Purchases and Sales Made in Q1 2022 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-28- 0.46% |
$3.32K - $3.67K
|
6.12K
$658K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-30Closed |
$3.55K - $3.94K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-30- 2.41% |
$3.55K - $3.94K
|
1.21K
$130K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-32- 0.38% |
$3.79K - $4.2K
|
8.3K
$892K
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-33- 1.87% |
$3.91K - $4.33K
|
1.74K
$187K
|
|
|
Dec 15, 2022
Q1 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-34- 1.17% |
$4.03K - $4.46K
|
2.88K
$309K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-35- 4.77% |
$4.15K - $4.59K
|
698
$75.1K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-37- 32.74% |
$4.38K - $4.86K
|
76
$8.17K
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-40- 0.92% |
$4.74K - $5.25K
|
4.31K
$463K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-42- 10.99% |
$4.97K - $5.51K
|
340
$36.6K
|
|
|
Apr 14, 2022
Q1 2022
|
First Financial Corp
|
SELL
|
- |
-47Closed |
$5.57K - $6.17K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-48Closed |
$5.69K - $6.3K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-49Closed |
$5.8K - $6.43K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-50- 0.72% |
$5.92K - $6.56K
|
6.89K
$740K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-50- 3.18% |
$5.92K - $6.56K
|
1.52K
$164K
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-51- 0.23% |
$6.04K - $6.69K
|
22.5K
$2.42M
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-52- 0.4% |
$6.16K - $6.82K
|
13K
$1.4M
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-55- 5.97% |
$6.51K - $7.22K
|
866
$93.1K
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-57- 0.49% |
$6.75K - $7.48K
|
11.6K
$1.24M
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-57- 14.69% |
$6.75K - $7.48K
|
331
$35.6K
|
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-59- 2.63% |
$6.99K - $7.74K
|
2.19K
$235K
|
|
|
Aug 03, 2022
Q1 2022
|
Members Trust CO
|
SELL
|
- |
-62- 2.46% |
$7.34K - $8.14K
|
2.46K
$265K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-66- 1.45% |
$7.82K - $8.66K
|
4.48K
$481K
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-69- 0.93% |
$8.17K - $9.05K
|
7.34K
$789K
|
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-72- 0.59% |
$8.53K - $9.45K
|
12.1K
$1.3M
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-81- 3.67% |
$9.59K - $10.6K
|
2.12K
$228K
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
SELL
|
- |
-87- 3.82% |
$10.3K - $11.4K
|
2.19K
$236K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-87- 21.07% |
$10.3K - $11.4K
|
326
$35.1K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-94- 2.49% |
$11.1K - $12.3K
|
3.68K
$396K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-94- 45.19% |
$11.1K - $12.3K
|
114
$12.3K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-99Closed |
$11.7K - $13K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-99- 3.29% |
$11.7K - $13K
|
2.91K
$313K
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-100- 3.58% |
$11.8K - $13.1K
|
2.69K
$290K
|
|
|
Apr 12, 2022
Q1 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-100- 3.71% |
$11.8K - $13.1K
|
2.6K
$279K
|
|
|
May 12, 2022
Q1 2022
|
Renasant Bank
|
SELL
|
- |
-105- 1.08% |
$12.4K - $13.8K
|
9.64K
$1.04M
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-106- 2.35% |
$12.6K - $13.9K
|
4.4K
$473K
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-107- 18.51% |
$12.7K - $14K
|
471
$50.6K
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-109- 85.16% |
$12.9K - $14.3K
|
19
$2.04K
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-109- 2.96% |
$12.9K - $14.3K
|
3.57K
$384K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-109- 85.16% |
$12.9K - $14.3K
|
19
$2.04K
|
|
|
May 16, 2022
Q1 2022
|
Independent Family Office, LLC
|
SELL
|
- |
-110- 0.67% |
$13K - $14.4K
|
16.3K
$1.75M
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-111- 21.85% |
$13.1K - $14.6K
|
397
$42.7K
|
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-112- 1.11% |
$13.3K - $14.7K
|
9.94K
$1.07M
|
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
SELL
|
- |
-113- 86.92% |
$13.4K - $14.8K
|
17
$1.83K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-123- 3.27% |
$14.6K - $16.1K
|
3.64K
$391K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-125- 20.19% |
$14.8K - $16.4K
|
494
$53.1K
|
|
|
May 13, 2022
Q1 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-125- 1.36% |
$14.8K - $16.4K
|
9.05K
$973K
|
|
|
Apr 21, 2022
Q1 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-127- 0.75% |
$15K - $16.7K
|
16.8K
$1.81M
|
|
|
Apr 22, 2022
Q1 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-129- 2.05% |
$15.3K - $16.9K
|
6.17K
$664K
|
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
SELL
|
- |
-131- 1.6% |
$15.5K - $17.2K
|
8.06K
$867K
|