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 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
188+ 57.67% |
$20.2K - $22.8K
|
514
$55.6K
|
|
Aug 08, 2022
Q2 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
185+ 5.37% |
$19.9K - $22.5K
|
3.63K
$393K
|
|
Jul 11, 2022
Q2 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
170+ 0.7% |
$18.3K - $20.7K
|
24.5K
$2.65M
|
|
Aug 04, 2022
Q2 2022
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
170+ 0.03% |
$18.3K - $20.7K
|
521K
$56.4M
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
167+ 6.54% |
$17.9K - $20.3K
|
2.72K
$295K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
167+ 1.92% |
$17.9K - $20.3K
|
8.88K
$961K
|
|
Aug 02, 2022
Q2 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
165+ 3.16% |
$17.7K - $20K
|
5.39K
$583K
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
159+ 6.31% |
$17.1K - $19.3K
|
2.68K
$290K
|
|
Jul 13, 2022
Q2 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
156+ 5.66% |
$16.8K - $19K
|
2.91K
$315K
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
156+ 1.54% |
$16.8K - $19K
|
10.3K
$1.11M
|
|
Jul 28, 2022
Q2 2022
|
Palouse Capital Management, Inc.
|
BUY
|
- |
143+ 2.13% |
$15.4K - $17.4K
|
6.85K
$741K
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
140New |
$15K - $17K
|
140
$15.1K
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
139+ 6.54% |
$14.9K - $16.9K
|
2.26K
$245K
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
137New |
$14.7K - $16.6K
|
137
$14.8K
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
130+ 2.05% |
$14K - $15.8K
|
6.47K
$700K
|
|
Jul 28, 2022
Q2 2022
|
Eukles Asset Management
|
BUY
|
- |
129+ 1.34% |
$13.9K - $15.7K
|
9.74K
$1.05M
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
123+ 21.17% |
$13.2K - $14.9K
|
704
$76.2K
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
108New |
$11.6K - $13.1K
|
108
$11.7K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
95+ 18.38% |
$10.2K - $11.5K
|
612
$66.2K
|
|
Aug 01, 2022
Q2 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
92+ 4.82% |
$9.88K - $11.2K
|
2K
$217K
|
|
Aug 12, 2022
Q2 2022
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
89+ 1.78% |
$9.56K - $10.8K
|
5.1K
$551K
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
88+ 0.39% |
$9.45K - $10.7K
|
22.6K
$2.44M
|
|
Jul 26, 2022
Q2 2022
|
Fullen Financial Group
|
BUY
|
- |
86+ 4.85% |
$9.24K - $10.4K
|
1.86K
$201K
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
77+ 7.05% |
$8.27K - $9.36K
|
1.17K
$126K
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
76+ 950.0% |
$8.16K - $9.23K
|
84
$9.09K
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
75New |
$8.06K - $9.11K
|
75
$8.12K
|
|
Aug 15, 2022
Q2 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
75+ 0.33% |
$8.06K - $9.11K
|
23.1K
$2.5M
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
72+ 6.13% |
$7.73K - $8.75K
|
1.25K
$135K
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
71New |
$7.63K - $8.63K
|
71
$7.68K
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
71+ 17.88% |
$7.63K - $8.63K
|
468
$50.6K
|
|
Jul 27, 2022
Q2 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
69+ 1.73% |
$7.41K - $8.38K
|
4.05K
$438K
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
62New |
$6.66K - $7.53K
|
62
$6.71K
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
60+ 0.44% |
$6.44K - $7.29K
|
13.8K
$1.49M
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
57+ 2.87% |
$6.12K - $6.93K
|
2.05K
$221K
|
|
Jul 25, 2022
Q2 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
56+ 1.0% |
$6.01K - $6.8K
|
5.68K
$614K
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
56+ 0.78% |
$6.01K - $6.8K
|
7.21K
$780K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
56+ 0.45% |
$6.01K - $6.8K
|
12.4K
$1.34M
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
51+ 3.86% |
$5.48K - $6.2K
|
1.37K
$148K
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
50+ 0.37% |
$5.37K - $6.08K
|
13.7K
$1.48M
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
50+ 166.67% |
$5.37K - $6.08K
|
80
$8.66K
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
49New |
$5.26K - $5.95K
|
49
$5.3K
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
43+ 1.49% |
$4.62K - $5.22K
|
2.93K
$317K
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
39+ 325.0% |
$4.19K - $4.74K
|
51
$5.52K
|
|
Jul 20, 2022
Q2 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
38+ 0.68% |
$4.08K - $4.62K
|
5.6K
$606K
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
36+ 21.95% |
$3.87K - $4.37K
|
200
$21.6K
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
33+ 1.39% |
$3.54K - $4.01K
|
2.4K
$260K
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
31+ 0.27% |
$3.33K - $3.77K
|
11.6K
$1.25M
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
26+ 1.12% |
$2.79K - $3.16K
|
2.34K
$253K
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
25+ 0.57% |
$2.69K - $3.04K
|
4.43K
$479K
|
|
Jul 18, 2022
Q2 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
24+ 1.3% |
$2.58K - $2.92K
|
1.87K
$202K
|