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 |
|---|---|---|---|---|---|---|---|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
SELL
|
- |
-136- 6.8% |
$16.1K - $17.8K
|
1.86K
$200K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-137Closed |
$16.2K - $18K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-139- 1.01% |
$16.5K - $18.2K
|
13.7K
$1.47M
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-141- 2.18% |
$16.7K - $18.5K
|
6.33K
$681K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-142- 5.46% |
$16.8K - $18.6K
|
2.46K
$265K
|
|
|
May 13, 2022
Q1 2022
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-145- 2.84% |
$17.2K - $19K
|
4.96K
$533K
|
|
|
Apr 20, 2022
Q1 2022
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-147- 1.95% |
$17.4K - $19.3K
|
7.38K
$793K
|
|
|
Apr 28, 2022
Q1 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-151- 1.37% |
$17.9K - $19.8K
|
10.8K
$1.17M
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-158- 5.04% |
$18.7K - $20.7K
|
2.98K
$320K
|
|
|
Apr 29, 2022
Q1 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-159- 0.73% |
$18.8K - $20.9K
|
21.7K
$2.33M
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-166- 19.83% |
$19.7K - $21.8K
|
671
$72.2K
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
SELL
|
- |
-167- 10.14% |
$19.8K - $21.9K
|
1.48K
$159K
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-167- 4.54% |
$19.8K - $21.9K
|
3.51K
$378K
|
|
|
Apr 21, 2022
Q1 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-171Closed |
$20.3K - $22.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-175- 1.09% |
$20.7K - $23K
|
15.8K
$1.7M
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
SELL
|
- |
-181- 8.09% |
$21.4K - $23.8K
|
2.06K
$221K
|
|
|
Apr 14, 2022
Q1 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-184- 1.1% |
$21.8K - $24.1K
|
16.5K
$1.77M
|
|
|
Apr 11, 2022
Q1 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-185- 3.16% |
$21.9K - $24.3K
|
5.66K
$609K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-192Closed |
$22.7K - $25.2K
|
0
$0
|
|
|
Jun 08, 2022
Q1 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-195Closed |
$23.1K - $25.6K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-197- 2.92% |
$23.3K - $25.9K
|
6.55K
$704K
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-198- 2.09% |
$23.5K - $26K
|
9.3K
$999K
|
|
|
Apr 14, 2022
Q1 2022
|
Gen Trust, LLC
|
SELL
|
- |
-198- 0.76% |
$23.5K - $26K
|
25.9K
$2.78M
|
|
|
Apr 20, 2022
Q1 2022
|
Boltwood Capital Management
|
SELL
|
- |
-200- 9.76% |
$23.7K - $26.2K
|
1.85K
$199K
|
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-200Closed |
$23.7K - $26.2K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-200Closed |
$23.7K - $26.2K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-200Closed |
$23.7K - $26.2K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-200Closed |
$23.7K - $26.2K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-204- 10.18% |
$24.2K - $26.8K
|
1.8K
$194K
|
|
|
Apr 14, 2022
Q1 2022
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-205- 2.32% |
$24.3K - $26.9K
|
8.65K
$930K
|
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-206- 9.05% |
$24.4K - $27K
|
2.07K
$223K
|
|
|
May 16, 2022
Q1 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-207- 8.09% |
$24.5K - $27.2K
|
2.35K
$253K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-208- 5.65% |
$24.6K - $27.3K
|
3.47K
$373K
|
|
|
Apr 14, 2022
Q1 2022
|
Diversified, LLC
|
SELL
|
- |
-209- 10.34% |
$24.8K - $27.4K
|
1.81K
$195K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-210- 8.91% |
$24.9K - $27.6K
|
2.15K
$231K
|
|
|
May 13, 2022
Q1 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-210- 4.91% |
$24.9K - $27.6K
|
4.07K
$438K
|
|
|
Apr 26, 2022
Q1 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-211- 7.32% |
$25K - $27.7K
|
2.67K
$287K
|
|
|
Apr 25, 2022
Q1 2022
|
Life Planning Partners, Inc
|
SELL
|
- |
-213- 3.84% |
$25.2K - $27.9K
|
5.33K
$573K
|
|
|
May 02, 2022
Q1 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-215- 4.25% |
$25.5K - $28.2K
|
4.85K
$521K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-215Closed |
$25.5K - $28.2K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
SELL
|
- |
-219- 2.31% |
$25.9K - $28.7K
|
9.28K
$997K
|
|
|
Apr 18, 2022
Q1 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-222- 10.08% |
$26.3K - $29.1K
|
1.98K
$213K
|
|
|
May 10, 2022
Q1 2022
|
Td Asset Management Inc
|
SELL
|
- |
-225- 0.27% |
$26.6K - $29.5K
|
84.6K
$9.09M
|
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-230- 5.89% |
$27.2K - $30.2K
|
3.67K
$395K
|
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-236- 24.92% |
$28K - $31K
|
711
$76.5K
|
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-238- 10.81% |
$28.2K - $31.2K
|
1.96K
$211K
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-239Closed |
$28.3K - $31.4K
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-245- 95.7% |
$29K - $32.1K
|
11
$1.18K
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-245- 44.06% |
$29K - $32.1K
|
311
$33.4K
|
|
|
May 11, 2022
Q1 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-247- 27.14% |
$29.3K - $32.4K
|
663
$71.3K
|