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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-472- 13.92% |
$61.8K - $63.7K
|
2.92K
$316K
|
|
|
Feb 07, 2022
Q4 2021
|
First City Capital Management, Inc.
|
SELL
|
- |
-475- 16.25% |
$62.2K - $64.1K
|
2.45K
$265K
|
|
|
Feb 08, 2022
Q4 2021
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-476- 18.54% |
$62.3K - $64.2K
|
2.09K
$226K
|
|
|
Jan 27, 2022
Q4 2021
|
Smart Money Group LLC
|
SELL
|
- |
-480- 9.93% |
$62.9K - $64.7K
|
4.36K
$472K
|
|
|
Feb 09, 2022
Q4 2021
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
SELL
|
- |
-481- 30.75% |
$63K - $64.9K
|
1.08K
$117K
|
|
|
Mar 22, 2022
Q4 2021
|
Ascendant Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-500- 2.0% |
$65.5K - $67.4K
|
24.5K
$2.65M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-518- 12.1% |
$67.8K - $69.9K
|
3.76K
$407K
|
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-537- 0.21% |
$70.3K - $72.4K
|
258K
$27.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-538- 23.47% |
$70.5K - $72.6K
|
1.75K
$190K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-550- 5.71% |
$72K - $74.2K
|
9.09K
$985K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-570- 0.77% |
$74.7K - $76.9K
|
73.4K
$7.95M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-580- 2.02% |
$76K - $78.2K
|
28.2K
$3.05M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-582- 5.64% |
$76.2K - $78.5K
|
9.74K
$1.06M
|
|
|
Feb 09, 2022
Q4 2021
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-609- 14.09% |
$79.8K - $82.1K
|
3.71K
$402K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-610- 51.22% |
$79.9K - $82.3K
|
581
$62.9K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-620- 1.0% |
$81.2K - $83.6K
|
61.3K
$6.64M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-622- 6.95% |
$81.5K - $83.9K
|
8.33K
$903K
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-625- 3.29% |
$81.9K - $84.3K
|
18.4K
$1.99M
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-629- 16.2% |
$82.4K - $84.8K
|
3.25K
$352K
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified, LLC
|
SELL
|
- |
-643- 24.13% |
$84.2K - $86.7K
|
2.02K
$219K
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-643- 13.4% |
$84.2K - $86.7K
|
4.16K
$450K
|
|
|
Feb 11, 2022
Q4 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-647- 11.23% |
$84.7K - $87.3K
|
5.11K
$554K
|
|
|
Feb 14, 2022
Q4 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-653- 3.86% |
$85.5K - $88.1K
|
16.3K
$1.76M
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-661- 5.38% |
$86.6K - $89.2K
|
11.6K
$1.26M
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-667- 25.42% |
$87.4K - $90K
|
1.96K
$212K
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-670- 18.31% |
$87.8K - $90.4K
|
2.99K
$324K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-695- 86.01% |
$91K - $93.7K
|
113
$12.2K
|
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-695- 12.5% |
$91K - $93.7K
|
4.87K
$527K
|
|
|
Feb 11, 2022
Q4 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-700- 5.91% |
$91.7K - $94.4K
|
11.1K
$1.21M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-711- 1.48% |
$93.1K - $95.9K
|
47.5K
$5.14M
|
|
|
Feb 09, 2022
Q4 2021
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-728- 5.46% |
$95.4K - $98.2K
|
12.6K
$1.37M
|
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
SELL
|
- |
-744- 6.44% |
$97.4K - $100K
|
10.8K
$1.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-757- 10.67% |
$99.2K - $102K
|
6.34K
$687K
|
|
|
Jan 20, 2022
Q4 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-767- 6.44% |
$100K - $103K
|
11.1K
$1.21M
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-779- 26.72% |
$102K - $105K
|
2.14K
$231K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-779- 0.57% |
$102K - $105K
|
135K
$14.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Ballast, Inc.
|
SELL
|
- |
-782- 6.0% |
$102K - $105K
|
12.3K
$1.33M
|
|
|
Feb 02, 2022
Q4 2021
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-785- 1.75% |
$103K - $106K
|
44.1K
$4.78M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-789- 27.99% |
$103K - $106K
|
2.03K
$220K
|
|
|
Jan 31, 2022
Q4 2021
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-801- 20.43% |
$105K - $108K
|
3.12K
$338K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-812- 12.61% |
$106K - $110K
|
5.63K
$609K
|
|
|
Feb 14, 2022
Q4 2021
|
Jag Capital Management, LLC
|
SELL
|
- |
-829- 34.33% |
$109K - $112K
|
1.59K
$172K
|
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
SELL
|
- |
-835- 4.46% |
$109K - $113K
|
17.9K
$1.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-849- 1.81% |
$111K - $115K
|
46.1K
$4.99M
|
|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-862- 18.08% |
$113K - $116K
|
3.91K
$423K
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-868- 8.89% |
$114K - $117K
|
8.9K
$964K
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
SELL
|
- |
-907- 74.77% |
$119K - $122K
|
306
$33.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-915Closed |
$120K - $123K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
SELL
|
- |
-953- 10.62% |
$125K - $129K
|
8.02K
$869K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-956- 35.1% |
$125K - $129K
|
1.77K
$192K
|