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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
15.6KNew |
$2.07M - $2.12M
|
15.6K
$1.67M
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
15.3K+ 122.79% |
$2.04M - $2.09M
|
27.8K
$2.98M
|
|
Mar 07, 2022
Q3 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
15KNew |
$2M - $2.04M
|
15K
$1.61M
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
14.8K+ 3.13% |
$1.96M - $2.01M
|
487K
$52.1M
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
14.8K+ 14.44% |
$1.96M - $2.01M
|
117K
$12.5M
|
|
Nov 02, 2021
Q3 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
14.1K+ 7.72% |
$1.88M - $1.92M
|
197K
$21.1M
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
13.6K+ 10.44% |
$1.8M - $1.85M
|
143K
$15.4M
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.5K+ 27.86% |
$1.8M - $1.84M
|
61.9K
$6.63M
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
13.4KNew |
$1.79M - $1.83M
|
13.4K
$1.44M
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
13.4K+ 13.68% |
$1.79M - $1.83M
|
112K
$11.9M
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
12.5K+ 0.78% |
$1.66M - $1.7M
|
1.61M
$173M
|
|
Nov 09, 2021
Q3 2021
|
Strategic Equity Management
|
BUY
|
- |
12K+ 19.08% |
$1.59M - $1.63M
|
74.7K
$8M
|
|
Nov 09, 2021
Q3 2021
|
Curran Financial Partners, LLC
|
BUY
|
- |
11.5K+ 13.97% |
$1.53M - $1.57M
|
94K
$10.1M
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.5K+ 33.46% |
$1.53M - $1.57M
|
45.9K
$4.92M
|
|
Oct 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
11.4K+ 22.27% |
$1.51M - $1.55M
|
62.4K
$6.68M
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11K+ 72.26% |
$1.46M - $1.5M
|
26.2K
$2.8M
|
|
Nov 02, 2021
Q3 2021
|
Ma Private Wealth
|
BUY
|
- |
10.5K+ 23.95% |
$1.39M - $1.43M
|
54.1K
$5.8M
|
|
Oct 06, 2021
Q3 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
10.5K+ 9.71% |
$1.39M - $1.43M
|
118K
$12.6M
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
10.4K+ 346.42% |
$1.39M - $1.42M
|
13.5K
$1.44M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.2K+ 48.09% |
$1.35M - $1.39M
|
31.4K
$3.36M
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
9.69KNew |
$1.29M - $1.32M
|
9.69K
$1.04M
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.62K+ 7.6% |
$1.28M - $1.31M
|
136K
$14.6M
|
|
Nov 01, 2021
Q3 2021
|
Orser Capital Management, LLC
|
BUY
|
- |
9.51K+ 135.76% |
$1.27M - $1.3M
|
16.5K
$1.77M
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9.17K+ 5.82% |
$1.22M - $1.25M
|
167K
$17.8M
|
|
Nov 09, 2021
Q3 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
9.14K+ 87.08% |
$1.22M - $1.25M
|
19.6K
$2.1M
|
|
Oct 19, 2021
Q3 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
8.79K+ 6.91% |
$1.17M - $1.2M
|
136K
$14.6M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.62K+ 37.49% |
$1.15M - $1.18M
|
31.6K
$3.39M
|
|
Nov 01, 2021
Q3 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
8.45K+ 15.32% |
$1.12M - $1.15M
|
63.6K
$6.82M
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.43K+ 91.39% |
$1.12M - $1.15M
|
17.7K
$1.89M
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
8.01K+ 328.82% |
$1.07M - $1.09M
|
10.4K
$1.12M
|
|
Oct 13, 2021
Q3 2021
|
Wela Strategies, Inc.
|
BUY
|
- |
7.92K+ 5.87% |
$1.05M - $1.08M
|
143K
$15.3M
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
BUY
|
- |
7.92KNew |
$1.05M - $1.08M
|
7.92K
$848K
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.92K+ 9.97% |
$1.05M - $1.08M
|
87.3K
$9.36M
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.84K+ 119.76% |
$1.04M - $1.07M
|
14.4K
$1.54M
|
|
Oct 21, 2021
Q3 2021
|
First American Trust, Fsb
|
BUY
|
- |
7.81K+ 4.86% |
$1.04M - $1.06M
|
168K
$18M
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
7.44KNew |
$990K - $1.01M
|
7.44K
$797K
|
|
Oct 26, 2021
Q3 2021
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
7.3K+ 2.31% |
$971K - $995K
|
323K
$34.6M
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
7.23K+ 1.42% |
$961K - $985K
|
518K
$55.4M
|
|
Nov 12, 2021
Q3 2021
|
Summitry LLC
Foster City, CA |
BUY
|
- |
7.11K+ 2.28% |
$945K - $969K
|
318K
$34.1M
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.07K+ 201.02% |
$940K - $964K
|
10.6K
$1.13M
|
|
Oct 21, 2021
Q3 2021
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
7.04K+ 3.36% |
$936K - $960K
|
216K
$23.2M
|
|
Nov 16, 2021
Q3 2021
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
7K+ 38.89% |
$931K - $954K
|
25K
$2.68M
|
|
Nov 04, 2021
Q3 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
6.51K+ 10.61% |
$865K - $887K
|
67.8K
$7.27M
|
|
Nov 15, 2021
Q3 2021
|
Axa S.A.
Paris, I0 |
BUY
|
- |
6.3K+ 9.74% |
$838K - $859K
|
71K
$7.6M
|
|
Nov 15, 2021
Q3 2021
|
J.Safra Asset Management Corp
|
BUY
|
- |
6.23K+ 267.93% |
$829K - $850K
|
8.56K
$917K
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.11K+ 38.54% |
$813K - $833K
|
22K
$2.35M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
5.76K+ 5.63% |
$766K - $785K
|
108K
$11.6M
|
|
Nov 12, 2021
Q3 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
5.76KNew |
$766K - $785K
|
5.76K
$617K
|
|
Oct 19, 2021
Q3 2021
|
South Shore Capital Advisors
|
BUY
|
- |
5.65KNew |
$751K - $770K
|
5.65K
$605K
|
|
Oct 22, 2021
Q3 2021
|
Columbus Macro, LLC
|
BUY
|
- |
5.64K+ 29.85% |
$750K - $768K
|
24.5K
$2.63M
|