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 18, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
93+ 3.2% |
$11K - $12.2K
|
3K
$325K
|
|
|
May 16, 2022
Q1 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
90+ 0.57% |
$10.7K - $11.8K
|
15.9K
$1.72M
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
87+ 13.66% |
$10.3K - $11.4K
|
724
$78.4K
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
83+ 3.77% |
$9.83K - $10.9K
|
2.29K
$248K
|
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
79+ 4.79% |
$9.36K - $10.4K
|
1.73K
$187K
|
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
79+ 85.87% |
$9.36K - $10.4K
|
171
$18.5K
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
77+ 7.35% |
$9.12K - $10.1K
|
1.12K
$122K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
71+ 83.53% |
$8.41K - $9.32K
|
156
$16.9K
|
|
|
Apr 22, 2022
Q1 2022
|
Smart Money Group LLC
|
BUY
|
- |
71+ 1.63% |
$8.41K - $9.32K
|
4.43K
$479K
|
|
|
May 09, 2022
Q1 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
66+ 1.95% |
$7.82K - $8.66K
|
3.45K
$373K
|
|
|
May 09, 2022
Q1 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
65+ 19.82% |
$7.7K - $8.53K
|
393
$42.6K
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
63+ 1.61% |
$7.46K - $8.27K
|
3.98K
$431K
|
|
|
Apr 20, 2022
Q1 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
61+ 1.1% |
$7.22K - $8K
|
5.62K
$609K
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
56+ 2.08% |
$6.63K - $7.35K
|
2.75K
$298K
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
55New |
$6.51K - $7.22K
|
55
$5.96K
|
|
|
May 12, 2022
Q1 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
54+ 0.18% |
$6.4K - $7.09K
|
30.4K
$3.3M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
54+ 2.02% |
$6.4K - $7.09K
|
2.73K
$296K
|
|
|
May 09, 2022
Q1 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
53+ 1.01% |
$6.28K - $6.95K
|
5.29K
$573K
|
|
|
May 16, 2022
Q1 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
52+ 0.74% |
$6.16K - $6.82K
|
7.13K
$772K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
50+ 1.41% |
$5.92K - $6.56K
|
3.6K
$390K
|
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
50+ 2.58% |
$5.92K - $6.56K
|
1.99K
$215K
|
|
|
May 09, 2022
Q1 2022
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
46+ 0.33% |
$5.45K - $6.04K
|
14K
$1.52M
|
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
45+ 0.53% |
$5.33K - $5.9K
|
8.61K
$932K
|
|
|
Apr 22, 2022
Q1 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
44+ 0.24% |
$5.21K - $5.77K
|
18.5K
$2M
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
42+ 5.47% |
$4.97K - $5.51K
|
810
$87.7K
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
39+ 216.67% |
$4.62K - $5.12K
|
57
$6.17K
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
35+ 1.05% |
$4.15K - $4.59K
|
3.38K
$366K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
34+ 0.86% |
$4.03K - $4.46K
|
4K
$433K
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
33+ 0.66% |
$3.91K - $4.33K
|
5.04K
$546K
|
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
BUY
|
- |
30New |
$3.55K - $3.94K
|
30
$3.25K
|
|
|
May 06, 2022
Q1 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
30+ 0.06% |
$3.55K - $3.94K
|
51.1K
$5.53M
|
|
|
May 09, 2022
Q1 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
30+ 0.36% |
$3.55K - $3.94K
|
8.3K
$899K
|
|
|
May 05, 2022
Q1 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
30New |
$3.55K - $3.94K
|
30
$3.25K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
30New |
$3.55K - $3.94K
|
30
$3.25K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
29New |
$3.43K - $3.81K
|
29
$3.14K
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
BUY
|
- |
25New |
$2.96K - $3.28K
|
25
$2.71K
|
|
|
Apr 14, 2022
Q1 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
23+ 0.42% |
$2.72K - $3.02K
|
5.56K
$602K
|
|
|
May 10, 2022
Q1 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
21+ 0.31% |
$2.49K - $2.76K
|
6.7K
$725K
|
|
|
May 03, 2022
Q1 2022
|
La Fleur & Godfrey LLC
|
BUY
|
- |
19+ 0.77% |
$2.25K - $2.49K
|
2.5K
$271K
|
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
BUY
|
- |
19+ 1.11% |
$2.25K - $2.49K
|
1.73K
$187K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
19+ 146.15% |
$2.25K - $2.49K
|
32
$3.47K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
17+ 0.01% |
$2.01K - $2.23K
|
316K
$34.3M
|
|
|
Jul 21, 2022
Q1 2022
|
Gould Capital, LLC
|
BUY
|
- |
16+ 4.44% |
$1.9K - $2.1K
|
376
$40.7K
|
|
|
Apr 14, 2022
Q1 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
14+ 0.26% |
$1.66K - $1.84K
|
5.3K
$574K
|
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
BUY
|
- |
13+ 0.53% |
$1.54K - $1.71K
|
2.45K
$266K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
12New |
$1.42K - $1.57K
|
12
$1.3K
|
|
|
May 03, 2022
Q1 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
10+ 0.44% |
$1.18K - $1.31K
|
2.27K
$246K
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
10+ 0.42% |
$1.18K - $1.31K
|
2.39K
$259K
|
|
|
May 12, 2022
Q1 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
10+ 0.07% |
$1.18K - $1.31K
|
14.8K
$1.6M
|
|
|
May 05, 2022
Q1 2022
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
9+ 0.4% |
$1.07K - $1.18K
|
2.27K
$246K
|