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 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
67+ 0.4% |
$8.78K - $9.04K
|
16.9K
$1.83M
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
65+ 0.16% |
$8.51K - $8.77K
|
41.9K
$4.53M
|
|
|
Jan 13, 2022
Q4 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
64+ 3.22% |
$8.38K - $8.63K
|
2.05K
$221K
|
|
|
Feb 14, 2022
Q4 2021
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
61+ 0.13% |
$7.99K - $8.23K
|
45.3K
$4.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
57+ 5.95% |
$7.47K - $7.69K
|
1.02K
$110K
|
|
|
Jan 03, 2022
Q4 2021
|
Red Spruce Capital, LLC
|
BUY
|
- |
56+ 2.18% |
$7.33K - $7.55K
|
2.62K
$283K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
49New |
$6.42K - $6.61K
|
49
$5.29K
|
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
BUY
|
- |
48New |
$6.29K - $6.47K
|
48
$5.18K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
48New |
$6.29K - $6.47K
|
48
$5.18K
|
|
|
Feb 14, 2022
Q4 2021
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
48+ 2.09% |
$6.29K - $6.47K
|
2.35K
$253K
|
|
|
Jan 14, 2022
Q4 2021
|
First Financial Corp
|
BUY
|
- |
47New |
$6.16K - $6.34K
|
47
$5.08K
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
46+ 0.62% |
$6.03K - $6.2K
|
7.41K
$800K
|
|
|
Jan 21, 2022
Q4 2021
|
Act Advisors, Llc.
|
BUY
|
- |
45+ 0.76% |
$5.89K - $6.07K
|
5.99K
$647K
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
43New |
$5.63K - $5.8K
|
43
$4.64K
|
|
|
Jan 20, 2022
Q4 2021
|
Simpli Fi, Inc.
|
BUY
|
- |
42+ 0.76% |
$5.5K - $5.66K
|
5.54K
$598K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
41+ 1.14% |
$5.37K - $5.53K
|
3.65K
$394K
|
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
BUY
|
- |
40+ 2.64% |
$5.24K - $5.4K
|
1.56K
$168K
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
37New |
$4.85K - $4.99K
|
37
$4K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
34New |
$4.45K - $4.59K
|
34
$3.67K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
32+ 0.19% |
$4.19K - $4.32K
|
16.5K
$1.79M
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
30New |
$3.93K - $4.05K
|
30
$3.24K
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
29+ 0.23% |
$3.8K - $3.91K
|
12.5K
$1.35M
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
28New |
$3.67K - $3.78K
|
28
$3.02K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
24+ 0.85% |
$3.14K - $3.24K
|
2.86K
$309K
|
|
|
Feb 07, 2022
Q4 2021
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
23+ 1.03% |
$3.01K - $3.1K
|
2.26K
$244K
|
|
|
Jan 24, 2022
Q4 2021
|
Lcm Capital Management Inc
|
BUY
|
- |
22+ 0.86% |
$2.88K - $2.97K
|
2.6K
$280K
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
20New |
$2.62K - $2.7K
|
20
$2.16K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
20+ 0.19% |
$2.62K - $2.7K
|
10.5K
$1.13M
|
|
|
Jan 24, 2022
Q4 2021
|
Wall Capital Group, Inc.
|
BUY
|
- |
18+ 0.76% |
$2.36K - $2.43K
|
2.38K
$257K
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
18+ 0.76% |
$2.36K - $2.43K
|
2.38K
$257K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
17+ 4.35% |
$2.23K - $2.29K
|
408
$44.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Hanseatic Management Services Inc
|
BUY
|
- |
17+ 6.94% |
$2.23K - $2.29K
|
262
$28.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Wp Advisors, LLC
|
BUY
|
- |
16+ 0.8% |
$2.1K - $2.16K
|
2.01K
$217K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
16+ 0.05% |
$2.1K - $2.16K
|
31.3K
$3.38M
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
14+ 0.21% |
$1.83K - $1.89K
|
6.6K
$713K
|
|
|
Jan 13, 2022
Q4 2021
|
Fenimore Asset Management Inc
|
BUY
|
- |
12+ 0.78% |
$1.57K - $1.62K
|
1.56K
$168K
|
|
|
Jan 19, 2022
Q4 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
11+ 0.39% |
$1.44K - $1.48K
|
2.81K
$303K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
11+ 0.41% |
$1.44K - $1.48K
|
2.72K
$294K
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
11+ 0.18% |
$1.44K - $1.48K
|
6.15K
$664K
|
|
|
Jan 03, 2022
Q4 2021
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
11+ 0.26% |
$1.44K - $1.48K
|
4.2K
$453K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
10New |
$1.31K - $1.35K
|
10
$1.08K
|
|
|
Feb 14, 2022
Q4 2021
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
10+ 22.73% |
$1.31K - $1.35K
|
54
$5.83K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
10+ 2.27% |
$1.31K - $1.35K
|
451
$48.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
10+ 0.63% |
$1.31K - $1.35K
|
1.6K
$173K
|
|
|
Feb 01, 2022
Q4 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
9+ 0.18% |
$1.18K - $1.21K
|
5.11K
$551K
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
9+ 0.33% |
$1.18K - $1.21K
|
2.74K
$296K
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
9+ 0.24% |
$1.18K - $1.21K
|
3.77K
$407K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
9New |
$1.18K - $1.21K
|
9
$972
|
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
8New |
$1.05K - $1.08K
|
8
$864
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
8+ 0.83% |
$1.05K - $1.08K
|
977
$106K
|