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 04, 2022
Q2 2022
|
Cutler Group LP
|
SELL
|
- |
-7.88K- 23.4% |
$847K - $958K
|
25.8K
$2.79M
|
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-8.07K- 36.41% |
$867K - $981K
|
14.1K
$1.52M
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-8.19K- 0.76% |
$880K - $995K
|
1.07M
$116M
|
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.67K- 82.35% |
$931K - $1.05M
|
1.86K
$201K
|
|
|
Jul 13, 2022
Q2 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-8.76K- 21.7% |
$941K - $1.06M
|
31.6K
$3.41M
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-8.83K- 33.62% |
$949K - $1.07M
|
17.4K
$1.88M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.84K- 8.79% |
$950K - $1.07M
|
91.7K
$9.9M
|
|
|
Aug 08, 2022
Q2 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-8.84K- 75.7% |
$950K - $1.07M
|
2.84K
$307K
|
|
|
Feb 01, 2023
Q2 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-8.84K- 75.7% |
$950K - $1.07M
|
2.84K
$307K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-8.99K- 30.65% |
$966K - $1.09M
|
20.3K
$2.2M
|
|
|
Jul 25, 2022
Q2 2022
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-9.46KClosed |
$1.02M - $1.15M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.59K- 47.39% |
$1.03M - $1.17M
|
10.6K
$1.15M
|
|
|
Jul 13, 2022
Q2 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-9.63K- 3.93% |
$1.03M - $1.17M
|
235K
$25.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-9.64K- 14.31% |
$1.04M - $1.17M
|
57.7K
$6.24M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.74K- 7.01% |
$1.05M - $1.18M
|
129K
$13.9M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-9.89K- 7.3% |
$1.06M - $1.2M
|
126K
$13.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-10K- 32.61% |
$1.08M - $1.22M
|
20.7K
$2.24M
|
|
|
Jul 15, 2022
Q2 2022
|
David J Yvars Group
|
SELL
|
- |
-10.1K- 72.27% |
$1.08M - $1.22M
|
3.86K
$417K
|
|
|
Jul 28, 2022
Q2 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-10.1K- 47.77% |
$1.09M - $1.23M
|
11.1K
$1.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-10.2K- 8.42% |
$1.1M - $1.24M
|
111K
$12M
|
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-10.3K- 44.25% |
$1.11M - $1.25M
|
13K
$1.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-10.5KClosed |
$1.13M - $1.28M
|
0
$0
|
|
|
Sep 07, 2023
Q2 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-10.5K- 32.32% |
$1.13M - $1.28M
|
22K
$2.38M
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-10.6KClosed |
$1.14M - $1.29M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-10.7K- 22.62% |
$1.15M - $1.3M
|
36.7K
$3.96M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.8K- 44.11% |
$1.16M - $1.31M
|
13.7K
$1.48M
|
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-10.9K- 20.27% |
$1.17M - $1.32M
|
42.7K
$4.61M
|
|
|
Aug 15, 2022
Q2 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-11.2K- 37.44% |
$1.2M - $1.36M
|
18.7K
$2.02M
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-11.3K- 72.27% |
$1.21M - $1.37M
|
4.33K
$468K
|
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-11.5KClosed |
$1.24M - $1.4M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-11.8K- 40.46% |
$1.27M - $1.44M
|
17.4K
$1.88M
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
SELL
|
- |
-12K- 40.42% |
$1.29M - $1.46M
|
17.7K
$1.91M
|
|
|
Aug 15, 2022
Q2 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-12.1K- 15.73% |
$1.3M - $1.47M
|
64.6K
$6.98M
|
|
|
Jul 27, 2022
Q2 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-12.5KClosed |
$1.34M - $1.51M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-12.5K- 3.94% |
$1.34M - $1.51M
|
304K
$32.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-13K- 23.43% |
$1.4M - $1.58M
|
42.6K
$4.6M
|
|
|
Jul 27, 2022
Q2 2022
|
Appleton Group, LLC
|
SELL
|
- |
-13.3K- 49.28% |
$1.43M - $1.62M
|
13.7K
$1.48M
|
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-13.3K- 13.15% |
$1.43M - $1.62M
|
88K
$9.51M
|
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-13.6K- 13.06% |
$1.46M - $1.65M
|
90.6K
$9.79M
|
|
|
Jul 19, 2022
Q2 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-13.6K- 39.63% |
$1.47M - $1.66M
|
20.8K
$2.24M
|
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-14K- 12.45% |
$1.51M - $1.7M
|
98.6K
$10.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-14.6K- 13.74% |
$1.56M - $1.77M
|
91.4K
$9.87M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-14.6K- 55.82% |
$1.57M - $1.77M
|
11.5K
$1.25M
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-14.7K- 79.91% |
$1.58M - $1.78M
|
3.69K
$398K
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-15.1K- 50.51% |
$1.62M - $1.83M
|
14.8K
$1.59M
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
SELL
|
- |
-15.2K- 21.64% |
$1.63M - $1.84M
|
54.9K
$5.93M
|
|
|
Jul 27, 2022
Q2 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-15.2K- 29.82% |
$1.63M - $1.84M
|
35.7K
$3.86M
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-15.4K- 44.77% |
$1.66M - $1.87M
|
19K
$2.05M
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-15.4K- 44.77% |
$1.66M - $1.87M
|
19K
$2.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-15.7K- 84.83% |
$1.68M - $1.9M
|
2.8K
$303K
|