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 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
957+ 5.76% |
$97.1K - $110K
|
17.6K
$1.85M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
900+ 11.15% |
$91.3K - $103K
|
8.97K
$946K
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
892+ 9.69% |
$90.5K - $102K
|
10.1K
$1.06M
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
870+ 21.95% |
$88.3K - $99.7K
|
4.83K
$510K
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
856+ 3.24% |
$86.8K - $98.1K
|
27.3K
$2.87M
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
851+ 8.99% |
$86.3K - $97.5K
|
10.3K
$1.09M
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
844+ 30.41% |
$85.6K - $96.7K
|
3.62K
$381K
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
837+ 122.55% |
$84.9K - $95.9K
|
1.52K
$160K
|
|
Nov 09, 2022
Q3 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
829+ 3.81% |
$84.1K - $95K
|
22.6K
$2.38M
|
|
Nov 14, 2022
Q3 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
774+ 40.21% |
$78.5K - $88.7K
|
2.7K
$284K
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
738+ 37.2% |
$74.9K - $84.6K
|
2.72K
$287K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
716+ 2.05% |
$72.6K - $82.1K
|
35.6K
$3.76M
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
715+ 15.13% |
$72.5K - $81.9K
|
5.44K
$574K
|
|
Nov 09, 2022
Q3 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
711+ 2.24% |
$72.1K - $81.5K
|
32.5K
$3.43M
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
709+ 10.53% |
$71.9K - $81.3K
|
7.44K
$784K
|
|
Nov 09, 2022
Q3 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
687+ 9.84% |
$69.7K - $78.7K
|
7.67K
$808K
|
|
Oct 12, 2022
Q3 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
635+ 2.59% |
$64.4K - $72.8K
|
25.1K
$2.65M
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
617+ 0.61% |
$62.6K - $70.7K
|
102K
$10.7M
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
BUY
|
- |
605+ 6.4% |
$61.4K - $69.3K
|
10.1K
$1.06M
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
545New |
$55.3K - $62.5K
|
545
$57.4K
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
544+ 29.68% |
$55.2K - $62.3K
|
2.38K
$251K
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
539+ 2.51% |
$54.7K - $61.8K
|
22K
$2.32M
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
534+ 6.45% |
$54.2K - $61.2K
|
8.81K
$929K
|
|
Nov 09, 2022
Q3 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
534+ 10.22% |
$54.2K - $61.2K
|
5.76K
$607K
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
531+ 40.81% |
$53.9K - $60.9K
|
1.83K
$193K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
530+ 3.28% |
$53.8K - $60.7K
|
16.7K
$1.76M
|
|
Oct 14, 2022
Q3 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
520+ 3.1% |
$52.7K - $59.6K
|
17.3K
$1.83M
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
518New |
$52.5K - $59.4K
|
518
$54.6K
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
517+ 680.26% |
$52.4K - $59.3K
|
593
$62.5K
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
516+ 21.99% |
$52.3K - $59.1K
|
2.86K
$302K
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
504+ 11.9% |
$51.1K - $57.8K
|
4.74K
$499K
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
502+ 20.02% |
$50.9K - $57.5K
|
3.01K
$317K
|
|
Nov 14, 2022
Q3 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
500New |
$50.7K - $57.3K
|
500
$52.7K
|
|
Nov 14, 2022
Q3 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
500New |
$50.7K - $57.3K
|
500
$52.7K
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
497+ 195.67% |
$50.4K - $57K
|
751
$79.2K
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
495+ 11.83% |
$50.2K - $56.7K
|
4.68K
$493K
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
488+ 225.93% |
$49.5K - $55.9K
|
704
$74.2K
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
475+ 8.69% |
$48.2K - $54.4K
|
5.94K
$626K
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
466+ 24.76% |
$47.3K - $53.4K
|
2.35K
$247K
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
464New |
$47.1K - $53.2K
|
464
$48.9K
|
|
Oct 13, 2022
Q3 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
460+ 8.46% |
$46.7K - $52.7K
|
5.9K
$622K
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
456+ 5.65% |
$46.3K - $52.3K
|
8.53K
$899K
|
|
May 09, 2023
Q3 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
456+ 2.38% |
$46.3K - $52.3K
|
19.6K
$2.07M
|
|
Oct 28, 2022
Q3 2022
|
Eukles Asset Management
|
BUY
|
- |
441+ 4.53% |
$44.7K - $50.5K
|
10.2K
$1.07M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
423+ 4.14% |
$42.9K - $48.5K
|
10.6K
$1.12M
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
418+ 0.79% |
$42.4K - $47.9K
|
53.4K
$5.63M
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
417New |
$42.3K - $47.8K
|
417
$44K
|
|
Oct 31, 2022
Q3 2022
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
413+ 2.99% |
$41.9K - $47.3K
|
14.2K
$1.5M
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
400+ 291.97% |
$40.6K - $45.8K
|
537
$56.6K
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
392+ 2.66% |
$39.8K - $44.9K
|
15.2K
$1.6M
|