Purchases and Sales Made in Q2 2022 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q2 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 27, 2022
                  Q2 2022
                 
               |   
            
              
   
      Sunesis Advisors, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              801+ 1.95% | 
            
                                   
                  $86K - $97.3K
                 
             |    
            
                                 
                41.8K
                $4.7M
                
             |               
            |
| 
               
                  Sep 06, 2024
                  Q2 2022
                 
               |   
            
              
   
      World Equity Group, Inc.
       
           
            Schaumburg, IL  | 
            
               BUY                   
             | 
            - | 
              792+ 3.01% | 
            
                                   
                  $85.1K - $96.2K
                 
             |    
            
                                 
                27.1K
                $3.05M
                
             |               
            |
| 
               
                  Aug 02, 2022
                  Q2 2022
                 
               |   
            
              
   
      Running Point Capital Advisors, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              779+ 7.95% | 
            
                                   
                  $83.7K - $94.7K
                 
             |    
            
                                 
                10.6K
                $1.19M
                
             |               
            |
| 
               
                  Jul 08, 2022
                  Q2 2022
                 
               |   
            
              
   
      Foundations Investment Advisors, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              769+ 23.82% | 
            
                                   
                  $82.6K - $93.4K
                 
             |    
            
                                 
                4K
                $449K
                
             |               
            |
| 
               
                  Jul 25, 2022
                  Q2 2022
                 
               |   
            
              
   
      Pacific Wealth Management
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              751+ 1.71% | 
            
                                   
                  $80.7K - $91.3K
                 
             |    
            
                                 
                44.7K
                $5.02M
                
             |               
            |
| 
               
                  Aug 11, 2022
                  Q2 2022
                 
               |   
            
              
   
      Capital Asset Advisory Services LLC
       
           
            Haslett, MI  | 
            
               BUY                   
             | 
            - | 
              749+ 36.39% | 
            
                                   
                  $80.5K - $91K
                 
             |    
            
                                 
                2.81K
                $315K
                
             |               
            |
| 
               
                  Aug 15, 2022
                  Q2 2022
                 
               |   
            
              
   
      Jt Stratford LLC
       
           
            Gainesville, GA  | 
            
               BUY                   
             | 
            - | 
              746+ 18.74% | 
            
                                   
                  $80.1K - $90.6K
                 
             |    
            
                                 
                4.73K
                $531K
                
             |               
            |
| 
               
                  Aug 11, 2022
                  Q2 2022
                 
               |   
            
              
   
      Maryland Capital Management
       
           
            Towson, MD  | 
            
               BUY                   
             | 
            - | 
              736+ 4.23% | 
            
                                   
                  $79.1K - $89.4K
                 
             |    
            
                                 
                18.1K
                $2.04M
                
             |               
            |
| 
               
                  Jul 12, 2022
                  Q2 2022
                 
               |   
            
              
   
      Holland Advisory Services, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              730+ 1.88% | 
            
                                   
                  $78.4K - $88.7K
                 
             |    
            
                                 
                39.5K
                $4.43M
                
             |               
            |
| 
               
                  Aug 11, 2022
                  Q2 2022
                 
               |   
            
              
   
      Avion Wealth
       
           
            The Woodlands, TX  | 
            
               BUY                   
             | 
            - | 
              711New | 
            
                                   
                  $76.4K - $86.4K
                 
             |    
            
                                 
                711
                $79.9K
                
             |               
            |
| 
               
                  Jul 21, 2022
                  Q2 2022
                 
               |   
            
              
   
      Cwa Asset Management Group, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              699+ 19.43% | 
            
                                   
                  $75.1K - $84.9K
                 
             |    
            
                                 
                4.3K
                $483K
                
             |               
            |
| 
               
                  Jul 19, 2022
                  Q2 2022
                 
               |   
            
              
   
      Claraphi Advisory Network, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              692+ 15.39% | 
            
                                   
                  $74.3K - $84.1K
                 
             |    
            
                                 
                5.19K
                $583K
                
             |               
            |
| 
               
                  Jul 14, 2022
                  Q2 2022
                 
               |   
            
              
   
