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 08, 2022
Q1 2022
|
Norway Savings Bank
|
SELL
|
- |
-1.01K- 5.64% |
$119K - $132K
|
16.9K
$1.81M
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.02KClosed |
$120K - $133K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.02K- 39.08% |
$121K - $134K
|
1.6K
$172K
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
SELL
|
- |
-1.03K- 1.39% |
$121K - $135K
|
72.7K
$7.82M
|
|
Apr 13, 2022
Q1 2022
|
Wela Strategies, Inc.
|
SELL
|
- |
-1.03K- 0.71% |
$122K - $136K
|
144K
$15.5M
|
|
May 12, 2022
Q1 2022
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
SELL
|
- |
-1.08KClosed |
$128K - $142K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.09K- 18.95% |
$129K - $143K
|
4.67K
$502K
|
|
May 16, 2022
Q1 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-1.14K- 19.65% |
$135K - $149K
|
4.65K
$500K
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.17K- 28.36% |
$139K - $154K
|
2.96K
$318K
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.19K- 35.26% |
$141K - $156K
|
2.19K
$235K
|
|
Apr 25, 2022
Q1 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.2K- 18.4% |
$142K - $157K
|
5.32K
$572K
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.2K- 19.86% |
$142K - $157K
|
4.84K
$521K
|
|
Apr 21, 2022
Q1 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-1.2K- 32.5% |
$142K - $158K
|
2.5K
$268K
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.24K- 51.87% |
$146K - $162K
|
1.15K
$123K
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-1.25KClosed |
$148K - $164K
|
0
$0
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.25K- 12.71% |
$149K - $165K
|
8.62K
$926K
|
|
Apr 20, 2022
Q1 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.27K- 1.2% |
$150K - $166K
|
104K
$11.2M
|
|
Apr 22, 2022
Q1 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-1.27KClosed |
$150K - $166K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.29K- 31.47% |
$152K - $169K
|
2.8K
$301K
|
|
Oct 18, 2024
Q1 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.31K- 29.91% |
$156K - $172K
|
3.08K
$331K
|
|
Apr 26, 2022
Q1 2022
|
West End Advisors, LLC
|
SELL
|
- |
-1.35K- 87.81% |
$160K - $177K
|
187
$20.1K
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.35K- 7.17% |
$160K - $177K
|
17.5K
$1.88M
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.39K- 9.2% |
$165K - $183K
|
13.7K
$1.48M
|
|
May 05, 2022
Q1 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.41K- 4.58% |
$167K - $185K
|
29.4K
$3.16M
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.41K- 39.35% |
$167K - $185K
|
2.18K
$234K
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.44K- 14.21% |
$171K - $189K
|
8.72K
$937K
|
|
Apr 14, 2022
Q1 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.45K- 1.6% |
$172K - $190K
|
89.3K
$9.6M
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.46K- 6.56% |
$173K - $191K
|
20.8K
$2.23M
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
SELL
|
- |
-1.47K- 4.27% |
$174K - $192K
|
32.9K
$3.54M
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.48K- 1.96% |
$176K - $194K
|
74.1K
$7.97M
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
SELL
|
- |
-1.48K- 6.12% |
$176K - $195K
|
22.8K
$2.45M
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.52K- 95.23% |
$180K - $199K
|
76
$8.17K
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
SELL
|
- |
-1.55KClosed |
$183K - $203K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-1.55K- 39.55% |
$183K - $203K
|
2.36K
$254K
|
|
Apr 12, 2022
Q1 2022
|
Fenimore Asset Management Inc
|
SELL
|
- |
-1.56KClosed |
$184K - $204K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Thomasville National Bank
|
SELL
|
- |
-1.56KClosed |
$184K - $204K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.57KClosed |
$186K - $206K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.57KClosed |
$186K - $206K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-1.59KClosed |
$188K - $208K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-1.59K- 3.24% |
$188K - $208K
|
47.4K
$5.09M
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.6K- 16.73% |
$189K - $210K
|
7.95K
$855K
|
|
May 10, 2022
Q1 2022
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-1.6KClosed |
$189K - $210K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.6KClosed |
$190K - $210K
|
0
$0
|
|
Dec 19, 2024
Q1 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.61K- 3.33% |
$190K - $211K
|
46.7K
$5.02M
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.62K- 16.52% |
$192K - $213K
|
8.21K
$882K
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.63K- 7.34% |
$193K - $214K
|
20.6K
$2.21M
|
|
Apr 27, 2022
Q1 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.63KClosed |
$193K - $214K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.65KClosed |
$195K - $216K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
David J Yvars Group
|
SELL
|
- |
-1.68K- 10.79% |
$199K - $221K
|
13.9K
$1.5M
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.69KClosed |
$200K - $221K
|
0
$0
|