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 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
BUY
|
- |
328+ 1.03% |
$43.6K - $44.7K
|
32.3K
$3.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Ballast, Inc.
|
BUY
|
- |
312+ 2.45% |
$41.5K - $42.5K
|
13K
$1.41M
|
|
|
Nov 10, 2021
Q3 2021
|
Wells Financial Advisors Inc
|
BUY
|
- |
312+ 2.3% |
$41.5K - $42.5K
|
13.9K
$1.51M
|
|
|
Oct 21, 2021
Q3 2021
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
306+ 1.53% |
$40.7K - $41.7K
|
20.3K
$2.2M
|
|
|
Oct 29, 2021
Q3 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
302+ 1.08% |
$40.2K - $41.2K
|
28.2K
$3.06M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
301+ 0.93% |
$40K - $41K
|
32.7K
$3.54M
|
|
|
Nov 02, 2021
Q3 2021
|
Capital Square, LLC
|
BUY
|
- |
294+ 2.28% |
$39.1K - $40.1K
|
13.2K
$1.43M
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
292+ 1.56% |
$38.8K - $39.8K
|
19K
$2.06M
|
|
|
Oct 13, 2021
Q3 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
289+ 1.06% |
$38.4K - $39.4K
|
27.6K
$3M
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
285New |
$37.9K - $38.9K
|
285
$30.9K
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
277+ 1.5% |
$36.8K - $37.8K
|
18.8K
$2.03M
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
BUY
|
- |
271+ 2.99% |
$36.1K - $36.9K
|
9.32K
$1.01M
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
269+ 2.07% |
$35.8K - $36.7K
|
13.3K
$1.44M
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
262+ 3.77% |
$34.9K - $35.7K
|
7.21K
$781K
|
|
|
Oct 13, 2021
Q3 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
252+ 4.44% |
$33.5K - $34.4K
|
5.92K
$642K
|
|
|
Nov 10, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
249+ 0.27% |
$33.1K - $33.9K
|
93.3K
$10.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
246+ 3.83% |
$32.7K - $33.5K
|
6.68K
$724K
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
239+ 645.95% |
$31.8K - $32.6K
|
276
$29.9K
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
238+ 14.02% |
$31.7K - $32.4K
|
1.94K
$210K
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
236+ 6.01% |
$31.4K - $32.2K
|
4.16K
$451K
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
231+ 1.52% |
$30.7K - $31.5K
|
15.5K
$1.68M
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
230+ 34.95% |
$30.6K - $31.4K
|
888
$96.3K
|
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
225+ 5.5% |
$29.9K - $30.7K
|
4.32K
$468K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
225+ 17.52% |
$29.9K - $30.7K
|
1.51K
$164K
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
223+ 4.84% |
$29.7K - $30.4K
|
4.83K
$524K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
223+ 4.84% |
$29.7K - $30.4K
|
4.83K
$524K
|
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
220New |
$29.3K - $30K
|
220
$23.9K
|
|
|
Nov 05, 2021
Q3 2021
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
220+ 0.98% |
$29.3K - $30K
|
22.7K
$2.46M
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
215+ 1.32% |
$28.6K - $29.3K
|
16.5K
$1.79M
|
|
|
Oct 13, 2021
Q3 2021
|
Pacific Wealth Management
|
BUY
|
- |
213+ 0.35% |
$28.3K - $29K
|
61.7K
$6.69M
|
|
|
Nov 16, 2021
Q3 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
212New |
$28.2K - $28.9K
|
212
$23K
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
208+ 4.46% |
$27.7K - $28.4K
|
4.87K
$528K
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
207New |
$27.5K - $28.2K
|
207
$22.4K
|
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
200+ 2.77% |
$26.6K - $27.3K
|
7.43K
$805K
|
|
|
Oct 14, 2021
Q3 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
198+ 1.12% |
$26.3K - $27K
|
17.9K
$1.94M
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
192+ 12.04% |
$25.5K - $26.2K
|
1.79K
$194K
|
|
|
Oct 18, 2021
Q3 2021
|
Act Advisors, Llc.
|
BUY
|
- |
189+ 3.28% |
$25.1K - $25.8K
|
5.94K
$644K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
185+ 0.28% |
$24.6K - $25.2K
|
67.4K
$7.31M
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
182+ 1.54% |
$24.2K - $24.8K
|
12K
$1.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
179+ 4.36% |
$23.8K - $24.4K
|
4.28K
$464K
|
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
176+ 4.55% |
$23.4K - $24K
|
4.05K
$439K
|
|
|
Nov 09, 2021
Q3 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
175+ 5.07% |
$23.3K - $23.9K
|
3.63K
$394K
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
172+ 7.48% |
$22.9K - $23.4K
|
2.47K
$268K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
170+ 5.95% |
$22.6K - $23.2K
|
3.03K
$328K
|
|
|
Oct 13, 2021
Q3 2021
|
Verde Capital Management
|
BUY
|
- |
165+ 5.3% |
$21.9K - $22.5K
|
3.28K
$355K
|
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
159+ 4.94% |
$21.2K - $21.7K
|
3.38K
$366K
|
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
152+ 7.07% |
$20.2K - $20.7K
|
2.3K
$250K
|
|
|
Nov 02, 2021
Q3 2021
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
149+ 3.52% |
$19.8K - $20.3K
|
4.38K
$475K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
147New |
$19.6K - $20K
|
147
$15.9K
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
144+ 0.56% |
$19.2K - $19.6K
|
25.7K
$2.79M
|