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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.6K- 13.56% |
$172K - $195K
|
10.2K
$1.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.62K- 11.28% |
$173K - $196K
|
12.7K
$1.37M
|
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.62K- 33.07% |
$174K - $197K
|
3.27K
$354K
|
|
|
Aug 05, 2022
Q2 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-1.62K- 3.27% |
$174K - $197K
|
48K
$5.18M
|
|
|
Jul 28, 2022
Q2 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.64K- 8.22% |
$176K - $199K
|
18.3K
$1.97M
|
|
|
Aug 12, 2022
Q2 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.66KClosed |
$178K - $202K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-1.67K- 20.68% |
$179K - $203K
|
6.39K
$690K
|
|
|
Jul 06, 2022
Q2 2022
|
Wela Strategies, Inc.
|
SELL
|
- |
-1.68K- 1.16% |
$180K - $204K
|
143K
$15.4M
|
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.69K- 17.03% |
$182K - $206K
|
8.25K
$891K
|
|
|
Aug 02, 2022
Q2 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-1.7K- 36.59% |
$183K - $207K
|
2.95K
$319K
|
|
|
Aug 09, 2022
Q2 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.71K- 0.26% |
$183K - $207K
|
646K
$69.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-1.71KClosed |
$184K - $208K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Tnf LLC
|
SELL
|
- |
-1.71K- 18.48% |
$184K - $208K
|
7.56K
$817K
|
|
|
Aug 04, 2022
Q2 2022
|
Fluent Financial, LLC
|
SELL
|
- |
-1.72K- 6.84% |
$185K - $209K
|
23.4K
$2.53M
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.73KClosed |
$185K - $210K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Strid Group, LLC
|
SELL
|
- |
-1.74KClosed |
$186K - $211K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.74KClosed |
$186K - $211K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.75KClosed |
$188K - $212K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-1.76KClosed |
$189K - $214K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.77KClosed |
$190K - $214K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.78K- 41.09% |
$191K - $216K
|
2.55K
$275K
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.78KClosed |
$191K - $216K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.79KClosed |
$192K - $217K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.8K- 2.5% |
$193K - $218K
|
70.1K
$7.57M
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.8KClosed |
$193K - $219K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-1.8KClosed |
$193K - $219K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.8K- 33.83% |
$193K - $219K
|
3.52K
$380K
|
|
|
Jul 19, 2022
Q2 2022
|
Diversified, LLC
|
SELL
|
- |
-1.81KClosed |
$195K - $220K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.82K- 33.7% |
$195K - $221K
|
3.58K
$387K
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1.83KClosed |
$197K - $222K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.83KClosed |
$197K - $223K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.84KClosed |
$198K - $223K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.84KClosed |
$198K - $224K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.85KClosed |
$199K - $225K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Boltwood Capital Management
|
SELL
|
- |
-1.85KClosed |
$199K - $225K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-1.85K- 0.57% |
$199K - $225K
|
325K
$35.1M
|
|
|
Jan 03, 2023
Q2 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.87KClosed |
$201K - $228K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Verde Capital Management
|
SELL
|
- |
-1.88K- 50.23% |
$202K - $228K
|
1.86K
$201K
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.9K- 26.48% |
$204K - $231K
|
5.27K
$569K
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.9KClosed |
$204K - $231K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-1.94KClosed |
$208K - $235K
|
0
$0
|
|
|
Dec 19, 2024
Q2 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.97K- 4.21% |
$211K - $239K
|
44.7K
$4.83M
|
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-1.98KClosed |
$213K - $241K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.98K- 60.98% |
$213K - $241K
|
1.27K
$137K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-1.99KClosed |
$214K - $242K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.99K- 10.72% |
$214K - $242K
|
16.6K
$1.79M
|
|
|
Aug 05, 2022
Q2 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-2KClosed |
$215K - $243K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-2.01K- 18.53% |
$216K - $244K
|
8.84K
$955K
|
|
|
Jul 12, 2022
Q2 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-2.02KClosed |
$216K - $245K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
SELL
|
- |
-2.02KClosed |
$217K - $245K
|
0
$0
|