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 | 
|---|---|---|---|---|---|---|---|
| 
               
                  Aug 12, 2022
                  Q2 2022
                 
               |   
            
              
   
      Smith, Moore & Co.
       
           
            Clayton, MO  | 
            
               BUY                   
             | 
            - | 
              217+ 7.88% | 
            
                                   
                  $23.3K - $26.4K
                 
             |    
            
                                 
                2.97K
                $334K
                
             |               
            |
| 
               
                  Aug 02, 2022
                  Q2 2022
                 
               |   
            
              
   
      Lincoln National Corp
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              215+ 0.92% | 
            
                                   
                  $23.1K - $26.1K
                 
             |    
            
                                 
                23.6K
                $2.65M
                
             |               
            |
| 
               
                  Nov 16, 2022
                  Q2 2022
                 
               |   
            
              
   
      Hallmark Capital Management Inc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              213+ 3.23% | 
            
                                   
                  $22.9K - $25.9K
                 
             |    
            
                                 
                6.8K
                $764K
                
             |               
            |
| 
               
                  Jul 20, 2022
                  Q2 2022
                 
               |   
            
              
   
      Canton Hathaway, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              200New | 
            
                                   
                  $21.5K - $24.3K
                 
             |    
            
                                 
                200
                $22.5K
                
             |               
            |
| 
               
                  Aug 02, 2022
                  Q2 2022
                 
               |   
            
              
   
      Tradition Wealth Management, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              188+ 57.67% | 
            
                                   
                  $20.2K - $22.8K
                 
             |    
            
                                 
                514
                $57.7K
                
             |               
            |
| 
               
                  Aug 08, 2022
                  Q2 2022
                 
               |   
            
              
   
      Altman Advisors, Inc.
       
           
            Chicago, IL  | 
            
               BUY                   
             | 
            - | 
              185+ 5.37% | 
            
                                   
                  $19.9K - $22.5K
                 
             |    
            
                                 
                3.63K
                $408K
                
             |               
            |
| 
               
                  Jul 11, 2022
                  Q2 2022
                 
               |   
            
              
   
      Mc Naughton Wealth Management, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              170+ 0.7% | 
            
                                   
                  $18.3K - $20.7K
                 
             |    
            
                                 
                24.5K
                $2.75M
                
             |               
            |
| 
               
                  Aug 04, 2022
                  Q2 2022
                 
               |   
            
              
   
      Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              170+ 0.03% | 
            
                                   
                  $18.3K - $20.7K
                 
             |    
            
                                 
                521K
                $58.5M
                
             |               
            |
| 
               
                  Aug 03, 2022
                  Q2 2022
                 
               |   
            
              
   
      F Dx Advisors, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              167+ 6.54% | 
            
                                   
                  $17.9K - $20.3K
                 
             |    
            
                                 
                2.72K
                $306K
                
             |               
            |
| 
               
                  Aug 08, 2022
                  Q2 2022
                 
               |   
            
              
   
      Resources Investment Advisors, Llc.
       
           
            Overland Park, KS  | 
            
               BUY                   
             | 
            - | 
              167+ 1.92% | 
            
                                   
                  $17.9K - $20.3K
                 
             |    
            
                                 
                8.88K
                $998K
                
             |               
            |
| 
               
                  Aug 02, 2022
                  Q2 2022
                 
               |   
            
              
   
      Evolution Wealth Advisors, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              165+ 3.16% | 
            
                                   
                  $17.7K - $20K
                 
             |    
            
                                 
                5.39K
                $605K
                
             |               
            |
| 
               
                  Aug 15, 2022
                  Q2 2022
                 
               |   
            
              
   
      Cardiff Park Advisors, LLC
       
           
            San Marcos, CA  | 
            
               BUY                   
             | 
            - | 
              159+ 6.31% | 
            
                                   
                  $17.1K - $19.3K
                 
             |    
            
                                 
                2.68K
                $301K
                
             |               
            |
| 
               
                  Jul 13, 2022
                  Q2 2022
                 
               |   
            
              
   
      Johnson Bixby & Associates, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              156+ 5.66% | 
            
                                   
                  $16.8K - $19K
                 
             |    
            
                                 
                2.91K
                $327K
                
             |               
            |
| 
               
                  Nov 13, 2023
                  Q2 2022
                 
               |   
            
              
   
      Td Waterhouse Canada Inc.
       
