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 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-108- 0.67% |
$14.4K - $14.7K
|
16K
$1.73M
|
|
|
Oct 29, 2021
Q3 2021
|
Sharkey, Howes & Javer
|
SELL
|
- |
-113- 2.37% |
$15K - $15.4K
|
4.65K
$502K
|
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-115- 28.4% |
$15.3K - $15.7K
|
290
$31.3K
|
|
|
Oct 27, 2021
Q3 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-115- 6.54% |
$15.3K - $15.7K
|
1.64K
$178K
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-120- 2.93% |
$16K - $16.4K
|
3.97K
$429K
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-122- 1.65% |
$16.2K - $16.6K
|
7.27K
$785K
|
|
|
Nov 05, 2021
Q3 2021
|
Lokken Investment Group LLC
|
SELL
|
- |
-122- 6.38% |
$16.2K - $16.6K
|
1.79K
$193K
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-123- 3.03% |
$16.4K - $16.8K
|
3.94K
$426K
|
|
|
Nov 16, 2021
Q3 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-137- 11.45% |
$18.2K - $18.7K
|
1.06K
$114K
|
|
|
Oct 13, 2021
Q3 2021
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-139- 1.76% |
$18.5K - $18.9K
|
7.75K
$836K
|
|
|
Oct 18, 2021
Q3 2021
|
Btr Capital Management Inc
|
SELL
|
- |
-140- 2.69% |
$18.6K - $19.1K
|
5.06K
$547K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-142- 9.24% |
$18.9K - $19.4K
|
1.4K
$151K
|
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-142- 1.24% |
$18.9K - $19.4K
|
11.3K
$1.23M
|
|
|
Oct 19, 2021
Q3 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-144- 2.52% |
$19.2K - $19.6K
|
5.57K
$602K
|
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-145- 58.0% |
$19.3K - $19.8K
|
105
$11.3K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-147- 2.79% |
$19.6K - $20K
|
5.13K
$554K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-150- 18.47% |
$20K - $20.4K
|
662
$71.5K
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-152- 18.42% |
$20.2K - $20.7K
|
673
$72.7K
|
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-154- 2.37% |
$20.5K - $21K
|
6.34K
$685K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-155Closed |
$20.6K - $21.1K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-166- 3.69% |
$22.1K - $22.6K
|
4.33K
$468K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-167- 19.81% |
$22.2K - $22.8K
|
676
$73K
|
|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-168- 7.88% |
$22.3K - $22.9K
|
1.97K
$212K
|
|
|
Oct 26, 2021
Q3 2021
|
Dorsey Wright & Associates
|
SELL
|
- |
-175- 1.53% |
$23.3K - $23.9K
|
11.3K
$1.22M
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-188- 3.51% |
$25K - $25.6K
|
5.17K
$558K
|
|
|
Nov 02, 2021
Q3 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-195- 2.54% |
$25.9K - $26.6K
|
7.48K
$808K
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-200Closed |
$26.6K - $27.3K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-200Closed |
$26.6K - $27.3K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-200- 3.43% |
$26.6K - $27.3K
|
5.64K
$609K
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-204- 5.68% |
$27.1K - $27.8K
|
3.39K
$366K
|
|
|
Oct 25, 2021
Q3 2021
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-204- 53.83% |
$27.1K - $27.8K
|
175
$18.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-210- 32.26% |
$27.9K - $28.6K
|
441
$47.6K
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-214- 1.16% |
$28.5K - $29.2K
|
18.3K
$1.98M
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-216- 3.18% |
$28.7K - $29.4K
|
6.58K
$711K
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-220- 6.92% |
$29.3K - $30K
|
2.96K
$319K
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-222- 4.82% |
$29.5K - $30.3K
|
4.39K
$474K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-225- 3.2% |
$29.9K - $30.7K
|
6.81K
$736K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-232- 41.43% |
$30.9K - $31.6K
|
328
$35.4K
|
|
|
Jun 16, 2022
Q3 2021
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-241- 5.79% |
$32.1K - $32.9K
|
3.92K
$423K
|
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-244- 21.88% |
$32.5K - $33.3K
|
871
$94.1K
|
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
SELL
|
- |
-249- 0.62% |
$33.1K - $33.9K
|
40.1K
$4.33M
|
|
|
Oct 20, 2021
Q3 2021
|
Keudell
|
SELL
|
- |
-250- 6.96% |
$33.3K - $34.1K
|
3.34K
$361K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-251- 2.73% |
$33.4K - $34.2K
|
8.95K
$967K
|
|
|
Oct 14, 2021
Q3 2021
|
Simpli Fi, Inc.
|
SELL
|
- |
-251- 4.37% |
$33.4K - $34.2K
|
5.5K
$593K
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-257- 12.21% |
$34.2K - $35K
|
1.85K
$199K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-270- 1.58% |
$35.9K - $36.8K
|
16.9K
$1.82M
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-274- 0.8% |
$36.5K - $37.4K
|
34.1K
$3.68M
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-275- 2.39% |
$36.6K - $37.5K
|
11.3K
$1.22M
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-278- 5.25% |
$37K - $37.9K
|
5.02K
$542K
|
|
|
Oct 01, 2021
Q3 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-279- 6.25% |
$37.1K - $38K
|
4.18K
$452K
|