Purchases and Sales Made in Q3 2021 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2021
Q3 2021
|
First City Capital Management, Inc.
|
SELL
|
- |
-10- 0.34% |
$1.33K - $1.36K
|
2.92K
$313K
|
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-12- 0.63% |
$1.6K - $1.64K
|
1.89K
$203K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-12- 2.42% |
$1.6K - $1.64K
|
484
$51.8K
|
|
|
Nov 09, 2021
Q3 2021
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-12Closed |
$1.6K - $1.64K
|
0
$0
|
|
|
Nov 24, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-18- 0.25% |
$2.39K - $2.45K
|
7.25K
$776K
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-20- 1.72% |
$2.66K - $2.73K
|
1.15K
$123K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-20Closed |
$2.66K - $2.73K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-22- 2.32% |
$2.93K - $3K
|
928
$99.4K
|
|
|
Oct 18, 2021
Q3 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-22- 0.41% |
$2.93K - $3K
|
5.39K
$577K
|
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-25- 0.58% |
$3.33K - $3.41K
|
4.28K
$459K
|
|
|
Oct 20, 2021
Q3 2021
|
Ledyard National Bank
|
SELL
|
- |
-25- 0.22% |
$3.33K - $3.41K
|
11.5K
$1.24M
|
|
|
Nov 02, 2021
Q3 2021
|
Hms Capital Management, LLC
|
SELL
|
- |
-31- 0.05% |
$4.12K - $4.23K
|
67.7K
$7.25M
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-32- 3.23% |
$4.26K - $4.36K
|
959
$103K
|
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-33Closed |
$4.39K - $4.5K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-34- 8.1% |
$4.52K - $4.64K
|
386
$41.3K
|
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-34Closed |
$4.52K - $4.64K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-36- 12.37% |
$4.79K - $4.91K
|
255
$27.3K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-38- 1.32% |
$5.06K - $5.18K
|
2.83K
$304K
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-40- 0.33% |
$5.32K - $5.45K
|
12.2K
$1.31M
|
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
SELL
|
- |
-42- 0.17% |
$5.59K - $5.73K
|
24.2K
$2.6M
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-43- 1.15% |
$5.72K - $5.86K
|
3.68K
$394K
|
|
|
Oct 14, 2021
Q3 2021
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-45- 1.62% |
$5.99K - $6.13K
|
2.74K
$294K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-46- 77.97% |
$6.12K - $6.27K
|
13
$1.39K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-46- 1.26% |
$6.12K - $6.27K
|
3.61K
$387K
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-46- 2.02% |
$6.12K - $6.27K
|
2.23K
$239K
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-49- 0.48% |
$6.52K - $6.68K
|
10.1K
$1.08M
|
|
|
Oct 28, 2021
Q3 2021
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-50- 0.72% |
$6.65K - $6.82K
|
6.94K
$743K
|
|
|
Oct 14, 2021
Q3 2021
|
Canal Capital Management, LLC
|
SELL
|
- |
-59- 1.04% |
$7.85K - $8.04K
|
5.64K
$604K
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
SELL
|
- |
-62- 2.56% |
$8.25K - $8.45K
|
2.36K
$253K
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-63Closed |
$8.38K - $8.59K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-63- 0.03% |
$8.38K - $8.59K
|
229K
$24.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-68- 9.34% |
$9.05K - $9.27K
|
660
$70.7K
|
|
|
Oct 04, 2021
Q3 2021
|
Thomasville National Bank
|
SELL
|
- |
-71- 4.47% |
$9.45K - $9.68K
|
1.52K
$162K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-72- 1.85% |
$9.58K - $9.82K
|
3.81K
$408K
|
|
|
Nov 15, 2021
Q3 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-78- 0.84% |
$10.4K - $10.6K
|
9.18K
$983K
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-81- 11.3% |
$10.8K - $11K
|
636
$68.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-83- 1.58% |
$11K - $11.3K
|
5.16K
$553K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-85- 0.5% |
$11.3K - $11.6K
|
16.7K
$1.79M
|
|
|
Oct 22, 2021
Q3 2021
|
Ade, LLC
|
SELL
|
- |
-89- 65.44% |
$11.8K - $12.1K
|
47
$5.03K
|
|
|
Nov 15, 2021
Q3 2021
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-90- 2.24% |
$12K - $12.3K
|
3.92K
$420K
|
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
SELL
|
- |
-98- 5.53% |
$13K - $13.4K
|
1.67K
$179K
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-100Closed |
$13.3K - $13.6K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-100Closed |
$13.3K - $13.6K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Cambridge Advisors Inc.
|
SELL
|
- |
-100- 0.7% |
$13.3K - $13.6K
|
14.2K
$1.52M
|
|
|
Nov 09, 2021
Q3 2021
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-101- 2.97% |
$13.4K - $13.8K
|
3.3K
$353K
|
|
|
Nov 10, 2021
Q3 2021
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-102- 6.03% |
$13.6K - $13.9K
|
1.59K
$170K
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-104- 3.09% |
$13.8K - $14.2K
|
3.26K
$349K
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-105- 4.43% |
$14K - $14.3K
|
2.27K
$243K
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-105Closed |
$14K - $14.3K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-108- 0.67% |
$14.4K - $14.7K
|
16K
$1.72M
|