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 |
---|---|---|---|---|---|---|---|
Jan 20, 2022
Q4 2021
|
Bellecapital International Ltd.
|
SELL
|
- |
-12- 0.1% |
$1.57K - $1.62K
|
11.6K
$1.25M
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
SELL
|
- |
-12Closed |
$1.57K - $1.62K
|
0
$0
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-12- 0.18% |
$1.57K - $1.62K
|
6.8K
$734K
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-13- 0.49% |
$1.7K - $1.75K
|
2.63K
$284K
|
|
Feb 14, 2022
Q4 2021
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-15- 0.19% |
$1.96K - $2.02K
|
7.92K
$855K
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-16- 0.8% |
$2.1K - $2.16K
|
1.98K
$214K
|
|
Feb 11, 2022
Q4 2021
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-16- 0.11% |
$2.1K - $2.16K
|
14.8K
$1.59M
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-17- 56.67% |
$2.23K - $2.29K
|
13
$1.4K
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-18- 0.37% |
$2.36K - $2.43K
|
4.85K
$524K
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-18- 0.36% |
$2.36K - $2.43K
|
4.94K
$533K
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-19- 0.19% |
$2.49K - $2.56K
|
9.98K
$1.08M
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-24Closed |
$3.14K - $3.24K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-25- 0.44% |
$3.27K - $3.37K
|
5.65K
$611K
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-25- 3.78% |
$3.27K - $3.37K
|
637
$68.8K
|
|
Feb 10, 2022
Q4 2021
|
Granite Investment Partners, LLC
|
SELL
|
- |
-25- 18.52% |
$3.27K - $3.37K
|
110
$11.9K
|
|
Jan 25, 2022
Q4 2021
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-25- 0.56% |
$3.27K - $3.37K
|
4.4K
$475K
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-29- 6.4% |
$3.8K - $3.91K
|
424
$45.8K
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-30- 17.86% |
$3.93K - $4.05K
|
138
$14.9K
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-30- 1.34% |
$3.93K - $4.05K
|
2.2K
$238K
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-31- 0.33% |
$4.06K - $4.18K
|
9.49K
$1.03M
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-33Closed |
$4.32K - $4.45K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-36- 1.07% |
$4.72K - $4.86K
|
3.34K
$361K
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-39- 2.06% |
$5.11K - $5.26K
|
1.86K
$200K
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-45- 0.72% |
$5.89K - $6.07K
|
6.17K
$666K
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-45- 0.9% |
$5.89K - $6.07K
|
4.97K
$537K
|
|
Feb 09, 2022
Q4 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-45- 1.76% |
$5.89K - $6.07K
|
2.51K
$271K
|
|
Jan 19, 2022
Q4 2021
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-45- 1.64% |
$5.89K - $6.07K
|
2.7K
$291K
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-47Closed |
$6.16K - $6.34K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-53Closed |
$6.94K - $7.15K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-61- 0.66% |
$7.99K - $8.23K
|
9.14K
$987K
|
|
Jan 28, 2022
Q4 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-64- 1.15% |
$8.38K - $8.63K
|
5.51K
$595K
|
|
Feb 03, 2022
Q4 2021
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-70- 1.24% |
$9.17K - $9.44K
|
5.57K
$601K
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-71- 14.67% |
$9.3K - $9.58K
|
413
$44.6K
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-72- 0.8% |
$9.43K - $9.71K
|
8.92K
$963K
|
|
Jan 25, 2022
Q4 2021
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-74- 1.04% |
$9.69K - $9.98K
|
7.01K
$757K
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-74- 2.81% |
$9.69K - $9.98K
|
2.56K
$277K
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-75- 1.46% |
$9.82K - $10.1K
|
5.05K
$546K
|
|
Jan 12, 2022
Q4 2021
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-75- 1.27% |
$9.82K - $10.1K
|
5.85K
$632K
|
|
Jan 27, 2022
Q4 2021
|
Canal Capital Management, LLC
|
SELL
|
- |
-75- 1.33% |
$9.82K - $10.1K
|
5.56K
$600K
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-76- 1.27% |
$9.95K - $10.3K
|
5.93K
$640K
|
|
Feb 07, 2022
Q4 2021
|
Rede Wealth, LLC
|
SELL
|
- |
-79- 3.46% |
$10.3K - $10.7K
|
2.2K
$238K
|
|
Feb 02, 2022
Q4 2021
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-80- 0.13% |
$10.5K - $10.8K
|
60.7K
$6.55M
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-80- 67.23% |
$10.5K - $10.8K
|
39
$4.21K
|
|
Feb 07, 2022
Q4 2021
|
Lokken Investment Group LLC
|
SELL
|
- |
-83- 4.64% |
$10.9K - $11.2K
|
1.71K
$184K
|
|
Feb 09, 2022
Q4 2021
|
Independent Family Office, LLC
|
SELL
|
- |
-84- 0.51% |
$11K - $11.3K
|
16.4K
$1.77M
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
SELL
|
- |
-85- 4.01% |
$11.1K - $11.5K
|
2.04K
$220K
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-85- 0.38% |
$11.1K - $11.5K
|
22.2K
$2.4M
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-90- 6.64% |
$11.8K - $12.1K
|
1.27K
$137K
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
SELL
|
- |
-92- 3.95% |
$12.1K - $12.4K
|
2.24K
$241K
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-92- 0.75% |
$12.1K - $12.4K
|
12.2K
$1.31M
|