Purchases and Sales Made in Q4 2021 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
BUY
|
- |
10.4K+ 135.73% |
$1.36M - $1.4M
|
18K
$1.93M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
10.1K+ 75.04% |
$1.32M - $1.36M
|
23.6K
$2.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.83KNew |
$1.29M - $1.33M
|
9.83K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.74KNew |
$1.28M - $1.31M
|
9.74K
$1.04M
|
|
|
Feb 09, 2022
Q4 2021
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
9.58KNew |
$1.25M - $1.29M
|
9.58K
$1.02M
|
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
9.44KNew |
$1.24M - $1.27M
|
9.44K
$1.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
9.43K+ 13.34% |
$1.24M - $1.27M
|
80.1K
$8.56M
|
|
|
Jan 13, 2022
Q4 2021
|
Grant
|
BUY
|
- |
9.43KNew |
$1.23M - $1.27M
|
9.43K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
9.24K+ 3.56% |
$1.21M - $1.25M
|
269K
$28.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
BUY
|
- |
9.13K+ 45.57% |
$1.2M - $1.23M
|
29.2K
$3.12M
|
|
|
Jan 19, 2022
Q4 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
8.99K+ 12.28% |
$1.18M - $1.21M
|
82.2K
$8.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Kepos Capital LP
New York, NY |
BUY
|
- |
8.7K+ 24.3% |
$1.14M - $1.17M
|
44.5K
$4.75M
|
|
|
Jan 18, 2022
Q4 2021
|
Monument Capital Management
|
BUY
|
- |
8.59K+ 86.22% |
$1.12M - $1.16M
|
18.5K
$1.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
8.56K+ 1.76% |
$1.12M - $1.15M
|
495K
$52.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
8.27K+ 71.68% |
$1.08M - $1.12M
|
19.8K
$2.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
8.27KNew |
$1.08M - $1.12M
|
8.27K
$884K
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
8.25K+ 80.24% |
$1.08M - $1.11M
|
18.5K
$1.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
8.19K+ 469.5% |
$1.07M - $1.1M
|
9.93K
$1.06M
|
|
|
Feb 07, 2022
Q4 2021
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
8.04K+ 3.71% |
$1.05M - $1.08M
|
224K
$24M
|
|
|
Aug 04, 2022
Q4 2021
|
Warwick Investment Management, Inc.
|
BUY
|
- |
7.97KNew |
$1.04M - $1.08M
|
7.97K
$852K
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
7.96KNew |
$1.04M - $1.07M
|
7.96K
$850K
|
|
|
Feb 10, 2022
Q4 2021
|
Summitry LLC
Foster City, CA |
BUY
|
- |
7.81K+ 2.45% |
$1.02M - $1.05M
|
326K
$34.8M
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
7.79K+ 58.28% |
$1.02M - $1.05M
|
21.2K
$2.26M
|
|
|
Feb 04, 2022
Q4 2021
|
Insight Wealth Partners, LLC
|
BUY
|
- |
7.73K+ 8.5% |
$1.01M - $1.04M
|
98.7K
$10.6M
|
|
|
Jan 11, 2022
Q4 2021
|
First American Trust, Fsb
|
BUY
|
- |
7.72K+ 4.58% |
$1.01M - $1.04M
|
176K
$18.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
7.69K+ 14.98% |
$1.01M - $1.04M
|
59K
$6.31M
|
|
|
Feb 10, 2022
Q4 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
7.65KNew |
$1M - $1.03M
|
7.65K
$818K
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
7.39KNew |
$968K - $996K
|
7.39K
$789K
|
|
|
Feb 14, 2022
Q4 2021
|
Axa S.A.
Paris, I0 |
BUY
|
- |
7.31K+ 10.3% |
$957K - $986K
|
78.3K
$8.37M
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
7.12K+ 6.08% |
$932K - $960K
|
124K
$13.3M
|
|
|
May 16, 2022
Q4 2021
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
7.07KNew |
$927K - $954K
|
7.07K
$756K
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6.93KNew |
$908K - $935K
|
6.93K
$741K
|
|
|
Dec 11, 2023
Q4 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
6.93K+ 49.77% |
$908K - $935K
|
20.9K
$2.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.91K+ 261.79% |
$905K - $931K
|
9.54K
$1.02M
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
6.75K+ 1060.85% |
$884K - $910K
|
7.38K
$789K
|
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
BUY
|
- |
6.66KNew |
$872K - $898K
|
6.66K
$712K
|
|
|
Feb 10, 2022
Q4 2021
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.52KNew |
$854K - $879K
|
6.52K
$697K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.3K+ 5.81% |
$825K - $849K
|
115K
$12.2M
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
6.21KNew |
$814K - $838K
|
6.21K
$664K
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
6.12KNew |
$802K - $826K
|
6.12K
$654K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.08K+ 13.62% |
$797K - $820K
|
50.7K
$5.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
5.79KNew |
$758K - $781K
|
5.79K
$619K
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.66K+ 5.83% |
$741K - $763K
|
103K
$11M
|
|
|
Feb 14, 2022
Q4 2021
|
Allie Family Office LLC
|
BUY
|
- |
5.61KNew |
$735K - $757K
|
5.61K
$599K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
5.55KNew |
$726K - $748K
|
5.55K
$592K
|
|
|
Feb 14, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
5.38K+ 655.18% |
$705K - $726K
|
6.2K
$662K
|
|
|
Jan 14, 2022
Q4 2021
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
5.29KNew |
$693K - $714K
|
5.29K
$565K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.11K+ 2.88% |
$669K - $689K
|
182K
$19.5M
|
|
|
Feb 18, 2022
Q4 2021
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
5.07KNew |
$663K - $683K
|
5.07K
$541K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.91K+ 1.58% |
$643K - $662K
|
316K
$33.8M
|