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 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-453Closed |
$48.7K - $55K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-456- 3.77% |
$49K - $55.4K
|
11.6K
$1.26M
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-458- 96.62% |
$49.2K - $55.7K
|
16
$1.73K
|
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-458- 17.43% |
$49.2K - $55.7K
|
2.17K
$234K
|
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-464- 6.45% |
$49.8K - $56.4K
|
6.73K
$727K
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-473- 10.69% |
$50.8K - $57.5K
|
3.95K
$427K
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-473- 10.69% |
$50.8K - $57.5K
|
3.95K
$427K
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-481- 5.87% |
$51.7K - $58.4K
|
7.72K
$834K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-481- 7.6% |
$51.7K - $58.4K
|
5.85K
$632K
|
|
|
Jul 20, 2022
Q2 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-523- 18.6% |
$56.2K - $63.5K
|
2.29K
$247K
|
|
|
Aug 11, 2022
Q2 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-523- 1.93% |
$56.2K - $63.5K
|
26.5K
$2.86M
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-526- 6.62% |
$56.5K - $63.9K
|
7.42K
$801K
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-537Closed |
$57.7K - $65.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-563- 8.2% |
$60.5K - $68.4K
|
6.3K
$681K
|
|
|
Jul 28, 2022
Q2 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-565- 15.06% |
$60.7K - $68.7K
|
3.19K
$344K
|
|
|
Jul 13, 2022
Q2 2022
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-568- 7.7% |
$61K - $69K
|
6.81K
$735K
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-592- 0.01% |
$63.6K - $71.9K
|
10.2M
$1.1B
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-610Closed |
$65.5K - $74.1K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Renasant Bank
|
SELL
|
- |
-619- 6.42% |
$66.5K - $75.2K
|
9.02K
$974K
|
|
|
Jul 26, 2022
Q2 2022
|
Surience Private Wealth LLC
|
SELL
|
- |
-625- 17.11% |
$67.1K - $75.9K
|
3.03K
$327K
|
|
|
Aug 08, 2022
Q2 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-628- 3.84% |
$67.5K - $76.3K
|
15.7K
$1.7M
|
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-635- 12.89% |
$68.2K - $77.2K
|
4.29K
$463K
|
|
|
Jul 05, 2022
Q2 2022
|
Red Spruce Capital, LLC
|
SELL
|
- |
-637- 21.59% |
$68.4K - $77.4K
|
2.31K
$250K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-650Closed |
$69.8K - $79K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-651- 25.57% |
$69.9K - $79.1K
|
1.9K
$205K
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-658- 15.91% |
$70.7K - $80K
|
3.48K
$376K
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-666- 20.56% |
$71.5K - $80.9K
|
2.57K
$278K
|
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-667- 25.73% |
$71.6K - $81K
|
1.93K
$208K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-682- 14.61% |
$73.3K - $82.9K
|
3.99K
$430K
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-683- 17.54% |
$73.4K - $83K
|
3.21K
$347K
|
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-683- 9.82% |
$73.4K - $83K
|
6.27K
$677K
|
|
|
Jul 19, 2022
Q2 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-687- 27.52% |
$73.8K - $83.5K
|
1.81K
$195K
|
|
|
Jul 25, 2022
Q2 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-696- 22.55% |
$74.8K - $84.6K
|
2.39K
$258K
|
|
|
Aug 12, 2022
Q2 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-703- 2.46% |
$75.5K - $85.4K
|
27.9K
$3.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Man Group PLC
London, X0 |
SELL
|
- |
-708- 46.95% |
$76K - $86K
|
800
$86.4K
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-722Closed |
$77.6K - $87.7K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-781- 7.62% |
$83.9K - $94.9K
|
9.47K
$1.02M
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-790- 32.07% |
$84.9K - $96K
|
1.67K
$181K
|
|
|
Jul 13, 2022
Q2 2022
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-794- 3.15% |
$85.3K - $96.5K
|
24.4K
$2.64M
|
|
|
Aug 02, 2022
Q2 2022
|
Bank Of The West
|
SELL
|
- |
-794- 2.69% |
$85.3K - $96.5K
|
28.7K
$3.1M
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-802- 4.93% |
$86.1K - $97.5K
|
15.5K
$1.67M
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-803- 87.19% |
$86.3K - $97.6K
|
118
$12.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-812- 0.91% |
$87.2K - $98.7K
|
88.4K
$9.55M
|
|
|
Jul 22, 2022
Q2 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-825- 10.37% |
$88.6K - $100K
|
7.13K
$770K
|
|
|
Aug 15, 2022
Q2 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-833- 12.82% |
$89.5K - $101K
|
5.67K
$612K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-853- 2.67% |
$91.6K - $104K
|
31.1K
$3.36M
|
|
|
Jul 20, 2022
Q2 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-859- 15.17% |
$92.3K - $104K
|
4.81K
$519K
|
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-868- 8.45% |
$93.2K - $105K
|
9.4K
$1.02M
|
|
|
Jul 13, 2022
Q2 2022
|
Hudson Capital Management LLC
|
SELL
|
- |
-874- 1.22% |
$93.9K - $106K
|
70.9K
$7.66M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-888Closed |
$95.4K - $108K
|
0
$0
|