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 10, 2022
Q2 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
4.5KNew |
$483K - $547K
|
4.5K
$487K
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
4.44K+ 34.49% |
$477K - $540K
|
17.3K
$1.87M
|
|
Aug 12, 2022
Q2 2022
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4.38KNew |
$470K - $532K
|
4.38K
$474K
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
4.33K+ 7.59% |
$466K - $527K
|
61.4K
$6.64M
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.29K+ 49.15% |
$460K - $521K
|
13K
$1.41M
|
|
Jul 25, 2022
Q2 2022
|
Brightworth
|
BUY
|
- |
4.18KNew |
$449K - $508K
|
4.18K
$453K
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.14K+ 13.88% |
$445K - $503K
|
34K
$3.67M
|
|
Aug 10, 2022
Q2 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
4.13K+ 2649.36% |
$444K - $502K
|
4.29K
$464K
|
|
Jul 26, 2022
Q2 2022
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
4.1K+ 47.13% |
$440K - $498K
|
12.8K
$1.38M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.98K+ 9.85% |
$428K - $484K
|
44.4K
$4.8M
|
|
Jul 13, 2022
Q2 2022
|
Insight Wealth Partners, LLC
|
BUY
|
- |
3.97K+ 1.84% |
$427K - $483K
|
220K
$23.8M
|
|
Aug 11, 2022
Q2 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
3.87K+ 5.54% |
$416K - $471K
|
73.7K
$7.98M
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.82K+ 9.36% |
$411K - $464K
|
44.6K
$4.83M
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
3.76KNew |
$403K - $456K
|
3.76K
$406K
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
3.75K+ 12483.33% |
$402K - $455K
|
3.78K
$408K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.64K+ 1.51% |
$391K - $443K
|
245K
$26.5M
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.58K+ 62.92% |
$385K - $435K
|
9.27K
$1M
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
3.44KNew |
$369K - $418K
|
3.44K
$372K
|
|
Aug 15, 2022
Q2 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
3.41K+ 286.55% |
$366K - $414K
|
4.6K
$498K
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.3KNew |
$354K - $401K
|
3.3K
$357K
|
|
Aug 04, 2022
Q2 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
3.17KNew |
$340K - $385K
|
3.17K
$342K
|
|
Jul 28, 2022
Q2 2022
|
Claret Asset Management Corp
|
BUY
|
- |
3.13K+ 105.59% |
$337K - $381K
|
6.1K
$660K
|
|
Jul 25, 2022
Q2 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
3.11KNew |
$334K - $377K
|
3.11K
$336K
|
|
Aug 04, 2022
Q2 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
3.05KNew |
$328K - $371K
|
3.05K
$330K
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.01KNew |
$323K - $366K
|
3.01K
$326K
|
|
Aug 04, 2022
Q2 2022
|
Patron Partners, LLC
|
BUY
|
- |
2.97K+ 60.96% |
$319K - $361K
|
7.84K
$848K
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
2.88K+ 4.18% |
$309K - $350K
|
71.8K
$7.76M
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.83K+ 6017.02% |
$304K - $344K
|
2.88K
$311K
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
BUY
|
- |
2.75K+ 7.13% |
$296K - $335K
|
41.4K
$4.48M
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.75K+ 2.67% |
$295K - $334K
|
106K
$11.4M
|
|
Aug 10, 2022
Q2 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.68K+ 22.39% |
$287K - $325K
|
14.6K
$1.58M
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.65KNew |
$285K - $322K
|
2.65K
$287K
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.65K+ 36.94% |
$285K - $322K
|
9.84K
$1.06M
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.53KNew |
$272K - $307K
|
2.53K
$274K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.53K+ 227.66% |
$271K - $307K
|
3.64K
$394K
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.52K+ 82.37% |
$270K - $306K
|
5.58K
$603K
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
2.5KNew |
$269K - $304K
|
2.5K
$271K
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.5K+ 2.71% |
$268K - $303K
|
94.6K
$10.2M
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.49K+ 18.6% |
$267K - $302K
|
15.9K
$1.72M
|
|
Aug 04, 2022
Q2 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.39KNew |
$256K - $290K
|
2.39K
$258K
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.37K+ 12.36% |
$255K - $288K
|
21.6K
$2.33M
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
BUY
|
- |
2.35KNew |
$252K - $285K
|
2.35K
$254K
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.24K+ 9.62% |
$241K - $273K
|
25.6K
$2.77M
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
2.21K+ 30.22% |
$237K - $268K
|
9.51K
$1.03M
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
BUY
|
- |
2.18KNew |
$234K - $265K
|
2.18K
$236K
|
|
Jul 22, 2022
Q2 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
2.17KNew |
$233K - $264K
|
2.17K
$235K
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
2.16KNew |
$232K - $263K
|
2.16K
$234K
|
|
Aug 03, 2022
Q2 2022
|
Keystone Financial Services
|
BUY
|
- |
2.01KNew |
$216K - $244K
|
2.01K
$218K
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1.98KNew |
$213K - $241K
|
1.98K
$215K
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.97K+ 56.23% |
$211K - $239K
|
5.47K
$592K
|