Purchases and Sales Made in Q4 2021 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
192New |
$25.1K - $25.9K
|
192
$20.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
192+ 1.01% |
$25.1K - $25.9K
|
19.2K
$2.07M
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
190+ 4.88% |
$24.9K - $25.6K
|
4.08K
$441K
|
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
189+ 0.03% |
$24.8K - $25.5K
|
564K
$60.9M
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
188+ 96.91% |
$24.6K - $25.4K
|
382
$41.3K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
185New |
$24.2K - $25K
|
185
$20K
|
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
BUY
|
- |
183+ 2.39% |
$24K - $24.7K
|
7.84K
$847K
|
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
182+ 0.79% |
$23.8K - $24.5K
|
23.3K
$2.52M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
177+ 26.82% |
$23.2K - $23.9K
|
837
$90.4K
|
|
|
Jan 26, 2022
Q4 2021
|
Avitas Wealth Management LLC
|
BUY
|
- |
174+ 2.52% |
$22.8K - $23.5K
|
7.08K
$765K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
173New |
$22.7K - $23.3K
|
173
$18.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
171New |
$22.4K - $23.1K
|
171
$18.5K
|
|
|
Jan 24, 2022
Q4 2021
|
Arden Trust CO
|
BUY
|
- |
170+ 0.59% |
$22.3K - $22.9K
|
28.8K
$3.11M
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
170+ 61.59% |
$22.3K - $22.9K
|
446
$48.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
170+ 0.57% |
$22.3K - $22.9K
|
30.1K
$3.26M
|
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
165+ 3.26% |
$21.6K - $22.3K
|
5.23K
$565K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
162+ 5.2% |
$21.2K - $21.9K
|
3.28K
$354K
|
|
|
Jan 27, 2022
Q4 2021
|
Millburn Ridgefield Corp
|
BUY
|
- |
158+ 4.46% |
$20.7K - $21.3K
|
3.7K
$399K
|
|
|
Jan 24, 2022
Q4 2021
|
Verde Capital Management
|
BUY
|
- |
158+ 4.82% |
$20.7K - $21.3K
|
3.44K
$371K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
155+ 0.32% |
$20.3K - $20.9K
|
48.1K
$5.19M
|
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
147+ 2.32% |
$19.3K - $19.8K
|
6.49K
$701K
|
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
142+ 100.71% |
$18.6K - $19.2K
|
283
$30.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
142+ 1.79% |
$18.6K - $19.2K
|
8.08K
$872K
|
|
|
Feb 14, 2022
Q4 2021
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
141+ 12.79% |
$18.5K - $19K
|
1.24K
$134K
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
BUY
|
- |
140+ 1.3% |
$18.3K - $18.9K
|
10.9K
$1.17M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
137New |
$17.9K - $18.5K
|
137
$14.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
134+ 0.98% |
$17.6K - $18.1K
|
13.8K
$1.49M
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
130+ 3.01% |
$17K - $17.5K
|
4.45K
$480K
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
125+ 5.85% |
$16.4K - $16.9K
|
2.26K
$244K
|
|
|
Feb 03, 2022
Q4 2021
|
Neumann Capital Management, LLC
|
BUY
|
- |
124+ 0.94% |
$16.2K - $16.7K
|
13.4K
$1.45M
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
119+ 7.18% |
$15.6K - $16.1K
|
1.78K
$192K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
118New |
$15.5K - $15.9K
|
118
$12.7K
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
118New |
$15.5K - $15.9K
|
118
$12.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
114+ 0.71% |
$14.9K - $15.4K
|
16.3K
$1.76M
|
|
|
Feb 03, 2022
Q4 2021
|
Savior LLC
|
BUY
|
- |
113+ 664.71% |
$14.8K - $15.2K
|
130
$14K
|
|
|
Feb 08, 2022
Q4 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
111+ 1.31% |
$14.5K - $15K
|
8.56K
$925K
|
|
|
Jan 31, 2022
Q4 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
108+ 5.16% |
$14.1K - $14.6K
|
2.2K
$238K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
105+ 0.81% |
$13.8K - $14.2K
|
13K
$1.41M
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
99New |
$13K - $13.4K
|
99
$10.7K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
89New |
$11.7K - $12K
|
89
$9.61K
|
|
|
Feb 09, 2022
Q4 2021
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
87+ 0.63% |
$11.4K - $11.7K
|
14K
$1.51M
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
86+ 4.64% |
$11.3K - $11.6K
|
1.94K
$209K
|
|
|
Jan 27, 2022
Q4 2021
|
Dorsey Wright & Associates
|
BUY
|
- |
85+ 0.75% |
$11.1K - $11.5K
|
11.4K
$1.23M
|
|
|
Feb 08, 2022
Q4 2021
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
85+ 2.58% |
$11.1K - $11.5K
|
3.38K
$365K
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
78+ 1.27% |
$10.2K - $10.5K
|
6.22K
$671K
|
|
|
Jan 18, 2022
Q4 2021
|
Capital Square, LLC
|
BUY
|
- |
78+ 0.59% |
$10.2K - $10.5K
|
13.3K
$1.43M
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
78+ 0.49% |
$10.2K - $10.5K
|
16K
$1.73M
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
77+ 5.1% |
$10.1K - $10.4K
|
1.59K
$171K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
76+ 0.42% |
$9.95K - $10.3K
|
18.4K
$1.98M
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
BUY
|
- |
71+ 0.07% |
$9.3K - $9.58K
|
106K
$11.5M
|