           
            Toronto, A6  | 
            
               BUY                   
             | 
            - | 
              156+ 1.54% | 
            
                                   
                  $16.8K - $19K
                 
             |    
            
                                 
                10.3K
                $1.16M
                
             |               
            |
| 
               
                  Jul 28, 2022
                  Q2 2022
                 
               |   
            
              
   
      Palouse Capital Management, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              143+ 2.13% | 
            
                                   
                  $15.4K - $17.4K
                 
             |    
            
                                 
                6.85K
                $769K
                
             |               
            |
| 
               
                  Aug 04, 2022
                  Q2 2022
                 
               |   
            
              
   
      Mach 1 Financial Group, LLC
       
           
            Bentonville, AR  | 
            
               BUY                   
             | 
            - | 
              140New | 
            
                                   
                  $15K - $17K
                 
             |    
            
                                 
                140
                $15.7K
                
             |               
            |
| 
               
                  Aug 09, 2022
                  Q2 2022
                 
               |   
            
              
   
      Ausdal Financial Partners, Inc.
       
           
            Davenport, IA  | 
            
               BUY                   
             | 
            - | 
              139+ 6.54% | 
            
                                   
                  $14.9K - $16.9K
                 
             |    
            
                                 
                2.26K
                $254K
                
             |               
            |
| 
               
                  Aug 12, 2022
                  Q2 2022
                 
               |   
            
              
   
      Four Thought Financial, LLC
       
           
            Venice, FL  | 
            
               BUY                   
             | 
            - | 
              137New | 
            
                                   
                  $14.7K - $16.6K
                 
             |    
            
                                 
                137
                $15.4K
                
             |               
            |
| 
               
                  Jul 14, 2022
                  Q2 2022
                 
               |   
            
              
   
      Krilogy Financial LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              130+ 2.05% | 
            
                                   
                  $14K - $15.8K
                 
             |    
            
                                 
                6.47K
                $726K
                
             |               
            |
| 
               
                  Jul 28, 2022
                  Q2 2022
                 
               |   
            
              
   
      Eukles Asset Management
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              129+ 1.34% | 
            
                                   
                  $13.9K - $15.7K
                 
             |    
            
                                 
                9.74K
                $1.09M
                
             |               
            |
| 
               
                  Jan 02, 2024
                  Q2 2022
                 
               |   
            
              
   
      Anchor Investment Management, LLC
       
           
            Columbia, SC  | 
            
               BUY                   
             | 
            - | 
              123+ 21.17% | 
            
                                   
                  $13.2K - $14.9K
                 
             |    
            
                                 
                704
                $79.1K
                
             |               
            |
| 
               
                  Sep 21, 2022
                  Q2 2022
                 
               |   
            
              
   
      Coston, Mc Isaac & Partners
       
           
            Bar Harbor, ME  | 
            
               BUY                   
             | 
            - | 
              108New | 
            
                                   
                  $11.6K - $13.1K
                 
             |    
            
                                 
                108
                $12.1K
                
             |               
            |
| 
               
                  Jul 19, 2022
                  Q2 2022
                 
               |   
            
              
   
      Tci Wealth Advisors, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              95+ 18.38% | 
            
                                   
                  $10.2K - $11.5K
                 
             |    
            
                                 
                612
                $68.7K
                
             |               
            |
| 
               
                  Aug 01, 2022
                  Q2 2022
                 
               |   
            
              
   
      J.Safra Asset Management Corp
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              92+ 4.82% | 
            
                                   
                  $9.88K - $11.2K
                 
             |    
            
                                 
                2K
                $225K
                
             |               
            |
| 
               
                  Aug 12, 2022
                  Q2 2022
                 
               |   
            
              
   
