Purchases and Sales Made in Q2 2023 in Ishares Iboxx $ Investment Gra (LQD)

LQD Quotes by TradingView

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 08, 2023 Q2 2023
South State Corp

BUY
 -
601
New
$63.7K - $66.4K
601 $64.4K
Aug 10, 2023 Q2 2023
Viawealth, LLC

Overland Park, KS
BUY
 -
595
+ 2.91%
$63.1K - $65.7K
21.1K $2.26M
Jul 13, 2023 Q2 2023
Watershed Private Wealth LLC

Oak Brook, IL
BUY
 -
568
+ 1.35%
$60.2K - $62.7K
42.7K $4.58M
Aug 09, 2023 Q2 2023
Sheets Smith Wealth Management

BUY
 -
563
+ 3.89%
$59.7K - $62.2K
15K $1.61M
Aug 11, 2023 Q2 2023
Aptus Capital Advisors, LLC

BUY
 -
558
+ 9.05%
$59.2K - $61.6K
6.73K $720K
Aug 04, 2023 Q2 2023
Sonata Capital Group Inc

BUY
 -
555
+ 3.2%
$58.8K - $61.3K
17.9K $1.92M
Jun 14, 2024 Q2 2023
Quent Capital, LLC

BUY
 -
547
+ 186.05%
$58K - $60.4K
841 $90.1K
Jul 10, 2023 Q2 2023
Quent Capital, LLC

BUY
 -
547
+ 186.05%
$58K - $60.4K
841 $90.1K
Aug 11, 2023 Q2 2023
Loomis Sayles & CO L P

BUY
 -
544
New
$57.7K - $60.1K
544 $58.3K
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
537
New
$56.9K - $59.3K
537 $57.5K
Jul 19, 2023 Q2 2023
Fulton Breakefield Broenniman LLC

BUY
 -
519
+ 0.29%
$55K - $57.3K
179K $19.1M
Aug 09, 2023 Q2 2023
Running Point Capital Advisors, LLC

BUY
 -
512
+ 5.21%
$54.3K - $56.5K
10.3K $1.11M
Aug 09, 2023 Q2 2023
Providence First Trust CO

BUY
 -
500
+ 1.83%
$53K - $55.2K
27.8K $2.98M
Jul 31, 2023 Q2 2023
Brown Advisory Inc

BUY
 -
493
+ 11.63%
$52.3K - $54.4K
4.73K $507K
Aug 07, 2023 Q2 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
492
+ 6.28%
$52.2K - $54.3K
8.33K $892K
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
478
+ 180.38%
$50.7K - $52.8K
743 $79.6K
Aug 11, 2023 Q2 2023
Warwick Investment Management, Inc.

BUY
 -
474
+ 2.27%
$50.3K - $52.3K
21.4K $2.29M
Jul 10, 2023 Q2 2023
Harbour Capital Advisors, LLC

BUY
 -
470
+ 12.1%
$49.8K - $51.9K
4.36K $467K
Aug 10, 2023 Q2 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
470
+ 41.59%
$49.8K - $51.9K
1.6K $171K
Aug 02, 2023 Q2 2023
Powell Investment Advisors, LLC

BUY
 -
465
+ 22.02%
$49.3K - $51.3K
2.58K $276K
Jul 14, 2023 Q2 2023
Bartlett & Co. LLC

BUY
 -
462
+ 30.54%
$49K - $51K
1.98K $212K
Feb 14, 2024 Q2 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
462
+ 30.54%
$49K - $51K
1.98K $212K
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
462
New
$49K - $51K
462 $49.5K
Aug 14, 2023 Q2 2023
Allie Family Office LLC

BUY
 -
460
+ 5.53%
$48.8K - $50.8K
8.79K $941K
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
450
+ 4.62%
$47.7K - $49.7K
10.2K $1.09M
Jul 24, 2023 Q2 2023
Paul Damon & Associates, Inc.

Grand Rapids, MI
BUY
 -
427
+ 1.07%
$45.3K - $47.2K
40.4K $4.33M
Aug 10, 2023 Q2 2023
Cornerstone Management, Inc.

Duluth, GA
BUY
 -
415
+ 1.63%
$44K - $45.8K
25.9K $2.78M
Jul 06, 2023 Q2 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
410
+ 103.8%
$43.5K - $45.3K
805 $86.2K
Aug 08, 2023 Q2 2023
Van Strum & Towne Inc.

San Francisco, CA
BUY
 -
405
+ 4.03%
$42.9K - $44.7K
10.4K $1.12M
Aug 07, 2023 Q2 2023
Plante Moran Financial Advisors, LLC

BUY
 -
400
+ 17.47%
$42.4K - $44.2K
2.69K $288K
Aug 15, 2023 Q2 2023
Tradewinds, Llc.

Raleigh, NC
BUY
 -
397
+ 5.61%
$42.1K - $43.8K
7.47K $800K
Aug 10, 2023 Q2 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
392
+ 0.29%
$41.6K - $43.3K
136K $14.6M
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
385
+ 3.53%
$40.8K - $42.5K
11.3K $1.21M
Jul 13, 2023 Q2 2023
Rda Financial Network

BUY
 -
344
+ 8.42%
$36.5K - $38K
4.43K $474K
Aug 03, 2023 Q2 2023
Icon Wealth Partners, LLC

BUY
 -
340
+ 1.98%
$36K - $37.5K
17.5K $1.88M
Aug 04, 2023 Q2 2023
Comerica Securities,Inc.

BUY
 -
275
+ 1.04%
$29.2K - $30.4K
26.8K $2.87M
Aug 11, 2023 Q2 2023
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
265
+ 9.0%
$28.1K - $29.3K
3.21K $344K
Aug 14, 2023 Q2 2023
Stokes Family Office, LLC

BUY
 -
254
+ 10.98%
$26.9K - $28K
2.57K $275K
Aug 14, 2023 Q2 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
254
+ 9.83%
$26.9K - $28K
2.84K $304K
Aug 14, 2023 Q2 2023
Jt Stratford LLC

Gainesville, GA
BUY
 -
228
+ 2.4%
$24.2K - $25.2K
9.72K $1.04M
Jul 14, 2023 Q2 2023
Venture Visionary Partners LLC

BUY
 -
226
+ 2.86%
$24K - $25K
8.13K $871K
Jul 19, 2023 Q2 2023
Ballast, Inc.

BUY
 -
218
+ 1.54%
$23.1K - $24.1K
14.4K $1.54M
Aug 13, 2024 Q2 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
215
+ 31.62%
$22.8K - $23.7K
895 $95.9K
Aug 14, 2023 Q2 2023
Private Portfolio Partners LLC

BUY
 -
211
+ 4.94%
$22.4K - $23.3K
4.48K $480K
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
204
+ 9.5%
$21.6K - $22.5K
2.35K $252K
Jul 20, 2023 Q2 2023
Duncker Streett & CO Inc

BUY
 -
198
+ 0.66%
$21K - $21.9K
30.3K $3.25M
Aug 09, 2023 Q2 2023
1 St Source Bank

BUY
 -
185
+ 5.78%
$19.6K - $20.4K
3.38K $362K
Jul 13, 2023 Q2 2023
Fluent Financial, LLC

BUY
 -
184
+ 6.14%
$19.5K - $20.3K
3.18K $341K
Jul 28, 2023 Q2 2023
Detalus Advisors, LLC

BUY
 -
178
+ 8.73%
$18.9K - $19.7K
2.22K $238K

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