Purchases and Sales Made in Q4 2022 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-25- 14.62% |
$2.48K - $2.75K
|
146
$15.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-28- 0.33% |
$2.78K - $3.08K
|
8.5K
$921K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-28- 10.29% |
$2.78K - $3.08K
|
244
$26.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-29- 0.51% |
$2.88K - $3.19K
|
5.65K
$612K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-31- 0.49% |
$3.08K - $3.41K
|
6.27K
$679K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-34- 1.31% |
$3.37K - $3.74K
|
2.57K
$278K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-38- 1.32% |
$3.77K - $4.18K
|
2.84K
$307K
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-41- 0.55% |
$4.07K - $4.51K
|
7.4K
$802K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-42- 2.8% |
$4.17K - $4.62K
|
1.46K
$158K
|
|
|
Feb 13, 2023
Q4 2022
|
Acorns Advisers, LLC
Irvine, CA |
SELL
|
- |
-44- 78.57% |
$4.36K - $4.84K
|
12
$1.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-53- 10.88% |
$5.26K - $5.83K
|
434
$47K
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-55- 1.75% |
$5.46K - $6.05K
|
3.08K
$334K
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-56- 2.36% |
$5.56K - $6.16K
|
2.31K
$251K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-58- 79.45% |
$5.75K - $6.38K
|
15
$1.62K
|
|
|
Feb 08, 2023
Q4 2022
|
Gouws Capital LLC
|
SELL
|
- |
-59- 0.95% |
$5.85K - $6.49K
|
6.16K
$667K
|
|
|
Jan 30, 2023
Q4 2022
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-59- 0.82% |
$5.85K - $6.49K
|
7.14K
$773K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-65- 2.87% |
$6.45K - $7.15K
|
2.2K
$238K
|
|
|
Jan 27, 2023
Q4 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-71- 0.09% |
$7.04K - $7.81K
|
82.2K
$8.91M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-72- 1.13% |
$7.14K - $7.92K
|
6.29K
$681K
|
|
|
Jan 19, 2023
Q4 2022
|
Ridgewood Investments LLC
|
SELL
|
- |
-72- 1.22% |
$7.14K - $7.92K
|
5.83K
$631K
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-76- 1.44% |
$7.54K - $8.36K
|
5.21K
$564K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-76- 7.79% |
$7.54K - $8.36K
|
900
$97.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
SELL
|
- |
-77- 98.72% |
$7.64K - $8.47K
|
1
$108
|
|
|
Feb 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-84- 1.48% |
$8.33K - $9.24K
|
5.59K
$605K
|
|
|
Feb 20, 2025
Q4 2022
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-86- 4.22% |
$8.53K - $9.46K
|
1.95K
$211K
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-92- 0.8% |
$9.13K - $10.1K
|
11.5K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-95- 10.17% |
$9.42K - $10.5K
|
839
$90.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-99- 4.02% |
$9.82K - $10.9K
|
2.36K
$256K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-100- 2.07% |
$9.92K - $11K
|
4.73K
$513K
|
|
|
Mar 08, 2023
Q4 2022
|
Pacific Wealth Management
|
SELL
|
- |
-102- 0.24% |
$10.1K - $11.2K
|
42.8K
$4.64M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-106- 2.47% |
$10.5K - $11.7K
|
4.19K
$453K
|
|
|
Feb 01, 2023
Q4 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-110- 2.4% |
$10.9K - $12.1K
|
4.48K
$485K
|
|
|
Feb 09, 2023
Q4 2022
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-110- 4.05% |
$10.9K - $12.1K
|
2.61K
$282K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-116- 6.07% |
$11.5K - $12.8K
|
1.79K
$194K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-120- 8.22% |
$11.9K - $13.2K
|
1.34K
$145K
|
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-120- 4.2% |
$11.9K - $13.2K
|
2.74K
$296K
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-131- 43.96% |
$13K - $14.4K
|
167
$18.1K
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-137- 26.86% |
$13.6K - $15.1K
|
373
$40.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-138- 0.5% |
$13.7K - $15.2K
|
27.5K
$2.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-141- 11.76% |
$14K - $15.5K
|
1.06K
$115K
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-144- 1.5% |
$14.3K - $15.8K
|
9.48K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-151- 2.75% |
$15K - $16.6K
|
5.34K
$578K
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
SELL
|
- |
-153- 1.11% |
$15.2K - $16.8K
|
13.6K
$1.47M
|
|
|
Feb 28, 2023
Q4 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-155- 1.94% |
$15.4K - $17.1K
|
7.84K
$850K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-155- 0.4% |
$15.4K - $17.1K
|
38.2K
$4.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-157- 5.48% |
$15.6K - $17.3K
|
2.71K
$293K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-169- 14.36% |
$16.8K - $18.6K
|
1.01K
$109K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-175- 17.95% |
$17.4K - $19.3K
|
800
$86.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-181- 2.77% |
$18K - $19.9K
|
6.34K
$687K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-183- 7.79% |
$18.2K - $20.1K
|
2.17K
$235K
|