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 09, 2022
Q4 2021
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
22.9KNew |
$2.99M - $3.08M
|
22.9K
$2.48M
|
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
22.3K+ 35.75% |
$2.92M - $3.01M
|
84.7K
$9.17M
|
|
|
Feb 11, 2022
Q4 2021
|
Fluent Financial, LLC
|
BUY
|
- |
22.3KNew |
$2.92M - $3M
|
22.3K
$2.41M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
22K+ 175.74% |
$2.88M - $2.97M
|
34.5K
$3.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
21.9KNew |
$2.87M - $2.96M
|
21.9K
$2.38M
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
21.8KNew |
$2.86M - $2.95M
|
21.8K
$2.37M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
21.4K+ 4.59% |
$2.8M - $2.89M
|
488K
$52.9M
|
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
20K+ 370.75% |
$2.62M - $2.7M
|
25.4K
$2.75M
|
|
|
Feb 15, 2022
Q4 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
19.5K+ 9.91% |
$2.55M - $2.63M
|
216K
$23.4M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
19.4K+ 9.54% |
$2.54M - $2.62M
|
223K
$24.1M
|
|
|
Feb 18, 2022
Q4 2021
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
19.3KNew |
$2.53M - $2.6M
|
19.3K
$2.09M
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
19K+ 16.47% |
$2.49M - $2.56M
|
134K
$14.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
18.7K+ 22.07% |
$2.45M - $2.52M
|
103K
$11.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
18.5K+ 60.61% |
$2.42M - $2.49M
|
49K
$5.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Asset Management One Co., Ltd.
|
BUY
|
- |
18.2K+ 3.71% |
$2.39M - $2.46M
|
509K
$55.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
17.7KNew |
$2.32M - $2.39M
|
17.7K
$1.92M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
17.7KNew |
$2.31M - $2.38M
|
17.7K
$1.91M
|
|
|
Feb 25, 2022
Q4 2021
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
17K+ 42.1% |
$2.23M - $2.29M
|
57.4K
$6.21M
|
|
|
May 10, 2022
Q4 2021
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
16.2KNew |
$2.12M - $2.18M
|
16.2K
$1.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
15.7KNew |
$2.06M - $2.12M
|
15.7K
$1.7M
|
|
|
Jan 12, 2022
Q4 2021
|
Moulton Wealth Management, Inc
|
BUY
|
- |
15.2K+ 6.64% |
$2M - $2.06M
|
245K
$26.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
15.2KNew |
$1.99M - $2.05M
|
15.2K
$1.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.1K+ 24.55% |
$1.97M - $2.03M
|
76.4K
$8.28M
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
15.1K+ 11.08% |
$1.97M - $2.03M
|
151K
$16.4M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
14.9KNew |
$1.95M - $2.01M
|
14.9K
$1.62M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
14.8K+ 8.88% |
$1.94M - $2M
|
181K
$19.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
14.8K+ 15.73% |
$1.93M - $1.99M
|
109K
$11.8M
|
|
|
Feb 01, 2022
Q4 2021
|
Providence First Trust CO
|
BUY
|
- |
14.7K+ 85.82% |
$1.92M - $1.98M
|
31.7K
$3.44M
|
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
14.5K+ 7.47% |
$1.9M - $1.96M
|
209K
$22.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
14.5K+ 12.96% |
$1.89M - $1.95M
|
126K
$13.7M
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
BUY
|
- |
14.3K+ 35.16% |
$1.88M - $1.93M
|
55.1K
$5.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
14.2KNew |
$1.86M - $1.91M
|
14.2K
$1.54M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14.1KNew |
$1.85M - $1.9M
|
14.1K
$1.53M
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
14KNew |
$1.83M - $1.88M
|
14K
$1.51M
|
|
|
Jun 01, 2022
Q4 2021
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
13.5KNew |
$1.77M - $1.83M
|
13.5K
$1.47M
|
|
|
Feb 10, 2022
Q4 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
13.5K+ 114.2% |
$1.77M - $1.83M
|
25.4K
$2.75M
|
|
|
Aug 31, 2022
Q4 2021
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
13.5KNew |
$1.76M - $1.82M
|
13.5K
$1.46M
|
|
|
Aug 02, 2022
Q4 2021
|
Easterly Investment Partners LLC
|
BUY
|
- |
13.3K+ 20.51% |
$1.75M - $1.8M
|
78.3K
$8.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
13K+ 5.54% |
$1.7M - $1.75M
|
248K
$26.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
12.7K+ 9.09% |
$1.66M - $1.71M
|
152K
$16.5M
|
|
|
Jan 26, 2022
Q4 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
12.4K+ 68.5% |
$1.62M - $1.67M
|
30.5K
$3.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
11.5KNew |
$1.51M - $1.55M
|
11.5K
$1.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
11.4K+ 126244.44% |
$1.49M - $1.53M
|
11.4K
$1.23M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
11.1KNew |
$1.45M - $1.49M
|
11.1K
$1.2M
|
|
|
Jan 27, 2022
Q4 2021
|
Single Point Partners, LLC
|
BUY
|
- |
11KNew |
$1.44M - $1.48M
|
11K
$1.19M
|
|
|
Jun 01, 2022
Q4 2021
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
10.9KNew |
$1.43M - $1.47M
|
10.9K
$1.18M
|
|
|
Feb 03, 2022
Q4 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
10.8K+ 10.89% |
$1.41M - $1.46M
|
110K
$11.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
10.7K+ 24.83% |
$1.4M - $1.44M
|
53.8K
$5.83M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10.6KNew |
$1.39M - $1.43M
|
10.6K
$1.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Loomis Sayles & CO L P
|
BUY
|
- |
10.4KNew |
$1.37M - $1.41M
|
10.4K
$1.13M
|