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 14, 2022
Q4 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
972+ 3.4% |
$127K - $131K
|
29.5K
$3.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
965+ 26.58% |
$126K - $130K
|
4.6K
$498K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
951+ 2.75% |
$125K - $128K
|
35.5K
$3.85M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
936+ 813.91% |
$123K - $126K
|
1.05K
$114K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
925New |
$121K - $125K
|
925
$100K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
921New |
$121K - $124K
|
921
$99.8K
|
|
|
Jan 19, 2022
Q4 2021
|
Orser Capital Management, LLC
|
BUY
|
- |
910+ 5.51% |
$119K - $123K
|
17.4K
$1.89M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
906New |
$119K - $122K
|
906
$98.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
894+ 2.07% |
$117K - $121K
|
44K
$4.77M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
894+ 29.65% |
$117K - $121K
|
3.91K
$423K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
885New |
$116K - $119K
|
885
$95.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
878+ 8.48% |
$115K - $118K
|
11.2K
$1.22M
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
860New |
$113K - $116K
|
860
$93.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
843+ 0.76% |
$110K - $114K
|
111K
$12.1M
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
840+ 1.5% |
$110K - $113K
|
56.9K
$6.17M
|
|
|
Jan 12, 2022
Q4 2021
|
Fusion Capital, LLC
|
BUY
|
- |
840+ 3.59% |
$110K - $113K
|
24.2K
$2.63M
|
|
|
Feb 10, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
821New |
$108K - $111K
|
821
$88.9K
|
|
|
Feb 01, 2022
Q4 2021
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
806+ 37.56% |
$106K - $109K
|
2.95K
$320K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
790+ 4.38% |
$103K - $107K
|
18.8K
$2.04M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
788+ 5.48% |
$103K - $106K
|
15.2K
$1.64M
|
|
|
Feb 16, 2022
Q4 2021
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
780+ 45.09% |
$102K - $105K
|
2.51K
$272K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
754New |
$98.8K - $102K
|
754
$81.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
750+ 67.69% |
$98.2K - $101K
|
1.86K
$201K
|
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
749+ 12.49% |
$98.1K - $101K
|
6.75K
$731K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
739+ 9.82% |
$96.8K - $99.7K
|
8.26K
$895K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
733New |
$96K - $98.9K
|
733
$79.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Piershale Financial Group, Inc.
|
BUY
|
- |
706+ 14.61% |
$92.5K - $95.2K
|
5.54K
$600K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
705+ 17.5% |
$92.3K - $95.1K
|
4.73K
$513K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
702New |
$91.9K - $94.7K
|
702
$76K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
686+ 14.86% |
$89.9K - $92.5K
|
5.3K
$574K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
670New |
$87.8K - $90.4K
|
670
$72.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
666+ 38.23% |
$87.2K - $89.8K
|
2.41K
$261K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
659New |
$86.3K - $88.9K
|
659
$71.4K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
647+ 0.65% |
$84.7K - $87.3K
|
99.5K
$10.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
628+ 5.04% |
$82.3K - $84.7K
|
13.1K
$1.42M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
624+ 0.5% |
$81.7K - $84.2K
|
126K
$13.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
594+ 29.57% |
$77.8K - $80.1K
|
2.6K
$282K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
578+ 5.14% |
$75.7K - $78K
|
11.8K
$1.28M
|
|
|
Jan 19, 2022
Q4 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
574+ 3.21% |
$75.2K - $77.4K
|
18.4K
$2M
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
574+ 18.0% |
$75.2K - $77.4K
|
3.76K
$408K
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
545+ 12.72% |
$71.4K - $73.5K
|
4.83K
$523K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
539+ 1.95% |
$70.6K - $72.7K
|
28.1K
$3.05M
|
|
|
Feb 03, 2022
Q4 2021
|
Planned Solutions, Inc.
|
BUY
|
- |
530+ 13.91% |
$69.4K - $71.5K
|
4.34K
$470K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
523New |
$68.5K - $70.5K
|
523
$56.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
518+ 7.75% |
$67.8K - $69.9K
|
7.21K
$780K
|
|
|
Jan 31, 2022
Q4 2021
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
505+ 1.69% |
$66.1K - $68.1K
|
30.4K
$3.29M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
500+ 10.35% |
$65.5K - $67.4K
|
5.33K
$578K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
500+ 10.35% |
$65.5K - $67.4K
|
5.33K
$578K
|
|
|
Jan 25, 2022
Q4 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
489+ 1.73% |
$64K - $66K
|
28.7K
$3.11M
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
470+ 1.27% |
$61.6K - $63.4K
|
37.4K
$4.05M
|