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 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.6K- 18.25% |
$494K - $559K
|
20.6K
$2.23M
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-4.62K- 98.4% |
$496K - $561K
|
75
$8.1K
|
|
Aug 11, 2022
Q2 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-4.68K- 46.98% |
$503K - $569K
|
5.28K
$570K
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-4.69K- 22.48% |
$503K - $570K
|
16.2K
$1.75M
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.79K- 3.16% |
$514K - $582K
|
147K
$15.9M
|
|
Aug 05, 2022
Q2 2022
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-4.8K- 67.18% |
$516K - $584K
|
2.35K
$253K
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.85KClosed |
$521K - $589K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-4.86K- 22.1% |
$522K - $591K
|
17.1K
$1.85M
|
|
Aug 15, 2022
Q2 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-4.9KClosed |
$526K - $595K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-5.03K- 20.19% |
$540K - $611K
|
19.9K
$2.15M
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.16K- 13.56% |
$554K - $627K
|
32.9K
$3.55M
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-5.16K- 16.51% |
$555K - $627K
|
26.1K
$2.82M
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-5.23KClosed |
$562K - $636K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-5.36K- 57.44% |
$576K - $651K
|
3.97K
$429K
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.36K- 3.55% |
$576K - $651K
|
146K
$15.7M
|
|
Jul 12, 2022
Q2 2022
|
Arden Trust CO
|
SELL
|
- |
-5.37K- 15.5% |
$577K - $652K
|
29.3K
$3.16M
|
|
Aug 11, 2022
Q2 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-5.37K- 14.92% |
$577K - $652K
|
30.6K
$3.31M
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-5.4K- 30.58% |
$580K - $656K
|
12.3K
$1.32M
|
|
Jul 13, 2022
Q2 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-5.46K- 25.67% |
$587K - $664K
|
15.8K
$1.71M
|
|
Aug 08, 2022
Q2 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-5.5KClosed |
$591K - $668K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-5.51KClosed |
$592K - $669K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-5.54K- 21.5% |
$595K - $674K
|
20.2K
$2.19M
|
|
Jul 26, 2022
Q2 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-5.55KClosed |
$596K - $675K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Dock Street Asset Management Inc
|
SELL
|
- |
-5.62KClosed |
$603K - $682K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-5.85K- 17.46% |
$628K - $711K
|
27.7K
$2.99M
|
|
Jul 13, 2022
Q2 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-5.87K- 31.82% |
$630K - $713K
|
12.6K
$1.36M
|
|
Aug 09, 2022
Q2 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-5.9KClosed |
$634K - $717K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-5.9KClosed |
$634K - $717K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
SELL
|
- |
-5.9K- 25.95% |
$634K - $717K
|
16.8K
$1.82M
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.02K- 43.01% |
$647K - $731K
|
7.98K
$861K
|
|
Aug 16, 2022
Q2 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-6.21K- 45.51% |
$667K - $755K
|
7.44K
$803K
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-6.22K- 54.21% |
$668K - $756K
|
5.25K
$567K
|
|
Aug 12, 2022
Q2 2022
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-6.32K- 69.94% |
$679K - $768K
|
2.72K
$293K
|
|
Aug 12, 2022
Q2 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-6.33KClosed |
$680K - $769K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-6.4KClosed |
$688K - $778K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-6.49K- 40.97% |
$697K - $789K
|
9.35K
$1.01M
|
|
Jul 28, 2022
Q2 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-6.53K- 24.47% |
$702K - $794K
|
20.2K
$2.18M
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
SELL
|
- |
-6.54K- 19.89% |
$702K - $795K
|
26.3K
$2.84M
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-6.58K- 99.91% |
$707K - $800K
|
6
$648
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-6.59KClosed |
$708K - $801K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-6.65K- 9.19% |
$714K - $808K
|
65.7K
$7.09M
|
|
Aug 15, 2022
Q2 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-6.69KClosed |
$718K - $813K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-6.79K- 25.84% |
$730K - $826K
|
19.5K
$2.11M
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-6.79K- 99.91% |
$730K - $826K
|
6
$648
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-6.81KClosed |
$731K - $827K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-6.92K- 74.12% |
$743K - $841K
|
2.42K
$261K
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-6.95K- 12.7% |
$747K - $845K
|
47.8K
$5.16M
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-7.03K- 14.89% |
$755K - $854K
|
40.2K
$4.34M
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-7.32KClosed |
$787K - $890K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-7.67K- 4.93% |
$824K - $932K
|
148K
$16M
|