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
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.1K+ 14.3% |
$1.84M - $2.08M
|
137K
$14.8M
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
16.6K+ 15.71% |
$1.78M - $2.02M
|
122K
$13.2M
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
16.1K+ 822.2% |
$1.73M - $1.96M
|
18.1K
$1.96M
|
|
Jul 27, 2022
Q2 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
16K+ 62.64% |
$1.72M - $1.94M
|
41.5K
$4.49M
|
|
Jul 22, 2022
Q2 2022
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
13.8KNew |
$1.49M - $1.68M
|
13.8K
$1.5M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.2K+ 9.34% |
$1.42M - $1.6M
|
154K
$16.7M
|
|
Jul 20, 2022
Q2 2022
|
Monument Capital Management
|
BUY
|
- |
12.4KNew |
$1.33M - $1.5M
|
12.4K
$1.34M
|
|
Aug 12, 2022
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
12.3KNew |
$1.32M - $1.49M
|
12.3K
$1.33M
|
|
Jul 19, 2022
Q2 2022
|
Joule Financial, LLC
|
BUY
|
- |
12.2KNew |
$1.31M - $1.48M
|
12.2K
$1.32M
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
11.4KNew |
$1.23M - $1.39M
|
11.4K
$1.24M
|
|
Aug 08, 2022
Q2 2022
|
Coombe, Bender & CO LLC
|
BUY
|
- |
11KNew |
$1.18M - $1.34M
|
11K
$1.19M
|
|
Aug 08, 2022
Q2 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
10.5K+ 11.98% |
$1.13M - $1.28M
|
98.2K
$10.6M
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9.92K+ 4.62% |
$1.07M - $1.21M
|
224K
$24.3M
|
|
Aug 10, 2022
Q2 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
9.88KNew |
$1.06M - $1.2M
|
9.88K
$1.07M
|
|
Aug 15, 2022
Q2 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
9.83K+ 1.91% |
$1.06M - $1.19M
|
525K
$56.8M
|
|
Jul 13, 2022
Q2 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
9.45KNew |
$1.02M - $1.15M
|
9.45K
$1.02M
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
9.3K+ 178.1% |
$999K - $1.13M
|
14.5K
$1.57M
|
|
Jul 22, 2022
Q2 2022
|
Rovin Capital
|
BUY
|
- |
9.07KNew |
$974K - $1.1M
|
9.07K
$981K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.04K+ 14.43% |
$971K - $1.1M
|
71.7K
$7.76M
|
|
Aug 09, 2022
Q2 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
8.8KNew |
$945K - $1.07M
|
8.8K
$952K
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
8.71KNew |
$936K - $1.06M
|
8.71K
$943K
|
|
Jul 20, 2022
Q2 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
8.26KNew |
$887K - $1M
|
8.26K
$894K
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.93K+ 233.96% |
$852K - $963K
|
11.3K
$1.22M
|
|
Aug 15, 2022
Q2 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
7.9KNew |
$849K - $960K
|
7.9K
$855K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
7.86KNew |
$844K - $955K
|
7.86K
$850K
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.66K+ 26.66% |
$823K - $931K
|
36.4K
$3.94M
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.55K+ 217.74% |
$811K - $917K
|
11K
$1.19M
|
|
Aug 15, 2022
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
7.5K+ 183.13% |
$806K - $912K
|
11.6K
$1.26M
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
7.5K+ 183.13% |
$806K - $912K
|
11.6K
$1.26M
|
|
Aug 05, 2022
Q2 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
7.46K+ 8.41% |
$801K - $906K
|
96.1K
$10.4M
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
7.42K+ 14.55% |
$797K - $901K
|
58.4K
$6.32M
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
7.3K+ 32.08% |
$784K - $887K
|
30.1K
$3.25M
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
6.79KNew |
$730K - $826K
|
6.79K
$735K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.04K+ 57.6% |
$649K - $734K
|
16.5K
$1.79M
|
|
Aug 15, 2022
Q2 2022
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
6KNew |
$644K - $729K
|
6K
$649K
|
|
Aug 15, 2022
Q2 2022
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
6KNew |
$644K - $729K
|
6K
$649K
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6K+ 20.41% |
$644K - $729K
|
35.4K
$3.83M
|
|
Jul 22, 2022
Q2 2022
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
5.71KNew |
$614K - $694K
|
5.71K
$618K
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.45K+ 92.63% |
$585K - $662K
|
11.3K
$1.23M
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.37K+ 47.75% |
$577K - $653K
|
16.6K
$1.8M
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.33K+ 5.56% |
$573K - $648K
|
101K
$11M
|
|
Jul 01, 2022
Q2 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5.32K+ 2.47% |
$572K - $647K
|
221K
$23.9M
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.21KNew |
$559K - $633K
|
5.21K
$564K
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
5.09K+ 230.58% |
$547K - $618K
|
7.3K
$789K
|
|
Aug 15, 2022
Q2 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
5.03KNew |
$540K - $611K
|
5.03K
$544K
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
4.94KNew |
$530K - $600K
|
4.94K
$534K
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
4.91K+ 29.3% |
$527K - $597K
|
21.7K
$2.34M
|
|
Jul 27, 2022
Q2 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
4.65KNew |
$500K - $565K
|
4.65K
$503K
|
|
Aug 12, 2022
Q2 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.65K+ 27.23% |
$500K - $565K
|
21.7K
$2.35M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.57K+ 97.4% |
$490K - $555K
|
9.25K
$1M
|