Purchases and Sales Made in Q4 2021 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-7.88KClosed |
$1.03M - $1.06M
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-7.94K- 41.66% |
$1.04M - $1.07M
|
11.1K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-8.89K- 68.97% |
$1.16M - $1.2M
|
4K
$433K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudson Capital Management LLC
|
SELL
|
- |
-8.93K- 6.08% |
$1.17M - $1.2M
|
138K
$14.9M
|
|
|
Sep 07, 2023
Q4 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-8.98K- 18.95% |
$1.18M - $1.21M
|
38.4K
$4.16M
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-9.15K- 37.37% |
$1.2M - $1.23M
|
15.3K
$1.66M
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
SELL
|
- |
-9.32KClosed |
$1.22M - $1.26M
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-10.4K- 24.96% |
$1.37M - $1.41M
|
31.3K
$3.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Ma Private Wealth
|
SELL
|
- |
-10.5K- 19.4% |
$1.38M - $1.42M
|
43.6K
$4.73M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-10.8K- 15.58% |
$1.42M - $1.46M
|
58.6K
$6.35M
|
|
|
Feb 04, 2022
Q4 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-10.8K- 16.32% |
$1.42M - $1.46M
|
55.6K
$6.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-10.9K- 23.68% |
$1.42M - $1.47M
|
35K
$3.8M
|
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-11K- 30.56% |
$1.44M - $1.49M
|
25.1K
$2.71M
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-11.5K- 41.26% |
$1.5M - $1.55M
|
16.3K
$1.77M
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-11.7K- 6.86% |
$1.54M - $1.58M
|
160K
$17.3M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-12.5K- 64.63% |
$1.64M - $1.69M
|
6.87K
$744K
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-12.6K- 77.33% |
$1.65M - $1.69M
|
3.68K
$399K
|
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-12.7K- 19.91% |
$1.66M - $1.71M
|
51K
$5.52M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-13.3K- 4.71% |
$1.74M - $1.79M
|
269K
$29.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Wells Financial Advisors Inc
|
SELL
|
- |
-13.9KClosed |
$1.82M - $1.87M
|
0
$0
|
|
|
Feb 28, 2022
Q4 2021
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-14K- 78.18% |
$1.84M - $1.89M
|
3.92K
$424K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14.1K- 8.81% |
$1.84M - $1.9M
|
145K
$15.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-14.8K- 83.12% |
$1.94M - $2M
|
3.01K
$326K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.2K- 2.82% |
$1.99M - $2.05M
|
525K
$56.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-15.3KClosed |
$2M - $2.06M
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-15.6KClosed |
$2.04M - $2.1M
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-15.6K- 80.08% |
$2.04M - $2.1M
|
3.88K
$420K
|
|
|
Feb 14, 2022
Q4 2021
|
Hite Hedge Asset Management LLC
Quincy, MA |
SELL
|
- |
-15.8K- 15.87% |
$2.07M - $2.13M
|
83.6K
$9.06M
|
|
|
Feb 02, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-15.9K- 75.0% |
$2.08M - $2.14M
|
5.29K
$573K
|
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-16.1K- 13.63% |
$2.11M - $2.17M
|
102K
$11M
|
|
|
May 03, 2022
Q4 2021
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-17.8K- 12.25% |
$2.33M - $2.4M
|
127K
$13.8M
|
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-18.4KClosed |
$2.41M - $2.48M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-19KClosed |
$2.49M - $2.57M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-20.7K- 11.6% |
$2.72M - $2.8M
|
158K
$17.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-21K- 9.17% |
$2.75M - $2.83M
|
208K
$22.6M
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-21.1KClosed |
$2.76M - $2.85M
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-21.4K- 4.45% |
$2.8M - $2.89M
|
460K
$49.8M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-22.3K- 10.59% |
$2.92M - $3.01M
|
189K
$20.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-22.5K- 60.12% |
$2.94M - $3.03M
|
14.9K
$1.61M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-23.1K- 55.85% |
$3.02M - $3.11M
|
18.2K
$1.98M
|
|
|
Feb 03, 2022
Q4 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-23.5KClosed |
$3.08M - $3.17M
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Wespac Advisors, LLC
|
SELL
|
- |
-23.7KClosed |
$3.1M - $3.19M
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-24K- 93.06% |
$3.14M - $3.23M
|
1.79K
$193K
|
|
|
Feb 15, 2022
Q4 2021
|
Provida Pension Fund Administrator
Santiago, F3 |
SELL
|
- |
-24KClosed |
$3.14M - $3.24M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-25K- 10.55% |
$3.27M - $3.37M
|
212K
$23M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-25.4K- 12.32% |
$3.33M - $3.42M
|
181K
$19.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-25.7KClosed |
$3.37M - $3.47M
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
SELL
|
- |
-26.5K- 60.09% |
$3.47M - $3.58M
|
17.6K
$1.91M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-26.7K- 36.34% |
$3.5M - $3.6M
|
46.8K
$5.07M
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-28.7K- 10.27% |
$3.76M - $3.88M
|
251K
$27.2M
|