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 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-983- 23.56% |
$129K - $133K
|
3.19K
$343K
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.07K- 8.07% |
$141K - $145K
|
12.2K
$1.31M
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.12K- 6.4% |
$146K - $151K
|
16.3K
$1.76M
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.12K- 24.51% |
$146K - $151K
|
3.44K
$370K
|
|
Feb 04, 2022
Q4 2021
|
J.Safra Asset Management Corp
|
SELL
|
- |
-1.13K- 49.32% |
$148K - $153K
|
1.16K
$125K
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.19K- 6.8% |
$156K - $161K
|
16.3K
$1.75M
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.19K- 68.21% |
$156K - $161K
|
556
$59.8K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.2K- 2.16% |
$157K - $161K
|
54.2K
$5.83M
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.23K- 93.02% |
$161K - $165K
|
92
$9.89K
|
|
Feb 01, 2022
Q4 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-1.25K- 49.56% |
$163K - $168K
|
1.27K
$136K
|
|
Feb 02, 2022
Q4 2021
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.25K- 8.76% |
$163K - $168K
|
13K
$1.4M
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.27K- 4.04% |
$166K - $171K
|
30.1K
$3.24M
|
|
Feb 09, 2022
Q4 2021
|
First National Bank Of Hutchinson
|
SELL
|
- |
-1.29K- 12.86% |
$168K - $173K
|
8.71K
$936K
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.3K- 11.42% |
$170K - $175K
|
10.1K
$1.08M
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.3K- 2.3% |
$171K - $176K
|
55.4K
$5.96M
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-1.32K- 9.34% |
$172K - $178K
|
12.8K
$1.37M
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.34K- 28.9% |
$175K - $180K
|
3.29K
$354K
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.35K- 7.49% |
$177K - $182K
|
16.7K
$1.79M
|
|
Feb 07, 2022
Q4 2021
|
Gen Trust, LLC
|
SELL
|
- |
-1.38K- 5.02% |
$181K - $186K
|
26.1K
$2.8M
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.39K- 9.19% |
$181K - $187K
|
13.7K
$1.47M
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.4K- 28.28% |
$183K - $189K
|
3.55K
$382K
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.44K- 17.26% |
$188K - $194K
|
6.9K
$742K
|
|
Feb 09, 2022
Q4 2021
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-1.46K- 0.39% |
$191K - $197K
|
376K
$40.5M
|
|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
SELL
|
- |
-1.5KClosed |
$196K - $202K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Sicart Associates LLC
|
SELL
|
- |
-1.5KClosed |
$196K - $202K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-1.5K- 17.44% |
$197K - $202K
|
7.11K
$764K
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-1.51KClosed |
$197K - $203K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.51K- 4.47% |
$198K - $203K
|
32.3K
$3.47M
|
|
Jan 20, 2022
Q4 2021
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.52KClosed |
$198K - $204K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-1.52KClosed |
$199K - $205K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.53K- 22.2% |
$201K - $207K
|
5.37K
$577K
|
|
Jan 26, 2022
Q4 2021
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-1.54KClosed |
$201K - $207K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Keudell
|
SELL
|
- |
-1.54K- 46.05% |
$202K - $208K
|
1.8K
$194K
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.54K- 11.62% |
$202K - $208K
|
11.7K
$1.26M
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.55K- 47.26% |
$202K - $209K
|
1.73K
$185K
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.55K- 34.88% |
$203K - $209K
|
2.89K
$311K
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.56K- 4.41% |
$204K - $210K
|
33.8K
$3.63M
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.56KClosed |
$204K - $211K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.57K- 2.83% |
$206K - $212K
|
53.8K
$5.79M
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.59KClosed |
$208K - $214K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.59K- 37.29% |
$209K - $215K
|
2.68K
$288K
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.6KClosed |
$210K - $216K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.6K- 0.59% |
$210K - $216K
|
270K
$29.1M
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.61K- 50.63% |
$211K - $217K
|
1.57K
$169K
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.63KClosed |
$213K - $220K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.64KClosed |
$215K - $222K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ovata Capital Management LTD
|
SELL
|
- |
-1.65KClosed |
$216K - $223K
|
0
$0
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
SELL
|
- |
-1.66KClosed |
$218K - $224K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
SELL
|
- |
-1.67KClosed |
$219K - $225K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
SELL
|
- |
-1.67KClosed |
$219K - $226K
|
0
$0
|