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 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-219- 9.04% |
$23.5K - $26.6K
|
2.2K
$237K
|
|
|
Aug 05, 2022
Q2 2022
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-220- 1.38% |
$23.6K - $26.7K
|
15.7K
$1.69M
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-229- 0.57% |
$24.6K - $27.8K
|
39.9K
$4.29M
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
SELL
|
- |
-239- 10.42% |
$25.7K - $29K
|
2.05K
$221K
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-241- 7.56% |
$25.9K - $29.3K
|
2.95K
$317K
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-257- 82.64% |
$27.6K - $31.2K
|
54
$5.81K
|
|
|
Aug 02, 2022
Q2 2022
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-259- 1.16% |
$27.8K - $31.5K
|
22.1K
$2.37M
|
|
|
Aug 10, 2022
Q2 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-260- 2.06% |
$27.9K - $31.6K
|
12.4K
$1.33M
|
|
|
Jul 19, 2022
Q2 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-270- 12.56% |
$29K - $32.8K
|
1.88K
$202K
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-271- 1.65% |
$29.1K - $32.9K
|
16.2K
$1.74M
|
|
|
Aug 12, 2022
Q2 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-271- 11.55% |
$29.1K - $32.9K
|
2.08K
$223K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-275- 12.55% |
$29.5K - $33.4K
|
1.92K
$206K
|
|
|
Jul 20, 2022
Q2 2022
|
Life Planning Partners, Inc
|
SELL
|
- |
-276- 5.18% |
$29.6K - $33.5K
|
5.06K
$544K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-276- 17.02% |
$29.6K - $33.5K
|
1.35K
$145K
|
|
|
Dec 15, 2022
Q2 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-278- 9.67% |
$29.9K - $33.8K
|
2.6K
$279K
|
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-283- 4.07% |
$30.4K - $34.4K
|
6.66K
$716K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-285Closed |
$30.6K - $34.6K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Providence First Trust CO
|
SELL
|
- |
-300- 0.93% |
$32.2K - $36.5K
|
31.8K
$3.42M
|
|
|
Jul 28, 2022
Q2 2022
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-301- 10.91% |
$32.3K - $36.6K
|
2.46K
$264K
|
|
|
Aug 11, 2022
Q2 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-301- 3.63% |
$32.3K - $36.6K
|
8K
$860K
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-302- 0.42% |
$32.4K - $36.7K
|
71.4K
$7.68M
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-306- 1.15% |
$32.9K - $37.2K
|
26.4K
$2.84M
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-311- 4.24% |
$33.4K - $37.8K
|
7.03K
$756K
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-312- 4.61% |
$33.5K - $37.9K
|
6.46K
$695K
|
|
|
Jul 28, 2022
Q2 2022
|
Monumental Financial Group Inc.
|
SELL
|
- |
-315Closed |
$33.8K - $38.3K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-330- 8.95% |
$35.4K - $40.1K
|
3.36K
$361K
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-331Closed |
$35.6K - $40.2K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-338- 4.89% |
$36.3K - $41.1K
|
6.58K
$707K
|
|
|
Aug 04, 2022
Q2 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-340- 8.36% |
$36.5K - $41.3K
|
3.73K
$401K
|
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-342- 5.22% |
$36.7K - $41.6K
|
6.21K
$667K
|
|
|
Aug 11, 2022
Q2 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-350Closed |
$37.6K - $42.5K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-364- 3.76% |
$39.1K - $44.2K
|
9.32K
$1M
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-365- 50.0% |
$39.2K - $44.4K
|
365
$39.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-378- 24.02% |
$40.6K - $45.9K
|
1.2K
$129K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-389- 88.61% |
$41.8K - $47.3K
|
50
$5.38K
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-391Closed |
$42K - $47.5K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-392- 4.0% |
$42.1K - $47.6K
|
9.41K
$1.01M
|
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-392- 8.74% |
$42.1K - $47.6K
|
4.09K
$440K
|
|
|
Aug 10, 2022
Q2 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-393Closed |
$42.2K - $47.8K
|
0
$0
|
|
|
Jul 01, 2022
Q2 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-397- 10.82% |
$42.6K - $48.2K
|
3.27K
$352K
|
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-400- 5.39% |
$43K - $48.6K
|
7.03K
$755K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-403- 50.5% |
$43.3K - $49K
|
395
$42.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-410- 12.36% |
$44K - $49.8K
|
2.91K
$312K
|
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-420- 13.15% |
$45.1K - $51K
|
2.78K
$298K
|
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
SELL
|
- |
-428- 4.82% |
$46K - $52K
|
8.45K
$909K
|
|
|
Aug 15, 2022
Q2 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-428- 0.96% |
$46K - $52K
|
44K
$4.73M
|
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-430- 3.47% |
$46.2K - $52.2K
|
12K
$1.29M
|
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-440- 1.26% |
$47.3K - $53.5K
|
34.5K
$3.71M
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-443- 6.48% |
$47.6K - $53.8K
|
6.4K
$688K
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-446- 10.11% |
$47.9K - $54.2K
|
3.96K
$426K
|