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 29, 2022
Q1 2022
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-250- 3.46% |
$29.6K - $32.8K
|
6.99K
$751K
|
|
|
May 02, 2022
Q1 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-250- 10.51% |
$29.6K - $32.8K
|
2.13K
$229K
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-257- 20.56% |
$30.4K - $33.7K
|
993
$107K
|
|
|
Apr 14, 2022
Q1 2022
|
Dock Street Asset Management Inc
|
SELL
|
- |
-262- 4.46% |
$31K - $34.4K
|
5.62K
$604K
|
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-265- 2.44% |
$31.4K - $34.8K
|
10.6K
$1.14M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-265Closed |
$31.4K - $34.8K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-266- 7.06% |
$31.5K - $34.9K
|
3.5K
$376K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-267- 0.26% |
$31.6K - $35K
|
103K
$11.1M
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-270- 11.89% |
$32K - $35.4K
|
2K
$215K
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-288- 13.93% |
$34.1K - $37.8K
|
1.78K
$191K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-289- 53.13% |
$34.2K - $37.9K
|
255
$27.4K
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-297- 7.15% |
$35.2K - $39K
|
3.86K
$415K
|
|
|
Apr 08, 2022
Q1 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-298Closed |
$35.3K - $39.1K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-301- 10.57% |
$35.7K - $39.5K
|
2.55K
$274K
|
|
|
Apr 26, 2022
Q1 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-301- 4.43% |
$35.7K - $39.5K
|
6.5K
$699K
|
|
|
May 05, 2022
Q1 2022
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-306- 1.2% |
$36.2K - $40.2K
|
25.2K
$2.71M
|
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
SELL
|
- |
-306Closed |
$36.2K - $40.2K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-311Closed |
$36.8K - $40.8K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-324- 1.03% |
$38.4K - $42.5K
|
31K
$3.33M
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-324- 6.84% |
$38.4K - $42.5K
|
4.41K
$474K
|
|
|
May 03, 2022
Q1 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-326- 11.17% |
$38.6K - $42.8K
|
2.59K
$279K
|
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-327- 11.43% |
$38.7K - $42.9K
|
2.54K
$273K
|
|
|
May 12, 2022
Q1 2022
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-330- 1.5% |
$39.1K - $43.3K
|
21.6K
$2.32M
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-333- 6.9% |
$39.4K - $43.7K
|
4.5K
$483K
|
|
|
May 10, 2022
Q1 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-333- 4.42% |
$39.4K - $43.7K
|
7.2K
$774K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-340Closed |
$40.3K - $44.6K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-351- 7.27% |
$41.6K - $46.1K
|
4.48K
$481K
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-353- 16.53% |
$41.8K - $46.3K
|
1.78K
$192K
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-358- 15.12% |
$42.4K - $47K
|
2.01K
$216K
|
|
|
May 06, 2022
Q1 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-362- 11.6% |
$42.9K - $47.5K
|
2.76K
$297K
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-365- 2.28% |
$43.2K - $47.9K
|
15.6K
$1.68M
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-376- 13.7% |
$44.5K - $49.3K
|
2.37K
$255K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-388- 35.34% |
$46K - $50.9K
|
710
$76.3K
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-398Closed |
$47.1K - $52.2K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-400- 5.63% |
$47.4K - $52.5K
|
6.71K
$721K
|
|
|
May 04, 2022
Q1 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-400- 9.09% |
$47.4K - $52.5K
|
4K
$430K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-403- 52.34% |
$47.7K - $52.9K
|
367
$39.5K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-410- 20.67% |
$48.6K - $53.8K
|
1.57K
$169K
|
|
|
May 04, 2022
Q1 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-428- 5.0% |
$50.7K - $56.2K
|
8.14K
$875K
|
|
|
Apr 14, 2022
Q1 2022
|
Sabal Trust CO
|
SELL
|
- |
-434- 9.05% |
$51.4K - $56.9K
|
4.36K
$469K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-434- 1.46% |
$51.4K - $56.9K
|
29.3K
$3.15M
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-439- 6.09% |
$52K - $57.6K
|
6.77K
$728K
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-442Closed |
$52.4K - $58K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-443- 72.62% |
$52.5K - $58.1K
|
167
$18K
|
|
|
May 06, 2022
Q1 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-453- 10.44% |
$53.7K - $59.4K
|
3.89K
$418K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-454- 20.15% |
$53.8K - $59.6K
|
1.8K
$193K
|
|
|
May 10, 2022
Q1 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-456- 19.81% |
$54K - $59.8K
|
1.85K
$199K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-459Closed |
$54.4K - $60.2K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-464- 3.47% |
$55K - $60.9K
|
12.9K
$1.39M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-475- 4.33% |
$56.3K - $62.3K
|
10.5K
$1.13M
|