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 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
4.83KNew |
$632K - $651K
|
4.83K
$523K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.83K+ 25.73% |
$632K - $651K
|
23.6K
$2.55M
|
|
|
Feb 20, 2025
Q4 2021
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
4.78K+ 88.31% |
$626K - $645K
|
10.2K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
4.72K+ 28.16% |
$618K - $636K
|
21.5K
$2.33M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
4.68K+ 6.47% |
$613K - $631K
|
77K
$8.34M
|
|
|
Aug 05, 2022
Q4 2021
|
Gds Wealth Management
|
BUY
|
- |
4.66KNew |
$611K - $629K
|
4.66K
$505K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4.51KNew |
$590K - $608K
|
4.51K
$488K
|
|
|
Feb 10, 2022
Q4 2021
|
Ghe, LLC
|
BUY
|
- |
4.5KNew |
$589K - $607K
|
4.5K
$487K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.41K+ 3.53% |
$577K - $595K
|
129K
$14M
|
|
|
Oct 18, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
4.39KNew |
$575K - $592K
|
4.39K
$476K
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
4.37K+ 7.85% |
$572K - $589K
|
60K
$6.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.36K+ 3.05% |
$570K - $587K
|
147K
$16M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.35KNew |
$569K - $586K
|
4.35K
$471K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.32K+ 96.62% |
$566K - $583K
|
8.79K
$952K
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
4.19K+ 2.28% |
$549K - $566K
|
188K
$20.3M
|
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
4.13KNew |
$540K - $556K
|
4.13K
$447K
|
|
|
Feb 10, 2022
Q4 2021
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
4.12KNew |
$539K - $555K
|
4.12K
$446K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
4.1KNew |
$536K - $552K
|
4.1K
$444K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.06K+ 8.09% |
$532K - $548K
|
54.3K
$5.88M
|
|
|
May 16, 2022
Q4 2021
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
4.06KNew |
$532K - $547K
|
4.06K
$440K
|
|
|
Feb 07, 2022
Q4 2021
|
Neirg Wealth Management, LLC
|
BUY
|
- |
3.99KNew |
$522K - $538K
|
3.99K
$432K
|
|
|
Feb 11, 2022
Q4 2021
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
3.97KNew |
$519K - $535K
|
3.97K
$429K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.94K+ 146.83% |
$516K - $531K
|
6.62K
$717K
|
|
|
Jan 19, 2022
Q4 2021
|
Defined Wealth Management, LLC
|
BUY
|
- |
3.93K+ 77.18% |
$515K - $531K
|
9.03K
$978K
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
3.92KNew |
$513K - $528K
|
3.92K
$424K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
3.91K+ 212.33% |
$512K - $527K
|
5.75K
$623K
|
|
|
Jan 24, 2022
Q4 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.9K+ 6.74% |
$511K - $527K
|
61.8K
$6.7M
|
|
|
Jan 24, 2022
Q4 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
3.9K+ 4.26% |
$511K - $526K
|
95.4K
$10.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
3.75KNew |
$491K - $505K
|
3.75K
$406K
|
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
BUY
|
- |
3.74K+ 7.11% |
$489K - $504K
|
56.3K
$6.1M
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
3.69K+ 19.84% |
$484K - $498K
|
22.3K
$2.42M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
3.66K+ 520.03% |
$480K - $494K
|
4.37K
$473K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3.61K+ 21.39% |
$472K - $487K
|
20.5K
$2.22M
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
3.56K+ 13.28% |
$466K - $480K
|
30.4K
$3.29M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.54K+ 0.55% |
$464K - $478K
|
649K
$70.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.53K+ 4.17% |
$462K - $476K
|
88.2K
$9.55M
|
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.53K+ 5.2% |
$462K - $476K
|
71.4K
$7.73M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.49K+ 15.36% |
$458K - $471K
|
26.2K
$2.84M
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.46K+ 18.4% |
$453K - $467K
|
22.3K
$2.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.44K+ 8.02% |
$451K - $464K
|
46.3K
$5.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.38KNew |
$443K - $456K
|
3.38K
$366K
|
|
|
Feb 10, 2022
Q4 2021
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
3.35KNew |
$439K - $452K
|
3.35K
$363K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.34K+ 1330.68% |
$437K - $450K
|
3.59K
$389K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
3.33KNew |
$436K - $449K
|
3.33K
$361K
|
|
|
Jan 24, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
3.32K+ 27.02% |
$435K - $448K
|
15.6K
$1.69M
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
3.31KNew |
$433K - $446K
|
3.31K
$358K
|
|
|
Feb 04, 2022
Q4 2021
|
Torray LLC
|
BUY
|
- |
3.3KNew |
$432K - $444K
|
3.3K
$357K
|
|
|
Feb 14, 2022
Q4 2021
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
3.25KNew |
$425K - $438K
|
3.25K
$352K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.23K+ 14.67% |
$423K - $436K
|
25.3K
$2.74M
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
3.23KNew |
$423K - $436K
|
3.23K
$350K
|