      Ballast, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              686+ 5.39% | 
            
                                   
                  $73.7K - $83.4K
                 
             |    
            
                                 
                13.4K
                $1.51M
                
             |               
            |
| 
               
                  Aug 02, 2022
                  Q2 2022
                 
               |   
            
              
   
      Cx Institutional
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              686New | 
            
                                   
                  $73.7K - $83.4K
                 
             |    
            
                                 
                686
                $77.1K
                
             |               
            |
| 
               
                  Jul 12, 2022
                  Q2 2022
                 
               |   
            
              
   
      Financial Management Professionals, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              685New | 
            
                                   
                  $73.6K - $83.2K
                 
             |    
            
                                 
                685
                $76.9K
                
             |               
            |
| 
               
                  Jul 20, 2022
                  Q2 2022
                 
               |   
            
              
   
      Neumann Capital Management, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              668+ 5.17% | 
            
                                   
                  $71.7K - $81.2K
                 
             |    
            
                                 
                13.6K
                $1.53M
                
             |               
            |
| 
               
                  Aug 15, 2022
                  Q2 2022
                 
               |   
            
              
   
      Axa S.A.
       
           
            Paris, I0  | 
            
               BUY                   
             | 
            - | 
              642+ 0.75% | 
            
                                   
                  $69K - $78K
                 
             |    
            
                                 
                86.6K
                $9.73M
                
             |               
            |
| 
               
                  Feb 14, 2023
                  Q2 2022
                 
               |   
            
              
   
      Axa S.A.
       
           
            Paris, I0  | 
            
               BUY                   
             | 
            - | 
              642+ 0.75% | 
            
                                   
                  $69K - $78K
                 
             |    
            
                                 
                86.6K
                $9.73M
                
             |               
            |
| 
               
                  Jul 21, 2022
                  Q2 2022
                 
               |   
            
              
   
      Sandy Spring Bank
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              609+ 90.76% | 
            
                                   
                  $65.4K - $74K
                 
             |    
            
                                 
                1.28K
                $144K
                
             |               
            |
| 
               
                  Jul 14, 2022
                  Q2 2022
                 
               |   
            
              
   
      Mascoma Wealth Management LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              595+ 216.36% | 
            
                                   
                  $63.9K - $72.3K
                 
             |    
            
                                 
                870
                $97.7K
                
             |               
            |
| 
               
                  Aug 08, 2022
                  Q2 2022
                 
               |   
            
              
   
      Banque Pictet & Cie Sa
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              565+ 4.99% | 
            
                                   
                  $60.7K - $68.7K
                 
             |    
            
                                 
                11.9K
                $1.34M
                
             |               
            |
| 
               
                  Aug 15, 2022
                  Q2 2022
                 
               |   
            
              
   
      Tower Research Capital LLC (Trc)
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              541+ 474.56% | 
            
                                   
                  $58.1K - $65.7K
                 
             |    
            
                                 
                655
                $73.6K
                
             |               
            |
| 
               
                  Aug 04, 2022
                  Q2 2022
                 
               |   
            
              
   
      Brighton Jones LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              528+ 25.69% | 
            
                                   
                  $56.7K - $64.2K
                 
             |    
            
                                 
                2.58K
                $290K
                
             |               
            |
| 
               
                  Aug 08, 2022
                  Q2 2022
                 
               |   
            
              
   
      Solidarilty Wealth, LLC
       
           
            Lehi, UT  | 
            
               BUY                   
             | 
            - | 
              514+ 4.64% | 
            
                                   
                  $55.2K - $62.5K
                 
             |    
            
                                 
                11.6K
                $1.3M
                
             |               
            |
| 
               
                  Aug 11, 2022
                  Q2 2022
                 
               |   
            
              
   
      Heritage Trust CO
       
           
            Oklahoma City, OK  | 
            
               BUY                   
             | 
            - | 
              477+ 8.9% | 
            
                                   
                  $51.2K - $58K
                 
             |    
            
                                 
                5.84K
                $656K
                
             |               
            |
| 
               
                  Jul 22, 2022
                  Q2 2022
                 
               |   
            
              
   
