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 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
31+ 0.27% |
$3.33K - $3.77K
|
11.6K
$1.3M
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
26+ 1.12% |
$2.79K - $3.16K
|
2.34K
$263K
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
25+ 0.57% |
$2.69K - $3.04K
|
4.43K
$497K
|
|
|
Jul 18, 2022
Q2 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
24+ 1.3% |
$2.58K - $2.92K
|
1.87K
$210K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
24New |
$2.58K - $2.92K
|
24
$2.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
23New |
$2.47K - $2.79K
|
23
$2.58K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
22New |
$2.36K - $2.67K
|
22
$2.47K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
22New |
$2.36K - $2.67K
|
22
$2.47K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
19+ 59.38% |
$2.04K - $2.31K
|
51
$5.73K
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
16New |
$1.72K - $1.94K
|
16
$1.8K
|
|
|
Aug 04, 2022
Q2 2022
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
16+ 0.7% |
$1.72K - $1.94K
|
2.29K
$257K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
14+ 140.0% |
$1.5K - $1.7K
|
24
$2.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
13New |
$1.4K - $1.58K
|
13
$1.46K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 0.42% |
$1.29K - $1.46K
|
2.88K
$323K
|
|
|
Jul 15, 2022
Q2 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
12+ 0.47% |
$1.29K - $1.46K
|
2.55K
$286K
|
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
12+ 1.07% |
$1.29K - $1.46K
|
1.14K
$128K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
11+ 2.59% |
$1.18K - $1.34K
|
435
$48.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
10+ 0.7% |
$1.07K - $1.22K
|
1.44K
$162K
|
|
|
Jul 27, 2022
Q2 2022
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
9+ 0.06% |
$967 - $1.09K
|
14K
$1.58M
|
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
9New |
$967 - $1.09K
|
9
$1.01K
|
|
|
Aug 15, 2022
Q2 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
7+ 0.23% |
$752 - $851
|
3.05K
$342K
|
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7New |
$752 - $851
|
7
$786
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
6+ 0.38% |
$644 - $729
|
1.6K
$179K
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
5+ 1.33% |
$537 - $608
|
381
$42.8K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.7% |
$537 - $608
|
715
$80.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
BUY
|
- |
5+ 0.47% |
$537 - $608
|
1.08K
$121K
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4+ 0.08% |
$430 - $486
|
5.04K
$566K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
4+ 0.73% |
$430 - $486
|
555
$62.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
3+ 0.44% |
$322 - $365
|
692
$77.7K
|
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
3+ 0.74% |
$322 - $365
|
408
$45.8K
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 0.61% |
$322 - $365
|
497
$55.8K
|
|
|
Jul 21, 2022
Q2 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
2+ 0.05% |
$215 - $243
|
3.88K
$436K
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.52% |
$215 - $243
|
383
$43K
|
|
|
Jul 13, 2022
Q2 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$107 - $122
|
2.64K
$296K
|
|
|
Jul 19, 2022
Q2 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$107 - $122
|
16.8K
$1.89M
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 25.0% |
$107 - $122
|
5
$562
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.55% |
$107 - $122
|
183
$20.6K
|
|
|
Aug 02, 2022
Q2 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$107 - $122
|
2.11K
$237K
|
|
|
Jul 25, 2022
Q2 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1Closed |
$107 - $122
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-2Closed |
$215 - $243
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-4Closed |
$430 - $486
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-5Closed |
$537 - $608
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-5- 1.36% |
$537 - $608
|
362
$40.7K
|
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-8Closed |
$859 - $972
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-8- 0.12% |
$859 - $972
|
6.88K
$773K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-9- 2.72% |
$967 - $1.09K
|
322
$36.2K
|
|
|
Jul 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-10- 20.0% |
$1.07K - $1.22K
|
40
$4.49K
|
|
|
Oct 01, 2025
Q2 2022
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-10- 0.36% |
$1.07K - $1.22K
|
2.76K
$310K
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-12- 0.42% |
$1.29K - $1.46K
|
2.81K
$316K
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-12- 0.27% |
$1.29K - $1.46K
|
4.47K
$502K
|