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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2021
Q3 2021
|
Dock Street Asset Management Inc
|
SELL
|
- |
-280- 4.47% |
$37.2K - $38.2K
|
5.98K
$646K
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-289- 2.95% |
$38.4K - $39.4K
|
9.52K
$1.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-290- 17.84% |
$38.6K - $39.5K
|
1.34K
$144K
|
|
|
Oct 21, 2021
Q3 2021
|
Jag Capital Management, LLC
|
SELL
|
- |
-292- 10.79% |
$38.8K - $39.8K
|
2.42K
$261K
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-300- 48.39% |
$39.9K - $40.9K
|
320
$34.6K
|
|
|
Nov 08, 2021
Q3 2021
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-300- 2.66% |
$39.9K - $40.9K
|
11K
$1.19M
|
|
|
Oct 26, 2021
Q3 2021
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-300- 3.54% |
$39.9K - $40.9K
|
8.18K
$883K
|
|
|
Nov 12, 2021
Q3 2021
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-300- 3.21% |
$39.9K - $40.9K
|
9.06K
$978K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-305- 4.53% |
$40.6K - $41.6K
|
6.43K
$695K
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-306- 1.44% |
$40.7K - $41.7K
|
20.9K
$2.26M
|
|
|
Oct 08, 2021
Q3 2021
|
Rede Wealth, LLC
|
SELL
|
- |
-306- 11.82% |
$40.7K - $41.7K
|
2.28K
$246K
|
|
|
Feb 13, 2025
Q3 2021
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-314- 8.01% |
$41.8K - $42.8K
|
3.6K
$389K
|
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-320- 1.8% |
$42.6K - $43.6K
|
17.4K
$1.88M
|
|
|
Nov 09, 2021
Q3 2021
|
Td Asset Management Inc
|
SELL
|
- |
-326- 0.12% |
$43.4K - $44.4K
|
278K
$30M
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-331- 55.63% |
$44K - $45.1K
|
264
$28.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-344- 0.73% |
$45.8K - $46.9K
|
46.9K
$5.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-345- 18.53% |
$45.9K - $47K
|
1.52K
$164K
|
|
|
Nov 12, 2021
Q3 2021
|
Life Pro Asset Management
|
SELL
|
- |
-359- 1.16% |
$47.8K - $48.9K
|
30.5K
$3.3M
|
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
SELL
|
- |
-366Closed |
$48.7K - $49.9K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-370- 37.76% |
$49.2K - $50.4K
|
610
$65.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-376- 8.88% |
$50K - $51.3K
|
3.86K
$417K
|
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-390- 5.98% |
$51.9K - $53.2K
|
6.14K
$663K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-390- 16.6% |
$51.9K - $53.2K
|
1.96K
$212K
|
|
|
Oct 12, 2021
Q3 2021
|
Viewpoint Investment Partners Corp
|
SELL
|
- |
-400- 11.11% |
$53.2K - $54.5K
|
3.2K
$346K
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-404- 5.81% |
$53.7K - $55.1K
|
6.55K
$707K
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-409- 7.89% |
$54.4K - $55.8K
|
4.78K
$516K
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-413- 4.72% |
$54.9K - $56.3K
|
8.34K
$900K
|
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-445- 98.89% |
$59.2K - $60.7K
|
5
$540
|
|
|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
SELL
|
- |
-450- 2.35% |
$59.9K - $61.3K
|
18.7K
$2.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Gen Trust, LLC
|
SELL
|
- |
-461- 1.65% |
$61.3K - $62.8K
|
27.4K
$2.96M
|
|
|
Nov 01, 2021
Q3 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-479- 8.41% |
$63.7K - $65.3K
|
5.22K
$563K
|
|
|
Oct 12, 2021
Q3 2021
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-491- 2.66% |
$65.3K - $66.9K
|
18K
$1.94M
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-500Closed |
$66.5K - $68.2K
|
0
$0
|
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-503- 57.29% |
$66.9K - $68.6K
|
375
$40.5K
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-505- 0.59% |
$67.2K - $68.8K
|
84.6K
$9.14M
|
|
|
Oct 14, 2021
Q3 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-511- 4.12% |
$68K - $69.7K
|
11.9K
$1.29M
|
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-526- 4.02% |
$70K - $71.7K
|
12.6K
$1.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-537- 7.03% |
$71.4K - $73.2K
|
7.1K
$766K
|
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-540- 1.34% |
$71.8K - $73.6K
|
39.8K
$4.29M
|
|
|
Nov 10, 2021
Q3 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-540- 6.01% |
$71.8K - $73.6K
|
8.45K
$913K
|
|
|
Nov 05, 2021
Q3 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-557- 3.19% |
$74.1K - $75.9K
|
16.9K
$1.83M
|
|
|
Oct 25, 2021
Q3 2021
|
Minot Wealth Management LLC
|
SELL
|
- |
-560- 4.29% |
$74.5K - $76.3K
|
12.5K
$1.35M
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-564- 2.47% |
$75K - $76.9K
|
22.3K
$2.4M
|
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-575- 2.76% |
$76.5K - $78.4K
|
20.3K
$2.19M
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-590- 6.97% |
$78.5K - $80.4K
|
7.88K
$850K
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-609- 2.4% |
$81K - $83K
|
24.7K
$2.67M
|
|
|
Nov 15, 2021
Q3 2021
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-620- 5.63% |
$82.5K - $84.5K
|
10.4K
$1.12M
|
|
|
Oct 21, 2021
Q3 2021
|
Twele Capital Management, Inc.
|
SELL
|
- |
-622- 0.7% |
$82.7K - $84.8K
|
87.7K
$9.47M
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-624- 14.08% |
$83K - $85.1K
|
3.81K
$411K
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-624- 14.08% |
$83K - $85.1K
|
3.81K
$411K
|