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 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.9K- 47.04% |
$1.41M - $1.56M
|
13.4K
$1.44M
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-12.1K- 78.91% |
$1.43M - $1.59M
|
3.24K
$348K
|
|
Apr 14, 2022
Q1 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-12.5KClosed |
$1.48M - $1.64M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-12.8K- 40.67% |
$1.51M - $1.67M
|
18.6K
$2M
|
|
May 16, 2022
Q1 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-12.9KClosed |
$1.52M - $1.69M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Fca Corp
Houston, TX |
SELL
|
- |
-12.9KClosed |
$1.52M - $1.69M
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-13K- 5.03% |
$1.54M - $1.7M
|
245K
$26.3M
|
|
May 09, 2022
Q1 2022
|
Capital Square, LLC
|
SELL
|
- |
-13.3KClosed |
$1.57M - $1.74M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-13.3KClosed |
$1.58M - $1.75M
|
0
$0
|
|
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-13.5KClosed |
$1.59M - $1.77M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-13.6K- 73.56% |
$1.62M - $1.79M
|
4.9K
$527K
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-13.6K- 29.19% |
$1.62M - $1.79M
|
33.1K
$3.56M
|
|
May 16, 2022
Q1 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-13.8KClosed |
$1.63M - $1.81M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.8K- 18.03% |
$1.63M - $1.81M
|
62.6K
$6.74M
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-14KClosed |
$1.65M - $1.83M
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-14K- 84.68% |
$1.66M - $1.84M
|
2.54K
$273K
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-14.1K- 28.71% |
$1.67M - $1.85M
|
35K
$3.76M
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-14.4K- 6.77% |
$1.7M - $1.88M
|
198K
$21.3M
|
|
May 11, 2022
Q1 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-14.6K- 57.36% |
$1.73M - $1.91M
|
10.8K
$1.16M
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-14.9K- 39.76% |
$1.76M - $1.95M
|
22.6K
$2.43M
|
|
May 13, 2022
Q1 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-15.2KClosed |
$1.8M - $1.99M
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-15.2K- 36.35% |
$1.81M - $2M
|
26.7K
$2.87M
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
SELL
|
- |
-15.4K- 87.52% |
$1.82M - $2.02M
|
2.2K
$236K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-15.9K- 25.21% |
$1.89M - $2.09M
|
47.3K
$5.09M
|
|
May 13, 2022
Q1 2022
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-16.3KClosed |
$1.93M - $2.13M
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-16.3K- 10.22% |
$1.93M - $2.14M
|
143K
$15.4M
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-16.6K- 24.59% |
$1.97M - $2.18M
|
51K
$5.48M
|
|
Apr 11, 2022
Q1 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-17.4KClosed |
$2.06M - $2.29M
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-17.7K- 31.39% |
$2.09M - $2.32M
|
38.6K
$4.15M
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-18.2K- 20.61% |
$2.15M - $2.39M
|
70K
$7.53M
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-18.3K- 77.82% |
$2.17M - $2.41M
|
5.22K
$562K
|
|
Apr 14, 2022
Q1 2022
|
Monument Capital Management
|
SELL
|
- |
-18.5KClosed |
$2.2M - $2.43M
|
0
$0
|
|
Dec 11, 2023
Q1 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-18.7K- 89.75% |
$2.22M - $2.46M
|
2.14K
$230K
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-18.9K- 65.85% |
$2.24M - $2.48M
|
9.8K
$1.05M
|
|
May 05, 2022
Q1 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-19.3K- 43.66% |
$2.28M - $2.53M
|
24.9K
$2.67M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-19.3K- 8.89% |
$2.29M - $2.54M
|
198K
$21.3M
|
|
May 11, 2022
Q1 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-19.8KClosed |
$2.35M - $2.6M
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-20.3K- 16.05% |
$2.4M - $2.66M
|
106K
$11.4M
|
|
May 02, 2022
Q1 2022
|
Strategic Equity Management
|
SELL
|
- |
-20.8K- 17.16% |
$2.47M - $2.74M
|
101K
$10.8M
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-20.9K- 64.56% |
$2.48M - $2.74M
|
11.5K
$1.23M
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-21.7K- 16.12% |
$2.56M - $2.84M
|
113K
$12.1M
|
|
May 06, 2022
Q1 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-22.4K- 23.93% |
$2.66M - $2.94M
|
71.3K
$7.67M
|
|
May 16, 2022
Q1 2022
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-22.5K- 14.99% |
$2.66M - $2.95M
|
127K
$13.7M
|
|
May 13, 2022
Q1 2022
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-22.9KClosed |
$2.71M - $3M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-22.9K- 12.55% |
$2.71M - $3M
|
159K
$17.1M
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-23.6KClosed |
$2.79M - $3.09M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-23.9K- 8.82% |
$2.83M - $3.13M
|
247K
$26.5M
|
|
May 16, 2022
Q1 2022
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-23.9K- 81.05% |
$2.83M - $3.14M
|
5.59K
$602K
|
|
May 12, 2022
Q1 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
SELL
|
- |
-24KClosed |
$2.84M - $3.15M
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-24.3KClosed |
$2.87M - $3.18M
|
0
$0
|