      Adaptive Financial Consulting, LLC
       
           
            Beachwood, OH  | 
            
               BUY                   
             | 
            - | 
              89+ 1.78% | 
            
                                   
                  $9.56K - $10.8K
                 
             |    
            
                                 
                5.1K
                $573K
                
             |               
            |
| 
               
                  Jul 25, 2022
                  Q2 2022
                 
               |   
            
              
   
      Signal Point Asset Management, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              88+ 0.39% | 
            
                                   
                  $9.45K - $10.7K
                 
             |    
            
                                 
                22.6K
                $2.54M
                
             |               
            |
| 
               
                  Jul 26, 2022
                  Q2 2022
                 
               |   
            
              
   
      Fullen Financial Group
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              86+ 4.85% | 
            
                                   
                  $9.24K - $10.4K
                 
             |    
            
                                 
                1.86K
                $209K
                
             |               
            |
| 
               
                  Aug 08, 2022
                  Q2 2022
                 
               |   
            
              
   
      Institutional & Family Asset Management, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              77+ 7.05% | 
            
                                   
                  $8.27K - $9.36K
                 
             |    
            
                                 
                1.17K
                $131K
                
             |               
            |
| 
               
                  Jul 15, 2022
                  Q2 2022
                 
               |   
            
              
   
      Cordasco Financial Network
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              76+ 950.0% | 
            
                                   
                  $8.16K - $9.23K
                 
             |    
            
                                 
                84
                $9.44K
                
             |               
            |
| 
               
                  Aug 15, 2022
                  Q2 2022
                 
               |   
            
              
   
      Cary Street Partners Investment Advisory LLC
       
           
            Richmond, VA  | 
            
               BUY                   
             | 
            - | 
              75New | 
            
                                   
                  $8.06K - $9.11K
                 
             |    
            
                                 
                75
                $8.42K
                
             |               
            |
| 
               
                  Aug 15, 2022
                  Q2 2022
                 
               |   
            
              
   
      Itau Unibanco Holding S.A.
       
           
            Sao Paulo, D5  | 
            
               BUY                   
             | 
            - | 
              75+ 0.33% | 
            
                                   
                  $8.06K - $9.11K
                 
             |    
            
                                 
                23.1K
                $2.6M
                
             |               
            |
| 
               
                  Aug 04, 2022
                  Q2 2022
                 
               |   
            
              
   
      Larson Financial Group LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              72+ 6.13% | 
            
                                   
                  $7.73K - $8.75K
                 
             |    
            
                                 
                1.25K
                $140K
                
             |               
            |
| 
               
                  Jul 18, 2022
                  Q2 2022
                 
               |   
            
              
   
      Field & Main Bank
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              71New | 
            
                                   
                  $7.63K - $8.63K
                 
             |    
            
                                 
                71
                $7.98K
                
             |               
            |
| 
               
                  Aug 01, 2022
                  Q2 2022
                 
               |   
            
              
   
      Aspire Private Capital, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              71+ 17.88% | 
            
                                   
                  $7.63K - $8.63K
                 
             |    
            
                                 
                468
                $52.6K
                
             |               
            |
| 
               
                  Jul 27, 2022
                  Q2 2022
                 
               |   
            
              
   
      Aquire Wealth Advisors, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              69+ 1.73% | 
            
                                   
                  $7.41K - $8.38K
                 
             |    
            
                                 
                4.05K
                $455K
                
             |               
            |
| 
               
                  Aug 08, 2022
                  Q2 2022
                 
               |   
            
              
   
      Curi Wealth Management, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              62New | 
            
                                   
                  $6.66K - $7.53K
                 
             |    
            
                                 
                62
                $6.96K
                
             |               
            |
| 
               
                  Jul 27, 2022
                  Q2 2022
                 
               |   
            
              
   
      Sheets Smith Wealth Management
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              60+ 0.44% | 
            
                                   
                  $6.44K - $7.29K
                 
             |    
            
                                 
                13.8K
                $1.55M
                
             |               
            |
| 
               
                  Aug 02, 2022
                  Q2 2022
                 
               |   
            
              
   
