Purchases and Sales Made in Q3 2021 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2021
Q3 2021
|
Wall Capital Group, Inc.
|
BUY
|
- |
13+ 0.55% |
$1.73K - $1.77K
|
2.37K
$257K
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
13+ 1.38% |
$1.73K - $1.77K
|
958
$104K
|
|
|
Nov 02, 2021
Q3 2021
|
Tfc Financial Management
|
BUY
|
- |
12New |
$1.6K - $1.64K
|
12
$1.3K
|
|
|
Nov 01, 2021
Q3 2021
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
12+ 0.54% |
$1.6K - $1.64K
|
2.24K
$243K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
12+ 0.69% |
$1.6K - $1.64K
|
1.74K
$189K
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
12+ 0.6% |
$1.6K - $1.64K
|
2K
$217K
|
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
BUY
|
- |
10+ 0.65% |
$1.33K - $1.36K
|
1.56K
$169K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
10+ 0.43% |
$1.33K - $1.36K
|
2.33K
$252K
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
10+ 0.24% |
$1.33K - $1.36K
|
4.17K
$452K
|
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
9+ 0.15% |
$1.2K - $1.23K
|
6.14K
$666K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
9New |
$1.2K - $1.23K
|
9
$976
|
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
9+ 0.4% |
$1.2K - $1.23K
|
2.26K
$245K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
8+ 0.05% |
$1.06K - $1.09K
|
17.2K
$1.87M
|
|
|
Oct 19, 2021
Q3 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
8+ 0.22% |
$1.06K - $1.09K
|
3.66K
$397K
|
|
|
Oct 26, 2021
Q3 2021
|
Fenimore Asset Management Inc
|
BUY
|
- |
8+ 0.52% |
$1.06K - $1.09K
|
1.54K
$167K
|
|
|
Oct 27, 2021
Q3 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
7+ 0.25% |
$931 - $954
|
2.8K
$303K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
7+ 0.07% |
$931 - $954
|
9.64K
$1.05M
|
|
|
Nov 02, 2021
Q3 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
6+ 0.12% |
$798 - $818
|
5.1K
$553K
|
|
|
Nov 12, 2021
Q3 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
5New |
$665 - $682
|
5
$542
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5+ 0.52% |
$665 - $682
|
969
$105K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4+ 0.65% |
$532 - $545
|
616
$66.8K
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4+ 0.44% |
$532 - $545
|
912
$98.9K
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
4+ 0.17% |
$532 - $545
|
2.36K
$256K
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
4+ 3.48% |
$532 - $545
|
119
$12.9K
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
3+ 0.47% |
$399 - $409
|
642
$69.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
3+ 0.75% |
$399 - $409
|
401
$43.5K
|
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 0.57% |
$399 - $409
|
531
$57.6K
|
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2+ 0.04% |
$266 - $273
|
4.89K
$530K
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
2+ 0.37% |
$266 - $273
|
544
$59K
|
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2+ 0.08% |
$266 - $273
|
2.47K
$268K
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.36% |
$133 - $136
|
278
$30.1K
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
1+ 0.5% |
$133 - $136
|
200
$21.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.03% |
$133 - $136
|
3.12K
$338K
|
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.26% |
$133 - $136
|
379
$41.1K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.72% |
$133 - $136
|
139
$15.1K
|
|
|
Oct 26, 2021
Q3 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1+ 0.03% |
$133 - $136
|
3.87K
$420K
|
|
|
Nov 15, 2021
Q3 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1+ 0.83% |
$133 - $136
|
121
$13.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.1% |
$133 - $136
|
986
$107K
|
|
|
Oct 18, 2021
Q3 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.07% |
$133 - $136
|
1.54K
$167K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Genworth Financial Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1- 0.23% |
$133 - $136
|
439
$47.6K
|
|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-1- 4.0% |
$133 - $136
|
24
$2.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2- 0.13% |
$266 - $273
|
1.54K
$167K
|
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-2- 0.08% |
$266 - $273
|
2.53K
$274K
|
|
|
Oct 19, 2021
Q3 2021
|
Dfpg Investments, LLC
|
SELL
|
- |
-3- 0.14% |
$399 - $409
|
2.09K
$227K
|
|
|
Oct 29, 2021
Q3 2021
|
Kingfisher Capital LLC
|
SELL
|
- |
-3- 0.14% |
$399 - $409
|
2.12K
$230K
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4- 0.15% |
$532 - $545
|
2.69K
$291K
|
|
|
Oct 13, 2021
Q3 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-6- -0.0% |
$798 - $818
|
156K
$16.9M
|