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 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-478- 9.62% |
$56.6K - $62.7K
|
4.49K
$483K
|
|
|
Apr 15, 2022
Q1 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-488- 4.38% |
$57.8K - $64K
|
10.6K
$1.14M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-499- 1.77% |
$59.1K - $65.5K
|
27.6K
$2.97M
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-504- 1.24% |
$59.7K - $66.1K
|
40.2K
$4.32M
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-515- 19.55% |
$61K - $67.6K
|
2.12K
$228K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-520- 13.3% |
$61.6K - $68.2K
|
3.39K
$364K
|
|
|
Apr 04, 2022
Q1 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-527- 12.56% |
$62.4K - $69.2K
|
3.67K
$394K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-536- 3.29% |
$63.5K - $70.3K
|
15.8K
$1.7M
|
|
|
Apr 29, 2022
Q1 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-574- 15.25% |
$68K - $75.3K
|
3.19K
$343K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-594- 84.62% |
$70.4K - $77.9K
|
108
$11.6K
|
|
|
May 13, 2022
Q1 2022
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-599- 14.55% |
$70.9K - $78.6K
|
3.52K
$378K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-602- 10.7% |
$71.3K - $79K
|
5.02K
$540K
|
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-602- 0.3% |
$71.3K - $79K
|
198K
$21.3M
|
|
|
Apr 22, 2022
Q1 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-610- 5.15% |
$72.2K - $80K
|
11.2K
$1.21M
|
|
|
May 06, 2022
Q1 2022
|
Life Pro Asset Management
|
SELL
|
- |
-612- 2.03% |
$72.5K - $80.3K
|
29.6K
$3.18M
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-617- 6.92% |
$73.1K - $81K
|
8.3K
$893K
|
|
|
May 12, 2022
Q1 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-636- 9.48% |
$75.3K - $83.5K
|
6.07K
$653K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-637- 14.59% |
$75.4K - $83.6K
|
3.73K
$401K
|
|
|
May 17, 2022
Q1 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-649- 9.3% |
$76.9K - $85.2K
|
6.33K
$680K
|
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
SELL
|
- |
-659- 2.17% |
$78.1K - $86.5K
|
29.7K
$3.19M
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-659Closed |
$78.1K - $86.5K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-670Closed |
$79.4K - $87.9K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-686- 12.71% |
$81.2K - $90K
|
4.71K
$507K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-703- 79.44% |
$83.3K - $92.2K
|
182
$19.6K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-705- 22.6% |
$83.5K - $92.5K
|
2.42K
$260K
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-705- 22.6% |
$83.5K - $92.5K
|
2.42K
$260K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-717- 14.77% |
$84.9K - $94.1K
|
4.14K
$445K
|
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-737- 6.48% |
$87.3K - $96.7K
|
10.6K
$1.14M
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-744- 2.33% |
$88.1K - $97.6K
|
31.2K
$3.35M
|
|
|
May 11, 2022
Q1 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-762- 3.97% |
$90.3K - $100K
|
18.4K
$1.98M
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-765- 4.16% |
$90.6K - $100K
|
17.6K
$1.89M
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-786- 32.64% |
$93.1K - $103K
|
1.62K
$174K
|
|
|
May 13, 2022
Q1 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-789- 13.88% |
$93.4K - $104K
|
4.9K
$527K
|
|
|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-799- 22.24% |
$94.6K - $105K
|
2.79K
$300K
|
|
|
Apr 25, 2022
Q1 2022
|
Ledyard National Bank
|
SELL
|
- |
-830- 7.68% |
$98.3K - $109K
|
9.97K
$1.07M
|
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-835- 36.93% |
$98.9K - $110K
|
1.43K
$153K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-841- 18.22% |
$99.6K - $110K
|
3.78K
$406K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-845- 4.93% |
$100K - $111K
|
16.3K
$1.75M
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-860Closed |
$102K - $113K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-901- 97.41% |
$107K - $118K
|
24
$2.58K
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-903- 21.29% |
$107K - $118K
|
3.34K
$359K
|
|
|
May 11, 2022
Q1 2022
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-905- 9.1% |
$107K - $119K
|
9.04K
$972K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-906Closed |
$107K - $119K
|
0
$0
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-921- 8.33% |
$109K - $121K
|
10.1K
$1.09M
|
|
|
May 16, 2022
Q1 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-922- 2.03% |
$109K - $121K
|
44.4K
$4.77M
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-923- 11.17% |
$109K - $121K
|
7.34K
$789K
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-927- 11.48% |
$110K - $122K
|
7.15K
$769K
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-930- 14.05% |
$110K - $122K
|
5.69K
$612K
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-931- 5.63% |
$110K - $122K
|
15.6K
$1.68M
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-991- 78.28% |
$117K - $130K
|
275
$29.6K
|