      Jnba Financial Advisors
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              474New | 
            
                                   
                  $50.9K - $57.6K
                 
             |    
            
                                 
                474
                $53.2K
                
             |               
            |
| 
               
                  Jul 25, 2022
                  Q2 2022
                 
               |   
            
              
   
      Regal Wealth Group, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              474+ 4.45% | 
            
                                   
                  $50.9K - $57.6K
                 
             |    
            
                                 
                11.1K
                $1.25M
                
             |               
            |
| 
               
                  Aug 04, 2022
                  Q2 2022
                 
               |   
            
              
   
      Retirement Group, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              462+ 12.55% | 
            
                                   
                  $49.6K - $56.1K
                 
             |    
            
                                 
                4.14K
                $465K
                
             |               
            |
| 
               
                  Jul 22, 2022
                  Q2 2022
                 
               |   
            
              
   
      Capital Investment Advisory Services, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              436+ 8.15% | 
            
                                   
                  $46.8K - $53K
                 
             |    
            
                                 
                5.79K
                $650K
                
             |               
            |
| 
               
                  Aug 08, 2022
                  Q2 2022
                 
               |   
            
              
   
      Erts Wealth Advisors, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              417+ 2.28% | 
            
                                   
                  $44.8K - $50.7K
                 
             |    
            
                                 
                18.7K
                $2.1M
                
             |               
            |
| 
               
                  Jul 13, 2022
                  Q2 2022
                 
               |   
            
              
   
      Intergy Private Wealth, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              387+ 15.96% | 
            
                                   
                  $41.6K - $47K
                 
             |    
            
                                 
                2.81K
                $316K
                
             |               
            |
| 
               
                  Jul 15, 2022
                  Q2 2022
                 
               |   
            
              
   
      Activest Wealth Management
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              386+ 123.32% | 
            
                                   
                  $41.5K - $46.9K
                 
             |    
            
                                 
                699
                $78.5K
                
             |               
            |
| 
               
                  Aug 08, 2022
                  Q2 2022
                 
               |   
            
              
   
      Meeder Asset Management Inc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              382+ 3.24% | 
            
                                   
                  $41K - $46.4K
                 
             |    
            
                                 
                12.2K
                $1.37M
                
             |               
            |
| 
               
                  Aug 05, 2022
                  Q2 2022
                 
               |   
            
              
   
      Jacobi Capital Management LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              377+ 2.91% | 
            
                                   
                  $40.5K - $45.8K
                 
             |    
            
                                 
                13.4K
                $1.5M
                
             |               
            |
| 
               
                  Aug 09, 2022
                  Q2 2022
                 
               |   
            
              
   
      Condor Capital Management
       
           
            Martinsville, NJ  | 
            
               BUY                   
             | 
            - | 
              370+ 0.84% | 
            
                                   
                  $39.7K - $45K
                 
             |    
            
                                 
                44.4K
                $4.99M
                
             |               
            |
| 
               
                  Jul 20, 2022
                  Q2 2022
                 
               |   
            
              
   
      Clear Harbor Asset Management, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              340+ 2.21% | 
            
                                   
                  $36.5K - $41.3K
                 
             |    
            
                                 
                15.7K
                $1.77M
                
             |               
            |
| 
               
                  Aug 05, 2022
                  Q2 2022
                 
               |   
            
              
   
      Alley Investment Management Company, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              334+ 0.21% | 
            
                                   
                  $35.9K - $40.6K
                 
             |    
            
                                 
                157K
                $17.7M
                
             |               
            |
| 
               
                  Aug 15, 2022
                  Q2 2022
                 
               |   
            
              
   
      Kc Investment Advisors, LLC
       
           
            Wichita, KS  | 
            
               BUY                   
             | 
            - | 
              328+ 11.74% | 
            
                                   
                  $35.2K - $39.9K
                 
             |    
            
                                 
                3.12K
                $351K
                
             |               
            |
| 
               
                  Jul 13, 2022
                  Q2 2022
                 
               |   
            
              
   
      Acg Wealth
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              325New | 
            
                                   
                  $34.9K - $39.5K
                 
             |    
            
                                 
                325
                $36.5K
                
             |               
            |
| 
               
                  Aug 12, 2022
                  Q2 2022
                 
               |   
            
              
   
      Core Wealth Advisors, Inc.
       
