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 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
15.3K+ 57.19% |
$1.81M - $2M
|
41.9K
$4.51M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
14.6K+ 62.58% |
$1.73M - $1.92M
|
38.1K
$4.09M
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
14.6K+ 87.74% |
$1.73M - $1.92M
|
31.3K
$3.36M
|
|
|
May 13, 2022
Q1 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
13.7KNew |
$1.62M - $1.79M
|
13.7K
$1.47M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
12.1K+ 107.88% |
$1.43M - $1.59M
|
23.3K
$2.51M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.1K+ 2.41% |
$1.43M - $1.59M
|
515K
$55.4M
|
|
|
Feb 01, 2023
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
11.7KNew |
$1.38M - $1.53M
|
11.7K
$1.26M
|
|
|
Apr 26, 2022
Q1 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
11.1KNew |
$1.31M - $1.45M
|
11.1K
$1.19M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.6K+ 9.52% |
$1.26M - $1.39M
|
122K
$13.1M
|
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.5KNew |
$1.25M - $1.38M
|
10.5K
$1.13M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
10.3K+ 25.35% |
$1.23M - $1.36M
|
51.2K
$5.5M
|
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10.2K+ 7.75% |
$1.2M - $1.33M
|
141K
$15.2M
|
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
9.98K+ 9981.0% |
$1.18M - $1.31M
|
10.1K
$1.08M
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
9.22K+ 749.15% |
$1.09M - $1.21M
|
10.5K
$1.12M
|
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
9.18K+ 6.5% |
$1.09M - $1.2M
|
150K
$16.2M
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
9.14K+ 15.35% |
$1.08M - $1.2M
|
68.7K
$7.38M
|
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
9.09K+ 41.9% |
$1.08M - $1.19M
|
30.8K
$3.31M
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.08KNew |
$1.08M - $1.19M
|
9.08K
$976K
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
8.93KNew |
$1.06M - $1.17M
|
8.93K
$960K
|
|
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
8.65K+ 216.17% |
$1.02M - $1.13M
|
12.7K
$1.36M
|
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
8.48K+ 10.58% |
$1M - $1.11M
|
88.6K
$9.53M
|
|
|
Apr 12, 2022
Q1 2022
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
7.9KNew |
$936K - $1.04M
|
7.9K
$849K
|
|
|
May 13, 2022
Q1 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
7.69K+ 9.82% |
$911K - $1.01M
|
86K
$9.25M
|
|
|
May 16, 2022
Q1 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
7.5K+ 50.0% |
$888K - $984K
|
22.5K
$2.42M
|
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
7.4K+ 8.74% |
$876K - $971K
|
92.1K
$9.9M
|
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
7.32KNew |
$867K - $961K
|
7.32K
$787K
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.3K+ 410.86% |
$865K - $958K
|
9.08K
$976K
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.3KNew |
$864K - $958K
|
7.3K
$785K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.22K+ 13.31% |
$855K - $947K
|
61.4K
$6.61M
|
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
7.15KNew |
$847K - $938K
|
7.15K
$769K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
7.1K+ 6.8% |
$841K - $931K
|
112K
$12M
|
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
BUY
|
- |
7.06K+ 13.09% |
$837K - $927K
|
61K
$6.56M
|
|
|
Apr 26, 2022
Q1 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6.86K+ 7.71% |
$813K - $901K
|
95.9K
$10.3M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.84KNew |
$810K - $898K
|
6.84K
$736K
|
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
6.81KNew |
$806K - $893K
|
6.81K
$732K
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.78K+ 12.49% |
$803K - $890K
|
61.1K
$6.57M
|
|
|
May 10, 2022
Q1 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
6.62K+ 170.82% |
$784K - $869K
|
10.5K
$1.13M
|
|
|
May 10, 2022
Q1 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
6.52KNew |
$772K - $856K
|
6.52K
$701K
|
|
|
May 02, 2022
Q1 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
6.5K+ 7.91% |
$770K - $853K
|
88.7K
$9.53M
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
6.42KNew |
$761K - $843K
|
6.42K
$691K
|
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
6.4KNew |
$758K - $840K
|
6.4K
$688K
|
|
|
May 16, 2022
Q1 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
6.3KNew |
$746K - $827K
|
6.3K
$677K
|
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6.1K+ 46.62% |
$723K - $801K
|
19.2K
$2.06M
|
|
|
Apr 27, 2022
Q1 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
5.94K+ 3.16% |
$703K - $779K
|
194K
$20.8M
|
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5.87K+ 2.8% |
$695K - $770K
|
216K
$23.2M
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
5.84K+ 1310.31% |
$692K - $767K
|
6.29K
$676K
|
|
|
Apr 11, 2022
Q1 2022
|
Arden Trust CO
|
BUY
|
- |
5.83K+ 20.23% |
$690K - $765K
|
34.6K
$3.72M
|
|
|
May 13, 2022
Q1 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
5.83K+ 19.33% |
$690K - $765K
|
36K
$3.87M
|
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
5.79K+ 41.98% |
$685K - $759K
|
19.6K
$2.1M
|
|
|
May 06, 2022
Q1 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.68KNew |
$672K - $745K
|
5.68K
$610K
|