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 01, 2022
Q4 2021
|
Round Table Services, LLC
|
SELL
|
- |
-1.73KClosed |
$226K - $233K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.75KClosed |
$229K - $236K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.76K- 5.41% |
$230K - $237K
|
30.7K
$3.31M
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.82KClosed |
$239K - $246K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-1.86K- 29.13% |
$244K - $251K
|
4.54K
$490K
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.86KClosed |
$244K - $251K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.87K- 32.07% |
$245K - $252K
|
3.97K
$428K
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.92K- 7.89% |
$252K - $259K
|
22.4K
$2.42M
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.94KClosed |
$254K - $261K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.95K- 9.61% |
$255K - $263K
|
18.3K
$1.98M
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-2K- 15.45% |
$262K - $270K
|
10.9K
$1.18M
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-2.06K- 5.17% |
$269K - $277K
|
37.7K
$4.07M
|
|
Feb 02, 2022
Q4 2021
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-2.07K- 4.41% |
$272K - $280K
|
44.9K
$4.85M
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.14K- 18.81% |
$280K - $289K
|
9.24K
$998K
|
|
Feb 10, 2022
Q4 2021
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-2.15KClosed |
$281K - $290K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.16K- 34.59% |
$283K - $291K
|
4.08K
$441K
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.19K- 6.43% |
$287K - $296K
|
31.9K
$3.45M
|
|
Jan 14, 2022
Q4 2021
|
West End Advisors, LLC
|
SELL
|
- |
-2.21K- 58.99% |
$289K - $298K
|
1.53K
$166K
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2.26KClosed |
$295K - $304K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.29K- 1.6% |
$300K - $309K
|
141K
$15.2M
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.3KClosed |
$302K - $310K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-2.35K- 45.12% |
$308K - $317K
|
2.86K
$309K
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.36KClosed |
$309K - $318K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.38K- 34.66% |
$312K - $321K
|
4.48K
$484K
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-2.41K- 1.55% |
$316K - $325K
|
154K
$16.6M
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.42K- 5.45% |
$317K - $327K
|
42.1K
$4.54M
|
|
Feb 09, 2022
Q4 2021
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-2.45KClosed |
$321K - $330K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.47K- 10.62% |
$323K - $332K
|
20.7K
$2.24M
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-2.5K- 10.2% |
$327K - $337K
|
22K
$2.38M
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
SELL
|
- |
-2.62K- 3.43% |
$343K - $353K
|
73.7K
$7.96M
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
SELL
|
- |
-2.65K- 47.15% |
$347K - $358K
|
2.97K
$321K
|
|
Jan 20, 2022
Q4 2021
|
Legacy Financial Group LLC
|
SELL
|
- |
-2.71K- 21.09% |
$355K - $365K
|
10.1K
$1.09M
|
|
Jan 13, 2022
Q4 2021
|
E&G Advisors, LP
|
SELL
|
- |
-2.74K- 6.11% |
$358K - $369K
|
42.1K
$4.54M
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.75K- 10.5% |
$360K - $370K
|
23.4K
$2.53M
|
|
Feb 03, 2022
Q4 2021
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.77K- 4.09% |
$363K - $374K
|
65K
$7.02M
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.78K- 30.19% |
$364K - $375K
|
6.43K
$694K
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-2.89K- 40.75% |
$378K - $389K
|
4.2K
$453K
|
|
Feb 09, 2022
Q4 2021
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-2.91K- 14.81% |
$381K - $392K
|
16.7K
$1.81M
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.94K- 11.54% |
$385K - $396K
|
22.5K
$2.43M
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.96KClosed |
$387K - $399K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.98K- 7.56% |
$390K - $402K
|
36.4K
$3.93M
|
|
Feb 11, 2022
Q4 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-3.02KClosed |
$396K - $407K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.05K- 4.93% |
$400K - $412K
|
58.9K
$6.36M
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.09K- 3.02% |
$404K - $417K
|
99.1K
$10.7M
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-3.15K- 43.49% |
$413K - $425K
|
4.1K
$442K
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.19K- 61.76% |
$418K - $430K
|
1.98K
$213K
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-3.24K- 6.28% |
$424K - $437K
|
48.3K
$5.22M
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3.35K- 86.84% |
$439K - $452K
|
508
$54.9K
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
SELL
|
- |
-3.4K- 12.31% |
$446K - $459K
|
24.2K
$2.62M
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.44K- 67.12% |
$451K - $464K
|
1.69K
$182K
|