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 14, 2022
Q4 2021
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
72K+ 98.63% |
$9.43M - $9.71M
|
145K
$15.6M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
70.6KNew |
$9.25M - $9.53M
|
70.6K
$7.6M
|
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
69.7KNew |
$9.13M - $9.4M
|
69.7K
$7.49M
|
|
|
Jan 25, 2022
Q4 2021
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
69.3K+ 21.45% |
$9.08M - $9.35M
|
393K
$42.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Easterly Investment Partners LLC
|
BUY
|
- |
65KNew |
$8.51M - $8.77M
|
65K
$6.99M
|
|
|
Feb 09, 2022
Q4 2021
|
Banco Santander, S.A.
|
BUY
|
- |
63.4K+ 656.33% |
$8.31M - $8.55M
|
73.1K
$7.86M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
59.5KNew |
$7.8M - $8.03M
|
59.5K
$6.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Anson Capital, Inc.
|
BUY
|
- |
59KNew |
$7.73M - $7.96M
|
59K
$6.35M
|
|
|
Feb 14, 2022
Q4 2021
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
56K+ 8.77% |
$7.33M - $7.55M
|
694K
$74.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
53.9K+ 135.51% |
$7.06M - $7.27M
|
93.7K
$10.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Rmr Wealth Builders
|
BUY
|
- |
48.8KNew |
$6.39M - $6.58M
|
48.8K
$5.25M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
48.2K+ 2.99% |
$6.31M - $6.5M
|
1.66M
$179M
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
47.4KNew |
$6.21M - $6.39M
|
47.4K
$5.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
47.1K+ 2.37% |
$6.16M - $6.35M
|
2.04M
$219M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
46.9K+ 813.82% |
$6.14M - $6.32M
|
52.6K
$5.66M
|
|
|
Jan 18, 2022
Q4 2021
|
Strategic Equity Management
|
BUY
|
- |
46.8K+ 62.61% |
$6.13M - $6.31M
|
121K
$13.1M
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
46.6K+ 91.05% |
$6.1M - $6.28M
|
97.8K
$10.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
46.3K+ 7.35% |
$6.07M - $6.25M
|
677K
$72.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
42.1KNew |
$5.52M - $5.68M
|
42.1K
$4.53M
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
41.7KNew |
$5.46M - $5.62M
|
41.7K
$4.48M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
40.7KNew |
$5.33M - $5.49M
|
40.7K
$4.37M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
39.5K+ 96.82% |
$5.18M - $5.33M
|
80.3K
$8.64M
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
37.8K+ 40.51% |
$4.95M - $5.1M
|
131K
$14.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
37.5KNew |
$4.91M - $5.05M
|
37.5K
$4.03M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
37.5KNew |
$4.91M - $5.05M
|
37.5K
$4.03M
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
37.4KNew |
$4.9M - $5.05M
|
37.4K
$4.02M
|
|
|
Feb 09, 2022
Q4 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
37.4K+ 16.44% |
$4.9M - $5.05M
|
265K
$28.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Holland Advisory Services, Inc.
|
BUY
|
- |
37KNew |
$4.84M - $4.99M
|
37K
$3.98M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
36.5K+ 2.44% |
$4.78M - $4.92M
|
1.54M
$165M
|
|
|
Jan 10, 2022
Q4 2021
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
36.3KNew |
$4.76M - $4.9M
|
36.3K
$3.91M
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
35.5K+ 20.37% |
$4.65M - $4.79M
|
210K
$22.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
34.9K+ 407.24% |
$4.58M - $4.71M
|
43.5K
$4.68M
|
|
|
Feb 10, 2022
Q4 2021
|
Curran Financial Partners, LLC
|
BUY
|
- |
33.7K+ 35.9% |
$4.42M - $4.55M
|
128K
$13.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
32.7KNew |
$4.28M - $4.41M
|
32.7K
$3.52M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
32.4K+ 6.89% |
$4.25M - $4.37M
|
503K
$54.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
30.8KNew |
$4.04M - $4.16M
|
30.8K
$3.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
29.7K+ 7.11% |
$3.88M - $4M
|
447K
$48M
|
|
|
Feb 14, 2022
Q4 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
29.5K+ 157.74% |
$3.86M - $3.98M
|
48.2K
$5.18M
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
29.4K+ 49.43% |
$3.86M - $3.97M
|
89K
$9.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Jmac Enterprises LLC
|
BUY
|
- |
28.3KNew |
$3.71M - $3.82M
|
28.3K
$3.05M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27K+ 6.43% |
$3.54M - $3.65M
|
448K
$48.2M
|
|
|
Jun 17, 2024
Q4 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
26.8KNew |
$3.51M - $3.61M
|
26.8K
$2.88M
|
|
|
Feb 09, 2022
Q4 2021
|
Appleton Group, LLC
|
BUY
|
- |
25.4KNew |
$3.33M - $3.43M
|
25.4K
$2.73M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
25K+ 25.64% |
$3.27M - $3.37M
|
122K
$13.2M
|
|
|
Feb 16, 2022
Q4 2021
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
24.4KNew |
$3.2M - $3.29M
|
24.4K
$2.63M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24.2KNew |
$3.17M - $3.27M
|
24.2K
$2.61M
|
|
|
Mar 01, 2022
Q4 2021
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
24KNew |
$3.14M - $3.24M
|
24K
$2.58M
|
|
|
Feb 16, 2022
Q4 2021
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
23.5KNew |
$3.08M - $3.17M
|
23.5K
$2.53M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
23.5KNew |
$3.08M - $3.17M
|
23.5K
$2.53M
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Wealth Management
|
BUY
|
- |
23.4K+ 37.88% |
$3.06M - $3.15M
|
85.1K
$9.15M
|