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 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
459New |
$60.1K - $61.9K
|
459
$49.7K
|
|
|
Jan 26, 2022
Q4 2021
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
458+ 2.82% |
$60K - $61.8K
|
16.7K
$1.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
457+ 12.0% |
$59.9K - $61.6K
|
4.27K
$462K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
457+ 12.0% |
$59.9K - $61.6K
|
4.27K
$462K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
455+ 14.11% |
$59.6K - $61.4K
|
3.68K
$398K
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
BUY
|
- |
452+ 2.38% |
$59.2K - $61K
|
19.5K
$2.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
442+ 23.66% |
$57.9K - $59.6K
|
2.31K
$250K
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
441+ 10.05% |
$57.8K - $59.5K
|
4.83K
$522K
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
429+ 9.45% |
$56.2K - $57.9K
|
4.97K
$538K
|
|
|
Feb 15, 2022
Q4 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
425+ 2.51% |
$55.7K - $57.3K
|
17.4K
$1.88M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
422New |
$55.3K - $56.9K
|
422
$45.7K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
413New |
$54.1K - $55.7K
|
413
$44.7K
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
404+ 1.43% |
$52.9K - $54.5K
|
28.7K
$3.11M
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
398New |
$52.1K - $53.7K
|
398
$43.1K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
386+ 728.3% |
$50.6K - $52.1K
|
439
$47.5K
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
385+ 1.19% |
$50.4K - $51.9K
|
32.7K
$3.54M
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
378+ 9.52% |
$49.5K - $51K
|
4.35K
$471K
|
|
|
Jan 18, 2022
Q4 2021
|
Ridgewood Investments LLC
|
BUY
|
- |
372+ 8.09% |
$48.7K - $50.2K
|
4.97K
$538K
|
|
|
Jan 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
368+ 4.14% |
$48.2K - $49.6K
|
9.26K
$1M
|
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
367+ 3.2% |
$48.1K - $49.5K
|
11.8K
$1.28M
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
366+ 2.54% |
$47.9K - $49.4K
|
14.8K
$1.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
360New |
$47.2K - $48.6K
|
360
$39K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
340New |
$44.5K - $45.9K
|
340
$36.8K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
314+ 22.51% |
$41.1K - $42.4K
|
1.71K
$185K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
311New |
$40.7K - $41.9K
|
311
$33.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
300+ 5.85% |
$39.3K - $40.5K
|
5.43K
$588K
|
|
|
Jan 12, 2022
Q4 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
298New |
$39K - $40.2K
|
298
$32.2K
|
|
|
Jan 26, 2022
Q4 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
295+ 8.06% |
$38.6K - $39.8K
|
3.96K
$428K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
294+ 15.01% |
$38.5K - $39.7K
|
2.25K
$244K
|
|
|
Feb 04, 2022
Q4 2021
|
Tlwm
San Antonio, TX |
BUY
|
- |
293+ 14.2% |
$38.4K - $39.5K
|
2.36K
$255K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
289+ 113.33% |
$37.9K - $39K
|
544
$58.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
283+ 2.69% |
$37.1K - $38.2K
|
10.8K
$1.17M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
277+ 1.64% |
$36.3K - $37.4K
|
17.2K
$1.86M
|
|
|
Feb 10, 2022
Q4 2021
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
271+ 6.19% |
$35.5K - $36.6K
|
4.65K
$503K
|
|
|
Jan 21, 2022
Q4 2021
|
Tru Independence LLC
|
BUY
|
- |
270+ 3.41% |
$35.4K - $36.4K
|
8.19K
$886K
|
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
BUY
|
- |
265+ 2.8% |
$34.7K - $35.7K
|
9.75K
$1.05M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
265New |
$34.7K - $35.7K
|
265
$28.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Sabal Trust CO
|
BUY
|
- |
249+ 5.47% |
$32.6K - $33.6K
|
4.8K
$519K
|
|
|
Feb 09, 2022
Q4 2021
|
Cmg Global Holdings, LLC
|
BUY
|
- |
241+ 1.55% |
$31.6K - $32.5K
|
15.8K
$1.71M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
217+ 6.11% |
$28.4K - $29.3K
|
3.77K
$407K
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
211New |
$27.6K - $28.5K
|
211
$22.8K
|
|
|
Jan 25, 2022
Q4 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
206+ 0.86% |
$27K - $27.8K
|
24.3K
$2.63M
|
|
|
Feb 03, 2022
Q4 2021
|
American Family Insurance Mutual Holding CO
|
BUY
|
- |
201+ 0.64% |
$26.3K - $27.1K
|
31.4K
$3.4M
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
200New |
$26.2K - $27K
|
200
$21.6K
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
200New |
$26.2K - $27K
|
200
$21.6K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
200+ 0.61% |
$26.2K - $27K
|
32.9K
$3.56M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
200New |
$26.2K - $27K
|
200
$21.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
200New |
$26.2K - $27K
|
200
$21.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
196+ 145.19% |
$25.7K - $26.4K
|
331
$35.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
195New |
$25.5K - $26.3K
|
195
$21.1K
|