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 12, 2022
Q2 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-890- 9.83% |
$95.6K - $108K
|
8.16K
$881K
|
|
Jul 15, 2022
Q2 2022
|
Norway Savings Bank
|
SELL
|
- |
-900- 5.33% |
$96.7K - $109K
|
16K
$1.73M
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-900- 44.33% |
$96.7K - $109K
|
1.13K
$122K
|
|
Aug 11, 2022
Q2 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-910- 12.64% |
$97.7K - $111K
|
6.29K
$680K
|
|
Aug 10, 2022
Q2 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-917- 3.01% |
$98.5K - $111K
|
29.5K
$3.19M
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-928- 82.93% |
$99.7K - $113K
|
191
$20.6K
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-936- 24.37% |
$101K - $114K
|
2.91K
$314K
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-940- 11.33% |
$101K - $114K
|
7.36K
$795K
|
|
Jul 25, 2022
Q2 2022
|
Godsey & Gibb Associates
|
SELL
|
- |
-969Closed |
$104K - $118K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-978- 3.95% |
$105K - $119K
|
23.8K
$2.57M
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-989- 12.65% |
$106K - $120K
|
6.83K
$737K
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-991- 4.82% |
$106K - $120K
|
19.6K
$2.11M
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-993Closed |
$107K - $121K
|
0
$0
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-996- 19.34% |
$107K - $121K
|
4.15K
$449K
|
|
Aug 15, 2022
Q2 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-1K- 15.87% |
$107K - $122K
|
5.3K
$572K
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.01K- 30.26% |
$108K - $123K
|
2.33K
$251K
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.01K- 11.49% |
$109K - $123K
|
7.8K
$842K
|
|
Aug 03, 2022
Q2 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.07K- 9.55% |
$115K - $130K
|
10.2K
$1.1M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-1.11K- 12.12% |
$119K - $135K
|
8.03K
$867K
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-1.13K- 10.73% |
$121K - $137K
|
9.37K
$1.01M
|
|
Aug 09, 2022
Q2 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-1.14K- 30.17% |
$122K - $138K
|
2.63K
$284K
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.14K- 15.52% |
$122K - $138K
|
6.2K
$670K
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.15K- 24.36% |
$123K - $139K
|
3.57K
$385K
|
|
Aug 11, 2022
Q2 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-1.16K- 14.2% |
$124K - $140K
|
6.98K
$754K
|
|
Aug 15, 2022
Q2 2022
|
Vericrest Private Wealth
Newtown, PA |
SELL
|
- |
-1.16K- 5.9% |
$124K - $141K
|
18.5K
$1.99M
|
|
Jul 11, 2022
Q2 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.17K- 36.18% |
$125K - $142K
|
2.06K
$222K
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.2K- 23.07% |
$129K - $146K
|
4K
$432K
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.22K- 14.63% |
$131K - $148K
|
7.09K
$766K
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.23K- 1.38% |
$132K - $149K
|
87.4K
$9.44M
|
|
Aug 15, 2022
Q2 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.24K- 2.59% |
$133K - $150K
|
46.4K
$5.01M
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.24KClosed |
$133K - $150K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.25K- 27.72% |
$134K - $151K
|
3.25K
$351K
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-1.26K- 51.2% |
$135K - $153K
|
1.2K
$130K
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.26K- 20.5% |
$136K - $153K
|
4.9K
$529K
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.28K- 71.62% |
$137K - $155K
|
506
$54.6K
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.31K- 13.38% |
$140K - $159K
|
8.45K
$913K
|
|
Aug 04, 2022
Q2 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.31K- 2.56% |
$141K - $159K
|
49.8K
$5.38M
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-1.31K- 0.87% |
$141K - $160K
|
149K
$16.1M
|
|
Jul 13, 2022
Q2 2022
|
Steph & CO
|
SELL
|
- |
-1.34KClosed |
$144K - $163K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-1.4KClosed |
$150K - $170K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-1.41K- 95.07% |
$151K - $171K
|
73
$7.88K
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.43KClosed |
$153K - $174K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-1.44K- 2.63% |
$155K - $175K
|
53.3K
$5.75M
|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-1.44K- 19.58% |
$155K - $175K
|
5.93K
$640K
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.45K- 7.89% |
$156K - $176K
|
16.9K
$1.83M
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.53K- 35.57% |
$165K - $186K
|
2.78K
$300K
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-1.56K- 17.03% |
$167K - $189K
|
7.59K
$819K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.57K- 7.44% |
$169K - $191K
|
19.6K
$2.12M
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.59K- 4.26% |
$171K - $193K
|
35.7K
$3.85M
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.6KClosed |
$171K - $194K
|
0
$0
|