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
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
173
New
$18.3K - $19.1K
173 $18.6K
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
168
+ 1.38%
$17.8K - $18.6K
12.4K $1.33M
Jul 25, 2023 Q2 2023
Godsey & Gibb Associates

BUY
 -
166
+ 158.1%
$17.6K - $18.3K
271 $29.1K
Aug 18, 2023 Q2 2023
Coombe, Bender & CO LLC

BUY
 -
164
+ 1.57%
$17.4K - $18.1K
10.6K $1.14M
Jul 07, 2023 Q2 2023
Bellecapital International Ltd.

BUY
 -
157
+ 1.43%
$16.6K - $17.3K
11.2K $1.2M
Aug 03, 2023 Q2 2023
Optimum Investment Advisors

BUY
 -
155
+ 9.29%
$16.4K - $17.1K
1.82K $196K
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

BUY
 -
150
+ 72.46%
$15.9K - $16.6K
357 $38.4K
Aug 11, 2023 Q2 2023
Intergy Private Wealth, LLC

BUY
 -
144
+ 3.01%
$15.3K - $15.9K
4.94K $530K
Jul 13, 2023 Q2 2023
Verde Capital Management

BUY
 -
138
+ 7.12%
$14.6K - $15.2K
2.08K $223K
Jul 27, 2023 Q2 2023
Washington Trust CO

BUY
 -
137
+ 36.73%
$14.5K - $15.1K
510 $54.8K
Jul 19, 2023 Q2 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
116
+ 22.61%
$12.3K - $12.8K
629 $67.6K
Aug 14, 2023 Q2 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
115
+ 15.31%
$12.2K - $12.7K
866 $93.1K
Jul 19, 2023 Q2 2023
Brady Family Wealth, LLC

Saint Louis, MO
BUY
 -
108
+ 0.48%
$11.5K - $11.9K
22.8K $2.45M
Aug 14, 2023 Q2 2023
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
100
+ 5.19%
$10.6K - $11K
2.03K $218K
Aug 07, 2023 Q2 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
100
+ 7.88%
$10.6K - $11K
1.37K $147K
Aug 10, 2023 Q2 2023
Neumann Capital Management, LLC

BUY
 -
99
+ 0.9%
$10.5K - $10.9K
11.1K $1.19M
Aug 11, 2023 Q2 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
91
+ 1.92%
$9.65K - $10K
4.83K $519K
Sep 07, 2023 Q2 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
90
New
$9.54K - $9.94K
90 $9.67K
Aug 01, 2023 Q2 2023
Choate Investment Advisors

Boston, MA
BUY
 -
89
+ 17.8%
$9.44K - $9.83K
589 $63.3K
Jul 09, 2024 Q2 2023
Rockingstone Advisors LLC

Great Barrington, MA
BUY
 -
89
+ 2.09%
$9.44K - $9.83K
4.35K $467K
Jul 31, 2023 Q2 2023
Roger Wittlin Investment Advisory, LLC

BUY
 -
82
+ 0.4%
$8.69K - $9.06K
20.5K $2.21M
Aug 07, 2023 Q2 2023
Jfs Wealth Advisors, LLC

BUY
 -
67
New
$7.1K - $7.4K
67 $7.2K
Aug 08, 2023 Q2 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
63
New
$6.68K - $6.96K
63 $6.77K
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
60
+ 90.91%
$6.36K - $6.63K
126 $13.5K
Jul 17, 2023 Q2 2023
Strateg Iq Financial Group, LLC

BUY
 -
56
+ 2.93%
$5.94K - $6.18K
1.97K $211K
Aug 01, 2023 Q2 2023
Massmutual Trust CO Fsb

BUY
 -
56
+ 22.67%
$5.94K - $6.18K
303 $32.6K
Sep 14, 2023 Q2 2023
Proquility Private Wealth Partners, LLC

Las Vegas, NV
BUY
 -
54
+ 0.42%
$5.73K - $5.96K
12.9K $1.39M
Jul 24, 2023 Q2 2023
Source Financial Advisors LLC

New York, NY
BUY
 -
54
+ 0.84%
$5.73K - $5.96K
6.5K $699K
Aug 02, 2023 Q2 2023
Mc Adam, LLC

BUY
 -
53
+ 0.87%
$5.62K - $5.85K
6.17K $663K
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
53
+ 0.68%
$5.62K - $5.85K
7.87K $845K
Jul 17, 2023 Q2 2023
Trust CO Of Vermont

BUY
 -
50
New
$5.3K - $5.52K
50 $5.37K
Aug 11, 2023 Q2 2023
Fil LTD

Hamilton, D0
BUY
 -
47
+ 0.4%
$4.98K - $5.19K
11.9K $1.28M
Aug 11, 2023 Q2 2023
Epiq Capital Group, LLC

San Francisco, CA
BUY
 -
47
+ 1.1%
$4.98K - $5.19K
4.33K $465K
Aug 10, 2023 Q2 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
45
New
$4.77K - $4.97K
45 $4.84K
Jul 28, 2023 Q2 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
44
+ 0.38%
$4.66K - $4.86K
11.7K $1.25M
Aug 15, 2023 Q2 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
44
+ 2.89%
$4.66K - $4.86K
1.57K $168K
Jul 20, 2023 Q2 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
41
+ 0.66%
$4.35K - $4.53K
6.22K $669K
Aug 14, 2023 Q2 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
40
+ 0.37%
$4.24K - $4.42K
10.9K $1.17M
Jul 17, 2023 Q2 2023
Erts Wealth Advisors, LLC

BUY
 -
39
+ 0.1%
$4.13K - $4.31K
39K $4.19M
Aug 11, 2023 Q2 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
33
+ 0.39%
$3.5K - $3.64K
8.6K $924K
Nov 27, 2023 Q2 2023
Usa Financial Portformulas Corp

Ada, MI
BUY
 -
32
+ 6.37%
$3.39K - $3.53K
534 $57.4K
Jul 13, 2023 Q2 2023
Prosperity Planning, Inc.

BUY
 -
31
+ 0.54%
$3.29K - $3.42K
5.78K $621K
Jul 11, 2023 Q2 2023
Flagship Harbor Advisors, LLC

BUY
 -
31
+ 1.24%
$3.29K - $3.42K
2.53K $271K
Aug 10, 2023 Q2 2023
King Wealth

Saratoga Springs, NY
BUY
 -
27
+ 0.11%
$2.86K - $2.98K
25.4K $2.72M
Aug 04, 2023 Q2 2023
Main Street Financial Solutions, LLC

BUY
 -
27
+ 0.4%
$2.86K - $2.98K
6.82K $733K
Aug 14, 2023 Q2 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
25
+ 13.44%
$2.65K - $2.76K
211 $22.7K
Aug 10, 2023 Q2 2023
Nwk Group, Inc.

San Francisco, CA
BUY
 -
24
+ 3.08%
$2.54K - $2.65K
804 $86.4K
Aug 10, 2023 Q2 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
23
+ 0.44%
$2.44K - $2.54K
5.26K $565K
Aug 14, 2023 Q2 2023
Punch & Associates Investment Management, Inc.

Edina, MN
BUY
 -
23
+ 383.33%
$2.44K - $2.54K
29 $3.12K

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