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 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
28.5KNew |
$3.02M - $3.15M
|
28.5K
$3.05M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
28.4K+ 16.12% |
$3.01M - $3.14M
|
205K
$21.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
27.9KNew |
$2.96M - $3.08M
|
27.9K
$2.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
27.8KNew |
$2.94M - $3.07M
|
27.8K
$2.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
26.8K+ 496.31% |
$2.84M - $2.96M
|
32.2K
$3.45M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
26.7K+ 4.76% |
$2.83M - $2.95M
|
588K
$63M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
26.5K+ 102.58% |
$2.81M - $2.93M
|
52.4K
$5.61M
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
26K+ 93.3% |
$2.76M - $2.87M
|
53.9K
$5.77M
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
25.5KNew |
$2.7M - $2.81M
|
25.5K
$2.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
23.8K+ 418.71% |
$2.52M - $2.62M
|
29.4K
$3.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
23.6K+ 9.32% |
$2.5M - $2.61M
|
277K
$29.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
23.4K+ 230.59% |
$2.48M - $2.59M
|
33.6K
$3.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
23.1K+ 43.28% |
$2.45M - $2.55M
|
76.6K
$8.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
22.8K+ 62.62% |
$2.42M - $2.52M
|
59.2K
$6.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.6K+ 6.45% |
$2.4M - $2.5M
|
373K
$40M
|
|
|
Jul 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
22.6KNew |
$2.39M - $2.49M
|
22.6K
$2.42M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
21.2KNew |
$2.25M - $2.34M
|
21.2K
$2.27M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
20.6K+ 23.7% |
$2.19M - $2.28M
|
108K
$11.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
20K+ 231.33% |
$2.12M - $2.21M
|
28.7K
$3.07M
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
19.8K+ 5.86% |
$2.1M - $2.19M
|
358K
$38.3M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
19.5K+ 44.39% |
$2.07M - $2.16M
|
63.5K
$6.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
18.7K+ 656.9% |
$1.98M - $2.07M
|
21.6K
$2.31M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
18.7K+ 656.9% |
$1.98M - $2.07M
|
21.6K
$2.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
18.5KNew |
$1.96M - $2.04M
|
18.5K
$1.98M
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
18.2KNew |
$1.93M - $2.01M
|
18.2K
$1.95M
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
17.9KNew |
$1.9M - $1.98M
|
17.9K
$1.92M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
17.9K+ 101.18% |
$1.89M - $1.97M
|
35.5K
$3.81M
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
17.1K+ 3.75% |
$1.81M - $1.88M
|
472K
$50.5M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
16.6K+ 67.68% |
$1.76M - $1.84M
|
41.2K
$4.41M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
16.6K+ 67.68% |
$1.76M - $1.84M
|
41.2K
$4.41M
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
16.6K+ 37.48% |
$1.76M - $1.84M
|
61K
$6.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
16.1K+ 45.74% |
$1.71M - $1.78M
|
51.3K
$5.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
15.5KNew |
$1.64M - $1.71M
|
15.5K
$1.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15.2K+ 28.5% |
$1.61M - $1.68M
|
68.6K
$7.35M
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
14.9K+ 22987.69% |
$1.58M - $1.65M
|
15K
$1.61M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.2K+ 14.64% |
$1.5M - $1.56M
|
111K
$11.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.1K+ 2.64% |
$1.5M - $1.56M
|
551K
$59M
|
|
|
Jul 17, 2023
Q2 2023
|
Forte Asset Management LLC
|
BUY
|
- |
13.9K+ 33.19% |
$1.48M - $1.54M
|
55.9K
$5.99M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.9K+ 85.55% |
$1.48M - $1.54M
|
30.2K
$3.24M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.9K+ 3.95% |
$1.47M - $1.53M
|
366K
$39.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
13.8KNew |
$1.46M - $1.52M
|
13.8K
$1.48M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
13.6K+ 67.65% |
$1.44M - $1.5M
|
33.8K
$3.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
13.4K+ 8.89% |
$1.42M - $1.48M
|
164K
$17.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
12.4K+ 26.75% |
$1.31M - $1.37M
|
58.7K
$6.29M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.3KNew |
$1.3M - $1.35M
|
12.3K
$1.31M
|
|
|
Aug 29, 2023
Q2 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
12.1K+ 35.14% |
$1.29M - $1.34M
|
46.6K
$4.99M
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
12K+ 16.59% |
$1.28M - $1.33M
|
84.7K
$9.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
11.8KNew |
$1.25M - $1.3M
|
11.8K
$1.26M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.7K+ 56.61% |
$1.24M - $1.3M
|
32.5K
$3.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.7K+ 82.28% |
$1.24M - $1.3M
|
26K
$2.78M
|