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 21, 2021
Q3 2021
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.47K+ 40.65% |
$196K - $201K
|
5.1K
$546K
|
|
|
Nov 12, 2021
Q3 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.47K+ 4.14% |
$195K - $200K
|
37K
$3.96M
|
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.42K+ 3.61% |
$189K - $193K
|
40.7K
$4.36M
|
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.41K+ 4.56% |
$188K - $193K
|
32.4K
$3.47M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.4K+ 0.37% |
$186K - $191K
|
378K
$40.5M
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.36KNew |
$180K - $185K
|
1.36K
$145K
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.32K+ 2.04% |
$176K - $180K
|
66.1K
$7.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.32KNew |
$175K - $180K
|
1.32K
$141K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.3K+ 27.74% |
$173K - $177K
|
5.99K
$642K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
1.3K+ 5.04% |
$173K - $177K
|
27.1K
$2.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.27K+ 3.11% |
$169K - $173K
|
42.1K
$4.51M
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.26K+ 2.32% |
$167K - $171K
|
55.3K
$5.92M
|
|
|
Nov 04, 2021
Q3 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.19K+ 2.72% |
$158K - $162K
|
44.9K
$4.81M
|
|
|
Nov 15, 2021
Q3 2021
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1.18K+ 8.16% |
$156K - $160K
|
15.6K
$1.67M
|
|
|
Nov 09, 2021
Q3 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.16K+ 4.1% |
$155K - $158K
|
29.5K
$3.16M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.15K+ 5.5% |
$153K - $157K
|
22K
$2.36M
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.12K+ 62.76% |
$150K - $153K
|
2.92K
$312K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.12K+ 4.22% |
$148K - $152K
|
27.6K
$2.96M
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.08K+ 0.35% |
$143K - $147K
|
311K
$33.3M
|
|
|
Oct 22, 2021
Q3 2021
|
Sarasin & Partners LLP
|
BUY
|
- |
1.08K+ 4.1% |
$143K - $147K
|
27.3K
$2.92M
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
1.04K+ 107.33% |
$138K - $142K
|
2.01K
$215K
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.02K+ 3.66% |
$135K - $139K
|
28.7K
$3.08M
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.02K+ 5.05% |
$135K - $138K
|
21.1K
$2.26M
|
|
|
Nov 04, 2021
Q3 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.01K+ 23.19% |
$134K - $138K
|
5.37K
$575K
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
975+ 451.39% |
$130K - $133K
|
1.19K
$128K
|
|
|
Oct 26, 2021
Q3 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
934+ 9.74% |
$124K - $127K
|
10.5K
$1.13M
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
BUY
|
- |
913+ 1.81% |
$121K - $124K
|
51.4K
$5.5M
|
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
911+ 33.26% |
$121K - $124K
|
3.65K
$391K
|
|
|
Nov 12, 2021
Q3 2021
|
Fca Corp
Houston, TX |
BUY
|
- |
909+ 4.96% |
$121K - $124K
|
19.2K
$2.06M
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
908+ 15.46% |
$121K - $124K
|
6.78K
$726K
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
903+ 25.29% |
$120K - $123K
|
4.47K
$479K
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
899+ 2.24% |
$120K - $123K
|
41.1K
$4.4M
|
|
|
Oct 20, 2021
Q3 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
897+ 11.65% |
$119K - $122K
|
8.6K
$921K
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
886+ 4.11% |
$118K - $121K
|
22.4K
$2.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
868+ 2.98% |
$115K - $118K
|
30K
$3.21M
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
867+ 0.81% |
$115K - $118K
|
108K
$11.6M
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
867+ 12.63% |
$115K - $118K
|
7.73K
$828K
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
866+ 23.98% |
$115K - $118K
|
4.48K
$480K
|
|
|
Oct 22, 2021
Q3 2021
|
Legacy Financial Group LLC
|
BUY
|
- |
835+ 6.95% |
$111K - $114K
|
12.8K
$1.38M
|
|
|
Nov 09, 2021
Q3 2021
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
828+ 1.38% |
$110K - $113K
|
60.8K
$6.51M
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
821+ 22.49% |
$109K - $112K
|
4.47K
$479K
|
|
|
Dec 10, 2021
Q3 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
810+ 1.22% |
$108K - $110K
|
67.1K
$7.19M
|
|
|
Oct 13, 2021
Q3 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
803+ 1.7% |
$107K - $109K
|
48.1K
$5.15M
|
|
|
Nov 04, 2021
Q3 2021
|
Diversified, LLC
|
BUY
|
- |
801+ 42.97% |
$107K - $109K
|
2.67K
$285K
|
|
|
Nov 15, 2021
Q3 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
797+ 8.89% |
$106K - $109K
|
9.77K
$1.05M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
775+ 14.34% |
$103K - $106K
|
6.18K
$662K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
766+ 4.1% |
$102K - $104K
|
19.4K
$2.08M
|
|
|
Oct 12, 2021
Q3 2021
|
Renasant Bank
|
BUY
|
- |
765+ 8.78% |
$102K - $104K
|
9.48K
$1.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
758+ 6.03% |
$101K - $103K
|
13.3K
$1.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
742+ 13.55% |
$98.7K - $101K
|
6.22K
$666K
|