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
|
Axa S.A.
Paris, I0 |
BUY
|
- |
4.51K+ 5.21% |
$457K - $517K
|
91.1K
$9.76M
|
|
|
Feb 14, 2023
Q3 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
4.51K+ 5.21% |
$457K - $517K
|
91.1K
$9.76M
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
4.5KNew |
$456K - $516K
|
4.5K
$482K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
4.45K+ 47.59% |
$452K - $510K
|
13.8K
$1.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.23K+ 8.01% |
$429K - $484K
|
57K
$6.11M
|
|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
4.2KNew |
$426K - $482K
|
4.2K
$450K
|
|
|
Nov 14, 2022
Q3 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
4.13K+ 6.39% |
$419K - $473K
|
68.8K
$7.37M
|
|
|
Nov 08, 2022
Q3 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
4.13K+ 22.02% |
$419K - $473K
|
22.9K
$2.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
3.9KNew |
$396K - $447K
|
3.9K
$418K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
3.83K+ 53.11% |
$389K - $439K
|
11K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
3.64KNew |
$370K - $418K
|
3.64K
$390K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.6K+ 34.92% |
$365K - $412K
|
13.9K
$1.49M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.49K+ 2.39% |
$354K - $400K
|
149K
$16M
|
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
BUY
|
- |
3.46K+ 55.63% |
$351K - $396K
|
9.67K
$1.04M
|
|
|
Oct 13, 2022
Q3 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.39K+ 4.84% |
$344K - $388K
|
73.4K
$7.87M
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
BUY
|
- |
3.36KNew |
$341K - $385K
|
3.36K
$360K
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
BUY
|
- |
3.36KNew |
$341K - $385K
|
3.36K
$360K
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.35KNew |
$340K - $384K
|
3.35K
$359K
|
|
|
Oct 26, 2022
Q3 2022
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
3.29K+ 23.47% |
$334K - $378K
|
17.3K
$1.86M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
3.23K+ 94.0% |
$328K - $370K
|
6.67K
$714K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
3.2K+ 91.98% |
$325K - $367K
|
6.68K
$715K
|
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
3.12KNew |
$316K - $358K
|
3.12K
$334K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3K+ 8.48% |
$304K - $344K
|
38.4K
$4.11M
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3KNew |
$304K - $343K
|
3K
$321K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.94KNew |
$298K - $337K
|
2.94K
$315K
|
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.91KNew |
$295K - $334K
|
2.91K
$312K
|
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.84KNew |
$288K - $326K
|
2.84K
$305K
|
|
|
Nov 01, 2022
Q3 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.82KNew |
$286K - $323K
|
2.82K
$302K
|
|
|
Oct 31, 2022
Q3 2022
|
Fluent Financial, LLC
|
BUY
|
- |
2.72K+ 11.61% |
$276K - $312K
|
26.2K
$2.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.72KNew |
$275K - $311K
|
2.72K
$291K
|
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
2.7K+ 3.05% |
$274K - $309K
|
91.2K
$9.77M
|
|
|
Nov 02, 2022
Q3 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2.69K+ 111.42% |
$273K - $309K
|
5.11K
$547K
|
|
|
Oct 24, 2022
Q3 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.67K+ 14.46% |
$271K - $306K
|
21.1K
$2.26M
|
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2.6KNew |
$264K - $298K
|
2.6K
$279K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
2.54KNew |
$258K - $291K
|
2.54K
$272K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.48K+ 39.95% |
$251K - $284K
|
8.68K
$929K
|
|
|
Nov 02, 2022
Q3 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
2.43K+ 1.75% |
$246K - $278K
|
141K
$15.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
2.37KNew |
$240K - $272K
|
2.37K
$254K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.37K+ 10.89% |
$240K - $271K
|
24.1K
$2.58M
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.24KNew |
$227K - $257K
|
2.24K
$240K
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.23K+ 92.73% |
$227K - $256K
|
4.64K
$497K
|
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.23K+ 79.31% |
$226K - $255K
|
5.04K
$539K
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.22K+ 1.48% |
$225K - $254K
|
152K
$16.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.21K+ 72.21% |
$224K - $253K
|
5.26K
$564K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
2.15K+ 0.46% |
$219K - $247K
|
466K
$49.9M
|
|
|
Oct 17, 2022
Q3 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
2.14KNew |
$217K - $245K
|
2.14K
$229K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.13KNew |
$216K - $245K
|
2.13K
$229K
|
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.12KNew |
$215K - $243K
|
2.12K
$227K
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.12KNew |
$215K - $243K
|
2.12K
$227K
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
BUY
|
- |
2.08K+ 95.51% |
$211K - $239K
|
4.26K
$457K
|