           
            Lakeland, FL  | 
            
               BUY                   
             | 
            - | 
              325+ 62.5% | 
            
                                   
                  $34.9K - $39.5K
                 
             |    
            
                                 
                845
                $94.9K
                
             |               
            |
| 
               
                  Aug 01, 2022
                  Q2 2022
                 
               |   
            
              
   
      Creative Financial Designs Inc 
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              315+ 18.71% | 
            
                                   
                  $33.8K - $38.3K
                 
             |    
            
                                 
                2K
                $225K
                
             |               
            |
| 
               
                  Jul 26, 2022
                  Q2 2022
                 
               |   
            
              
   
      Sumitomo Mitsui Trust Holdings, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              284+ 0.73% | 
            
                                   
                  $30.5K - $34.5K
                 
             |    
            
                                 
                39.3K
                $4.41M
                
             |               
            |
| 
               
                  Aug 15, 2022
                  Q2 2022
                 
               |   
            
              
   
      Nations Financial Group Inc, 
       
           
            Cedar Rapids, IA  | 
            
               BUY                   
             | 
            - | 
              278+ 13.89% | 
            
                                   
                  $29.9K - $33.8K
                 
             |    
            
                                 
                2.28K
                $256K
                
             |               
            |
| 
               
                  Aug 15, 2022
                  Q2 2022
                 
               |   
            
              
   
      Mma Asset Management LLC
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              267+ 5.38% | 
            
                                   
                  $28.7K - $32.4K
                 
             |    
            
                                 
                5.23K
                $587K
                
             |               
            |
| 
               
                  Jul 11, 2022
                  Q2 2022
                 
               |   
            
              
   
      Grandview Asset Management LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              264+ 10.35% | 
            
                                   
                  $28.4K - $32.1K
                 
             |    
            
                                 
                2.82K
                $316K
                
             |               
            |
| 
               
                  Aug 12, 2022
                  Q2 2022
                 
               |   
            
              
   
      Hcr Wealth Advisors
       
           
            Los Angeles, CA  | 
            
               BUY                   
             | 
            - | 
              258+ 3.12% | 
            
                                   
                  $27.7K - $31.3K
                 
             |    
            
                                 
                8.52K
                $957K
                
             |               
            |
| 
               
                  Aug 03, 2022
                  Q2 2022
                 
               |   
            
              
   
      Moloney Securities Asset Management, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              251+ 0.55% | 
            
                                   
                  $27K - $30.5K
                 
             |    
            
                                 
                46.3K
                $5.2M
                
             |               
            |
| 
               
                  Aug 12, 2022
                  Q2 2022
                 
               |   
            
              
   
      Strategic Blueprint, LLC
       
           
            Atlanta, GA  | 
            
               BUY                   
             | 
            - | 
              230+ 2.68% | 
            
                                   
                  $24.7K - $27.9K
                 
             |    
            
                                 
                8.82K
                $991K
                
             |               
            |
| 
               
                  Jul 19, 2022
                  Q2 2022
                 
               |   
            
              
   
      Ridgewood Investments LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              221+ 4.24% | 
            
                                   
                  $23.7K - $26.9K
                 
             |    
            
                                 
                5.44K
                $611K
                
             |               
            |
| 
               
                  Aug 09, 2022
                  Q2 2022
                 
               |   
            
              
   
      Disciplined Investments, LLC
       
           
            Tulsa, OK  | 
            
               BUY                   
             | 
            - | 
              220+ 10.38% | 
            
                                   
                  $23.6K - $26.7K
                 
             |    
            
                                 
                2.34K
                $263K
                
             |