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 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.43KNew |
$288K - $319K
|
2.43K
$263K
|
|
|
Apr 13, 2022
Q1 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
2.43KNew |
$288K - $319K
|
2.43K
$263K
|
|
|
Apr 25, 2022
Q1 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.43KNew |
$287K - $318K
|
2.43K
$263K
|
|
|
May 10, 2022
Q1 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
2.41K+ 5.66% |
$285K - $316K
|
44.9K
$4.86M
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.34K+ 77.03% |
$277K - $307K
|
5.38K
$583K
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.21KNew |
$261K - $290K
|
2.21K
$239K
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
2.19K+ 4.46% |
$259K - $287K
|
51.3K
$5.55M
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.16KNew |
$256K - $283K
|
2.16K
$234K
|
|
|
May 10, 2022
Q1 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2.15KNew |
$255K - $282K
|
2.15K
$233K
|
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
2.09K+ 5.21% |
$247K - $274K
|
42.2K
$4.57M
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.07K+ 0.82% |
$245K - $271K
|
253K
$27.4M
|
|
|
May 10, 2022
Q1 2022
|
Country Club Bank
|
BUY
|
- |
2.02KNew |
$239K - $265K
|
2.02K
$219K
|
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
2.01K+ 3.36% |
$238K - $264K
|
62K
$6.72M
|
|
|
May 13, 2022
Q1 2022
|
Mackay Shields LLC
|
BUY
|
- |
1.98K+ 60.0% |
$235K - $260K
|
5.28K
$572K
|
|
|
Jun 06, 2022
Q1 2022
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
1.98K+ 14.61% |
$234K - $260K
|
15.5K
$1.68M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.96KNew |
$233K - $258K
|
1.96K
$213K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.88K+ 190.48% |
$223K - $247K
|
2.87K
$311K
|
|
|
May 13, 2022
Q1 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.84KNew |
$218K - $241K
|
1.84K
$199K
|
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1.83KNew |
$217K - $240K
|
1.83K
$198K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.8KNew |
$213K - $236K
|
1.8K
$194K
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.79KNew |
$212K - $235K
|
1.79K
$194K
|
|
|
Apr 07, 2022
Q1 2022
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1.77K+ 4.77% |
$209K - $232K
|
38.7K
$4.2M
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
1.76K+ 9.97% |
$208K - $231K
|
19.4K
$2.1M
|
|
|
May 03, 2022
Q1 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
1.75K+ 15.07% |
$207K - $229K
|
13.3K
$1.44M
|
|
|
Apr 11, 2022
Q1 2022
|
Strid Group, LLC
|
BUY
|
- |
1.74KNew |
$205K - $228K
|
1.74K
$188K
|
|
|
Aug 12, 2022
Q1 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.72K+ 21.61% |
$204K - $226K
|
9.7K
$1.05M
|
|
|
May 11, 2022
Q1 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.7K+ 2.49% |
$201K - $223K
|
69.9K
$7.57M
|
|
|
May 13, 2022
Q1 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.69K+ 22.02% |
$200K - $221K
|
9.34K
$1.01M
|
|
|
Apr 12, 2022
Q1 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
1.68K+ 11.38% |
$199K - $220K
|
16.4K
$1.78M
|
|
|
May 03, 2022
Q1 2022
|
Appleton Group, LLC
|
BUY
|
- |
1.59K+ 6.26% |
$188K - $209K
|
27K
$2.92M
|
|
|
May 04, 2022
Q1 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
1.5KNew |
$178K - $197K
|
1.5K
$162K
|
|
|
May 13, 2022
Q1 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
1.47K+ 0.65% |
$174K - $193K
|
226K
$24.5M
|
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
BUY
|
- |
1.46K+ 2.74% |
$173K - $192K
|
54.7K
$5.93M
|
|
|
Feb 13, 2025
Q1 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.46K+ 28.32% |
$172K - $191K
|
6.6K
$715K
|
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.43KNew |
$169K - $188K
|
1.43K
$155K
|
|
|
May 04, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
1.4KNew |
$166K - $184K
|
1.4K
$152K
|
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.34K+ 4.91% |
$158K - $176K
|
28.6K
$3.1M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.32K+ 5.01% |
$156K - $173K
|
27.6K
$2.98M
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.31K+ 17.12% |
$155K - $171K
|
8.93K
$967K
|
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.28K+ 2.66% |
$151K - $168K
|
49.3K
$5.34M
|
|
|
May 09, 2022
Q1 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.19K+ 0.37% |
$141K - $157K
|
327K
$35.5M
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.18K+ 2.64% |
$140K - $155K
|
46K
$4.99M
|
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
1.18K+ 19.19% |
$139K - $154K
|
7.3K
$791K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.16K+ 58.82% |
$138K - $153K
|
3.14K
$340K
|
|
|
May 10, 2022
Q1 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.14K+ 10.53% |
$135K - $149K
|
11.9K
$1.29M
|
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.09K+ 11.92% |
$130K - $144K
|
10.3K
$1.11M
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
1.07KNew |
$127K - $141K
|
1.07K
$116K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.06K+ 29.32% |
$126K - $140K
|
4.69K
$508K
|
|
|
Jun 17, 2024
Q1 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.06K+ 3.96% |
$126K - $139K
|
27.8K
$3.01M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.04KNew |
$123K - $137K
|
1.04K
$113K
|