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 14, 2022
Q4 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.94KNew |
$254K - $261K
|
1.94K
$207K
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.91KNew |
$250K - $258K
|
1.91K
$204K
|
|
|
Jan 31, 2022
Q4 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.9KNew |
$249K - $257K
|
1.9K
$203K
|
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.9KNew |
$249K - $256K
|
1.9K
$203K
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.89K+ 94.92% |
$247K - $255K
|
3.88K
$414K
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
BUY
|
- |
1.88K+ 3.65% |
$246K - $253K
|
53.3K
$5.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.85K+ 12.41% |
$242K - $249K
|
16.7K
$1.79M
|
|
|
Feb 15, 2022
Q4 2021
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.8KNew |
$236K - $243K
|
1.8K
$193K
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
1.8K+ 48.65% |
$236K - $243K
|
5.5K
$588K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
1.77K+ 26.04% |
$231K - $238K
|
8.55K
$913K
|
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.76K+ 6.91% |
$231K - $238K
|
27.3K
$2.91M
|
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.75K+ 4.29% |
$229K - $236K
|
42.5K
$4.54M
|
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
BUY
|
- |
1.71KNew |
$223K - $230K
|
1.71K
$182K
|
|
|
Feb 10, 2022
Q4 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.69K+ 37.67% |
$221K - $227K
|
6.16K
$658K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
1.65KNew |
$216K - $222K
|
1.65K
$176K
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.59KNew |
$209K - $215K
|
1.59K
$170K
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
1.58KNew |
$207K - $213K
|
1.58K
$169K
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.55K+ 7.08% |
$203K - $209K
|
23.5K
$2.51M
|
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.53K+ 1.47% |
$200K - $206K
|
105K
$11.3M
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.53K+ 2.31% |
$200K - $206K
|
67.6K
$7.23M
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.52K+ 3.62% |
$199K - $205K
|
43.6K
$4.66M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.5K+ 0.48% |
$196K - $202K
|
313K
$33.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.48K+ 5.25% |
$194K - $200K
|
29.7K
$3.17M
|
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
BUY
|
- |
1.34KNew |
$176K - $181K
|
1.34K
$143K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.34K+ 11.15% |
$175K - $181K
|
13.3K
$1.43M
|
|
|
Jan 20, 2022
Q4 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.33K+ 5.91% |
$174K - $179K
|
23.8K
$2.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.31K+ 25.33% |
$171K - $176K
|
6.47K
$691K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.3K+ 4.39% |
$170K - $175K
|
30.8K
$3.29M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.29KNew |
$169K - $174K
|
1.29K
$138K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.29K+ 6.14% |
$168K - $173K
|
22.2K
$2.37M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.28K+ 28.57% |
$168K - $173K
|
5.76K
$615K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.26K+ 10.43% |
$165K - $170K
|
13.3K
$1.42M
|
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
1.25KNew |
$164K - $169K
|
1.25K
$134K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.23KNew |
$161K - $166K
|
1.23K
$132K
|
|
|
Feb 10, 2022
Q4 2021
|
Anchor Capital Advisors LLC
|
BUY
|
- |
1.21K+ 2.42% |
$158K - $163K
|
51.1K
$5.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.2K+ 1.62% |
$158K - $162K
|
75.6K
$8.08M
|
|
|
Feb 02, 2022
Q4 2021
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
1.2K+ 5.92% |
$157K - $162K
|
21.5K
$2.29M
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.15K+ 1.88% |
$151K - $155K
|
62.3K
$6.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.12KNew |
$147K - $151K
|
1.12K
$120K
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
1.12K+ 15.01% |
$146K - $151K
|
8.56K
$915K
|
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.11K+ 20.65% |
$145K - $149K
|
6.47K
$692K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.1KNew |
$144K - $148K
|
1.1K
$117K
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.08K+ 28.8% |
$142K - $146K
|
4.85K
$518K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.07K+ 2.89% |
$141K - $145K
|
38.3K
$4.09M
|
|
|
Feb 10, 2022
Q4 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.05K+ 1.57% |
$138K - $142K
|
68.2K
$7.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
1.05KNew |
$137K - $141K
|
1.05K
$112K
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.02K+ 8.09% |
$133K - $137K
|
13.6K
$1.45M
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
975+ 5.66% |
$128K - $132K
|
18.2K
$1.95M
|
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
965+ 26.58% |
$126K - $130K
|
4.6K
$491K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
951+ 2.75% |
$125K - $128K
|
35.5K
$3.8M
|