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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
10.2K+ 2038.35% |
$1.03M - $1.16M
|
10.6K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
10KNew |
$1.01M - $1.15M
|
10K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Cowen And Company, LLC
|
BUY
|
- |
10KNew |
$1.01M - $1.15M
|
10K
$1.05M
|
|
|
Nov 07, 2022
Q3 2022
|
Monument Capital Management
|
BUY
|
- |
9.55K+ 77.09% |
$968K - $1.09M
|
21.9K
$2.31M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.46K+ 27.97% |
$959K - $1.08M
|
43.3K
$4.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
9KNew |
$913K - $1.03M
|
9K
$948K
|
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
8.94K+ 41.26% |
$907K - $1.02M
|
30.6K
$3.23M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.25K+ 8.69% |
$837K - $945K
|
103K
$10.9M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
8.21K+ 29.21% |
$833K - $941K
|
36.3K
$3.83M
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
8.08K+ 144.97% |
$820K - $926K
|
13.7K
$1.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
8.04KNew |
$816K - $922K
|
8.04K
$848K
|
|
|
Nov 10, 2022
Q3 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
7.96K+ 12.17% |
$807K - $912K
|
73.3K
$7.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
7.78K+ 44.95% |
$790K - $892K
|
25.1K
$2.65M
|
|
|
Oct 25, 2022
Q3 2022
|
Rovin Capital
|
BUY
|
- |
7.7K+ 84.91% |
$781K - $882K
|
16.8K
$1.77M
|
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
7.69K+ 73.61% |
$780K - $882K
|
18.1K
$1.91M
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.11K+ 381.37% |
$721K - $814K
|
8.97K
$945K
|
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
7.04KNew |
$714K - $807K
|
7.04K
$742K
|
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
6.72KNew |
$682K - $770K
|
6.72K
$708K
|
|
|
Nov 09, 2022
Q3 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
6.72K+ 67.99% |
$681K - $770K
|
16.6K
$1.75M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.67K+ 137.35% |
$677K - $765K
|
11.5K
$1.22M
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.33K+ 55.92% |
$642K - $725K
|
17.6K
$1.86M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.28K+ 24.03% |
$637K - $719K
|
32.4K
$3.41M
|
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.22KNew |
$631K - $713K
|
6.22K
$655K
|
|
|
Oct 28, 2022
Q3 2022
|
Gouws Capital LLC
|
BUY
|
- |
6.22KNew |
$630K - $712K
|
6.22K
$655K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.2K+ 7.58% |
$629K - $711K
|
88K
$9.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
6.11KNew |
$619K - $700K
|
6.11K
$644K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
5.96KNew |
$605K - $684K
|
5.96K
$629K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
5.9K+ 472.89% |
$598K - $676K
|
7.14K
$753K
|
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
5.84KNew |
$593K - $669K
|
5.84K
$616K
|
|
|
Oct 31, 2022
Q3 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
5.83KNew |
$592K - $669K
|
5.83K
$615K
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.73K+ 29.37% |
$581K - $656K
|
25.2K
$2.66M
|
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
BUY
|
- |
5.7K+ 12.81% |
$578K - $654K
|
50.2K
$5.29M
|
|
|
Oct 18, 2022
Q3 2022
|
Elm Partners Management LLC
|
BUY
|
- |
5.65KNew |
$573K - $648K
|
5.65K
$596K
|
|
|
Oct 20, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.46KNew |
$554K - $626K
|
5.46K
$576K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
5.4K+ 2.79% |
$547K - $618K
|
199K
$21M
|
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
5.37KNew |
$545K - $616K
|
5.37K
$566K
|
|
|
Nov 14, 2022
Q3 2022
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
5.31KNew |
$539K - $609K
|
5.31K
$560K
|
|
|
Oct 13, 2022
Q3 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
5.29K+ 97.38% |
$536K - $606K
|
10.7K
$1.13M
|
|
|
Nov 09, 2022
Q3 2022
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
5.29K+ 23.96% |
$536K - $606K
|
27.4K
$2.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
5.1KNew |
$517K - $585K
|
5.1K
$538K
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
5.08K+ 24.65% |
$515K - $582K
|
25.7K
$2.71M
|
|
|
Nov 07, 2022
Q3 2022
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
4.9KNew |
$497K - $561K
|
4.9K
$516K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.77K+ 41.36% |
$484K - $547K
|
16.3K
$1.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
4.77KNew |
$484K - $547K
|
4.77K
$503K
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.75K+ 163.17% |
$481K - $544K
|
7.65K
$807K
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
4.7KNew |
$477K - $539K
|
4.7K
$495K
|
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4.7KNew |
$477K - $539K
|
4.7K
$495K
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.69K+ 9.5% |
$475K - $537K
|
54K
$5.69M
|
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
BUY
|
- |
4.62K+ 16.08% |
$469K - $530K
|
33.4K
$3.52M
|
|
|
Oct 28, 2022
Q3 2022
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
4.6K+ 35.94% |
$467K - $527K
|
17.4K
$1.83M
|