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
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-10.2K- 0.95% |
$1.35M - $1.38M
|
1.06M
$115M
|
|
|
Nov 03, 2021
Q3 2021
|
Retirement Systems Of Alabama
|
SELL
|
- |
-10.3K- 87.18% |
$1.37M - $1.4M
|
1.52K
$164K
|
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-10.3K- 29.63% |
$1.37M - $1.41M
|
24.5K
$2.66M
|
|
|
Nov 03, 2021
Q3 2021
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-10.3KClosed |
$1.37M - $1.41M
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-10.4K- 79.65% |
$1.39M - $1.42M
|
2.67K
$289K
|
|
|
Oct 07, 2021
Q3 2021
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-10.6KClosed |
$1.41M - $1.45M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-11.3K- 62.89% |
$1.51M - $1.54M
|
6.68K
$724K
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-11.4KClosed |
$1.52M - $1.56M
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Single Point Partners, LLC
|
SELL
|
- |
-11.8KClosed |
$1.56M - $1.6M
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Sierra Capital LLC
|
SELL
|
- |
-11.8K- 72.73% |
$1.57M - $1.61M
|
4.43K
$481K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia
|
SELL
|
- |
-11.8K- 84.35% |
$1.57M - $1.61M
|
2.2K
$238K
|
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-11.9K- 48.06% |
$1.58M - $1.62M
|
12.8K
$1.39M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.9K- 6.68% |
$1.58M - $1.62M
|
166K
$18M
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.1K- 0.54% |
$1.61M - $1.65M
|
2.23M
$242M
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-12.1K- 70.65% |
$1.61M - $1.65M
|
5.03K
$546K
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.8K- 68.95% |
$1.7M - $1.74M
|
5.76K
$624K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-13.2K- 4.07% |
$1.76M - $1.8M
|
311K
$33.7M
|
|
|
Oct 07, 2021
Q3 2021
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-13.6KClosed |
$1.81M - $1.86M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-13.8K- 4.67% |
$1.84M - $1.88M
|
282K
$30.6M
|
|
|
Oct 14, 2021
Q3 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-14K- 51.12% |
$1.86M - $1.91M
|
13.4K
$1.45M
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-14K- 81.47% |
$1.86M - $1.91M
|
3.18K
$345K
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-14.1K- 28.59% |
$1.88M - $1.93M
|
35.3K
$3.83M
|
|
|
Nov 09, 2021
Q3 2021
|
First National Corp
|
SELL
|
- |
-14.8K- 26.62% |
$1.97M - $2.02M
|
40.8K
$4.42M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.1K- 2.72% |
$2.01M - $2.06M
|
540K
$58.6M
|
|
|
Oct 28, 2021
Q3 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-15.9K- 46.79% |
$2.11M - $2.17M
|
18.1K
$1.96M
|
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-16K- 79.86% |
$2.12M - $2.18M
|
4.03K
$437K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-16.1K- 12.72% |
$2.14M - $2.2M
|
111K
$12M
|
|
|
Nov 15, 2021
Q3 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-16.6KClosed |
$2.21M - $2.26M
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-16.9K- 13.7% |
$2.25M - $2.3M
|
106K
$11.5M
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-17.3KClosed |
$2.31M - $2.36M
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-17.7K- 18.24% |
$2.35M - $2.41M
|
79.3K
$8.6M
|
|
|
Oct 28, 2021
Q3 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-17.8K- 90.52% |
$2.37M - $2.43M
|
1.86K
$202K
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-17.8K- 28.59% |
$2.37M - $2.43M
|
44.5K
$4.82M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-19.3K- 25.39% |
$2.57M - $2.63M
|
56.7K
$6.14M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-19.6K- 2.95% |
$2.61M - $2.68M
|
645K
$70M
|
|
|
Nov 08, 2021
Q3 2021
|
Banco Santander, S.A.
|
SELL
|
- |
-20.5K- 67.97% |
$2.73M - $2.79M
|
9.66K
$1.05M
|
|
|
Nov 15, 2021
Q3 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-22K- 83.91% |
$2.92M - $2.99M
|
4.21K
$457K
|
|
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-22K- 83.91% |
$2.92M - $2.99M
|
4.21K
$457K
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-22.2K- 29.51% |
$2.95M - $3.03M
|
53K
$5.75M
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-22.8K- 12.29% |
$3.03M - $3.11M
|
163K
$17.6M
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-22.8K- 10.09% |
$3.04M - $3.11M
|
203K
$22M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-25.6K- 38.03% |
$3.41M - $3.49M
|
41.8K
$4.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
SELL
|
- |
-26.3KClosed |
$3.49M - $3.58M
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-26.9KClosed |
$3.57M - $3.66M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Appleton Group, LLC
|
SELL
|
- |
-27.5KClosed |
$3.65M - $3.74M
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-27.9K- 31.03% |
$3.71M - $3.8M
|
61.9K
$6.71M
|
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-28K- 93.74% |
$3.72M - $3.81M
|
1.87K
$202K
|
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-28.3K- 76.72% |
$3.76M - $3.85M
|
8.58K
$930K
|
|
|
Oct 04, 2021
Q3 2021
|
Confluence Investment Management LLC
|
SELL
|
- |
-28.9KClosed |
$3.85M - $3.94M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-29KClosed |
$3.85M - $3.95M
|
0
$0
|