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 |
---|---|---|---|---|---|---|---|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
319+ 227.86% |
$37.8K - $41.9K
|
459
$49.7K
|
|
May 11, 2022
Q1 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
315New |
$37.3K - $41.3K
|
315
$34.1K
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
BUY
|
- |
313New |
$37.1K - $41.1K
|
313
$33.9K
|
|
Apr 18, 2022
Q1 2022
|
Verde Capital Management
|
BUY
|
- |
308+ 8.97% |
$36.5K - $40.4K
|
3.74K
$405K
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
302+ 59.33% |
$35.8K - $39.6K
|
811
$87.8K
|
|
May 16, 2022
Q1 2022
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
302+ 1.56% |
$35.8K - $39.6K
|
19.6K
$2.12M
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
285New |
$33.8K - $37.4K
|
285
$30.9K
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
273+ 6.94% |
$32.3K - $35.8K
|
4.21K
$456K
|
|
Apr 26, 2022
Q1 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
272+ 11.51% |
$32.2K - $35.7K
|
2.64K
$285K
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
251+ 9.76% |
$29.7K - $32.9K
|
2.82K
$306K
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
249+ 10.8% |
$29.5K - $32.7K
|
2.56K
$277K
|
|
May 16, 2022
Q1 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
249+ 1.53% |
$29.5K - $32.7K
|
16.5K
$1.79M
|
|
Apr 11, 2022
Q1 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
245+ 4.93% |
$29K - $32.1K
|
5.22K
$565K
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
241+ 49.28% |
$28.5K - $31.6K
|
730
$79.1K
|
|
Apr 25, 2022
Q1 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
232+ 7.9% |
$27.5K - $30.4K
|
3.17K
$343K
|
|
May 10, 2022
Q1 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
230+ 1.52% |
$27.2K - $30.2K
|
15.4K
$1.67M
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
221New |
$26.2K - $29K
|
221
$23.9K
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
209+ 5.54% |
$24.8K - $27.4K
|
3.98K
$431K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
196+ 1.39% |
$23.2K - $25.7K
|
14.3K
$1.55M
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
190New |
$22.5K - $24.9K
|
190
$20.6K
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
180+ 0.29% |
$21.3K - $23.6K
|
62.5K
$6.77M
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
176New |
$20.8K - $23.1K
|
176
$19.1K
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
176+ 66.67% |
$20.8K - $23.1K
|
440
$47.7K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
171+ 0.97% |
$20.3K - $22.4K
|
17.9K
$1.93M
|
|
Apr 15, 2022
Q1 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
170New |
$20.1K - $22.3K
|
170
$18.4K
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
167+ 2.71% |
$19.8K - $21.9K
|
6.34K
$686K
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
163+ 0.61% |
$19.3K - $21.4K
|
27K
$2.92M
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
BUY
|
- |
162+ 0.74% |
$19.2K - $21.3K
|
22.2K
$2.4M
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
158+ 3.7% |
$18.7K - $20.7K
|
4.42K
$479K
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
158+ 3.7% |
$18.7K - $20.7K
|
4.42K
$479K
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
147+ 0.81% |
$17.4K - $19.3K
|
18.4K
$1.99M
|
|
Apr 27, 2022
Q1 2022
|
Eukles Asset Management
|
BUY
|
- |
142+ 1.5% |
$16.8K - $18.6K
|
9.61K
$1.04M
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
131+ 6.06% |
$15.5K - $17.2K
|
2.29K
$248K
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
124+ 11.8% |
$14.7K - $16.3K
|
1.18K
$127K
|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
121+ 1.28% |
$14.3K - $15.9K
|
9.57K
$1.04M
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
118New |
$14K - $15.5K
|
118
$12.8K
|
|
Apr 14, 2022
Q1 2022
|
Moller Financial Services
|
BUY
|
- |
116+ 3.82% |
$13.7K - $15.2K
|
3.15K
$341K
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
116+ 5.79% |
$13.7K - $15.2K
|
2.12K
$230K
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
116New |
$13.7K - $15.2K
|
116
$12.6K
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
115+ 11.77% |
$13.6K - $15.1K
|
1.09K
$118K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
113+ 0.54% |
$13.4K - $14.8K
|
20.9K
$2.26M
|
|
May 16, 2022
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
110+ 2.76% |
$13K - $14.4K
|
4.1K
$444K
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
110+ 2.76% |
$13K - $14.4K
|
4.1K
$444K
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
105+ 4.08% |
$12.4K - $13.8K
|
2.68K
$290K
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
104+ 0.46% |
$12.3K - $13.6K
|
22.6K
$2.45M
|
|
Jan 03, 2023
Q1 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
103+ 5.82% |
$12.2K - $13.5K
|
1.87K
$203K
|
|
May 02, 2022
Q1 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
100New |
$11.8K - $13.1K
|
100
$10.8K
|
|
May 13, 2022
Q1 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
100New |
$11.8K - $13.1K
|
100
$10.8K
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
97New |
$11.5K - $12.7K
|
97
$10.5K
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
95+ 3.84% |
$11.3K - $12.5K
|
2.57K
$278K
|