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 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.73K- 8.41% |
$293K - $331K
|
29.7K
$3.22M
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.75K- 7.34% |
$295K - $334K
|
34.7K
$3.75M
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.8K- 6.08% |
$301K - $340K
|
43.3K
$4.69M
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2.83K- 15.23% |
$304K - $344K
|
15.7K
$1.71M
|
|
Aug 09, 2022
Q2 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-2.93K- 50.33% |
$315K - $356K
|
2.89K
$313K
|
|
Aug 03, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-2.93KClosed |
$315K - $356K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.93K- 69.59% |
$315K - $357K
|
1.28K
$139K
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.94K- 8.42% |
$316K - $357K
|
32K
$3.46M
|
|
Jul 28, 2022
Q2 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-2.97K- 1.53% |
$319K - $360K
|
191K
$20.7M
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.97K- 83.87% |
$319K - $361K
|
571
$61.9K
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-3K- 99.44% |
$322K - $364K
|
17
$1.84K
|
|
Aug 15, 2022
Q2 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-3.02K- 42.37% |
$324K - $367K
|
4.11K
$445K
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.03K- 49.45% |
$325K - $368K
|
3.09K
$335K
|
|
Aug 15, 2022
Q2 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-3.06KClosed |
$328K - $371K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.08K- 13.06% |
$331K - $374K
|
20.5K
$2.22M
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-3.11K- 43.27% |
$334K - $378K
|
4.08K
$442K
|
|
Jul 11, 2022
Q2 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-3.12KClosed |
$335K - $379K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-3.17KClosed |
$340K - $385K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-3.18KClosed |
$341K - $386K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.18K- 9.94% |
$342K - $387K
|
28.8K
$3.12M
|
|
Aug 09, 2022
Q2 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-3.2K- 2.95% |
$344K - $389K
|
105K
$11.4M
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.24KClosed |
$347K - $393K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.28KClosed |
$353K - $399K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-3.38KClosed |
$363K - $410K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.49K- 11.2% |
$375K - $424K
|
27.7K
$3M
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.51KClosed |
$377K - $427K
|
0
$0
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3.52K- 33.63% |
$378K - $427K
|
6.94K
$752K
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.52K- 2.54% |
$378K - $428K
|
135K
$14.7M
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-3.58K- 6.96% |
$385K - $435K
|
47.9K
$5.19M
|
|
Jul 19, 2022
Q2 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-3.6K- 3.91% |
$387K - $437K
|
88.5K
$9.58M
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-3.61K- 11.64% |
$388K - $439K
|
27.4K
$2.97M
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.67KClosed |
$395K - $446K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.75KClosed |
$402K - $455K
|
0
$0
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.78KClosed |
$405K - $459K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-3.79KClosed |
$407K - $461K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-3.84K- 13.06% |
$413K - $467K
|
25.6K
$2.77M
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.87K- 15.13% |
$416K - $471K
|
21.7K
$2.35M
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.91K- 12.7% |
$420K - $476K
|
26.9K
$2.92M
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
SELL
|
- |
-3.92K- 5.39% |
$421K - $476K
|
68.8K
$7.45M
|
|
Aug 04, 2022
Q2 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-4KClosed |
$430K - $486K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-4.01K- 22.61% |
$431K - $488K
|
13.7K
$1.49M
|
|
Aug 09, 2022
Q2 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-4.06KClosed |
$436K - $493K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-4.07K- 82.36% |
$437K - $494K
|
871
$94.3K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-4.11K- 33.76% |
$442K - $500K
|
8.07K
$874K
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-4.17K- 7.67% |
$447K - $506K
|
50.1K
$5.43M
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.17K- 54.79% |
$448K - $507K
|
3.44K
$373K
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4.19K- 5.65% |
$450K - $509K
|
69.9K
$7.58M
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-4.21KClosed |
$452K - $511K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Sabal Trust CO
|
SELL
|
- |
-4.36KClosed |
$469K - $530K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4.39K- 8.97% |
$471K - $533K
|
44.5K
$4.82M
|