6.29K - $6.71K
|
294
$31.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
56+ 1.53% |
$5.87K - $6.26K
|
3.73K
$399K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
53+ 1.77% |
$5.56K - $5.93K
|
3.05K
$327K
|
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
53+ 0.62% |
$5.56K - $5.93K
|
8.57K
$918K
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
50+ 0.9% |
$5.24K - $5.59K
|
5.59K
$599K
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
49New |
$5.14K - $5.48K
|
49
$5.25K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
38New |
$3.99K - $4.25K
|
38
$4.07K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
37New |
$3.88K - $4.14K
|
37
$3.96K
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
32New |
$3.36K - $3.58K
|
32
$3.43K
|
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
29+ 0.73% |
$3.04K - $3.24K
|
4.01K
$429K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
29+ 13.12% |
$3.04K - $3.24K
|
250
$26.8K
|
|
|
May 11, 2023
Q1 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
28+ 0.66% |
$2.94K - $3.13K
|
4.28K
$458K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
28New |
$2.94K - $3.13K
|
28
$3K
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
27+ 0.24% |
$2.83K - $3.02K
|
11.5K
$1.23M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
26+ 0.37% |
$2.73K - $2.91K
|
7.09K
$760K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
26+ 0.38% |
$2.73K - $2.91K
|
6.79K
$727K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
26+ 9.7% |
$2.73K - $2.91K
|
294
$31.5K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
26+ 1.58% |
$2.73K - $2.91K
|
1.67K
$179K
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
25+ 0.48% |
$2.62K - $2.8K
|
5.26K
$564K
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
24+ 0.51% |
$2.52K - $2.68K
|
4.74K
$508K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
23New |
$2.41K - $2.57K
|
23
$2.46K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
23+ 76.67% |
$2.41K - $2.57K
|
53
$5.68K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
22New |
$2.31K - $2.46K
|
22
$2.36K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
18+ 1.7% |
$1.89K - $2.01K
|
1.08K
$115K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
18+ 0.95% |
$1.89K - $2.01K
|
1.91K
$205K
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
17+ 0.36% |
$1.78K - $1.9K
|
4.79K
$513K
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
17+ 0.39% |
$1.78K - $1.9K
|
4.38K
$469K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
17+ 3.43% |
$1.78K - $1.9K
|
513
$55K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
17+ 0.07% |
$1.78K - $1.9K
|
22.8K
$2.45M
|
|
|
May 09, 2023
Q1 2023
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
16+ 0.69% |
$1.68K - $1.79K
|
2.35K
$252K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
15+ 6.0% |
$1.57K - $1.68K
|
265
$28.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 0.58% |
$1.26K - $1.34K
|
2.07K
$222K
|
|
|
May 10, 2023
Q1 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
10+ 1000.0% |
$1.05K - $1.12K
|
11
$1.18K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
8+ 1.23% |
$839 - $894
|
656
$70.3K
|
|
|
Nov 13, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
8+ 0.01% |
$839 - $894
|
76.2K
$8.17M
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8New |
$839 - $894
|
8
$857
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
7+ 0.29% |
$734 - $783
|
2.44K
$261K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.7% |
$629 - $671
|
864
$92.6K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6+ 0.03% |
$629 - $671
|
19K
$2.03M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
6New |
$629 - $671
|
6
$643
|
|
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
6New |
$629 - $671
|
6
$643
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
6New |
$629 - $671
|
6
$643
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 0.2% |
$524 - $559
|
2.52K
$270K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5+ 4.76% |
$524 - $559
|
110
$11.8K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
5New |
$524 - $559
|
5
$536
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
5+ 0.12% |
$524 - $559
|
4.11K
$440K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
BUY
|
- |
4+ 0.05% |
$420 - $447
|
7.41K
$793K
|