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 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-226- 12.68% |
$29.6K - $30.5K
|
1.56K
$168K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-230- 8.21% |
$30.1K - $31K
|
2.57K
$278K
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-233- 4.88% |
$30.5K - $31.4K
|
4.54K
$491K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-240- 2.37% |
$31.4K - $32.4K
|
9.87K
$1.07M
|
|
|
Jan 26, 2022
Q4 2021
|
Kaizen Financial Strategies
|
SELL
|
- |
-244- 1.91% |
$32K - $32.9K
|
12.5K
$1.35M
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-245- 4.87% |
$32.1K - $33K
|
4.79K
$517K
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-253- 0.56% |
$33.1K - $34.1K
|
44.9K
$4.84M
|
|
|
Feb 03, 2022
Q4 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-259- 5.98% |
$33.9K - $34.9K
|
4.07K
$440K
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-263- 3.77% |
$34.4K - $35.5K
|
6.71K
$725K
|
|
|
Jan 19, 2022
Q4 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-266- 17.55% |
$34.8K - $35.9K
|
1.25K
$135K
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-282- 11.16% |
$36.9K - $38K
|
2.25K
$242K
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-285Closed |
$37.3K - $38.4K
|
0
$0
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-295- 8.64% |
$38.6K - $39.8K
|
3.12K
$337K
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-295- 8.64% |
$38.6K - $39.8K
|
3.12K
$337K
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
SELL
|
- |
-309- 8.47% |
$40.5K - $41.7K
|
3.34K
$361K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-311- 1.09% |
$40.7K - $41.9K
|
28.2K
$3.05M
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
SELL
|
- |
-319- 1.18% |
$41.8K - $43K
|
26.8K
$2.89M
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-320- 5.63% |
$41.9K - $43.2K
|
5.36K
$579K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-320Closed |
$41.9K - $43.2K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-328- 10.84% |
$43K - $44.2K
|
2.7K
$291K
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-333- 14.25% |
$43.6K - $44.9K
|
2K
$216K
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-334- 2.16% |
$43.7K - $45K
|
15.1K
$1.64M
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-336- 1.04% |
$44K - $45.3K
|
32.1K
$3.47M
|
|
|
Feb 11, 2022
Q4 2021
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-355- 7.66% |
$46.5K - $47.9K
|
4.28K
$462K
|
|
|
Jan 31, 2022
Q4 2021
|
Life Pro Asset Management
|
SELL
|
- |
-360- 1.18% |
$47.2K - $48.6K
|
30.2K
$3.26M
|
|
|
Feb 02, 2022
Q4 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-360- 15.48% |
$47.2K - $48.6K
|
1.97K
$212K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-364- 13.64% |
$47.7K - $49.1K
|
2.31K
$249K
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-375Closed |
$49.1K - $50.6K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
SELL
|
- |
-376- 2.65% |
$49.2K - $50.7K
|
13.8K
$1.49M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-381- 3.36% |
$49.9K - $51.4K
|
11K
$1.18M
|
|
|
Feb 10, 2022
Q4 2021
|
Eukles Asset Management
|
SELL
|
- |
-387- 3.93% |
$50.7K - $52.2K
|
9.46K
$1.02M
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-400- 1.22% |
$52.4K - $54K
|
32.4K
$3.5M
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-400Closed |
$52.4K - $54K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-402- 13.96% |
$52.7K - $54.2K
|
2.48K
$268K
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-412- 12.64% |
$54K - $55.6K
|
2.85K
$307K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-420- 6.8% |
$55K - $56.6K
|
5.76K
$622K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-423- 4.0% |
$55.4K - $57.1K
|
10.2K
$1.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
SELL
|
- |
-425Closed |
$55.7K - $57.3K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-434- 12.15% |
$56.8K - $58.5K
|
3.14K
$339K
|
|
|
Feb 02, 2022
Q4 2021
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-440- 16.59% |
$57.6K - $59.3K
|
2.21K
$239K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-445- 54.67% |
$58.3K - $60K
|
369
$39.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-446- 20.92% |
$58.4K - $60.2K
|
1.69K
$182K
|
|
|
Feb 11, 2022
Q4 2021
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-448- 1.63% |
$58.7K - $60.4K
|
27K
$2.92M
|
|
|
Feb 09, 2022
Q4 2021
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-450- 4.33% |
$58.9K - $60.7K
|
9.94K
$1.07M
|
|
|
Feb 08, 2022
Q4 2021
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-450- 2.25% |
$58.9K - $60.7K
|
19.5K
$2.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-456- 7.42% |
$59.7K - $61.5K
|
5.69K
$614K
|
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-462- 17.65% |
$60.5K - $62.3K
|
2.16K
$233K
|
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
SELL
|
- |
-465- 22.56% |
$60.9K - $62.7K
|
1.6K
$172K
|
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-472- 13.92% |
$61.8K - $63.7K
|
2.92K
$315K
|
|
|
Feb 07, 2022
Q4 2021
|
First City Capital Management, Inc.
|
SELL
|
- |
-475- 16.25% |
$62.2K - $64.1K
|
2.45K
$264K
|