Purchases and Sales Made in Q3 2022 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2022
Q3 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1+ 0.03% |
$101 - $115
|
3.88K
$415K
|
|
|
Oct 21, 2022
Q3 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1+ 1.75% |
$101 - $115
|
58
$6.21K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.28% |
$203 - $229
|
713
$76.4K
|
|
|
Nov 23, 2022
Q3 2022
|
Gould Capital, LLC
|
SELL
|
- |
-4- 1.05% |
$406 - $458
|
377
$40.4K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-6- 0.31% |
$609 - $688
|
1.91K
$205K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-7- 0.17% |
$710 - $802
|
4.15K
$444K
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-7- 0.2% |
$710 - $802
|
3.43K
$368K
|
|
|
Oct 14, 2022
Q3 2022
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-9- 0.24% |
$913 - $1.03K
|
3.71K
$397K
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-10- 0.15% |
$1.01K - $1.15K
|
6.51K
$697K
|
|
|
Nov 14, 2022
Q3 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-10- 0.41% |
$1.01K - $1.15K
|
2.46K
$263K
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-11- 0.17% |
$1.12K - $1.26K
|
6.65K
$712K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-13- 25.49% |
$1.32K - $1.49K
|
38
$4.07K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-13- 0.57% |
$1.32K - $1.49K
|
2.27K
$243K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-14- 58.33% |
$1.42K - $1.6K
|
10
$1.07K
|
|
|
Oct 31, 2022
Q3 2022
|
Wedgewood Investors Inc
|
SELL
|
- |
-14- 0.67% |
$1.42K - $1.6K
|
2.09K
$223K
|
|
|
Oct 24, 2022
Q3 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-15- 0.61% |
$1.52K - $1.72K
|
2.43K
$261K
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-20- 10.47% |
$2.03K - $2.29K
|
171
$18.3K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-20- 40.0% |
$2.03K - $2.29K
|
30
$3.21K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-23- 5.31% |
$2.33K - $2.64K
|
410
$43.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-24- 41.38% |
$2.43K - $2.75K
|
34
$3.64K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-27- 1.02% |
$2.74K - $3.09K
|
2.63K
$282K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-32- 1.52% |
$3.25K - $3.67K
|
2.07K
$222K
|
|
|
Oct 17, 2022
Q3 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-33- 0.35% |
$3.35K - $3.78K
|
9.46K
$1.01M
|
|
|
Nov 01, 2022
Q3 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-37- 1.28% |
$3.75K - $4.24K
|
2.86K
$306K
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-37- 0.85% |
$3.75K - $4.24K
|
4.29K
$460K
|
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-40- 0.63% |
$4.06K - $4.58K
|
6.36K
$681K
|
|
|
Nov 03, 2022
Q3 2022
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-40- 0.59% |
$4.06K - $4.58K
|
6.77K
$725K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-44- 2.76% |
$4.46K - $5.04K
|
1.55K
$166K
|
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-48- 0.85% |
$4.87K - $5.5K
|
5.62K
$602K
|
|
|
Nov 10, 2022
Q3 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-48- 1.12% |
$4.87K - $5.5K
|
4.24K
$454K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-49- 65.33% |
$4.97K - $5.62K
|
26
$2.79K
|
|
|
Nov 08, 2022
Q3 2022
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-49- 1.99% |
$4.97K - $5.62K
|
2.41K
$258K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-49- 0.52% |
$4.97K - $5.62K
|
9.33K
$999K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-50- 15.53% |
$5.07K - $5.73K
|
272
$29.1K
|
|
|
Nov 10, 2022
Q3 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-51- 1.28% |
$5.17K - $5.85K
|
3.92K
$420K
|
|
|
Oct 04, 2022
Q3 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-59- 1.8% |
$5.98K - $6.76K
|
3.21K
$344K
|
|
|
Oct 24, 2022
Q3 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-62- 2.35% |
$6.29K - $7.11K
|
2.57K
$276K
|
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-75- 22.94% |
$7.61K - $8.6K
|
252
$27K
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-76- 0.8% |
$7.71K - $8.71K
|
9.38K
$1M
|
|
|
Nov 14, 2022
Q3 2022
|
Fortis Capital Management LLC
|
SELL
|
- |
-77- 1.71% |
$7.81K - $8.82K
|
4.42K
$474K
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-79- 1.1% |
$8.01K - $9.05K
|
7.1K
$760K
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-83- 14.54% |
$8.42K - $9.51K
|
488
$52.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Ledyard National Bank
|
SELL
|
- |
-85- 0.85% |
$8.62K - $9.74K
|
9.89K
$1.06M
|
|
|
Nov 03, 2022
Q3 2022
|
Tru Independence LLC
|
SELL
|
- |
-86- 1.35% |
$8.72K - $9.86K
|
6.31K
$675K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-95- 15.52% |
$9.64K - $10.9K
|
517
$55.4K
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-95- 1.12% |
$9.64K - $10.9K
|
8.36K
$895K
|
|
|
Nov 10, 2022
Q3 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-98- 0.91% |
$9.94K - $11.2K
|
10.7K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-100- 1.89% |
$10.1K - $11.5K
|
5.2K
$557K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-100- 64.52% |
$10.1K - $11.5K
|
55
$5.89K
|
|
|
Nov 15, 2022
Q3 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-100- 1.23% |
$10.1K - $11.5K
|
8.06K
$863K
|