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
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
109K+ 21.09% |
$11.7M - $13.2M
|
624K
$67.5M
|
|
|
Aug 16, 2022
Q2 2022
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
104KNew |
$11.2M - $12.6M
|
104K
$11.2M
|
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
104KNew |
$11.1M - $12.6M
|
104K
$11.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
97.6K+ 499.11% |
$10.5M - $11.9M
|
117K
$12.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Napier Park Global Capital (Us) LP
New York, NY |
BUY
|
- |
97.2KNew |
$10.4M - $11.8M
|
97.2K
$10.5M
|
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
BUY
|
- |
95K+ 39.43% |
$10.2M - $11.5M
|
336K
$36.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
91.3KNew |
$9.81M - $11.1M
|
91.3K
$9.88M
|
|
|
Aug 15, 2022
Q2 2022
|
Hackensack Meridian Health, Inc.
Edison, NJ |
BUY
|
- |
87K+ 38.67% |
$9.34M - $10.6M
|
312K
$33.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
85.2K+ 43.72% |
$9.16M - $10.4M
|
280K
$30.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
80.3K+ 42.27% |
$8.62M - $9.76M
|
270K
$29.2M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
76.8KNew |
$8.25M - $9.33M
|
76.8K
$8.31M
|
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
73.1KNew |
$7.85M - $8.88M
|
73.1K
$7.91M
|
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
72K+ 50.97% |
$7.74M - $8.75M
|
213K
$23.1M
|
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
70.7K+ 10902.93% |
$7.59M - $8.58M
|
71.3K
$7.71M
|
|
|
Aug 05, 2022
Q2 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
60.5K+ 58.64% |
$6.5M - $7.35M
|
164K
$17.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
58.8KNew |
$6.31M - $7.14M
|
58.8K
$6.36M
|
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
51.1K+ 1978.88% |
$5.49M - $6.21M
|
53.7K
$5.81M
|
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
50.5K+ 25.54% |
$5.42M - $6.13M
|
248K
$26.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
47.6K+ 100.59% |
$5.11M - $5.78M
|
94.9K
$10.3M
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
46.3K+ 698.1% |
$4.98M - $5.63M
|
53K
$5.73M
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
46.3K+ 212.24% |
$4.97M - $5.62M
|
68.1K
$7.37M
|
|
|
Aug 15, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
46.3KNew |
$4.97M - $5.62M
|
46.3K
$5.01M
|
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
44.6K+ 24.68% |
$4.79M - $5.42M
|
225K
$24.4M
|
|
|
Aug 04, 2022
Q2 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
43.2K+ 14.51% |
$4.64M - $5.25M
|
341K
$36.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Protective Life Corp
Birmingham, AL |
BUY
|
- |
42K+ 36.27% |
$4.51M - $5.1M
|
158K
$17.1M
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
BUY
|
- |
38.3K+ 2218.84% |
$4.11M - $4.65M
|
40K
$4.33M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
37.2K+ 134.91% |
$3.99M - $4.52M
|
64.7K
$7M
|
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
37KNew |
$3.97M - $4.49M
|
37K
$4M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
36.3K+ 628.53% |
$3.89M - $4.41M
|
42K
$4.55M
|
|
|
Aug 19, 2022
Q2 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
33.7K+ 106.35% |
$3.62M - $4.09M
|
65.4K
$7.08M
|
|
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
32.4K+ 7.17% |
$3.48M - $3.94M
|
485K
$52.4M
|
|
|
Jul 11, 2022
Q2 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
31.7K+ 13.68% |
$3.41M - $3.86M
|
264K
$28.5M
|
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
30K+ 41.96% |
$3.22M - $3.65M
|
102K
$11M
|
|
|
Jun 17, 2024
Q2 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
28.6KNew |
$3.07M - $3.48M
|
28.6K
$3.1M
|
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
26.7K+ 63.29% |
$2.87M - $3.24M
|
68.9K
$7.45M
|
|
|
Jul 06, 2022
Q2 2022
|
Mtc Wealth Management LLC
|
BUY
|
- |
25.4KNew |
$2.73M - $3.09M
|
25.4K
$2.75M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
25.1K+ 91.0% |
$2.7M - $3.06M
|
52.8K
$5.71M
|
|
|
Aug 08, 2022
Q2 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
23K+ 6.1% |
$2.47M - $2.8M
|
400K
$43.3M
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
22.8KNew |
$2.45M - $2.77M
|
22.8K
$2.47M
|
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
22.7K+ 801.24% |
$2.44M - $2.76M
|
25.5K
$2.76M
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
22K+ 1433.62% |
$2.36M - $2.67M
|
23.5K
$2.55M
|
|
|
Jul 25, 2022
Q2 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
20.6KNew |
$2.22M - $2.51M
|
20.6K
$2.23M
|
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
BUY
|
- |
19.4KNew |
$2.08M - $2.36M
|
19.4K
$2.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
18.9K+ 277.2% |
$2.03M - $2.3M
|
25.8K
$2.79M
|
|
|
Aug 05, 2022
Q2 2022
|
Gds Wealth Management
|
BUY
|
- |
18.9K+ 370.57% |
$2.03M - $2.3M
|
24K
$2.6M
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
18.9KNew |
$2.03M - $2.29M
|
18.9K
$2.04M
|
|
|
Jul 27, 2022
Q2 2022
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
18.4KNew |
$1.98M - $2.24M
|
18.4K
$2M
|
|
|
Aug 11, 2022
Q2 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
17.8K+ 1.78% |
$1.91M - $2.16M
|
1.02M
$110M
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
17.4K+ 191.87% |
$1.87M - $2.12M
|
26.5K
$2.87M
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
17.4K+ 191.87% |
$1.87M - $2.12M
|
26.5K
$2.87M
|