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 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-109- 3.52% |
$11.1K - $12.5K
|
2.99K
$315K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-109- 3.92% |
$11.1K - $12.5K
|
2.67K
$282K
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-110- 4.28% |
$11.2K - $12.6K
|
2.46K
$260K
|
|
|
Nov 14, 2022
Q3 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-112- 5.4% |
$11.4K - $12.8K
|
1.96K
$207K
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-118- 25.21% |
$12K - $13.5K
|
350
$36.9K
|
|
|
Oct 21, 2022
Q3 2022
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-123- 1.8% |
$12.5K - $14.1K
|
6.73K
$709K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-124- 1.47% |
$12.6K - $14.2K
|
8.33K
$878K
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-125- 2.91% |
$12.7K - $14.3K
|
4.17K
$439K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-131- 36.19% |
$13.3K - $15K
|
231
$24.3K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-132- 1.68% |
$13.4K - $15.1K
|
7.73K
$815K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-144- 7.27% |
$14.6K - $16.5K
|
1.84K
$194K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-146- 2.26% |
$14.8K - $16.7K
|
6.31K
$665K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-146- 33.56% |
$14.8K - $16.7K
|
289
$30.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-147- 10.92% |
$14.9K - $16.8K
|
1.2K
$126K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-153- 23.91% |
$15.5K - $17.5K
|
487
$51.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-160- 0.71% |
$16.2K - $18.3K
|
22.4K
$2.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-166- 12.1% |
$16.8K - $19K
|
1.21K
$127K
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-176- 2.37% |
$17.9K - $20.2K
|
7.25K
$764K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-178- 9.92% |
$18.1K - $20.4K
|
1.62K
$170K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-180- 0.31% |
$18.3K - $20.6K
|
58.2K
$6.13M
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-180- 36.22% |
$18.3K - $20.6K
|
317
$33.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-181- 0.89% |
$18.4K - $20.7K
|
20.2K
$2.13M
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-182- 6.13% |
$18.5K - $20.9K
|
2.79K
$294K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-185- 1.39% |
$18.8K - $21.2K
|
13.2K
$1.39M
|
|
|
Oct 18, 2022
Q3 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-185- 4.57% |
$18.8K - $21.2K
|
3.86K
$407K
|
|
|
Nov 09, 2022
Q3 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-197- 4.66% |
$20K - $22.6K
|
4.04K
$425K
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-206- 0.21% |
$20.9K - $23.6K
|
97K
$10.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-207- 3.05% |
$21K - $23.7K
|
6.59K
$694K
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-208- 6.19% |
$21.1K - $23.8K
|
3.15K
$332K
|
|
|
Nov 08, 2022
Q3 2022
|
Hanseatic Management Services Inc
|
SELL
|
- |
-219- 83.59% |
$22.2K - $25.1K
|
43
$4.53K
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-219- 0.93% |
$22.2K - $25.1K
|
23.4K
$2.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-221- 0.79% |
$22.4K - $25.3K
|
27.7K
$2.92M
|
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-223- 3.45% |
$22.6K - $25.6K
|
6.25K
$658K
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-224- 1.41% |
$22.7K - $25.7K
|
15.7K
$1.65M
|
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-225- 3.3% |
$22.8K - $25.8K
|
6.6K
$696K
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-233- 9.75% |
$23.6K - $26.7K
|
2.16K
$227K
|
|
|
Sep 07, 2023
Q3 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-243- 1.1% |
$24.6K - $27.9K
|
21.8K
$2.29M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-250- 1.82% |
$25.4K - $28.7K
|
13.5K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-253- 4.27% |
$25.7K - $29K
|
5.67K
$598K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-253- 42.24% |
$25.7K - $29K
|
346
$36.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-262- 21.91% |
$26.6K - $30K
|
934
$98.4K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-268- 0.58% |
$27.2K - $30.7K
|
46K
$4.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-269- 2.31% |
$27.3K - $30.8K
|
11.4K
$1.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-271- 2.19% |
$27.5K - $31.1K
|
12.1K
$1.28M
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-281- 5.56% |
$28.5K - $32.2K
|
4.77K
$503K
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-282- 0.83% |
$28.6K - $32.3K
|
33.7K
$3.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-282- 1.79% |
$28.6K - $32.3K
|
15.4K
$1.63M
|
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-282- 9.68% |
$28.6K - $32.3K
|
2.63K
$277K
|
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-285- 0.84% |
$28.9K - $32.7K
|
33.8K
$3.57M
|
|
|
Nov 10, 2022
Q3 2022
|
Forum Private Client Group LLC
|
SELL
|
- |
-290- 5.88% |
$29.4K - $33.2K
|
4.64K
$489K
|