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 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-659Closed |
$87.7K - $89.8K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-660- 2.53% |
$87.8K - $90K
|
25.5K
$2.76M
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-669- 15.86% |
$89K - $91.2K
|
3.55K
$385K
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-682- 10.92% |
$90.7K - $93K
|
5.56K
$603K
|
|
Nov 12, 2021
Q3 2021
|
Mackay Shields LLC
|
SELL
|
- |
-682- 17.13% |
$90.7K - $93K
|
3.3K
$358K
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-685- 19.22% |
$91.1K - $93.4K
|
2.88K
$312K
|
|
Nov 16, 2021
Q3 2021
|
Consultiva Wealth Management, Corp.
San Juan, PR |
SELL
|
- |
-688Closed |
$91.5K - $93.8K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-689- 5.71% |
$91.7K - $93.9K
|
11.4K
$1.23M
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-690- 20.21% |
$91.8K - $94.1K
|
2.72K
$295K
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-690Closed |
$91.8K - $94.1K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-703- 21.13% |
$93.5K - $95.8K
|
2.62K
$284K
|
|
Oct 14, 2021
Q3 2021
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-705Closed |
$93.8K - $96.1K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-709- 8.13% |
$94.3K - $96.7K
|
8.02K
$869K
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-743- 23.48% |
$98.8K - $101K
|
2.42K
$263K
|
|
Nov 12, 2021
Q3 2021
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-747- 4.42% |
$99.4K - $102K
|
16.2K
$1.75M
|
|
Oct 21, 2021
Q3 2021
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-761- 8.12% |
$101K - $104K
|
8.61K
$933K
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-797- 11.73% |
$106K - $109K
|
6K
$650K
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-802- 10.46% |
$107K - $109K
|
6.86K
$744K
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
SELL
|
- |
-810- 1.98% |
$108K - $110K
|
40.1K
$4.34M
|
|
Nov 09, 2021
Q3 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-811- 24.07% |
$108K - $111K
|
2.56K
$277K
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-815- 6.47% |
$108K - $111K
|
11.8K
$1.28M
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-867- 4.64% |
$115K - $118K
|
17.8K
$1.93M
|
|
Oct 22, 2021
Q3 2021
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-896- 3.68% |
$119K - $122K
|
23.4K
$2.54M
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-899- 25.52% |
$120K - $123K
|
2.62K
$284K
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-899- 25.52% |
$120K - $123K
|
2.62K
$284K
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-900Closed |
$120K - $123K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-923- 56.73% |
$123K - $126K
|
704
$76.3K
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-975- 4.03% |
$130K - $133K
|
23.2K
$2.52M
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.01K- 37.77% |
$134K - $137K
|
1.66K
$180K
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.01K- 67.36% |
$134K - $138K
|
489
$53K
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.04K- 0.59% |
$138K - $142K
|
174K
$18.9M
|
|
Oct 18, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.05K- 19.39% |
$140K - $143K
|
4.37K
$473K
|
|
Nov 16, 2021
Q3 2021
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-1.06K- 14.77% |
$142K - $145K
|
6.14K
$666K
|
|
Nov 01, 2021
Q3 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.11K- 4.35% |
$147K - $151K
|
24.4K
$2.64M
|
|
Nov 15, 2021
Q3 2021
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-1.15K- 6.22% |
$153K - $157K
|
17.4K
$1.88M
|
|
Nov 10, 2021
Q3 2021
|
Fusion Capital, LLC
|
SELL
|
- |
-1.22K- 4.95% |
$162K - $166K
|
23.4K
$2.54M
|
|
Nov 05, 2021
Q3 2021
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-1.35K- 1.46% |
$179K - $184K
|
91K
$9.87M
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.36K- 8.78% |
$181K - $185K
|
14.1K
$1.53M
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-1.4K- 37.4% |
$186K - $190K
|
2.34K
$253K
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.4K- 90.03% |
$186K - $191K
|
155
$16.8K
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.48K- 12.38% |
$196K - $201K
|
10.4K
$1.13M
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.48K- 4.99% |
$197K - $202K
|
28.2K
$3.06M
|
|
Nov 05, 2021
Q3 2021
|
Todd Asset Management LLC
|
SELL
|
- |
-1.49KClosed |
$198K - $203K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.5K- 9.05% |
$199K - $204K
|
15.1K
$1.63M
|
|
Nov 12, 2021
Q3 2021
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-1.5KClosed |
$200K - $204K
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
SELL
|
- |
-1.51KClosed |
$200K - $205K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.51K- 19.04% |
$201K - $206K
|
6.41K
$695K
|
|
Nov 05, 2021
Q3 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-1.51K- 39.37% |
$201K - $206K
|
2.33K
$252K
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-1.52K- 19.2% |
$202K - $207K
|
6.4K
$694K
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.54KClosed |
$204K - $209K
|
0
$0
|