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 09, 2021
Q3 2021
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.54K- 0.27% |
$205K - $210K
|
564K
$62M
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.54K- 2.68% |
$205K - $210K
|
56.1K
$6.16M
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.55KClosed |
$206K - $211K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.55KClosed |
$206K - $211K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Coho Partners, Ltd.
|
SELL
|
- |
-1.58KClosed |
$210K - $215K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
One Advisory Partners, LLC
|
SELL
|
- |
-1.58KClosed |
$210K - $215K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.59KClosed |
$212K - $217K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.6K- 27.88% |
$212K - $217K
|
4.13K
$453K
|
|
Nov 04, 2021
Q3 2021
|
Novare Capital Management LLC
|
SELL
|
- |
-1.6KClosed |
$213K - $218K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.62KClosed |
$215K - $220K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.62KClosed |
$215K - $220K
|
0
$0
|
|
Sep 12, 2022
Q3 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.63K- 18.73% |
$217K - $222K
|
7.08K
$778K
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.63KClosed |
$217K - $222K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.72K- 6.3% |
$228K - $234K
|
25.5K
$2.8M
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.75K- 49.55% |
$233K - $239K
|
1.78K
$196K
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.78KClosed |
$236K - $242K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.79K- 3.67% |
$238K - $244K
|
47K
$5.17M
|
|
Oct 26, 2021
Q3 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.79KClosed |
$239K - $245K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.81KClosed |
$241K - $247K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.85K- 13.52% |
$246K - $252K
|
11.8K
$1.3M
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.87K- 51.64% |
$249K - $255K
|
1.75K
$192K
|
|
Nov 05, 2021
Q3 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1.89KClosed |
$251K - $257K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.91K- 13.01% |
$254K - $260K
|
12.8K
$1.4M
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-1.93KClosed |
$257K - $264K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-1.96K- 42.0% |
$260K - $267K
|
2.7K
$297K
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-2K- 12.4% |
$265K - $272K
|
14.1K
$1.55M
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-2.08KClosed |
$276K - $283K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.12K- 55.16% |
$282K - $289K
|
1.72K
$189K
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.14K- 8.91% |
$285K - $292K
|
21.9K
$2.4M
|
|
Oct 27, 2021
Q3 2021
|
B&D White Capital Company, LLC
|
SELL
|
- |
-2.15KClosed |
$286K - $293K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.19KClosed |
$291K - $299K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
SELL
|
- |
-2.31K- 29.1% |
$307K - $315K
|
5.63K
$618K
|
|
Oct 18, 2021
Q3 2021
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-2.39K- 25.18% |
$317K - $325K
|
7.09K
$779K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.4K- 4.14% |
$319K - $327K
|
55.4K
$6.09M
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-2.4K- 99.3% |
$319K - $327K
|
17
$1.87K
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
SELL
|
- |
-2.41K- 2.55% |
$320K - $328K
|
91.9K
$10.1M
|
|
Oct 25, 2021
Q3 2021
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.43K- 5.48% |
$323K - $331K
|
41.9K
$4.6M
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.47K- 2.36% |
$328K - $336K
|
102K
$11.2M
|
|
Nov 01, 2021
Q3 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-2.47KClosed |
$329K - $337K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-2.5KClosed |
$333K - $341K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-2.56KClosed |
$340K - $348K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.71K- 60.78% |
$361K - $369K
|
1.75K
$192K
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-2.71K- 69.33% |
$361K - $370K
|
1.2K
$132K
|
|
Nov 10, 2021
Q3 2021
|
Members Trust CO
|
SELL
|
- |
-2.71K- 50.0% |
$361K - $370K
|
2.71K
$298K
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-2.86K- 13.06% |
$380K - $389K
|
19K
$2.09M
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.86K- 37.01% |
$381K - $390K
|
4.87K
$535K
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.89K- 4.16% |
$384K - $393K
|
66.4K
$7.3M
|
|
Nov 01, 2021
Q3 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.9K- 26.16% |
$386K - $395K
|
8.19K
$899K
|
|
Nov 10, 2021
Q3 2021
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-3K- 16.88% |
$399K - $409K
|
14.8K
$1.62M
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.01K- 41.32% |
$400K - $410K
|
4.27K
$469K
|