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
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-297- 9.07% |
$30.1K - $34K
|
2.98K
$314K
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-298- 5.1% |
$30.2K - $34.2K
|
5.54K
$584K
|
|
|
Oct 26, 2022
Q3 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-299- 0.34% |
$30.3K - $34.3K
|
88.1K
$9.29M
|
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
SELL
|
- |
-308- 5.19% |
$31.2K - $35.3K
|
5.62K
$593K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-312- 85.48% |
$31.6K - $35.8K
|
53
$5.59K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
SELL
|
- |
-314- 5.41% |
$31.9K - $36K
|
5.5K
$579K
|
|
|
Oct 11, 2022
Q3 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-324- 7.5% |
$32.9K - $37.1K
|
4K
$421K
|
|
|
Oct 12, 2022
Q3 2022
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-335- 4.92% |
$34K - $38.4K
|
6.47K
$682K
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-339- 2.08% |
$34.4K - $38.9K
|
16K
$1.68M
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-340- 26.52% |
$34.5K - $39K
|
942
$99.3K
|
|
|
Oct 17, 2022
Q3 2022
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-343- 6.82% |
$34.8K - $39.3K
|
4.69K
$494K
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-357- 50.21% |
$36.2K - $40.9K
|
354
$37.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-386- 23.07% |
$39.2K - $44.2K
|
1.29K
$136K
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-396- 0.32% |
$40.2K - $45.4K
|
122K
$12.9M
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-405- 0.95% |
$41.1K - $46.4K
|
42.3K
$4.46M
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-411- 59.39% |
$41.7K - $47.1K
|
281
$29.6K
|
|
|
Oct 13, 2022
Q3 2022
|
Life Planning Partners, Inc
|
SELL
|
- |
-412- 8.15% |
$41.8K - $47.2K
|
4.64K
$489K
|
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-419- 3.5% |
$42.5K - $48K
|
11.5K
$1.22M
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-419- 3.22% |
$42.5K - $48K
|
12.6K
$1.33M
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-420- 3.71% |
$42.6K - $48.1K
|
10.9K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-420- 10.5% |
$42.6K - $48.1K
|
3.58K
$377K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-423- 6.43% |
$42.9K - $48.5K
|
6.15K
$649K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-429- 1.18% |
$43.5K - $49.2K
|
36K
$3.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-429- 18.43% |
$43.5K - $49.2K
|
1.9K
$200K
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-439- 13.52% |
$44.5K - $50.3K
|
2.81K
$296K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-448- 2.43% |
$45.4K - $51.3K
|
18K
$1.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-450- 5.46% |
$45.6K - $51.6K
|
7.8K
$822K
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-452- 5.86% |
$45.9K - $51.8K
|
7.27K
$766K
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-454- 11.09% |
$46.1K - $52K
|
3.64K
$383K
|
|
|
Oct 11, 2022
Q3 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-454- 16.13% |
$46.1K - $52K
|
2.36K
$249K
|
|
|
Nov 08, 2022
Q3 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-465- 14.6% |
$47.2K - $53.3K
|
2.72K
$287K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-473- 39.92% |
$48K - $54.2K
|
712
$75K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-490- 1.53% |
$49.7K - $56.2K
|
31.5K
$3.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-496- 4.08% |
$50.3K - $56.8K
|
11.7K
$1.23M
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-500- 7.12% |
$50.7K - $57.3K
|
6.53K
$688K
|
|
|
Nov 10, 2022
Q3 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-517- 1.95% |
$52.4K - $59.3K
|
26K
$2.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-518- 16.59% |
$52.5K - $59.4K
|
2.6K
$274K
|
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-525- 21.17% |
$53.3K - $60.2K
|
1.96K
$206K
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-525Closed |
$53.3K - $60.2K
|
0
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Ma Private Wealth
|
SELL
|
- |
-526- 7.47% |
$53.4K - $60.3K
|
6.52K
$687K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-547- 7.43% |
$55.5K - $62.7K
|
6.81K
$718K
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-557- 20.78% |
$56.5K - $63.8K
|
2.12K
$224K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-559- 14.15% |
$56.7K - $64.1K
|
3.39K
$358K
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-559- 14.15% |
$56.7K - $64.1K
|
3.39K
$358K
|
|
|
Nov 14, 2022
Q3 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-562- 21.35% |
$57K - $64.4K
|
2.07K
$218K
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-562- 17.38% |
$57K - $64.4K
|
2.67K
$282K
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-581- 13.12% |
$58.9K - $66.6K
|
3.85K
$405K
|
|
|
Nov 09, 2022
Q3 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-585- 9.3% |
$59.3K - $67K
|
5.71K
$602K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-598- 7.25% |
$60.7K - $68.5K
|
7.65K
$806K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-606- 17.34% |
$61.5K - $69.5K
|
2.89K
$304K
|