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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.15K+ 139.74% |
$412K - $424K
|
5.4K
$577K
|
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
3.13KNew |
$410K - $422K
|
3.13K
$334K
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
3.13KNew |
$410K - $422K
|
3.13K
$334K
|
|
|
Jan 13, 2022
Q4 2021
|
Marotta Asset Management
|
BUY
|
- |
3.12KNew |
$409K - $421K
|
3.12K
$333K
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.11K+ 43.54% |
$407K - $419K
|
10.2K
$1.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.1K+ 38.72% |
$407K - $419K
|
11.1K
$1.19M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.04KNew |
$398K - $410K
|
3.04K
$325K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmel Capital Partners, LLC
|
BUY
|
- |
3KNew |
$393K - $405K
|
3K
$320K
|
|
|
Jan 26, 2022
Q4 2021
|
Twele Capital Management, Inc.
|
BUY
|
- |
2.99K+ 3.4% |
$391K - $403K
|
90.7K
$9.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Hilton Capital Management, LLC
|
BUY
|
- |
2.95K+ 2.78% |
$387K - $398K
|
109K
$11.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.95K+ 34.26% |
$386K - $397K
|
11.5K
$1.23M
|
|
|
Jan 26, 2022
Q4 2021
|
Scott Capital Advisors, LLC
|
BUY
|
- |
2.94KNew |
$385K - $396K
|
2.94K
$314K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.93K+ 9.25% |
$383K - $395K
|
34.6K
$3.69M
|
|
|
Dec 15, 2022
Q4 2021
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
2.91KNew |
$381K - $392K
|
2.91K
$311K
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.79KNew |
$366K - $377K
|
2.79K
$298K
|
|
|
Jan 27, 2022
Q4 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.73K+ 39.21% |
$357K - $368K
|
9.68K
$1.03M
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
2.61K+ 5.25% |
$342K - $352K
|
52.3K
$5.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.6K+ 8.7% |
$340K - $350K
|
32.4K
$3.46M
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.58KNew |
$338K - $348K
|
2.58K
$275K
|
|
|
Feb 17, 2022
Q4 2021
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.56KNew |
$335K - $345K
|
2.56K
$273K
|
|
|
Jan 21, 2022
Q4 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
2.55KNew |
$334K - $344K
|
2.55K
$272K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.52KNew |
$330K - $340K
|
2.52K
$269K
|
|
|
Jan 10, 2022
Q4 2021
|
Wela Strategies, Inc.
|
BUY
|
- |
2.5K+ 1.75% |
$327K - $337K
|
145K
$15.5M
|
|
|
Jan 27, 2022
Q4 2021
|
Quattro Financial Advisors LLC
|
BUY
|
- |
2.45KNew |
$321K - $330K
|
2.45K
$262K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.44K+ 1.14% |
$320K - $329K
|
217K
$23.2M
|
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.41KNew |
$316K - $326K
|
2.41K
$258K
|
|
|
Feb 16, 2022
Q4 2021
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.36KNew |
$310K - $319K
|
2.36K
$252K
|
|
|
Jan 12, 2022
Q4 2021
|
Bank Of New Hampshire
|
BUY
|
- |
2.36KNew |
$309K - $318K
|
2.36K
$252K
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.3K+ 4.56% |
$302K - $311K
|
52.8K
$5.64M
|
|
|
Apr 29, 2022
Q4 2021
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.3KNew |
$302K - $310K
|
2.3K
$246K
|
|
|
Feb 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.29KNew |
$300K - $309K
|
2.29K
$244K
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.28K+ 33.06% |
$299K - $308K
|
9.18K
$980K
|
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.28KNew |
$298K - $307K
|
2.28K
$243K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
2.27K+ 39.27% |
$298K - $307K
|
8.06K
$861K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
2.27K+ 2.22% |
$297K - $306K
|
104K
$11.2M
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.26KNew |
$296K - $305K
|
2.26K
$241K
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.25K+ 4.8% |
$294K - $303K
|
49K
$5.24M
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.21KNew |
$289K - $297K
|
2.21K
$235K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.17K+ 3.93% |
$284K - $293K
|
57.5K
$6.14M
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2.15K+ 35.89% |
$282K - $290K
|
8.14K
$869K
|
|
|
Feb 09, 2022
Q4 2021
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
2.15KNew |
$282K - $290K
|
2.15K
$230K
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
2.15KNew |
$281K - $290K
|
2.15K
$229K
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
2.14K+ 1.53% |
$280K - $289K
|
142K
$15.2M
|
|
|
Jan 24, 2022
Q4 2021
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
2.09K+ 8.92% |
$274K - $282K
|
25.5K
$2.73M
|
|
|
Feb 04, 2022
Q4 2021
|
Southern Capital Advisors, LLC
|
BUY
|
- |
2.08KNew |
$272K - $280K
|
2.08K
$222K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.05KNew |
$268K - $276K
|
2.05K
$219K
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
2KNew |
$262K - $270K
|
2K
$214K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.98KNew |
$260K - $268K
|
1.98K
$212K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
1.98KNew |
$259K - $267K
|
1.98K
$211K
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.94K+ 98.63% |
$254K - $261K
|
3.9K
$417K
|