Purchases and Sales Made in Q1 2022 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
63.6K+ 10.89% |
$7.54M - $8.35M
|
648K
$70.2M
|
|
|
Apr 11, 2022
Q1 2022
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
63KNew |
$7.46M - $8.27M
|
63K
$6.82M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
53.6K+ 36.84% |
$6.35M - $7.03M
|
199K
$21.6M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
48.1K+ 7.1% |
$5.69M - $6.31M
|
725K
$78.5M
|
|
|
May 10, 2022
Q1 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
47.8KNew |
$5.66M - $6.27M
|
47.8K
$5.17M
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
45.5K+ 838.33% |
$5.39M - $5.98M
|
51K
$5.52M
|
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
41.3KNew |
$4.89M - $5.42M
|
41.3K
$4.47M
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
41KNew |
$4.86M - $5.38M
|
41K
$4.44M
|
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
40.7K+ 31.13% |
$4.82M - $5.34M
|
172K
$18.6M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
40.4KNew |
$4.79M - $5.3M
|
40.4K
$4.38M
|
|
|
May 13, 2022
Q1 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
37.8K+ 3.93% |
$4.47M - $4.96M
|
998K
$108M
|
|
|
Apr 25, 2022
Q1 2022
|
Grant
|
BUY
|
- |
35.7K+ 378.77% |
$4.23M - $4.69M
|
45.1K
$4.89M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
34.8K+ 7.77% |
$4.12M - $4.57M
|
483K
$52.3M
|
|
|
May 11, 2022
Q1 2022
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
33.5KNew |
$3.97M - $4.4M
|
33.5K
$3.63M
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
33.1K+ 18.26% |
$3.92M - $4.35M
|
215K
$23.2M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
33K+ 41.94% |
$3.91M - $4.33M
|
112K
$12.1M
|
|
|
May 12, 2022
Q1 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
32.5K+ 12.28% |
$3.85M - $4.27M
|
298K
$32.2M
|
|
|
May 06, 2022
Q1 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
31.7KNew |
$3.76M - $4.17M
|
31.7K
$3.44M
|
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
31.5K+ 15.66% |
$3.73M - $4.13M
|
233K
$25.2M
|
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
30.5K+ 121.66% |
$3.62M - $4.01M
|
55.6K
$6.03M
|
|
|
May 16, 2022
Q1 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
29.8KNew |
$3.53M - $3.91M
|
29.8K
$3.23M
|
|
|
Apr 28, 2022
Q1 2022
|
Ubp Investment Advisors Sa
|
BUY
|
- |
29.8K+ 634.04% |
$3.53M - $3.91M
|
34.5K
$3.74M
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
29.2K+ 68.83% |
$3.45M - $3.83M
|
71.5K
$7.75M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
29.1K+ 545.82% |
$3.45M - $3.82M
|
34.4K
$3.73M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
29.1K+ 545.82% |
$3.45M - $3.82M
|
34.4K
$3.73M
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
28.9K+ 6416.85% |
$3.43M - $3.8M
|
29.4K
$3.18M
|
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
BUY
|
- |
28.2K+ 512.55% |
$3.34M - $3.7M
|
33.7K
$3.65M
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
25.1K+ 531.34% |
$2.97M - $3.29M
|
29.8K
$3.23M
|
|
|
Aug 29, 2022
Q1 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
24KNew |
$2.84M - $3.15M
|
24K
$2.6M
|
|
|
Oct 31, 2023
Q1 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
24KNew |
$2.84M - $3.15M
|
24K
$2.6M
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
23.9K+ 500.19% |
$2.84M - $3.14M
|
28.7K
$3.11M
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
23.8K+ 948.53% |
$2.82M - $3.13M
|
26.3K
$2.85M
|
|
|
Apr 26, 2022
Q1 2022
|
First National Corp
|
BUY
|
- |
22.7K+ 41.22% |
$2.69M - $2.98M
|
77.9K
$8.43M
|
|
|
May 09, 2022
Q1 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
21.9K+ 35.46% |
$2.6M - $2.88M
|
83.8K
$9.07M
|
|
|
May 16, 2022
Q1 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
19.7K+ 3.98% |
$2.33M - $2.58M
|
515K
$55.8M
|
|
|
May 12, 2022
Q1 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
19.4K+ 33.74% |
$2.29M - $2.54M
|
76.7K
$8.31M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
18.9K+ 25.92% |
$2.24M - $2.48M
|
91.9K
$9.96M
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
18.6K+ 3.82% |
$2.21M - $2.45M
|
507K
$54.9M
|
|
|
May 13, 2022
Q1 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
18.6KNew |
$2.2M - $2.44M
|
18.6K
$2.01M
|
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
BUY
|
- |
18.4KNew |
$2.18M - $2.42M
|
18.4K
$2M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
18.1K+ 182.55% |
$2.15M - $2.38M
|
28.1K
$3.04M
|
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
17.8KNew |
$2.11M - $2.34M
|
17.8K
$1.93M
|
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
BUY
|
- |
17.5KNew |
$2.07M - $2.3M
|
17.5K
$1.9M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16.1K+ 15.71% |
$1.91M - $2.11M
|
119K
$12.9M
|
|
|
May 16, 2022
Q1 2022
|
Blue Door Asset Management, LLC
Stamford, CT |
BUY
|
- |
16KNew |
$1.9M - $2.1M
|
16K
$1.73M
|
|
|
May 19, 2022
Q1 2022
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
15.9K+ 284.55% |
$1.89M - $2.09M
|
21.5K
$2.33M
|
|
|
May 03, 2022
Q1 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
15.8K+ 7.3% |
$1.87M - $2.07M
|
232K
$25.1M
|
|
|
May 16, 2022
Q1 2022
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
BUY
|
- |
15.7KNew |
$1.86M - $2.06M
|
15.7K
$1.7M
|
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
BUY
|
- |
15.5K+ 1.9% |
$1.84M - $2.03M
|
833K
$90.3M
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
15.3K+ 212.31% |
$1.81M - $2.01M
|
22.5K
$2.44M
|