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 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.55K- 11.35% |
$302K - $334K
|
19.9K
$2.14M
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.61K- 9.26% |
$309K - $343K
|
25.6K
$2.75M
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-2.69K- 24.53% |
$318K - $352K
|
8.26K
$888K
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.69K- 4.68% |
$318K - $353K
|
54.8K
$5.89M
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.72K- 99.85% |
$322K - $356K
|
4
$430
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-2.76K- 9.98% |
$327K - $362K
|
24.9K
$2.68M
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2.78K- 13.61% |
$329K - $365K
|
17.7K
$1.9M
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.79K- 38.15% |
$330K - $366K
|
4.52K
$486K
|
|
Apr 27, 2022
Q1 2022
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-2.81K- 50.42% |
$332K - $368K
|
2.76K
$297K
|
|
May 06, 2022
Q1 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-2.83K- 22.62% |
$335K - $371K
|
9.69K
$1.04M
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.83K- 42.46% |
$336K - $372K
|
3.84K
$413K
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-2.84K- 1.85% |
$336K - $373K
|
151K
$16.2M
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.84K- 98.37% |
$336K - $373K
|
47
$5.05K
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.9K- 17.75% |
$343K - $380K
|
13.4K
$1.44M
|
|
May 03, 2022
Q1 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-2.96K- 12.21% |
$350K - $388K
|
21.3K
$2.29M
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-2.97KClosed |
$352K - $390K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.99KClosed |
$354K - $392K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-3K- 55.85% |
$355K - $393K
|
2.37K
$255K
|
|
Apr 18, 2022
Q1 2022
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-3KClosed |
$355K - $394K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-3.1K- 50.26% |
$367K - $406K
|
3.06K
$329K
|
|
Apr 08, 2022
Q1 2022
|
Marotta Asset Management
|
SELL
|
- |
-3.12KClosed |
$370K - $410K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3.13K- 22.85% |
$370K - $410K
|
10.6K
$1.13M
|
|
Apr 22, 2022
Q1 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-3.16K- 36.24% |
$374K - $414K
|
5.55K
$597K
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.19KClosed |
$378K - $418K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.2K- 2.25% |
$379K - $420K
|
139K
$14.9M
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-3.21K- 46.55% |
$380K - $421K
|
3.69K
$396K
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-3.23KClosed |
$382K - $424K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-3.25KClosed |
$385K - $426K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.25K- 13.83% |
$385K - $426K
|
20.2K
$2.18M
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-3.25KClosed |
$385K - $427K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-3.29K- 62.24% |
$390K - $432K
|
2K
$215K
|
|
May 03, 2022
Q1 2022
|
Torray LLC
|
SELL
|
- |
-3.3KClosed |
$390K - $432K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-3.31KClosed |
$392K - $434K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.31K- 7.87% |
$392K - $434K
|
38.8K
$4.17M
|
|
Apr 22, 2022
Q1 2022
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-3.35KClosed |
$397K - $439K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.45K- 6.23% |
$409K - $453K
|
51.9K
$5.58M
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-3.49K- 9.26% |
$414K - $458K
|
34.2K
$3.68M
|
|
May 10, 2022
Q1 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-3.61K- 32.9% |
$428K - $474K
|
7.37K
$792K
|
|
May 02, 2022
Q1 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-3.65K- 14.94% |
$432K - $479K
|
20.8K
$2.23M
|
|
May 09, 2022
Q1 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-3.65KClosed |
$432K - $479K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.84K- 52.05% |
$455K - $504K
|
3.54K
$381K
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.87K- 43.98% |
$458K - $507K
|
4.93K
$530K
|
|
May 10, 2022
Q1 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-3.92K- 96.17% |
$464K - $514K
|
156
$16.8K
|
|
Apr 11, 2022
Q1 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-3.92KClosed |
$464K - $514K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-3.93K- 56.0% |
$465K - $515K
|
3.09K
$332K
|
|
May 10, 2022
Q1 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-3.97KClosed |
$470K - $520K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.97K- 40.78% |
$470K - $521K
|
5.77K
$620K
|
|
May 11, 2022
Q1 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-3.99KClosed |
$472K - $523K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
SELL
|
- |
-4.01K- 90.37% |
$475K - $526K
|
427
$45.9K
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.02K- 14.1% |
$477K - $528K
|
24.5K
$2.64M
|