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 13, 2021
Q3 2021
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
5.32KNew |
$708K - $725K
|
5.32K
$577K
|
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5.27K+ 4.79% |
$701K - $718K
|
115K
$12.5M
|
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.24K+ 9.37% |
$697K - $715K
|
61.2K
$6.63M
|
|
|
Nov 16, 2021
Q3 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
5.23K+ 37.85% |
$696K - $713K
|
19K
$2.06M
|
|
|
Nov 16, 2021
Q3 2021
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
4.95K+ 37.33% |
$658K - $675K
|
18.2K
$1.97M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
4.88K+ 5.49% |
$649K - $665K
|
93.8K
$10.2M
|
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.88K+ 241.89% |
$649K - $665K
|
6.9K
$748K
|
|
|
Nov 12, 2021
Q3 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
4.82K+ 5.56% |
$641K - $657K
|
91.5K
$9.92M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.78K+ 7.62% |
$635K - $651K
|
67.5K
$7.31M
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.73K+ 42.37% |
$629K - $645K
|
15.9K
$1.72M
|
|
|
Nov 12, 2021
Q3 2021
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
4.64K+ 12.99% |
$617K - $633K
|
40.4K
$4.38M
|
|
|
Nov 15, 2021
Q3 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
4.63KNew |
$616K - $631K
|
4.63K
$502K
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.56KNew |
$607K - $622K
|
4.56K
$495K
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.54K+ 7.05% |
$604K - $619K
|
69K
$7.48M
|
|
|
Nov 12, 2021
Q3 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
4.52KNew |
$601K - $616K
|
4.52K
$490K
|
|
|
Nov 05, 2021
Q3 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
4.4K+ 4.64% |
$585K - $600K
|
99.2K
$10.8M
|
|
|
Nov 03, 2021
Q3 2021
|
Capital Wealth Planning, LLC
|
BUY
|
- |
4.4KNew |
$585K - $600K
|
4.4K
$477K
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
4.34K+ 31.67% |
$577K - $591K
|
18K
$1.95M
|
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.3K+ 52.73% |
$572K - $586K
|
12.5K
$1.35M
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.27K+ 217.34% |
$568K - $583K
|
6.24K
$676K
|
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4.27K+ 346.79% |
$568K - $582K
|
5.5K
$596K
|
|
|
Nov 15, 2021
Q3 2021
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
4.23K+ 114.18% |
$562K - $576K
|
7.93K
$860K
|
|
|
Nov 19, 2021
Q3 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.11K+ 20.57% |
$546K - $560K
|
24.1K
$2.61M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.09K+ 174.31% |
$544K - $558K
|
6.44K
$698K
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
4.07K+ 8.29% |
$542K - $555K
|
53.2K
$5.76M
|
|
|
Nov 18, 2021
Q3 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
4.06KNew |
$541K - $554K
|
4.06K
$440K
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.96K+ 8.56% |
$527K - $540K
|
50.2K
$5.44M
|
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.95K+ 335.31% |
$525K - $539K
|
5.13K
$556K
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.84KNew |
$511K - $523K
|
3.84K
$416K
|
|
|
Dec 11, 2023
Q3 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
3.75K+ 36.79% |
$498K - $511K
|
13.9K
$1.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.71K+ 24.6% |
$494K - $506K
|
18.8K
$2.04M
|
|
|
Nov 12, 2021
Q3 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.64K+ 7.67% |
$485K - $497K
|
51.2K
$5.55M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.61K+ 5.13% |
$480K - $492K
|
74K
$8.02M
|
|
|
Nov 10, 2021
Q3 2021
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
3.53KNew |
$469K - $481K
|
3.53K
$382K
|
|
|
Oct 12, 2021
Q3 2021
|
Cypress Capital Group
|
BUY
|
- |
3.47K+ 5.95% |
$461K - $473K
|
61.8K
$6.7M
|
|
|
Oct 13, 2021
Q3 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.46K+ 6.35% |
$460K - $471K
|
57.9K
$6.28M
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.44K+ 2.04% |
$457K - $469K
|
172K
$18.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.38K+ 21.06% |
$450K - $461K
|
19.5K
$2.11M
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
BUY
|
- |
3.28K+ 13.92% |
$436K - $446K
|
26.8K
$2.91M
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3.17K+ 23.17% |
$422K - $432K
|
16.9K
$1.83M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.02KNew |
$401K - $411K
|
3.02K
$327K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.97K+ 2.12% |
$395K - $405K
|
143K
$15.5M
|
|
|
Oct 22, 2021
Q3 2021
|
Monument Capital Management
|
BUY
|
- |
2.95K+ 42.07% |
$392K - $402K
|
9.96K
$1.08M
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
2.94K+ 5.58% |
$391K - $401K
|
55.6K
$6.03M
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.93K+ 6.95% |
$390K - $400K
|
45.1K
$4.89M
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.88K+ 45.51% |
$383K - $393K
|
9.21K
$998K
|
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
2.87K+ 1.59% |
$381K - $391K
|
184K
$19.9M
|
|
|
Oct 29, 2021
Q3 2021
|
Smart Money Group LLC
|
BUY
|
- |
2.86K+ 144.81% |
$380K - $390K
|
4.84K
$524K
|
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
BUY
|
- |
2.77K+ 36.9% |
$369K - $378K
|
10.3K
$1.11M
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.71KNew |
$360K - $369K
|
2.71K
$294K
|