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 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
9New |
$1.07K - $1.18K
|
9
$975
|
|
|
Apr 25, 2022
Q1 2022
|
Wp Advisors, LLC
|
BUY
|
- |
8+ 0.4% |
$948 - $1.05K
|
2.02K
$218K
|
|
|
May 05, 2022
Q1 2022
|
Sunesis Advisors, LLC
|
BUY
|
- |
8+ 0.02% |
$948 - $1.05K
|
41K
$4.45M
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 0.24% |
$829 - $919
|
2.87K
$310K
|
|
|
Apr 28, 2022
Q1 2022
|
Fullen Financial Group
|
BUY
|
- |
7+ 0.4% |
$829 - $919
|
1.77K
$192K
|
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
6+ 0.07% |
$711 - $787
|
9.14K
$990K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5+ 0.22% |
$592 - $656
|
2.31K
$251K
|
|
|
Apr 29, 2022
Q1 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5+ 0.07% |
$592 - $656
|
7.3K
$791K
|
|
|
Apr 25, 2022
Q1 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
5+ 0.18% |
$592 - $656
|
2.81K
$305K
|
|
|
May 13, 2022
Q1 2022
|
Easterly Investment Partners LLC
|
BUY
|
- |
5+ 0.01% |
$592 - $656
|
78.3K
$8.49M
|
|
|
Apr 26, 2022
Q1 2022
|
Grandview Asset Management LLC
|
BUY
|
- |
4+ 0.16% |
$474 - $525
|
2.55K
$276K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.25% |
$474 - $525
|
1.59K
$172K
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.24% |
$474 - $525
|
1.69K
$183K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
4+ 0.32% |
$474 - $525
|
1.24K
$134K
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
4+ 10.26% |
$474 - $525
|
43
$4.66K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.33% |
$355 - $394
|
921
$99.8K
|
|
|
May 12, 2022
Q1 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
3+ 0.01% |
$355 - $394
|
27.1K
$2.93M
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
3+ 0.46% |
$355 - $394
|
650
$70.4K
|
|
|
Apr 13, 2022
Q1 2022
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
2+ 0.05% |
$237 - $262
|
3.72K
$403K
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
BUY
|
- |
2+ 4.17% |
$237 - $262
|
50
$5.42K
|
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2+ 0.04% |
$237 - $262
|
4.89K
$530K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
2+ 0.36% |
$237 - $262
|
551
$59.7K
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2+ 0.08% |
$237 - $262
|
2.52K
$273K
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2+ 0.13% |
$237 - $262
|
1.54K
$167K
|
|
|
Apr 29, 2022
Q1 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2+ 0.04% |
$237 - $262
|
4.53K
$490K
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.35% |
$237 - $262
|
576
$62.4K
|
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.26% |
$118 - $131
|
381
$41.3K
|
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 0.25% |
$118 - $131
|
405
$43.9K
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.19% |
$118 - $131
|
537
$58.2K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.36% |
$118 - $131
|
281
$30.4K
|
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-2- 0.1% |
$237 - $262
|
1.99K
$216K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-6- 9.38% |
$711 - $787
|
58
$6.28K
|
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-6- 0.32% |
$711 - $787
|
1.85K
$200K
|
|
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-6Closed |
$711 - $787
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-7- 0.34% |
$829 - $919
|
2.05K
$222K
|
|
|
Apr 14, 2022
Q1 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-10- 0.32% |
$1.18K - $1.31K
|
3.12K
$338K
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-11- 0.06% |
$1.3K - $1.44K
|
18.4K
$1.99M
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-13- 0.39% |
$1.54K - $1.71K
|
3.32K
$359K
|
|
|
May 05, 2022
Q1 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-13- 0.52% |
$1.54K - $1.71K
|
2.5K
$271K
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-13Closed |
$1.54K - $1.71K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-15- 1.12% |
$1.78K - $1.97K
|
1.32K
$143K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-17- 4.17% |
$2.01K - $2.23K
|
391
$42.4K
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-18- 0.26% |
$2.13K - $2.36K
|
6.91K
$749K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-20Closed |
$2.37K - $2.62K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-20- 9.48% |
$2.37K - $2.62K
|
191
$20.7K
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-23- 0.29% |
$2.72K - $3.02K
|
7.82K
$847K
|
|
|
May 16, 2022
Q1 2022
|
Acorns Advisers, LLC
Irvine, CA |
SELL
|
- |
-24- 44.44% |
$2.84K - $3.15K
|
30
$3.25K
|
|
|
Apr 18, 2022
Q1 2022
|
Lcm Capital Management Inc
|
SELL
|
- |
-25- 0.96% |
$2.96K - $3.28K
|
2.57K
$278K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-25- 1.46% |
$2.96K - $3.28K
|
1.68K
$182K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-26- 0.79% |
$3.08K - $3.41K
|
3.25K
$352K
|