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 25, 2022
Q2 2022
|
Pacific Wealth Management
|
BUY
|
- |
751+ 1.71% |
$80.7K - $91.3K
|
44.7K
$4.81M
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
749+ 36.39% |
$80.5K - $91K
|
2.81K
$302K
|
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
746+ 18.74% |
$80.1K - $90.6K
|
4.73K
$508K
|
|
|
Aug 11, 2022
Q2 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
736+ 4.23% |
$79.1K - $89.4K
|
18.1K
$1.95M
|
|
|
Jul 12, 2022
Q2 2022
|
Holland Advisory Services, Inc.
|
BUY
|
- |
730+ 1.88% |
$78.4K - $88.7K
|
39.5K
$4.24M
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
711New |
$76.4K - $86.4K
|
711
$76.5K
|
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
699+ 19.43% |
$75.1K - $84.9K
|
4.3K
$462K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
692+ 15.39% |
$74.3K - $84.1K
|
5.19K
$558K
|
|
|
Jul 14, 2022
Q2 2022
|
Ballast, Inc.
|
BUY
|
- |
686+ 5.39% |
$73.7K - $83.4K
|
13.4K
$1.44M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
686New |
$73.7K - $83.4K
|
686
$73.8K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
685New |
$73.6K - $83.2K
|
685
$73.7K
|
|
|
Jul 20, 2022
Q2 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
668+ 5.17% |
$71.7K - $81.2K
|
13.6K
$1.46M
|
|
|
Aug 15, 2022
Q2 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
642+ 0.75% |
$69K - $78K
|
86.6K
$9.32M
|
|
|
Feb 14, 2023
Q2 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
642+ 0.75% |
$69K - $78K
|
86.6K
$9.32M
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
609+ 90.76% |
$65.4K - $74K
|
1.28K
$138K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
595+ 216.36% |
$63.9K - $72.3K
|
870
$93.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
565+ 4.99% |
$60.7K - $68.7K
|
11.9K
$1.28M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
541+ 474.56% |
$58.1K - $65.7K
|
655
$70.4K
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
528+ 25.69% |
$56.7K - $64.2K
|
2.58K
$278K
|
|
|
Aug 08, 2022
Q2 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
514+ 4.64% |
$55.2K - $62.5K
|
11.6K
$1.25M
|
|
|
Aug 11, 2022
Q2 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
477+ 8.9% |
$51.2K - $58K
|
5.84K
$628K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
474New |
$50.9K - $57.6K
|
474
$51K
|
|
|
Jul 25, 2022
Q2 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
474+ 4.45% |
$50.9K - $57.6K
|
11.1K
$1.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
462+ 12.55% |
$49.6K - $56.1K
|
4.14K
$445K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
436+ 8.15% |
$46.8K - $53K
|
5.79K
$622K
|
|
|
Aug 08, 2022
Q2 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
417+ 2.28% |
$44.8K - $50.7K
|
18.7K
$2.02M
|
|
|
Jul 13, 2022
Q2 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
387+ 15.96% |
$41.6K - $47K
|
2.81K
$302K
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
386+ 123.32% |
$41.5K - $46.9K
|
699
$75.2K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
382+ 3.24% |
$41K - $46.4K
|
12.2K
$1.31M
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
377+ 2.91% |
$40.5K - $45.8K
|
13.4K
$1.44M
|
|
|
Aug 09, 2022
Q2 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
370+ 0.84% |
$39.7K - $45K
|
44.4K
$4.78M
|
|
|
Jul 20, 2022
Q2 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
340+ 2.21% |
$36.5K - $41.3K
|
15.7K
$1.69M
|
|
|
Aug 05, 2022
Q2 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
334+ 0.21% |
$35.9K - $40.6K
|
157K
$16.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
328+ 11.74% |
$35.2K - $39.9K
|
3.12K
$336K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
325New |
$34.9K - $39.5K
|
325
$34.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
325+ 62.5% |
$34.9K - $39.5K
|
845
$90.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
315+ 18.71% |
$33.8K - $38.3K
|
2K
$215K
|
|
|
Jul 26, 2022
Q2 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
284+ 0.73% |
$30.5K - $34.5K
|
39.3K
$4.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
278+ 13.89% |
$29.9K - $33.8K
|
2.28K
$245K
|
|
|
Aug 15, 2022
Q2 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
267+ 5.38% |
$28.7K - $32.4K
|
5.23K
$562K
|
|
|
Jul 11, 2022
Q2 2022
|
Grandview Asset Management LLC
|
BUY
|
- |
264+ 10.35% |
$28.4K - $32.1K
|
2.82K
$303K
|
|
|
Aug 12, 2022
Q2 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
258+ 3.12% |
$27.7K - $31.3K
|
8.52K
$916K
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
251+ 0.55% |
$27K - $30.5K
|
46.3K
$4.98M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
230+ 2.68% |
$24.7K - $27.9K
|
8.82K
$948K
|
|
|
Jul 19, 2022
Q2 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
221+ 4.24% |
$23.7K - $26.9K
|
5.44K
$585K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
220+ 10.38% |
$23.6K - $26.7K
|
2.34K
$252K
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
217+ 7.88% |
$23.3K - $26.4K
|
2.97K
$319K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
215+ 0.92% |
$23.1K - $26.1K
|
23.6K
$2.53M
|
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
213+ 3.23% |
$22.9K - $25.9K
|
6.8K
$731K
|
|
|
Jul 20, 2022
Q2 2022
|
Canton Hathaway, LLC
|
BUY
|
- |
200New |
$21.5K - $24.3K
|
200
$21.5K
|