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 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-94- 1.48% |
$12.3K - $12.7K
|
6.27K
$677K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-95- 14.12% |
$12.4K - $12.8K
|
578
$62.4K
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
SELL
|
- |
-100- 5.72% |
$13.1K - $13.5K
|
1.65K
$178K
|
|
|
Feb 02, 2022
Q4 2021
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-100Closed |
$13.1K - $13.5K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-100- 1.36% |
$13.1K - $13.5K
|
7.24K
$781K
|
|
|
Feb 08, 2022
Q4 2021
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-102- 2.47% |
$13.4K - $13.8K
|
4.02K
$434K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-104- 4.21% |
$13.6K - $14K
|
2.37K
$256K
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-105Closed |
$13.8K - $14.2K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Dock Street Asset Management Inc
|
SELL
|
- |
-106- 1.77% |
$13.9K - $14.3K
|
5.88K
$635K
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-107Closed |
$14K - $14.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-107Closed |
$14K - $14.4K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-107- 1.38% |
$14K - $14.4K
|
7.62K
$823K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
SELL
|
- |
-110- 4.61% |
$14.4K - $14.8K
|
2.28K
$246K
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-114- 4.24% |
$14.9K - $15.4K
|
2.57K
$278K
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-121Closed |
$15.8K - $16.3K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-123- 1.61% |
$16.1K - $16.6K
|
7.54K
$814K
|
|
|
Feb 02, 2022
Q4 2021
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-125- 4.99% |
$16.4K - $16.9K
|
2.38K
$257K
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-138- 0.61% |
$18.1K - $18.6K
|
22.5K
$2.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-138- 7.72% |
$18.1K - $18.6K
|
1.65K
$178K
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-147- 0.58% |
$19.3K - $19.8K
|
25.1K
$2.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-147Closed |
$19.3K - $19.8K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-159- 23.52% |
$20.8K - $21.4K
|
517
$55.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
SELL
|
- |
-166- 4.21% |
$21.7K - $22.4K
|
3.78K
$408K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-168- 6.79% |
$22K - $22.7K
|
2.31K
$249K
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-170- 0.78% |
$22.3K - $22.9K
|
21.7K
$2.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-171- 19.63% |
$22.4K - $23.1K
|
700
$75.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-174- 1.17% |
$22.8K - $23.5K
|
14.7K
$1.59M
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-176Closed |
$23.1K - $23.7K
|
0
$0
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-176- 2.83% |
$23.1K - $23.7K
|
6.04K
$653K
|
|
|
Feb 14, 2022
Q4 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-184- 2.57% |
$24.1K - $24.8K
|
6.98K
$753K
|
|
|
Feb 02, 2022
Q4 2021
|
Demars Financial Group, LLC
|
SELL
|
- |
-185- 3.06% |
$24.2K - $25K
|
5.86K
$633K
|
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-185- 9.46% |
$24.2K - $25K
|
1.77K
$191K
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-189- 2.53% |
$24.8K - $25.5K
|
7.29K
$788K
|
|
|
Jan 24, 2022
Q4 2021
|
Members Trust CO
|
SELL
|
- |
-190- 7.0% |
$24.9K - $25.6K
|
2.52K
$273K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-191- 19.92% |
$25K - $25.8K
|
768
$82.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
SELL
|
- |
-196- 2.02% |
$25.7K - $26.4K
|
9.49K
$1.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
SELL
|
- |
-198- 8.39% |
$25.9K - $26.7K
|
2.16K
$233K
|
|
|
Feb 09, 2022
Q4 2021
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-200- 2.21% |
$26.2K - $27K
|
8.86K
$956K
|
|
|
Feb 04, 2022
Q4 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-200- 3.08% |
$26.2K - $27K
|
6.3K
$680K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-202- 0.55% |
$26.5K - $27.2K
|
36.3K
$3.92M
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-206- 99.52% |
$27K - $27.8K
|
1
$108
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-206- 1.43% |
$27K - $27.8K
|
14.2K
$1.53M
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-208- 14.04% |
$27.2K - $28.1K
|
1.27K
$137K
|
|
|
Feb 25, 2022
Q4 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-212- 28.77% |
$27.8K - $28.6K
|
525
$56.7K
|
|
|
Jan 04, 2022
Q4 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-217- 0.45% |
$28.4K - $29.3K
|
47.9K
$5.17M
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-220Closed |
$28.8K - $29.7K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-223- 2.88% |
$29.2K - $30.1K
|
7.52K
$812K
|
|
|
Feb 14, 2022
Q4 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-225- 5.34% |
$29.5K - $30.3K
|
3.99K
$431K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-225- 51.96% |
$29.5K - $30.3K
|
208
$22.5K
|
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-225- 5.34% |
$29.5K - $30.3K
|
3.99K
$431K
|