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
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.48K- 8.65% |
$150K - $170K
|
15.6K
$1.67M
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.49K- 0.45% |
$151K - $171K
|
330K
$35.3M
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.52K- 21.6% |
$154K - $174K
|
5.51K
$590K
|
|
|
Nov 10, 2022
Q3 2022
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-1.55K- 11.73% |
$157K - $177K
|
11.6K
$1.25M
|
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-1.56K- 2.93% |
$158K - $179K
|
51.7K
$5.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.61KClosed |
$163K - $184K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.65K- 50.0% |
$167K - $189K
|
1.65K
$177K
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.75K- 6.32% |
$177K - $200K
|
25.9K
$2.78M
|
|
|
Oct 12, 2022
Q3 2022
|
Pacific Wealth Management
|
SELL
|
- |
-1.78K- 3.99% |
$181K - $204K
|
42.9K
$4.6M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.82K- 8.54% |
$184K - $208K
|
19.5K
$2.08M
|
|
|
Oct 24, 2022
Q3 2022
|
Nationwide Fund Advisors
|
SELL
|
- |
-1.82K- 1.4% |
$185K - $209K
|
129K
$13.8M
|
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.84K- 0.96% |
$187K - $211K
|
189K
$20.2M
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.84K- 10.88% |
$187K - $211K
|
15.1K
$1.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.85K- 4.16% |
$187K - $212K
|
42.6K
$4.56M
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1.89K- 51.3% |
$192K - $217K
|
1.8K
$192K
|
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
SELL
|
- |
-1.92K- 12.02% |
$195K - $220K
|
14.1K
$1.51M
|
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.93K- 2.21% |
$196K - $221K
|
85.5K
$9.16M
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
SELL
|
- |
-2.02K- 11.97% |
$205K - $231K
|
14.8K
$1.59M
|
|
|
Oct 24, 2022
Q3 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-2.04K- 35.99% |
$207K - $234K
|
3.63K
$389K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2.08K- 16.98% |
$211K - $239K
|
10.2K
$1.09M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.18K- 37.65% |
$221K - $250K
|
3.61K
$387K
|
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-2.18K- 49.41% |
$222K - $250K
|
2.24K
$240K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.2K- 63.9% |
$223K - $252K
|
1.24K
$133K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.21K- 10.76% |
$224K - $253K
|
18.3K
$1.96M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.24K- 44.32% |
$227K - $256K
|
2.81K
$301K
|
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-2.25K- 16.35% |
$228K - $257K
|
11.5K
$1.23M
|
|
|
Nov 21, 2022
Q3 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-2.26K- 3.45% |
$230K - $259K
|
63.4K
$6.79M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.37K- 25.64% |
$241K - $272K
|
6.88K
$737K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.43K- 8.41% |
$246K - $278K
|
26.4K
$2.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.43K- 30.44% |
$246K - $278K
|
5.55K
$594K
|
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.45K- 83.04% |
$248K - $281K
|
500
$53.6K
|
|
|
Jun 17, 2024
Q3 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-2.47K- 8.62% |
$250K - $283K
|
26.1K
$2.8M
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-2.5K- 12.57% |
$253K - $286K
|
17.4K
$1.86M
|
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-2.6K- 2.47% |
$264K - $298K
|
103K
$11M
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.61K- 27.73% |
$264K - $299K
|
6.8K
$728K
|
|
|
Oct 19, 2022
Q3 2022
|
Eastern Bank
|
SELL
|
- |
-2.74K- 0.92% |
$278K - $314K
|
295K
$31.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-2.78K- 11.68% |
$282K - $318K
|
21K
$2.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.81K- 6.99% |
$285K - $322K
|
37.4K
$4M
|
|
|
Oct 21, 2022
Q3 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-2.83K- 7.2% |
$287K - $324K
|
36.4K
$3.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.85K- 10.59% |
$289K - $327K
|
24.1K
$2.58M
|
|
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-2.9K- 32.79% |
$294K - $332K
|
5.94K
$636K
|
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-2.92K- 6.57% |
$296K - $335K
|
41.5K
$4.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-2.94K- 39.55% |
$298K - $337K
|
4.5K
$482K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.94K- 8.25% |
$299K - $337K
|
32.7K
$3.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Claret Asset Management Corp
|
SELL
|
- |
-2.97K- 48.64% |
$301K - $340K
|
3.13K
$336K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.05K- 15.55% |
$309K - $349K
|
16.5K
$1.77M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.05K- 19.03% |
$309K - $349K
|
13K
$1.39M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-3.06K- 6.38% |
$310K - $350K
|
44.8K
$4.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.09K- 23.81% |
$314K - $354K
|
9.89K
$1.06M
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.21K- 6.11% |
$326K - $368K
|
49.3K
$5.28M
|