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 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-24.3K- 11.67% |
$2.88M - $3.19M
|
184K
$19.8M
|
|
|
May 16, 2022
Q1 2022
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-24.5K- 94.11% |
$2.9M - $3.22M
|
1.54K
$165K
|
|
|
Apr 27, 2022
Q1 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-24.5K- 19.2% |
$2.9M - $3.22M
|
103K
$11.1M
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-24.6KClosed |
$2.91M - $3.22M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-24.6K- 19.56% |
$2.92M - $3.23M
|
101K
$10.9M
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-24.7K- 76.43% |
$2.92M - $3.24M
|
7.61K
$818K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-25K- 43.11% |
$2.96M - $3.28M
|
33K
$3.55M
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-25K- 5.65% |
$2.97M - $3.29M
|
418K
$45M
|
|
|
May 16, 2022
Q1 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-25.1K- 52.17% |
$2.98M - $3.3M
|
23.1K
$2.48M
|
|
|
Apr 19, 2022
Q1 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-25.3K- 38.54% |
$3M - $3.32M
|
40.4K
$4.34M
|
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-25.4K- 26.0% |
$3.01M - $3.34M
|
72.3K
$7.78M
|
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-26.1K- 49.8% |
$3.09M - $3.42M
|
26.3K
$2.82M
|
|
|
May 13, 2022
Q1 2022
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-26.7K- 60.0% |
$3.16M - $3.5M
|
17.8K
$1.91M
|
|
|
Apr 21, 2022
Q1 2022
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-26.9K- 73.96% |
$3.18M - $3.53M
|
9.46K
$1.02M
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-27.3K- 84.69% |
$3.24M - $3.58M
|
4.94K
$531K
|
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-27.8K- 13.34% |
$3.3M - $3.65M
|
181K
$19.4M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-28K- 47.63% |
$3.32M - $3.68M
|
30.8K
$3.32M
|
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-30.1K- 54.1% |
$3.56M - $3.95M
|
25.5K
$2.74M
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-30.8KClosed |
$3.65M - $4.05M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-30.9K- 94.37% |
$3.66M - $4.05M
|
1.84K
$198K
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-32K- 97.89% |
$3.79M - $4.2M
|
689
$74.1K
|
|
|
May 12, 2022
Q1 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-34.4K- 28.18% |
$4.07M - $4.51M
|
87.7K
$9.43M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-34.9K- 31.24% |
$4.13M - $4.58M
|
76.8K
$8.26M
|
|
|
May 02, 2022
Q1 2022
|
Members Capital Advisors Inc
|
SELL
|
- |
-37KClosed |
$4.38M - $4.86M
|
0
$0
|
|
|
Jun 13, 2022
Q1 2022
|
Rovin Capital
|
SELL
|
- |
-37.4KClosed |
$4.42M - $4.9M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-37.5KClosed |
$4.44M - $4.92M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-40.8K- 10.32% |
$4.83M - $5.36M
|
355K
$38.1M
|
|
|
Apr 12, 2022
Q1 2022
|
Pacific Wealth Management
|
SELL
|
- |
-41.2K- 48.37% |
$4.88M - $5.4M
|
43.9K
$4.73M
|
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-41.7KClosed |
$4.93M - $5.47M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-41.7K- 70.56% |
$4.93M - $5.47M
|
17.4K
$1.87M
|
|
|
Apr 12, 2022
Q1 2022
|
E&G Advisors, LP
|
SELL
|
- |
-42.1KClosed |
$4.98M - $5.52M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-42.1KClosed |
$4.99M - $5.53M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-44.3K- 58.1% |
$5.25M - $5.81M
|
31.9K
$3.43M
|
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-44.9K- 44.04% |
$5.32M - $5.89M
|
57.1K
$6.14M
|
|
|
Apr 08, 2022
Q1 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-45.7K- 89.74% |
$5.42M - $6M
|
5.23K
$562K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-46.5K- 17.29% |
$5.51M - $6.1M
|
222K
$23.9M
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-47.4KClosed |
$5.61M - $6.22M
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-47.9KClosed |
$5.67M - $6.29M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-49K- 27.16% |
$5.81M - $6.44M
|
132K
$14.1M
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-49.2K- 93.41% |
$5.82M - $6.45M
|
3.47K
$373K
|
|
|
May 16, 2022
Q1 2022
|
Hite Hedge Asset Management LLC
Quincy, MA |
SELL
|
- |
-50K- 59.75% |
$5.92M - $6.56M
|
33.7K
$3.62M
|
|
|
May 09, 2022
Q1 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-51.9K- 70.97% |
$6.14M - $6.8M
|
21.2K
$2.28M
|
|
|
Apr 20, 2022
Q1 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-52.5K- 80.83% |
$6.22M - $6.89M
|
12.5K
$1.34M
|
|
|
May 12, 2022
Q1 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-52.7K- 21.28% |
$6.24M - $6.92M
|
195K
$21M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-54.4K- 2.45% |
$6.45M - $7.14M
|
2.17M
$233M
|
|
|
May 11, 2022
Q1 2022
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-59.3K- 37.56% |
$7.02M - $7.78M
|
98.6K
$10.6M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-59.7K- 30.07% |
$7.07M - $7.83M
|
139K
$14.9M
|
|
|
Jun 08, 2022
Q1 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-64.1K- 77.64% |
$7.59M - $8.41M
|
18.5K
$1.99M
|
|
|
Apr 25, 2022
Q1 2022
|
Hudson Capital Management LLC
|
SELL
|
- |
-66.1K- 47.93% |
$7.83M - $8.67M
|
71.8K
$7.72M
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-70K- 99.08% |
$8.29M - $9.18M
|
648
$69.7K
|