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 12, 2022
Q2 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-2.02KClosed |
$216K - $245K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
SELL
|
- |
-2.02KClosed |
$217K - $245K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.06K- 7.06% |
$221K - $250K
|
27.1K
$2.93M
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.08K- 23.23% |
$224K - $253K
|
6.89K
$746K
|
|
|
Jul 15, 2022
Q2 2022
|
Life Pro Asset Management
|
SELL
|
- |
-2.09K- 7.05% |
$224K - $253K
|
27.5K
$2.98M
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.09K- 38.9% |
$225K - $254K
|
3.29K
$356K
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.1KClosed |
$225K - $255K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-2.12K- 11.49% |
$227K - $257K
|
16.3K
$1.77M
|
|
|
Aug 10, 2022
Q2 2022
|
Easterly Investment Partners LLC
|
SELL
|
- |
-2.13K- 2.72% |
$228K - $258K
|
76.2K
$8.26M
|
|
|
Aug 08, 2022
Q2 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-2.13KClosed |
$229K - $259K
|
0
$0
|
|
|
Dec 11, 2023
Q2 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.14KClosed |
$230K - $260K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.16KClosed |
$232K - $262K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-2.18K- 11.23% |
$234K - $265K
|
17.2K
$1.87M
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-2.19KClosed |
$235K - $266K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.19KClosed |
$235K - $266K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.19K- 9.7% |
$235K - $266K
|
20.4K
$2.21M
|
|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
SELL
|
- |
-2.2KClosed |
$236K - $267K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.21KClosed |
$237K - $268K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.22K- 14.59% |
$239K - $270K
|
13K
$1.41M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.26K- 14.6% |
$243K - $274K
|
13.2K
$1.43M
|
|
|
Jul 15, 2022
Q2 2022
|
Investmark Advisory Group LLC
|
SELL
|
- |
-2.27KClosed |
$244K - $276K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.29KClosed |
$245K - $278K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-2.33K- 17.46% |
$250K - $283K
|
11K
$1.19M
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.33K- 48.2% |
$251K - $284K
|
2.51K
$272K
|
|
|
Aug 10, 2022
Q2 2022
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-2.35K- 15.14% |
$252K - $285K
|
13.2K
$1.43M
|
|
|
Jul 27, 2022
Q2 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-2.35KClosed |
$253K - $286K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Grant
|
SELL
|
- |
-2.36K- 5.24% |
$254K - $287K
|
42.8K
$4.63M
|
|
|
Aug 04, 2022
Q2 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-2.37K- 9.52% |
$254K - $287K
|
22.5K
$2.44M
|
|
|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.37KClosed |
$254K - $288K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2.39KClosed |
$257K - $291K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-2.4K- 13.48% |
$258K - $292K
|
15.4K
$1.67M
|
|
|
Sep 13, 2022
Q2 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-2.45KClosed |
$263K - $297K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-2.45KClosed |
$263K - $297K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-2.45K- 16.59% |
$263K - $298K
|
12.3K
$1.33M
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.45K- 45.76% |
$263K - $298K
|
2.91K
$315K
|
|
|
Jul 14, 2022
Q2 2022
|
Smart Money Group LLC
|
SELL
|
- |
-2.49K- 56.19% |
$267K - $302K
|
1.94K
$210K
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.49K- 57.19% |
$267K - $302K
|
1.86K
$202K
|
|
|
Aug 09, 2022
Q2 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-2.5KClosed |
$269K - $304K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.54KClosed |
$273K - $309K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2.57K- 45.29% |
$276K - $312K
|
3.11K
$336K
|
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.59KClosed |
$278K - $315K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.59K- 2.46% |
$278K - $315K
|
103K
$11.1M
|
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.6K- 45.97% |
$279K - $316K
|
3.06K
$331K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.63K- 30.48% |
$282K - $319K
|
5.99K
$649K
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.66K- 4.82% |
$286K - $323K
|
52.5K
$5.69M
|
|
|
Aug 01, 2022
Q2 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-2.67KClosed |
$287K - $325K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-2.69KClosed |
$289K - $326K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-2.69KClosed |
$289K - $327K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.71K- 15.53% |
$291K - $330K
|
14.8K
$1.6M
|
|
|
Jul 25, 2022
Q2 2022
|
Bernzott Capital Advisors
|
SELL
|
- |
-2.72KClosed |
$292K - $331K
|
0
$0
|