      3 D/L Capital Management, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              57+ 2.87% | 
            
                                   
                  $6.12K - $6.93K
                 
             |    
            
                                 
                2.05K
                $230K
                
             |               
            |
| 
               
                  Jul 25, 2022
                  Q2 2022
                 
               |   
            
              
   
      Canal Capital Management, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              56+ 1.0% | 
            
                                   
                  $6.01K - $6.8K
                 
             |    
            
                                 
                5.68K
                $638K
                
             |               
            |
| 
               
                  Jul 27, 2022
                  Q2 2022
                 
               |   
            
              
   
      Main Street Financial Solutions, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              56+ 0.78% | 
            
                                   
                  $6.01K - $6.8K
                 
             |    
            
                                 
                7.21K
                $809K
                
             |               
            |
| 
               
                  Aug 08, 2022
                  Q2 2022
                 
               |   
            
              
   
      Prospera Financial Services Inc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              56+ 0.45% | 
            
                                   
                  $6.01K - $6.8K
                 
             |    
            
                                 
                12.4K
                $1.39M
                
             |               
            |
| 
               
                  Aug 12, 2022
                  Q2 2022
                 
               |   
            
              
   
      Stonebridge Capital Advisors LLC
       
           
            St Paul, MN  | 
            
               BUY                   
             | 
            - | 
              51+ 3.86% | 
            
                                   
                  $5.48K - $6.2K
                 
             |    
            
                                 
                1.37K
                $154K
                
             |               
            |
| 
               
                  Jul 18, 2022
                  Q2 2022
                 
               |   
            
              
   
      Cambridge Advisors Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              50+ 0.37% | 
            
                                   
                  $5.37K - $6.08K
                 
             |    
            
                                 
                13.7K
                $1.54M
                
             |               
            |
| 
               
                  Jul 25, 2022
                  Q2 2022
                 
               |   
            
              
   
      Hc Financial Advisors Inc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              50+ 166.67% | 
            
                                   
                  $5.37K - $6.08K
                 
             |    
            
                                 
                80
                $8.99K
                
             |               
            |
| 
               
                  Aug 16, 2022
                  Q2 2022
                 
               |   
            
              
   
      Chilton Capital Management LLC
       
           
            Houston, TX  | 
            
               BUY                   
             | 
            - | 
              49New | 
            
                                   
                  $5.26K - $5.95K
                 
             |    
            
                                 
                49
                $5.5K
                
             |               
            |
| 
               
                  Jul 07, 2022
                  Q2 2022
                 
               |   
            
              
   
      Wipfli Financial Advisors Llc,
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              43+ 1.49% | 
            
                                   
                  $4.62K - $5.22K
                 
             |    
            
                                 
                2.93K
                $329K
                
             |               
            |
| 
               
                  Aug 16, 2022
                  Q2 2022
                 
               |   
            
              
   
      Oliver Lagore Vanvalin Investment Group
       
           
            Flint, MI  | 
            
               BUY                   
             | 
            - | 
              39+ 325.0% | 
            
                                   
                  $4.19K - $4.74K
                 
             |    
            
                                 
                51
                $5.73K
                
             |               
            |
| 
               
                  Jul 20, 2022
                  Q2 2022
                 
               |   
            
              
   
      Simpli Fi, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              38+ 0.68% | 
            
                                   
                  $4.08K - $4.62K
                 
             |    
            
                                 
                5.6K
                $629K
                
             |               
            |
| 
               
                  Jul 25, 2022
                  Q2 2022
                 
               |   
            
              
   
      Toth Financial Advisory Corp
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              36+ 21.95% | 
            
                                   
                  $3.87K - $4.37K
                 
             |    
            
                                 
                200
                $22.5K
                
             |               
            |
| 
               
                  Aug 08, 2022
                  Q2 2022
                 
               |   
            
              
   
      Verdence Capital Advisors LLC
       
           
            Hunt Valley, MD  | 
            
               BUY                   
             | 
            - | 
              33+ 1.39% | 
            
                                   
                  $3.54K - $4.01K
                 
             |    
            
                                 
                2.4K
                $270K
                
             |