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
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-19Closed |
$2.04K - $2.31K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-19- 11.11% |
$2.04K - $2.31K
|
152
$16.5K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-20- 26.32% |
$2.15K - $2.43K
|
56
$6.07K
|
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-20- 20.62% |
$2.15K - $2.43K
|
77
$8.35K
|
|
|
Jul 22, 2022
Q2 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-22- 0.12% |
$2.36K - $2.67K
|
18.5K
$2M
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-23- 2.48% |
$2.47K - $2.79K
|
905
$98.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-24Closed |
$2.58K - $2.92K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Acorns Advisers, LLC
Irvine, CA |
SELL
|
- |
-24- 80.0% |
$2.58K - $2.92K
|
6
$651
|
|
|
Aug 08, 2022
Q2 2022
|
Tlwm
San Antonio, TX |
SELL
|
- |
-24- 1.02% |
$2.58K - $2.92K
|
2.33K
$253K
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-25Closed |
$2.69K - $3.04K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-27- 0.6% |
$2.9K - $3.28K
|
4.45K
$483K
|
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
SELL
|
- |
-27- 54.0% |
$2.9K - $3.28K
|
23
$2.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-28- 2.31% |
$3.01K - $3.4K
|
1.19K
$129K
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-30- 10.17% |
$3.22K - $3.65K
|
265
$28.7K
|
|
|
Sep 07, 2022
Q2 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-30Closed |
$3.22K - $3.65K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
SELL
|
- |
-31- 3.82% |
$3.33K - $3.77K
|
780
$84.6K
|
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-36- 0.84% |
$3.87K - $4.37K
|
4.24K
$459K
|
|
|
Jul 22, 2022
Q2 2022
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-37Closed |
$3.97K - $4.5K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-38- 8.07% |
$4.08K - $4.62K
|
433
$47K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-38- 13.52% |
$4.08K - $4.62K
|
243
$26.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-38- 0.35% |
$4.08K - $4.62K
|
10.8K
$1.17M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-40- 0.8% |
$4.3K - $4.86K
|
4.98K
$541K
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-40Closed |
$4.3K - $4.86K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-40- 1.48% |
$4.3K - $4.86K
|
2.66K
$289K
|
|
|
Aug 10, 2022
Q2 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-51- 0.96% |
$5.48K - $6.2K
|
5.24K
$568K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-62- 0.59% |
$6.66K - $7.53K
|
10.5K
$1.14M
|
|
|
Jul 15, 2022
Q2 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-70- 0.73% |
$7.52K - $8.51K
|
9.5K
$1.03M
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-71- 45.51% |
$7.63K - $8.63K
|
85
$9.22K
|
|
|
Aug 01, 2022
Q2 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-72- 3.67% |
$7.73K - $8.75K
|
1.89K
$205K
|
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-73- 14.43% |
$7.84K - $8.87K
|
433
$47K
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-75- 14.34% |
$8.06K - $9.11K
|
448
$48.6K
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-78- 13.54% |
$8.38K - $9.48K
|
498
$54K
|
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-84- 4.97% |
$9.02K - $10.2K
|
1.61K
$174K
|
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-85- 11.95% |
$9.13K - $10.3K
|
626
$67.9K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-87- 12.02% |
$9.34K - $10.6K
|
637
$69.1K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-87Closed |
$9.34K - $10.6K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-87- 0.25% |
$9.34K - $10.6K
|
34.1K
$3.7M
|
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-89- 0.96% |
$9.56K - $10.8K
|
9.21K
$999K
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-90- 3.5% |
$9.67K - $10.9K
|
2.48K
$269K
|
|
|
Aug 09, 2022
Q2 2022
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-90- 47.37% |
$9.67K - $10.9K
|
100
$10.8K
|
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
SELL
|
- |
-95- 5.95% |
$10.2K - $11.5K
|
1.5K
$163K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-99- 14.18% |
$10.6K - $12K
|
599
$65K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-100- 39.22% |
$10.7K - $12.2K
|
155
$16.8K
|
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-100- 4.24% |
$10.7K - $12.2K
|
2.26K
$245K
|
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-100Closed |
$10.7K - $12.2K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-102- 2.74% |
$11K - $12.4K
|
3.63K
$393K
|
|
|
Jul 21, 2022
Q2 2022
|
Moller Financial Services
|
SELL
|
- |
-116- 3.68% |
$12.5K - $14.1K
|
3.04K
$329K
|
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-116Closed |
$12.5K - $14.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-118Closed |
$12.7K - $14.3K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-120- 5.4% |
$12.9K - $14.6K
|
2.1K
$228K
|