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 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.5K- 21.59% |
$769K - $852K
|
23.6K
$2.54M
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-6.51K- 44.25% |
$771K - $854K
|
8.2K
$882K
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.6KClosed |
$781K - $866K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-6.63K- 12.32% |
$785K - $870K
|
47.2K
$5.08M
|
|
|
May 10, 2022
Q1 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-6.96K- 1.8% |
$824K - $913K
|
379K
$40.8M
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.01K- 49.38% |
$830K - $919K
|
7.18K
$772K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-7.01K- 19.28% |
$830K - $919K
|
29.3K
$3.15M
|
|
|
Apr 28, 2022
Q1 2022
|
Avitas Wealth Management LLC
|
SELL
|
- |
-7.08KClosed |
$839K - $930K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-7.24K- 71.9% |
$858K - $950K
|
2.83K
$304K
|
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-7.39K- 24.09% |
$875K - $970K
|
23.3K
$2.5M
|
|
|
May 16, 2022
Q1 2022
|
Amundi
Paris, I0 |
SELL
|
- |
-7.4K- 8.04% |
$876K - $971K
|
84.6K
$9.1M
|
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
SELL
|
- |
-7.4K- 16.97% |
$877K - $971K
|
36.2K
$3.9M
|
|
|
Apr 14, 2022
Q1 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-7.42K- 80.2% |
$879K - $974K
|
1.83K
$197K
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-7.44K- 63.54% |
$882K - $977K
|
4.27K
$459K
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.89K- 75.34% |
$934K - $1.03M
|
2.58K
$278K
|
|
|
May 12, 2022
Q1 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-7.92KClosed |
$938K - $1.04M
|
0
$0
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.99K- 7.36% |
$946K - $1.05M
|
101K
$10.8M
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-8.02KClosed |
$950K - $1.05M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-8.11K- 10.53% |
$960K - $1.06M
|
68.9K
$7.41M
|
|
|
May 05, 2022
Q1 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-8.15K- 13.8% |
$965K - $1.07M
|
50.9K
$5.47M
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-9.07K- 20.61% |
$1.07M - $1.19M
|
34.9K
$3.76M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-9.11K- 49.93% |
$1.08M - $1.2M
|
9.13K
$982K
|
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
SELL
|
- |
-9.15K- 50.74% |
$1.08M - $1.2M
|
8.88K
$955K
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-9.4K- 63.04% |
$1.11M - $1.23M
|
5.51K
$592K
|
|
|
May 10, 2022
Q1 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-9.49K- 58.66% |
$1.12M - $1.24M
|
6.69K
$719K
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-9.52K- 51.94% |
$1.13M - $1.25M
|
8.81K
$947K
|
|
|
May 10, 2022
Q1 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-9.56K- 48.97% |
$1.13M - $1.25M
|
9.96K
$1.07M
|
|
|
May 12, 2022
Q1 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-9.57K- 75.89% |
$1.13M - $1.26M
|
3.04K
$327K
|
|
|
May 12, 2022
Q1 2022
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-9.58KClosed |
$1.13M - $1.26M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.66K- 7.48% |
$1.14M - $1.27M
|
120K
$12.9M
|
|
|
May 13, 2022
Q1 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-9.68KClosed |
$1.15M - $1.27M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-9.74KClosed |
$1.15M - $1.28M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-9.78K- 28.3% |
$1.16M - $1.28M
|
24.8K
$2.66M
|
|
|
Apr 12, 2022
Q1 2022
|
Legacy Financial Group LLC
|
SELL
|
- |
-10.1KClosed |
$1.2M - $1.33M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-10.4K- 40.2% |
$1.23M - $1.36M
|
15.5K
$1.66M
|
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-10.4KClosed |
$1.24M - $1.37M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-10.6K- 71.03% |
$1.25M - $1.39M
|
4.32K
$465K
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-10.6K- 32.79% |
$1.26M - $1.4M
|
21.8K
$2.34M
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-10.8K- 48.31% |
$1.28M - $1.41M
|
11.5K
$1.24M
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-11K- 6.59% |
$1.3M - $1.44M
|
156K
$16.7M
|
|
|
May 11, 2022
Q1 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-11.1K- 18.23% |
$1.31M - $1.45M
|
49.6K
$5.34M
|
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-11.1K- 47.25% |
$1.32M - $1.46M
|
12.4K
$1.33M
|
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-11.2KClosed |
$1.33M - $1.47M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-11.4KClosed |
$1.35M - $1.49M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-11.5K- 26.44% |
$1.36M - $1.51M
|
32K
$3.44M
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-11.5K- 68.91% |
$1.37M - $1.51M
|
5.2K
$559K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-11.6K- 18.97% |
$1.38M - $1.53M
|
49.7K
$5.34M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11.7K- 33.42% |
$1.39M - $1.54M
|
23.3K
$2.51M
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-11.8K- 34.11% |
$1.4M - $1.55M
|
22.8K
$2.45M
|
|
|
May 13, 2022
Q1 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-11.8K- 0.76% |
$1.4M - $1.55M
|
1.54M
$165M
|