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 14, 2022
Q3 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-627- 20.58% |
$63.6K - $71.9K
|
2.42K
$259K
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-657- 10.59% |
$66.6K - $75.3K
|
5.55K
$594K
|
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-664- 5.28% |
$67.4K - $76.1K
|
11.9K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-690- 13.06% |
$70K - $79.1K
|
4.59K
$492K
|
|
|
Oct 18, 2022
Q3 2022
|
Sarasin & Partners LLP
|
SELL
|
- |
-694- 2.54% |
$70.4K - $79.5K
|
26.6K
$2.85M
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-699Closed |
$70.9K - $80.1K
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-700- 16.29% |
$71K - $80.2K
|
3.6K
$385K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-707- 8.81% |
$71.7K - $81K
|
7.32K
$784K
|
|
|
Nov 14, 2022
Q3 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-719- 24.37% |
$72.9K - $82.4K
|
2.23K
$239K
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-800- 37.28% |
$81.2K - $91.7K
|
1.35K
$144K
|
|
|
Nov 09, 2022
Q3 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-800- 21.45% |
$81.2K - $91.7K
|
2.93K
$314K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-806- 1.69% |
$81.8K - $92.4K
|
47K
$5.04M
|
|
|
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-822- 5.08% |
$83.4K - $94.2K
|
15.4K
$1.64M
|
|
|
Oct 25, 2022
Q3 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-825- 11.99% |
$83.7K - $94.6K
|
6.05K
$648K
|
|
|
Nov 04, 2022
Q3 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-861- 3.37% |
$87.3K - $98.7K
|
24.7K
$2.65M
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-862- 99.08% |
$87.4K - $98.8K
|
8
$857
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-869- 14.86% |
$88.2K - $99.6K
|
4.98K
$533K
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-886- 6.01% |
$89.9K - $102K
|
13.9K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-886- 29.83% |
$89.9K - $102K
|
2.08K
$223K
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-892- 7.69% |
$90.5K - $102K
|
10.7K
$1.15M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-893- 1.31% |
$90.6K - $102K
|
67.2K
$7.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-909- 1.97% |
$92.2K - $104K
|
45.3K
$4.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-914- 17.62% |
$92.7K - $105K
|
4.27K
$458K
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
SELL
|
- |
-917- 10.85% |
$93K - $105K
|
7.54K
$807K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-918Closed |
$93.1K - $105K
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Sunesis Advisors, LLC
|
SELL
|
- |
-942- 2.25% |
$95.6K - $108K
|
40.9K
$4.38M
|
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-968- 4.51% |
$98.2K - $111K
|
20.5K
$2.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-980- 48.51% |
$99.4K - $112K
|
1.04K
$111K
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-994- 11.41% |
$101K - $114K
|
7.72K
$827K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-1K- 20.62% |
$101K - $115K
|
3.85K
$412K
|
|
|
May 15, 2023
Q3 2022
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-1K- 17.52% |
$101K - $115K
|
4.71K
$504K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1K- 37.48% |
$102K - $115K
|
1.68K
$179K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-1.04K- 24.97% |
$105K - $119K
|
3.12K
$334K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.09K- 84.5% |
$111K - $125K
|
200
$21.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.1K- 18.65% |
$111K - $125K
|
4.78K
$512K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.17K- 17.62% |
$119K - $135K
|
5.49K
$588K
|
|
|
Oct 13, 2022
Q3 2022
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.18K- 14.3% |
$120K - $135K
|
7.08K
$758K
|
|
|
Dec 19, 2024
Q3 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.23K- 2.75% |
$125K - $141K
|
43.5K
$4.66M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.24K- 34.84% |
$126K - $142K
|
2.32K
$249K
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.26K- 4.21% |
$128K - $144K
|
28.7K
$3.07M
|
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.26K- 28.93% |
$128K - $145K
|
3.11K
$333K
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.29K- 12.29% |
$131K - $148K
|
9.2K
$986K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.31K- 0.12% |
$133K - $150K
|
1.07M
$115M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.35K- 22.57% |
$137K - $155K
|
4.64K
$497K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.37K- 37.67% |
$139K - $157K
|
2.27K
$243K
|
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.38K- 95.55% |
$139K - $158K
|
64
$6.86K
|
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.43K- 7.81% |
$145K - $163K
|
16.8K
$1.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.43K- 9.26% |
$145K - $164K
|
14K
$1.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.44K- 4.62% |
$146K - $164K
|
29.7K
$3.18M
|
|
|
Oct 27, 2022
Q3 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-1.46K- 20.4% |
$148K - $167K
|
5.68K
$608K
|