Purchases and Sales Made in Q2 2023 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-283- 1.46% |
$30K - $31.3K
|
19.2K
$2.06M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-288- 0.79% |
$30.5K - $31.8K
|
36K
$3.87M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-300- 11.98% |
$31.8K - $33.1K
|
2.21K
$237K
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-300- 10.28% |
$31.8K - $33.1K
|
2.62K
$281K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-301- 6.63% |
$31.9K - $33.2K
|
4.24K
$456K
|
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-315- 13.07% |
$33.4K - $34.8K
|
2.1K
$225K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-323- 3.52% |
$34.2K - $35.7K
|
8.86K
$952K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-324- 16.56% |
$34.4K - $35.8K
|
1.63K
$175K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-328- 10.8% |
$34.8K - $36.2K
|
2.71K
$291K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-349- 80.41% |
$37K - $38.5K
|
85
$9.13K
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-357- 3.23% |
$37.8K - $39.4K
|
10.7K
$1.15M
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-357- 3.23% |
$37.8K - $39.4K
|
10.7K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-359- 0.71% |
$38.1K - $39.6K
|
50.3K
$5.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
SELL
|
- |
-370- 7.68% |
$39.2K - $40.9K
|
4.45K
$478K
|
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-373- 2.09% |
$39.5K - $41.2K
|
17.5K
$1.88M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-374- 51.66% |
$39.7K - $41.3K
|
350
$37.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-379- 11.78% |
$40.2K - $41.9K
|
2.84K
$305K
|
|
|
Aug 03, 2023
Q2 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-380- 9.56% |
$40.3K - $42K
|
3.59K
$386K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-380- 21.6% |
$40.3K - $42K
|
1.38K
$148K
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-382- 4.36% |
$40.5K - $42.2K
|
8.38K
$900K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-382- 3.9% |
$40.5K - $42.2K
|
9.4K
$1.01M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-385- 13.75% |
$40.8K - $42.5K
|
2.42K
$260K
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-386- 7.11% |
$40.9K - $42.6K
|
5.04K
$542K
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-396- 0.91% |
$42K - $43.7K
|
43.3K
$4.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-406- 4.3% |
$43K - $44.8K
|
9.03K
$970K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-413- 32.09% |
$43.8K - $45.6K
|
874
$93.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-430- 1.38% |
$45.6K - $47.5K
|
30.8K
$3.31M
|
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-480- 7.1% |
$50.9K - $53K
|
6.28K
$675K
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-480- 4.18% |
$50.9K - $53K
|
11K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-483- 80.23% |
$51.2K - $53.3K
|
119
$12.8K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-484- 8.97% |
$51.3K - $53.4K
|
4.91K
$528K
|
|
|
Jul 14, 2023
Q2 2023
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-490- 10.11% |
$51.9K - $54.1K
|
4.36K
$468K
|
|
|
Aug 14, 2023
Q2 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-493- 14.97% |
$52.3K - $54.4K
|
2.8K
$301K
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-500- 33.33% |
$53K - $55.2K
|
1K
$107K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-502- 2.14% |
$53.2K - $55.4K
|
22.9K
$2.46M
|
|
|
Jul 18, 2023
Q2 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-502- 6.99% |
$53.2K - $55.4K
|
6.68K
$717K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-503- 6.48% |
$53.3K - $55.5K
|
7.26K
$780K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-509- 41.55% |
$54K - $56.2K
|
716
$76.9K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-509- 41.55% |
$54K - $56.2K
|
716
$76.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-511- 3.37% |
$54.2K - $56.4K
|
14.7K
$1.58M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-519- 5.33% |
$55K - $57.3K
|
9.22K
$991K
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-527- 10.65% |
$55.9K - $58.2K
|
4.42K
$475K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-532- 25.54% |
$56.4K - $58.7K
|
1.55K
$167K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-533- 4.42% |
$56.5K - $58.9K
|
11.5K
$1.24M
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-533- 4.93% |
$56.5K - $58.9K
|
10.3K
$1.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-538- 13.67% |
$57K - $59.4K
|
3.4K
$365K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-550- 67.07% |
$58.3K - $60.7K
|
270
$29K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-557- 6.29% |
$59.1K - $61.5K
|
8.3K
$892K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-558- 8.84% |
$59.2K - $61.6K
|
5.76K
$619K
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-565- 1.9% |
$59.9K - $62.4K
|
29.2K
$3.13M
|