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
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-3.53KClosed |
$462K - $476K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.54K- 3.07% |
$463K - $477K
|
112K
$12.1M
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-3.56K- 5.13% |
$466K - $479K
|
65.7K
$7.09M
|
|
Feb 15, 2022
Q4 2021
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-3.6K- 20.73% |
$472K - $486K
|
13.8K
$1.49M
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
SELL
|
- |
-3.71K- 4.04% |
$486K - $501K
|
88.2K
$9.53M
|
|
May 09, 2023
Q4 2021
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-3.71K- 18.93% |
$486K - $501K
|
15.9K
$1.72M
|
|
Feb 15, 2022
Q4 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-3.79K- 3.01% |
$497K - $512K
|
122K
$13.2M
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-3.81KClosed |
$499K - $514K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.84KClosed |
$503K - $518K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
David J Yvars Group
|
SELL
|
- |
-3.98K- 24.47% |
$521K - $537K
|
12.3K
$1.33M
|
|
Feb 14, 2022
Q4 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-4K- 97.18% |
$524K - $540K
|
116
$12.5K
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.04K- 38.66% |
$529K - $544K
|
6.4K
$691K
|
|
Feb 11, 2022
Q4 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-4.06KClosed |
$532K - $548K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-4.07K- 7.66% |
$533K - $549K
|
49.1K
$5.3M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.21K- 6.25% |
$552K - $568K
|
63.3K
$6.83M
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.26K- 36.83% |
$558K - $574K
|
7.31K
$789K
|
|
Feb 10, 2022
Q4 2021
|
Bowie Capital Management, LLC
Richardson, TX |
SELL
|
- |
-4.27KClosed |
$559K - $576K
|
0
$0
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-4.29K- 17.35% |
$562K - $579K
|
20.4K
$2.21M
|
|
Feb 04, 2022
Q4 2021
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-4.4KClosed |
$576K - $593K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.44K- 49.02% |
$581K - $599K
|
4.62K
$499K
|
|
Feb 03, 2022
Q4 2021
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.65KClosed |
$609K - $627K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-4.77K- 2.34% |
$624K - $643K
|
199K
$21.5M
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.87KClosed |
$638K - $657K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-4.93KClosed |
$646K - $665K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-5.11K- 2.98% |
$670K - $690K
|
167K
$18M
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-5.19K- 22.39% |
$680K - $700K
|
18K
$1.94M
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.21K- 36.86% |
$682K - $702K
|
8.92K
$963K
|
|
Feb 14, 2022
Q4 2021
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-5.32KClosed |
$697K - $718K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-5.36K- 29.43% |
$702K - $723K
|
12.9K
$1.39M
|
|
Feb 11, 2022
Q4 2021
|
South Shore Capital Advisors
|
SELL
|
- |
-5.65KClosed |
$740K - $762K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
SELL
|
- |
-5.73K- 14.3% |
$751K - $773K
|
34.3K
$3.71M
|
|
Feb 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-5.78K- 26.31% |
$757K - $779K
|
16.2K
$1.75M
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-5.82K- 29.93% |
$762K - $785K
|
13.6K
$1.47M
|
|
Feb 24, 2022
Q4 2021
|
Rovin Capital
|
SELL
|
- |
-6.02K- 13.87% |
$788K - $811K
|
37.4K
$4.03M
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.08KClosed |
$797K - $820K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
J.Safra Asset Management Corp
|
SELL
|
- |
-6.26K- 73.18% |
$820K - $845K
|
2.3K
$248K
|
|
Feb 14, 2022
Q4 2021
|
Fca Corp
Houston, TX |
SELL
|
- |
-6.37K- 33.1% |
$834K - $859K
|
12.9K
$1.39M
|
|
Feb 10, 2022
Q4 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-6.41K- 1.08% |
$839K - $864K
|
584K
$63.1M
|
|
Feb 15, 2022
Q4 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-6.41KClosed |
$840K - $865K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-6.55K- 80.07% |
$858K - $883K
|
1.63K
$176K
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-6.6K- 28.47% |
$864K - $890K
|
16.6K
$1.79M
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
SELL
|
- |
-6.72KClosed |
$881K - $907K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-6.89K- 61.53% |
$902K - $929K
|
4.31K
$465K
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.89K- 0.31% |
$903K - $929K
|
2.22M
$240M
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-6.91K- 58.62% |
$905K - $932K
|
4.88K
$527K
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-7.6K- 22.16% |
$995K - $1.02M
|
26.7K
$2.88M
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-7.76K- 24.01% |
$1.02M - $1.05M
|
24.6K
$2.65M
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
SELL
|
- |
-7.82K- 12.65% |
$1.02M - $1.05M
|
54K
$5.83M
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-7.88KClosed |
$1.03M - $1.06M
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-7.94K- 41.66% |
$1.04M - $1.07M
|
11.1K
$1.2M
|