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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-123- 11.82% |
$13.2K - $14.9K
|
918
$99.1K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-125- 10.42% |
$13.4K - $15.2K
|
1.08K
$116K
|
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-125- 8.77% |
$13.4K - $15.2K
|
1.3K
$141K
|
|
|
Aug 08, 2022
Q2 2022
|
Windham Capital Management, LLC
|
SELL
|
- |
-129- 5.55% |
$13.9K - $15.7K
|
2.2K
$237K
|
|
|
Jun 07, 2022
Q2 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-130- 5.01% |
$14K - $15.8K
|
2.47K
$266K
|
|
|
Jul 26, 2022
Q2 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-132- 2.96% |
$14.2K - $16K
|
4.32K
$467K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-134Closed |
$14.4K - $16.3K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-135- 1.64% |
$14.5K - $16.4K
|
8.07K
$872K
|
|
|
Aug 05, 2022
Q2 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-136- 66.67% |
$14.6K - $16.5K
|
68
$7.34K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-138- 47.59% |
$14.8K - $16.8K
|
152
$16.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-150- 21.43% |
$16.1K - $18.2K
|
550
$59.4K
|
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-152- 1.77% |
$16.3K - $18.5K
|
8.45K
$913K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-154- 5.64% |
$16.5K - $18.7K
|
2.58K
$278K
|
|
|
Jul 26, 2022
Q2 2022
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-155- 6.2% |
$16.6K - $18.8K
|
2.35K
$253K
|
|
|
Aug 05, 2022
Q2 2022
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-155- 7.01% |
$16.6K - $18.8K
|
2.06K
$222K
|
|
|
Aug 08, 2022
Q2 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-159- 5.19% |
$17.1K - $19.3K
|
2.9K
$314K
|
|
|
Aug 09, 2022
Q2 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-169- 4.09% |
$18.2K - $20.5K
|
3.97K
$428K
|
|
|
Jul 08, 2022
Q2 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-170Closed |
$18.3K - $20.7K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-170- 20.99% |
$18.3K - $20.7K
|
640
$69.1K
|
|
|
Aug 01, 2022
Q2 2022
|
Independent Family Office, LLC
|
SELL
|
- |
-175- 1.08% |
$18.8K - $21.3K
|
16.1K
$1.74M
|
|
|
Aug 02, 2022
Q2 2022
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-175- 2.51% |
$18.8K - $21.3K
|
6.81K
$735K
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-176Closed |
$18.9K - $21.4K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-176Closed |
$18.9K - $21.4K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-179- 2.62% |
$19.2K - $21.8K
|
6.66K
$719K
|
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-184- 3.03% |
$19.8K - $22.4K
|
5.89K
$636K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-186- 42.27% |
$20K - $22.6K
|
254
$27.4K
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
SELL
|
- |
-187Closed |
$20.1K - $22.7K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-191- 1.22% |
$20.5K - $23.2K
|
15.4K
$1.67M
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-191Closed |
$20.5K - $23.2K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-197- 6.61% |
$21.2K - $23.9K
|
2.78K
$301K
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-198- 5.54% |
$21.3K - $24.1K
|
3.38K
$365K
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-198- 9.09% |
$21.3K - $24.1K
|
1.98K
$214K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-199- 5.47% |
$21.4K - $24.2K
|
3.44K
$372K
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-200Closed |
$21.5K - $24.3K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Lcm Capital Management Inc
|
SELL
|
- |
-200- 7.78% |
$21.5K - $24.3K
|
2.37K
$256K
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-200- 28.57% |
$21.5K - $24.3K
|
500
$54K
|
|
|
Aug 04, 2022
Q2 2022
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-200- 5.18% |
$21.5K - $24.3K
|
3.66K
$395K
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-200- 17.45% |
$21.5K - $24.3K
|
946
$102K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-202Closed |
$21.7K - $24.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-202- 22.82% |
$21.7K - $24.5K
|
683
$73.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-203- 0.14% |
$21.8K - $24.7K
|
150K
$16.2M
|
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
SELL
|
- |
-210- 8.56% |
$22.6K - $25.5K
|
2.24K
$242K
|
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-210- 50.85% |
$22.6K - $25.5K
|
203
$21.9K
|
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-211- 0.97% |
$22.7K - $25.6K
|
21.5K
$2.32M
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-212- 6.48% |
$22.8K - $25.8K
|
3.06K
$331K
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-212Closed |
$22.8K - $25.8K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-213- 46.41% |
$22.9K - $25.9K
|
246
$26.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-216- 2.14% |
$23.2K - $26.2K
|
9.87K
$1.07M
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-217- 1.0% |
$23.3K - $26.4K
|
21.5K
$2.32M
|
|
|
Aug 08, 2022
Q2 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-217- 3.52% |
$23.3K - $26.4K
|
5.95K
$643K
|