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 09, 2021
Q3 2021
|
Bank Of The West
|
BUY
|
- |
725+ 3.76% |
$96.4K - $98.8K
|
20K
$2.15M
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
706+ 7.6% |
$93.9K - $96.2K
|
10K
$1.07M
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
705+ 13.11% |
$93.8K - $96.1K
|
6.08K
$652K
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
703+ 331.6% |
$93.5K - $95.8K
|
915
$98K
|
|
|
Nov 01, 2021
Q3 2021
|
Neumann Capital Management, LLC
|
BUY
|
- |
702+ 5.59% |
$93.4K - $95.7K
|
13.3K
$1.42M
|
|
|
Nov 03, 2021
Q3 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
695+ 5.08% |
$92.5K - $94.7K
|
14.4K
$1.54M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
693+ 7.64% |
$92.2K - $94.5K
|
9.77K
$1.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
640+ 1.45% |
$85.1K - $87.3K
|
44.7K
$4.78M
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
637+ 7.64% |
$84.7K - $86.8K
|
8.98K
$962K
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
633+ 2.87% |
$84.2K - $86.3K
|
22.7K
$2.43M
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
629+ 5.51% |
$83.7K - $85.8K
|
12K
$1.29M
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
BUY
|
- |
617+ 5.18% |
$82.1K - $84.1K
|
12.5K
$1.34M
|
|
|
Nov 12, 2021
Q3 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
606+ 2.25% |
$80.6K - $82.6K
|
27.5K
$2.95M
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
598+ 4.85% |
$79.6K - $81.5K
|
12.9K
$1.38M
|
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
596+ 18.82% |
$79.3K - $81.3K
|
3.76K
$403K
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
584+ 8.42% |
$77.7K - $79.6K
|
7.52K
$806K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
582+ 1.34% |
$77.4K - $79.3K
|
43.9K
$4.7M
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
575+ 0.76% |
$76.5K - $78.4K
|
76.3K
$8.18M
|
|
|
Oct 28, 2021
Q3 2021
|
Eukles Asset Management
|
BUY
|
- |
567+ 6.11% |
$75.4K - $77.3K
|
9.85K
$1.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
566+ 6.72% |
$75.3K - $77.2K
|
8.99K
$963K
|
|
|
Nov 12, 2021
Q3 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
564+ 12.52% |
$75K - $76.9K
|
5.07K
$543K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
554+ 1.67% |
$73.7K - $75.5K
|
33.8K
$3.62M
|
|
|
Nov 08, 2021
Q3 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
535+ 4.89% |
$71.2K - $72.9K
|
11.5K
$1.23M
|
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
524+ 19.08% |
$69.7K - $71.4K
|
3.27K
$350K
|
|
|
Nov 15, 2021
Q3 2021
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
515+ 1.72% |
$68.5K - $70.2K
|
30.5K
$3.27M
|
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
BUY
|
- |
505+ 7.07% |
$67.2K - $68.8K
|
7.65K
$819K
|
|
|
Nov 12, 2021
Q3 2021
|
Providence First Trust CO
|
BUY
|
- |
500+ 3.02% |
$66.5K - $68.2K
|
17.1K
$1.83M
|
|
|
Oct 21, 2021
Q3 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
486+ 5.78% |
$64.7K - $66.3K
|
8.89K
$952K
|
|
|
Oct 28, 2021
Q3 2021
|
Grandfield & Dodd, LLC
|
BUY
|
- |
476+ 22.76% |
$63.3K - $64.9K
|
2.57K
$275K
|
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
475+ 1.0% |
$63.2K - $64.8K
|
47.9K
$5.13M
|
|
|
Oct 20, 2021
Q3 2021
|
Ridgewood Investments LLC
|
BUY
|
- |
473+ 11.46% |
$62.9K - $64.5K
|
4.6K
$493K
|
|
|
Nov 09, 2021
Q3 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
448+ 8.56% |
$59.6K - $61.1K
|
5.68K
$609K
|
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
447+ 1.45% |
$59.5K - $60.9K
|
31.3K
$3.35M
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
435New |
$57.9K - $59.3K
|
435
$46.6K
|
|
|
Oct 15, 2021
Q3 2021
|
Sym Financial Corp
|
BUY
|
- |
425New |
$56.5K - $57.9K
|
425
$45.5K
|
|
|
Mar 09, 2022
Q3 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
421+ 133.23% |
$56K - $57.4K
|
737
$78.9K
|
|
|
Oct 28, 2021
Q3 2021
|
Avitas Wealth Management LLC
|
BUY
|
- |
417+ 6.42% |
$55.5K - $56.8K
|
6.91K
$740K
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
416+ 12.95% |
$55.3K - $56.7K
|
3.63K
$389K
|
|
|
Nov 10, 2021
Q3 2021
|
Banque Pictet & Cie Sa
|
BUY
|
- |
400+ 2.89% |
$53.2K - $54.5K
|
14.3K
$1.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
391New |
$52K - $53.3K
|
391
$41.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
390+ 2.28% |
$51.9K - $53.2K
|
17.5K
$1.87M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
377+ 3.79% |
$50.2K - $51.4K
|
10.3K
$1.11M
|
|
|
Oct 07, 2021
Q3 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
370+ 2.64% |
$49.2K - $50.4K
|
14.4K
$1.54M
|
|
|
Oct 12, 2021
Q3 2021
|
Arden Trust CO
|
BUY
|
- |
362+ 1.28% |
$48.2K - $49.4K
|
28.6K
$3.07M
|
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
350New |
$46.6K - $47.7K
|
350
$37.5K
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
344+ 5.86% |
$45.8K - $46.9K
|
6.21K
$666K
|
|
|
Jun 17, 2024
Q3 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
342+ 1.32% |
$45.5K - $46.6K
|
26.3K
$2.82M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
342+ 375.82% |
$45.5K - $46.6K
|
433
$46.4K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
335+ 3.35% |
$44.6K - $45.7K
|
10.3K
$1.11M
|
|
|
Oct 08, 2021
Q3 2021
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
332+ 2.09% |
$44.2K - $45.3K
|
16.2K
$1.74M
|