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 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
144+ 0.56% |
$19.2K - $19.6K
|
25.7K
$2.79M
|
|
Nov 15, 2021
Q3 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
141+ 2.01% |
$18.8K - $19.2K
|
7.16K
$777K
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
140+ 2.14% |
$18.6K - $19.1K
|
6.69K
$725K
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
140+ 388.89% |
$18.6K - $19.1K
|
176
$19.1K
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
138+ 17.69% |
$18.4K - $18.8K
|
918
$99.6K
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
BUY
|
- |
133+ 5.77% |
$17.7K - $18.1K
|
2.44K
$265K
|
|
Nov 15, 2021
Q3 2021
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
129+ 13.26% |
$17.2K - $17.6K
|
1.1K
$120K
|
|
Nov 03, 2021
Q3 2021
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
124+ 1.09% |
$16.5K - $16.9K
|
11.5K
$1.25M
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
123+ 173.24% |
$16.4K - $16.8K
|
194
$21K
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
118+ 0.27% |
$15.7K - $16.1K
|
43.1K
$4.68M
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
BUY
|
- |
116+ 0.41% |
$15.4K - $15.8K
|
28.3K
$3.07M
|
|
Apr 24, 2024
Q3 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
109+ 5.86% |
$14.5K - $14.9K
|
1.97K
$213K
|
|
Oct 28, 2021
Q3 2021
|
Wealthgate Family Office, LLC
|
BUY
|
- |
107New |
$14.2K - $14.6K
|
107
$11.6K
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
107+ 1.18% |
$14.2K - $14.6K
|
9.2K
$998K
|
|
Nov 05, 2021
Q3 2021
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
100+ 2.31% |
$13.3K - $13.6K
|
4.43K
$480K
|
|
Nov 12, 2021
Q3 2021
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
92+ 1.22% |
$12.2K - $12.5K
|
7.66K
$831K
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
80+ 0.08% |
$10.6K - $10.9K
|
102K
$11.1M
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
73+ 1.23% |
$9.71K - $9.95K
|
6.01K
$652K
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
68+ 1.39% |
$9.05K - $9.27K
|
4.95K
$537K
|
|
Nov 12, 2021
Q3 2021
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
68+ 2.3% |
$9.05K - $9.27K
|
3.02K
$328K
|
|
Nov 08, 2021
Q3 2021
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
62+ 0.45% |
$8.25K - $8.45K
|
13.9K
$1.51M
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
60+ 4.0% |
$7.98K - $8.18K
|
1.56K
$169K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
56+ 2.17% |
$7.45K - $7.63K
|
2.64K
$286K
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
53+ 3.3% |
$7.05K - $7.23K
|
1.66K
$180K
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
53New |
$7.05K - $7.23K
|
53
$5.75K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
53+ 0.27% |
$7.05K - $7.23K
|
19.4K
$2.11M
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
49+ 1.82% |
$6.52K - $6.68K
|
2.74K
$297K
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
47+ 1.33% |
$6.25K - $6.41K
|
3.57K
$387K
|
|
May 26, 2023
Q3 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
47+ 0.28% |
$6.25K - $6.41K
|
16.9K
$1.83M
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
46+ 1.02% |
$6.12K - $6.27K
|
4.54K
$493K
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
43+ 2.38% |
$5.72K - $5.86K
|
1.85K
$201K
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
41+ 1.82% |
$5.45K - $5.59K
|
2.29K
$249K
|
|
Nov 09, 2021
Q3 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
39+ 0.91% |
$5.19K - $5.32K
|
4.34K
$471K
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
36+ 2.32% |
$4.79K - $4.91K
|
1.59K
$172K
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
35+ 8.37% |
$4.66K - $4.77K
|
453
$49.1K
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
BUY
|
- |
35+ 0.46% |
$4.66K - $4.77K
|
7.66K
$831K
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
34+ 0.09% |
$4.52K - $4.64K
|
39.4K
$4.27M
|
|
Nov 16, 2021
Q3 2021
|
Sadoff Investment Management LLC
|
BUY
|
- |
33+ 1.03% |
$4.39K - $4.5K
|
3.23K
$351K
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
30+ 11.32% |
$3.99K - $4.09K
|
295
$32K
|
|
Nov 16, 2021
Q3 2021
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
29+ 193.33% |
$3.86K - $3.95K
|
44
$4.77K
|
|
Oct 18, 2021
Q3 2021
|
David J Yvars Group
|
BUY
|
- |
29+ 0.18% |
$3.86K - $3.95K
|
16.3K
$1.76M
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
25+ 0.11% |
$3.33K - $3.41K
|
21.9K
$2.38M
|
|
Oct 18, 2021
Q3 2021
|
Sabal Trust CO
|
BUY
|
- |
25+ 0.55% |
$3.33K - $3.41K
|
4.55K
$493K
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
21+ 1.22% |
$2.79K - $2.86K
|
1.75K
$190K
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
BUY
|
- |
21+ 0.38% |
$2.79K - $2.86K
|
5.57K
$604K
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
20+ 0.29% |
$2.66K - $2.73K
|
6.97K
$756K
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
20+ 1.01% |
$2.66K - $2.73K
|
2K
$216K
|
|
Nov 08, 2021
Q3 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
18+ 21.69% |
$2.39K - $2.45K
|
101
$11K
|
|
Nov 12, 2021
Q3 2021
|
Godsey & Gibb Associates
|
BUY
|
- |
18+ 1.89% |
$2.39K - $2.45K
|
969
$105K
|
|
Dec 06, 2021
Q3 2021
|
Fullen Financial Group
|
BUY
|
- |
16+ 0.92% |
$2.13K - $2.18K
|
1.76K
$191K
|