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
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
19.4K+ 76.73% |
$1.92M - $2.13M
|
44.6K
$4.83M
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
19.2KNew |
$1.9M - $2.11M
|
19.2K
$2.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
18.7K+ 163.35% |
$1.86M - $2.06M
|
30.2K
$3.27M
|
|
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
18.7KNew |
$1.85M - $2.05M
|
18.7K
$2.02M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
18.5K+ 857.57% |
$1.84M - $2.04M
|
20.7K
$2.24M
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
18.5KNew |
$1.84M - $2.04M
|
18.5K
$2M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
17.3K+ 9.9% |
$1.71M - $1.9M
|
192K
$20.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
16.5K+ 454.13% |
$1.64M - $1.82M
|
20.1K
$2.18M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
16.4K+ 8.48% |
$1.63M - $1.8M
|
210K
$22.7M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.9KNew |
$1.58M - $1.75M
|
15.9K
$1.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
15.8KNew |
$1.57M - $1.74M
|
15.8K
$1.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Stone X Group Inc.
|
BUY
|
- |
15.8KNew |
$1.57M - $1.74M
|
15.8K
$1.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
15.7KNew |
$1.56M - $1.73M
|
15.7K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
15.1K+ 16.29% |
$1.5M - $1.67M
|
108K
$11.7M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
14.7K+ 55.83% |
$1.45M - $1.61M
|
40.9K
$4.43M
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
14.6KNew |
$1.44M - $1.6M
|
14.6K
$1.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
14.5K+ 88.35% |
$1.44M - $1.6M
|
30.9K
$3.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
14.4KNew |
$1.43M - $1.59M
|
14.4K
$1.56M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
13.7K+ 409.79% |
$1.36M - $1.51M
|
17K
$1.84M
|
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
13.6K+ 31.29% |
$1.35M - $1.5M
|
57.1K
$6.19M
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
13.1KNew |
$1.3M - $1.44M
|
13.1K
$1.41M
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
12.8KNew |
$1.27M - $1.41M
|
12.8K
$1.38M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
12.7KNew |
$1.26M - $1.4M
|
12.7K
$1.38M
|
|
|
Jan 30, 2023
Q4 2022
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
12.7KNew |
$1.26M - $1.4M
|
12.7K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
12.7KNew |
$1.26M - $1.4M
|
12.7K
$1.38M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
12.4K+ 27.44% |
$1.23M - $1.37M
|
57.8K
$6.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
12.3KNew |
$1.22M - $1.35M
|
12.3K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
12K+ 8.51% |
$1.19M - $1.32M
|
153K
$16.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
11.9K+ 11.61% |
$1.18M - $1.31M
|
114K
$12.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
11.9K+ 86.07% |
$1.18M - $1.3M
|
25.6K
$2.78M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.8K+ 4.25% |
$1.17M - $1.3M
|
290K
$31.4M
|
|
|
Oct 19, 2023
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
11.4KNew |
$1.13M - $1.25M
|
11.4K
$1.23M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.4KNew |
$1.13M - $1.25M
|
11.4K
$1.23M
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
10.7K+ 46.92% |
$1.06M - $1.18M
|
33.6K
$3.64M
|
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
10.6KNew |
$1.05M - $1.17M
|
10.6K
$1.15M
|
|
|
Jan 25, 2023
Q4 2022
|
Private Wealth Partners, LLC
|
BUY
|
- |
10.4KNew |
$1.03M - $1.14M
|
10.4K
$1.13M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.4KNew |
$1.03M - $1.14M
|
10.4K
$1.12M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.3K+ 19.05% |
$1.02M - $1.13M
|
64.3K
$6.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
10.3K+ 75.24% |
$1.02M - $1.13M
|
23.9K
$2.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
10.1KNew |
$1M - $1.11M
|
10.1K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
BUY
|
- |
9.97KNew |
$989K - $1.1M
|
9.97K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
9.91KNew |
$983K - $1.09M
|
9.91K
$1.07M
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
9.86KNew |
$978K - $1.09M
|
9.86K
$1.07M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
9.74K+ 351.52% |
$967K - $1.07M
|
12.5K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
9.74K+ 14.63% |
$966K - $1.07M
|
76.3K
$8.26M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
9.7K+ 102.17% |
$962K - $1.07M
|
19.2K
$2.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
9.67K+ 55.76% |
$959K - $1.06M
|
27K
$2.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
9.4K+ 5.34% |
$932K - $1.03M
|
185K
$20.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
9.38K+ 6.9% |
$931K - $1.03M
|
145K
$15.8M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
9.32K+ 136.81% |
$925K - $1.03M
|
16.1K
$1.75M
|