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
|
Vicus Capital
State College, PA |
BUY
|
- |
997+ 2.74% |
$118K - $131K
|
37.4K
$4.02M
|
|
|
Apr 28, 2022
Q1 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
969New |
$115K - $127K
|
969
$104K
|
|
|
May 11, 2022
Q1 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
952+ 5.48% |
$113K - $125K
|
18.3K
$1.97M
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
900+ 10.11% |
$107K - $118K
|
9.8K
$1.05M
|
|
|
May 05, 2022
Q1 2022
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
859+ 4.0% |
$102K - $113K
|
22.3K
$2.4M
|
|
|
May 06, 2022
Q1 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
817+ 27.68% |
$96.8K - $107K
|
3.77K
$405K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
798New |
$94.5K - $105K
|
798
$85.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
780+ 17.55% |
$92.4K - $102K
|
5.23K
$562K
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
765+ 11.95% |
$90.6K - $100K
|
7.17K
$771K
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
753+ 0.53% |
$89.2K - $98.8K
|
143K
$15.3M
|
|
|
May 09, 2022
Q1 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
746+ 64.14% |
$88.4K - $97.9K
|
1.91K
$205K
|
|
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
744+ 11.98% |
$88.1K - $97.6K
|
6.96K
$748K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
732+ 7.49% |
$86.7K - $96.1K
|
10.5K
$1.13M
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
730+ 11.75% |
$86.5K - $95.8K
|
6.95K
$747K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
722New |
$85.5K - $94.7K
|
722
$77.6K
|
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
720+ 28.08% |
$85.3K - $94.5K
|
3.28K
$353K
|
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
651+ 41.84% |
$77.1K - $85.4K
|
2.21K
$237K
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
650+ 5.32% |
$77K - $85.3K
|
12.9K
$1.38M
|
|
|
May 13, 2022
Q1 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
650+ 4.14% |
$77K - $85.3K
|
16.3K
$1.76M
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
641+ 5.02% |
$75.9K - $84.1K
|
13.4K
$1.44M
|
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
637+ 0.64% |
$75.4K - $83.6K
|
99.7K
$10.7M
|
|
|
May 13, 2022
Q1 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
628+ 0.17% |
$74.4K - $82.4K
|
377K
$40.5M
|
|
|
Apr 08, 2022
Q1 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
551+ 2.32% |
$65.3K - $72.3K
|
24.3K
$2.61M
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
537+ 8.06% |
$63.6K - $70.5K
|
7.2K
$774K
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
513+ 5700.0% |
$60.8K - $67.3K
|
522
$56.1K
|
|
|
May 03, 2022
Q1 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
503+ 29.24% |
$59.6K - $66K
|
2.22K
$239K
|
|
|
Apr 28, 2022
Q1 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
497+ 12.56% |
$58.9K - $65.2K
|
4.45K
$479K
|
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
496+ 0.7% |
$58.7K - $65.1K
|
71.8K
$7.73M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
492+ 4.16% |
$58.3K - $64.6K
|
12.3K
$1.33M
|
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
484+ 1.11% |
$57.3K - $63.5K
|
44.1K
$4.74M
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
474New |
$56.1K - $62.2K
|
474
$51K
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
461+ 4.62% |
$54.6K - $60.5K
|
10.4K
$1.12M
|
|
|
Apr 18, 2022
Q1 2022
|
Ballast, Inc.
|
BUY
|
- |
457+ 3.73% |
$54.1K - $60K
|
12.7K
$1.37M
|
|
|
Apr 19, 2022
Q1 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
456+ 18.17% |
$54K - $59.8K
|
2.97K
$319K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
453New |
$53.7K - $59.4K
|
453
$48.7K
|
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
BUY
|
- |
450New |
$53.3K - $59K
|
450
$48.4K
|
|
|
Apr 25, 2022
Q1 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
447+ 1.56% |
$52.9K - $58.7K
|
29.1K
$3.13M
|
|
|
Aug 05, 2022
Q1 2022
|
Gds Wealth Management
|
BUY
|
- |
440+ 9.43% |
$52.1K - $57.7K
|
5.1K
$549K
|
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
438+ 2.68% |
$51.9K - $57.5K
|
16.8K
$1.8M
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
417+ 8.45% |
$49.4K - $54.7K
|
5.35K
$576K
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
407+ 6.33% |
$48.2K - $53.4K
|
6.84K
$736K
|
|
|
Apr 21, 2022
Q1 2022
|
Providence First Trust CO
|
BUY
|
- |
400+ 1.26% |
$47.4K - $52.5K
|
32.1K
$3.46M
|
|
|
Apr 18, 2022
Q1 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
398+ 17.39% |
$47.1K - $52.2K
|
2.69K
$289K
|
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
BUY
|
- |
383+ 1.31% |
$45.4K - $50.3K
|
29.5K
$3.18M
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
370+ 5.9% |
$43.8K - $48.6K
|
6.64K
$714K
|
|
|
May 12, 2022
Q1 2022
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
359+ 7.72% |
$42.5K - $47.1K
|
5.01K
$539K
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
338+ 11.7% |
$40K - $44.4K
|
3.23K
$347K
|
|
|
Apr 05, 2022
Q1 2022
|
Red Spruce Capital, LLC
|
BUY
|
- |
330+ 12.6% |
$39.1K - $43.3K
|
2.95K
$317K
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
330New |
$39.1K - $43.3K
|
330
$35.5K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
319+ 227.86% |
$37.8K - $41.9K
|
459
$49.4K
|