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 04, 2022
Q1 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.69K- 12.96% |
$200K - $221K
|
11.3K
$1.22M
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.7K- 49.27% |
$201K - $223K
|
1.75K
$188K
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.7K- 34.18% |
$201K - $223K
|
3.27K
$352K
|
|
May 13, 2022
Q1 2022
|
Washington Trust Bank
|
SELL
|
- |
-1.7KClosed |
$201K - $223K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.7K- 1.55% |
$201K - $223K
|
108K
$11.6M
|
|
May 11, 2022
Q1 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-1.71KClosed |
$202K - $224K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.72K- 3.03% |
$204K - $226K
|
55.2K
$5.94M
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-1.72K- 8.85% |
$204K - $226K
|
17.7K
$1.91M
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.72K- 34.74% |
$204K - $226K
|
3.24K
$348K
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.73KClosed |
$204K - $226K
|
0
$0
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.75K- 41.72% |
$207K - $230K
|
2.45K
$263K
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.75KClosed |
$208K - $230K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.78K- 45.83% |
$210K - $233K
|
2.1K
$226K
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.78KClosed |
$210K - $233K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.79K- 15.47% |
$211K - $234K
|
9.76K
$1.05M
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.79KClosed |
$211K - $234K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.8KClosed |
$214K - $237K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Keudell
|
SELL
|
- |
-1.8KClosed |
$214K - $237K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.85K- 4.94% |
$219K - $243K
|
35.6K
$3.83M
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.87K- 75.37% |
$221K - $245K
|
610
$65.6K
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.9K- 20.86% |
$225K - $249K
|
7.19K
$774K
|
|
Aug 26, 2022
Q1 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.9KClosed |
$225K - $249K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.9KClosed |
$225K - $250K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.96KClosed |
$232K - $257K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.96K- 57.81% |
$232K - $257K
|
1.43K
$154K
|
|
Apr 24, 2024
Q1 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-1.97KClosed |
$233K - $258K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.98KClosed |
$234K - $259K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.98KClosed |
$234K - $259K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
SELL
|
- |
-1.98KClosed |
$234K - $260K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.98K- 69.13% |
$235K - $260K
|
885
$95.2K
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.03K- 27.43% |
$240K - $266K
|
5.36K
$576K
|
|
May 10, 2022
Q1 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-2.04KClosed |
$241K - $267K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.05KClosed |
$243K - $269K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-2.08KClosed |
$246K - $272K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.1K- 63.83% |
$249K - $276K
|
1.19K
$128K
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.13K- 12.25% |
$252K - $279K
|
15.2K
$1.64M
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.15K- 15.76% |
$254K - $282K
|
11.5K
$1.23M
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-2.15KClosed |
$254K - $282K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-2.15KClosed |
$255K - $282K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.17KClosed |
$257K - $285K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.18K- 53.39% |
$258K - $286K
|
1.9K
$205K
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.3K- 7.16% |
$272K - $302K
|
29.8K
$3.21M
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.31KClosed |
$273K - $302K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2.31KClosed |
$274K - $303K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-2.37K- 34.17% |
$281K - $311K
|
4.57K
$491K
|
|
Apr 28, 2022
Q1 2022
|
Wall Capital Group, Inc.
|
SELL
|
- |
-2.38KClosed |
$282K - $313K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.41K- 26.08% |
$285K - $316K
|
6.83K
$734K
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.53K- 22.77% |
$300K - $332K
|
8.59K
$924K
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.53K- 2.04% |
$300K - $332K
|
122K
$13.1M
|
|
May 16, 2022
Q1 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-2.54K- 8.96% |
$300K - $333K
|
25.8K
$2.77M
|