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 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
5.59K+ 5.61% |
$662K - $733K
|
105K
$11.5M
|
|
|
May 09, 2022
Q1 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
5.5KNew |
$652K - $722K
|
5.5K
$600K
|
|
|
Apr 22, 2022
Q1 2022
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
5.5K+ 171.88% |
$651K - $722K
|
8.7K
$949K
|
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
BUY
|
- |
5.18K+ 10.62% |
$613K - $680K
|
54K
$5.89M
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
5.15KNew |
$610K - $676K
|
5.15K
$562K
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
4.89KNew |
$579K - $641K
|
4.89K
$533K
|
|
|
Apr 27, 2022
Q1 2022
|
Patron Partners, LLC
|
BUY
|
- |
4.87KNew |
$577K - $639K
|
4.87K
$531K
|
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
4.46K+ 91.7% |
$529K - $586K
|
9.33K
$1.02M
|
|
|
May 16, 2022
Q1 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
4.46K+ 24.25% |
$528K - $585K
|
22.9K
$2.49M
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4.32K+ 235.71% |
$512K - $567K
|
6.16K
$672K
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
4.29K+ 20.97% |
$508K - $563K
|
24.8K
$2.7M
|
|
|
May 05, 2022
Q1 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
4.14KNew |
$490K - $543K
|
4.14K
$451K
|
|
|
Aug 05, 2022
Q1 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
4.12KNew |
$488K - $541K
|
4.12K
$449K
|
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.03K+ 18.11% |
$477K - $529K
|
26.3K
$2.87M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
4K+ 8.43% |
$474K - $525K
|
51.5K
$5.61M
|
|
|
May 03, 2022
Q1 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
3.97K+ 13.02% |
$470K - $520K
|
34.4K
$3.75M
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.91K+ 4.43% |
$463K - $513K
|
92.1K
$10M
|
|
|
May 18, 2022
Q1 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
3.86KNew |
$457K - $506K
|
3.86K
$421K
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.83K+ 2.6% |
$453K - $502K
|
151K
$16.5M
|
|
|
Apr 15, 2022
Q1 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
3.79KNew |
$449K - $498K
|
3.79K
$414K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
3.75K+ 46.5% |
$444K - $492K
|
11.8K
$1.29M
|
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
3.74K+ 17.43% |
$443K - $491K
|
25.2K
$2.75M
|
|
|
May 11, 2022
Q1 2022
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
3.72K+ 16.39% |
$441K - $488K
|
26.4K
$2.88M
|
|
|
Apr 20, 2022
Q1 2022
|
Surience Private Wealth LLC
|
BUY
|
- |
3.65KNew |
$433K - $479K
|
3.65K
$398K
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
3.61KNew |
$427K - $473K
|
3.61K
$393K
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.49K+ 10.34% |
$414K - $458K
|
37.3K
$4.07M
|
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.48K+ 13.72% |
$412K - $457K
|
28.9K
$3.15M
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.38K+ 31.8% |
$400K - $443K
|
14K
$1.53M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3.29K+ 355.78% |
$390K - $432K
|
4.22K
$460K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.26K+ 0.84% |
$386K - $427K
|
389K
$42.4M
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
3.24K+ 37.9% |
$384K - $425K
|
11.8K
$1.29M
|
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
3.2KNew |
$378K - $419K
|
3.2K
$348K
|
|
|
May 11, 2022
Q1 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
3.18KNew |
$376K - $417K
|
3.18K
$346K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.17K+ 13.81% |
$375K - $416K
|
26.1K
$2.85M
|
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.06KNew |
$362K - $401K
|
3.06K
$333K
|
|
|
May 10, 2022
Q1 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
3.06KNew |
$362K - $401K
|
3.06K
$333K
|
|
|
Apr 04, 2022
Q1 2022
|
Claret Asset Management Corp
|
BUY
|
- |
2.97KNew |
$352K - $389K
|
2.97K
$324K
|
|
|
May 09, 2022
Q1 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
2.93KNew |
$347K - $385K
|
2.93K
$320K
|
|
|
May 09, 2022
Q1 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
2.9KNew |
$343K - $381K
|
2.9K
$316K
|
|
|
May 10, 2022
Q1 2022
|
Fluent Financial, LLC
|
BUY
|
- |
2.89K+ 12.97% |
$342K - $379K
|
25.2K
$2.74M
|
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.89KNew |
$342K - $379K
|
2.89K
$315K
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.85K+ 5.62% |
$337K - $374K
|
53.6K
$5.84M
|
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2.83KNew |
$335K - $372K
|
2.83K
$309K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.83K+ 152.31% |
$335K - $371K
|
4.69K
$511K
|
|
|
May 16, 2022
Q1 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.68KNew |
$317K - $351K
|
2.68K
$292K
|
|
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
2.63K+ 3.78% |
$312K - $345K
|
72.3K
$7.89M
|
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
2.63KNew |
$311K - $345K
|
2.63K
$287K
|
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.59KNew |
$307K - $340K
|
2.59K
$283K
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.55K+ 5.51% |
$302K - $335K
|
48.9K
$5.33M
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
2.5K+ 60.99% |
$296K - $328K
|
6.59K
$719K
|