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
|
Members Trust CO
|
BUY
|
- |
2.68K+ 97.81% |
$357K - $366K
|
5.43K
$589K
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.68K+ 13.37% |
$357K - $366K
|
22.7K
$2.47M
|
|
|
Nov 08, 2021
Q3 2021
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
2.66K+ 26.04% |
$354K - $363K
|
12.9K
$1.4M
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.64K+ 16.54% |
$351K - $360K
|
18.6K
$2.02M
|
|
|
Oct 22, 2021
Q3 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.64K+ 61.25% |
$351K - $360K
|
6.95K
$754K
|
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
BUY
|
- |
2.63K+ 3.94% |
$350K - $359K
|
69.5K
$7.53M
|
|
|
Nov 02, 2021
Q3 2021
|
Anchor Capital Advisors LLC
|
BUY
|
- |
2.59K+ 5.47% |
$344K - $352K
|
49.8K
$5.41M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.52K+ 1.61% |
$336K - $344K
|
159K
$17.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.48K+ 73.98% |
$330K - $338K
|
5.84K
$633K
|
|
|
Nov 15, 2021
Q3 2021
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
2.45KNew |
$326K - $334K
|
2.45K
$266K
|
|
|
Nov 12, 2021
Q3 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
2.37K+ 4.84% |
$316K - $323K
|
51.3K
$5.57M
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.36KNew |
$314K - $322K
|
2.36K
$256K
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.36K+ 0.51% |
$313K - $321K
|
467K
$50.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Windham Capital Management, LLC
|
BUY
|
- |
2.33KNew |
$310K - $317K
|
2.33K
$253K
|
|
|
Nov 15, 2021
Q3 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.3K+ 4.56% |
$306K - $314K
|
52.7K
$5.72M
|
|
|
Nov 01, 2021
Q3 2021
|
Center For Asset Management LLC
|
BUY
|
- |
2.27K+ 4.51% |
$302K - $309K
|
52.6K
$5.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Milestone Advisory Partners
|
BUY
|
- |
2.25K+ 54.34% |
$299K - $306K
|
6.39K
$693K
|
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
BUY
|
- |
2.2K+ 146.67% |
$293K - $300K
|
3.7K
$401K
|
|
|
Nov 04, 2021
Q3 2021
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
2.15KNew |
$285K - $293K
|
2.15K
$233K
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
2.13KNew |
$284K - $291K
|
2.13K
$231K
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.06KNew |
$274K - $281K
|
2.06K
$224K
|
|
|
Oct 28, 2021
Q3 2021
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2.02K+ 7.26% |
$269K - $276K
|
29.9K
$3.24M
|
|
|
Nov 02, 2021
Q3 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
2K+ 3.84% |
$266K - $272K
|
54K
$5.86M
|
|
|
Oct 20, 2021
Q3 2021
|
Wp Advisors, LLC
|
BUY
|
- |
1.99KNew |
$265K - $271K
|
1.99K
$216K
|
|
|
Oct 08, 2021
Q3 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.99KNew |
$264K - $271K
|
1.99K
$215K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.97K+ 33.05% |
$262K - $269K
|
7.93K
$861K
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
1.97K+ 1.42% |
$261K - $268K
|
140K
$15.2M
|
|
|
Oct 13, 2021
Q3 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.93K+ 1051.91% |
$256K - $262K
|
2.11K
$229K
|
|
|
Oct 15, 2021
Q3 2021
|
Demars Financial Group, LLC
|
BUY
|
- |
1.88K+ 45.22% |
$250K - $257K
|
6.04K
$656K
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
1.88K+ 93.76% |
$250K - $256K
|
3.88K
$421K
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.82KNew |
$242K - $248K
|
1.82K
$198K
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.76K+ 7.5% |
$234K - $240K
|
25.2K
$2.74M
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
1.73K+ 1.02% |
$231K - $236K
|
171K
$18.6M
|
|
|
Nov 03, 2021
Q3 2021
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
1.73KNew |
$230K - $236K
|
1.73K
$188K
|
|
|
Oct 29, 2021
Q3 2021
|
Round Table Services, LLC
|
BUY
|
- |
1.73KNew |
$230K - $235K
|
1.73K
$187K
|
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.72K+ 0.85% |
$229K - $235K
|
203K
$22.1M
|
|
|
Nov 02, 2021
Q3 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.71K+ 15.23% |
$228K - $233K
|
12.9K
$1.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.69K+ 29.87% |
$225K - $231K
|
7.37K
$799K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.69K+ 17.08% |
$224K - $230K
|
11.6K
$1.25M
|
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.66K+ 85.8% |
$220K - $226K
|
3.59K
$389K
|
|
|
Nov 15, 2021
Q3 2021
|
Ovata Capital Management LTD
|
BUY
|
- |
1.65KNew |
$219K - $225K
|
1.65K
$179K
|
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.63KNew |
$217K - $222K
|
1.63K
$177K
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.58KNew |
$210K - $215K
|
1.58K
$171K
|
|
|
Oct 27, 2021
Q3 2021
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
1.56KNew |
$208K - $213K
|
1.56K
$170K
|
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.55K+ 12.82% |
$206K - $211K
|
13.6K
$1.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.55K+ 5.74% |
$206K - $211K
|
28.6K
$3.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
1.51K+ 8.62% |
$200K - $205K
|
19K
$2.06M
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.5K+ 87.01% |
$200K - $204K
|
3.22K
$350K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.5K+ 2.16% |
$199K - $204K
|
70.7K
$7.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.48K+ 11.04% |
$197K - $202K
|
14.9K
$1.61M
|