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 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-4.03K- 62.21% |
$477K - $528K
|
2.45K
$263K
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.04KClosed |
$479K - $530K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.07K- 45.64% |
$482K - $534K
|
4.85K
$521K
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-4.09K- 16.32% |
$484K - $537K
|
21K
$2.25M
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-4.1KClosed |
$485K - $537K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.15K- 16.39% |
$491K - $544K
|
21.2K
$2.28M
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.19K- 79.06% |
$496K - $550K
|
1.11K
$119K
|
|
May 04, 2022
Q1 2022
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-4.31KClosed |
$510K - $565K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-4.36K- 7.43% |
$516K - $572K
|
54.3K
$5.84M
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-4.37K- 67.99% |
$518K - $574K
|
2.06K
$221K
|
|
May 06, 2022
Q1 2022
|
Ghe, LLC
|
SELL
|
- |
-4.5KClosed |
$533K - $590K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-4.54KClosed |
$537K - $595K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-4.6KClosed |
$544K - $603K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-4.83KClosed |
$572K - $633K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-4.85KClosed |
$574K - $636K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-4.86K- 35.78% |
$575K - $638K
|
8.72K
$938K
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-4.88KClosed |
$578K - $640K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Defined Wealth Management, LLC
|
SELL
|
- |
-4.92K- 54.48% |
$583K - $646K
|
4.11K
$442K
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.94K- 30.5% |
$585K - $648K
|
11.2K
$1.21M
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.03K- 4.5% |
$595K - $660K
|
107K
$11.5M
|
|
May 10, 2022
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-5.05K- 30.18% |
$598K - $662K
|
11.7K
$1.26M
|
|
May 16, 2022
Q1 2022
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-5.07KClosed |
$600K - $665K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-5.11KClosed |
$605K - $671K
|
0
$0
|
|
Feb 14, 2023
Q1 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-5.15K- 5.65% |
$610K - $676K
|
86K
$9.25M
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5.21K- 36.73% |
$617K - $683K
|
8.97K
$965K
|
|
Jun 01, 2022
Q1 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-5.28K- 48.33% |
$626K - $693K
|
5.65K
$608K
|
|
Apr 25, 2022
Q1 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-5.29KClosed |
$627K - $694K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-5.3K- 47.64% |
$628K - $695K
|
5.83K
$626K
|
|
Apr 12, 2022
Q1 2022
|
First American Trust, Fsb
|
SELL
|
- |
-5.32K- 3.02% |
$630K - $698K
|
171K
$18.4M
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-5.49K- 41.1% |
$650K - $720K
|
7.86K
$845K
|
|
May 11, 2022
Q1 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-5.51KClosed |
$652K - $723K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-5.54KClosed |
$656K - $727K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.65K- 49.0% |
$669K - $741K
|
5.88K
$632K
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-5.68K- 69.75% |
$673K - $745K
|
2.46K
$265K
|
|
May 11, 2022
Q1 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-5.74K- 51.5% |
$679K - $753K
|
5.4K
$581K
|
|
May 16, 2022
Q1 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-5.75KClosed |
$681K - $755K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-5.76KClosed |
$682K - $755K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-5.79K- 23.89% |
$686K - $760K
|
18.4K
$1.98M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-5.81K- 32.27% |
$688K - $762K
|
12.2K
$1.31M
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5.86K- 15.3% |
$694K - $768K
|
32.4K
$3.49M
|
|
Apr 27, 2022
Q1 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-5.86KClosed |
$694K - $769K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-5.86K- 3.72% |
$694K - $769K
|
152K
$16.3M
|
|
Sep 07, 2023
Q1 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-5.88K- 15.32% |
$696K - $771K
|
32.5K
$3.49M
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-5.96K- 5.6% |
$706K - $782K
|
100K
$10.8M
|
|
Apr 27, 2022
Q1 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-5.96K- 13.27% |
$706K - $783K
|
39K
$4.19M
|
|
Apr 28, 2022
Q1 2022
|
Act Advisors, Llc.
|
SELL
|
- |
-5.99KClosed |
$709K - $786K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-6.16K- 18.73% |
$730K - $808K
|
26.7K
$2.87M
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-6.23K- 26.72% |
$738K - $817K
|
17.1K
$1.84M
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-6.34KClosed |
$751K - $832K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.46K- 22.93% |
$765K - $847K
|
21.7K
$2.33M
|