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 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.96K+ 31.1% |
$210K - $238K
|
8.25K
$893K
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.96K+ 7.89% |
$210K - $238K
|
26.7K
$2.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.95K+ 20.1% |
$209K - $237K
|
11.6K
$1.26M
|
|
|
Aug 11, 2022
Q2 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.95KNew |
$209K - $237K
|
1.95K
$211K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.93KNew |
$208K - $235K
|
1.93K
$209K
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
1.9KNew |
$204K - $231K
|
1.9K
$206K
|
|
|
Jul 12, 2022
Q2 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
1.9KNew |
$204K - $231K
|
1.9K
$206K
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.89K+ 0.37% |
$203K - $229K
|
509K
$55.1M
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.88KNew |
$202K - $229K
|
1.88K
$204K
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.88K+ 14.01% |
$202K - $229K
|
15.3K
$1.66M
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.85K+ 2.7% |
$199K - $225K
|
70.5K
$7.64M
|
|
|
Aug 11, 2022
Q2 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.83KNew |
$197K - $223K
|
1.83K
$199K
|
|
|
Aug 08, 2022
Q2 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.8KNew |
$193K - $219K
|
1.8K
$195K
|
|
|
Aug 10, 2022
Q2 2022
|
Allie Family Office LLC
|
BUY
|
- |
1.77K+ 31.46% |
$190K - $214K
|
7.38K
$799K
|
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.76K+ 12.43% |
$189K - $214K
|
15.9K
$1.72M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.51K+ 33.38% |
$162K - $183K
|
6.03K
$653K
|
|
|
Aug 12, 2022
Q2 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.36K+ 3.03% |
$146K - $165K
|
46.3K
$5.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
1.33K+ 45.93% |
$143K - $162K
|
4.23K
$458K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.33K+ 8.44% |
$143K - $162K
|
17.1K
$1.85M
|
|
|
May 09, 2023
Q2 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1.33K+ 7.46% |
$143K - $162K
|
19.2K
$2.08M
|
|
|
Jul 25, 2022
Q2 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.32K+ 32.08% |
$142K - $160K
|
5.43K
$588K
|
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
BUY
|
- |
1.32K+ 26.83% |
$141K - $160K
|
6.22K
$673K
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.23K+ 6.89% |
$132K - $149K
|
19.1K
$2.07M
|
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.2K+ 55.79% |
$129K - $146K
|
3.36K
$364K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.17K+ 7.16% |
$125K - $142K
|
17.5K
$1.89M
|
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.16K+ 1.85% |
$124K - $140K
|
63.7K
$6.9M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.11K+ 1.06% |
$120K - $135K
|
106K
$11.5M
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.1K+ 39.14% |
$118K - $133K
|
3.89K
$422K
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
1.09K+ 30.16% |
$117K - $132K
|
4.7K
$509K
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.09K+ 4.82% |
$117K - $132K
|
23.6K
$2.55M
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.05K+ 39.39% |
$113K - $128K
|
3.73K
$404K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.04K+ 0.52% |
$112K - $126K
|
199K
$21.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.04K+ 16.13% |
$111K - $126K
|
7.46K
$808K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.01K+ 32.23% |
$109K - $123K
|
4.16K
$450K
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
979+ 13.42% |
$105K - $119K
|
8.28K
$896K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
972New |
$104K - $118K
|
972
$105K
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
BUY
|
- |
922+ 18.87% |
$99K - $112K
|
5.81K
$629K
|
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
915+ 19.07% |
$98.3K - $111K
|
5.71K
$619K
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
895+ 11.39% |
$96.1K - $109K
|
8.76K
$948K
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
881+ 25.38% |
$94.6K - $107K
|
4.35K
$471K
|
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
870+ 8.33% |
$93.4K - $106K
|
11.3K
$1.23M
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
860+ 21.51% |
$92.4K - $104K
|
4.86K
$526K
|
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
859+ 15.2% |
$92.3K - $104K
|
6.51K
$705K
|
|
|
Feb 13, 2025
Q2 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
840+ 12.73% |
$90.2K - $102K
|
7.44K
$806K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
836+ 4.75% |
$89.8K - $102K
|
18.4K
$2M
|
|
|
Aug 05, 2022
Q2 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
814+ 19.76% |
$87.4K - $98.9K
|
4.93K
$534K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
812+ 2.46% |
$87.2K - $98.7K
|
33.8K
$3.66M
|
|
|
Jul 27, 2022
Q2 2022
|
Sunesis Advisors, LLC
|
BUY
|
- |
801+ 1.95% |
$86K - $97.3K
|
41.8K
$4.53M
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
792+ 3.01% |
$85.1K - $96.2K
|
27.1K
$2.94M
|
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
779+ 7.95% |
$83.7K - $94.7K
|
10.6K
$1.15M
|