Purchases and Sales Made in Q4 2024 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q4 2024. 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 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
126KNew |
$13.4M - $14.3M
|
126K
$13.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
85.5K+ 714.38% |
$9.11M - $9.67M
|
97.5K
$10.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
68.3K+ 23.6% |
$7.28M - $7.73M
|
358K
$38.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
39.9KNew |
$4.25M - $4.51M
|
39.9K
$4.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
35.6K+ 104.31% |
$3.79M - $4.03M
|
69.7K
$7.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
20.2KNew |
$2.15M - $2.29M
|
20.2K
$2.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
16.4K+ 7.68% |
$1.74M - $1.85M
|
230K
$24.5M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
9.95K+ 16.48% |
$1.06M - $1.13M
|
70.3K
$7.51M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
9.84K+ 28.76% |
$1.05M - $1.11M
|
44.1K
$4.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
9.59KNew |
$1.02M - $1.08M
|
9.59K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
8.35K+ 4.03% |
$889K - $944K
|
215K
$23M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
7.89K+ 27.34% |
$841K - $892K
|
36.8K
$3.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
6.84K+ 7.76% |
$728K - $773K
|
94.9K
$10.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
6.7K+ 6.87% |
$714K - $758K
|
104K
$11.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.68K+ 39.34% |
$712K - $755K
|
23.7K
$2.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
5.48K+ 2.19% |
$584K - $619K
|
255K
$27.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.31K+ 7.58% |
$566K - $600K
|
75.3K
$8.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5.11K+ 78.09% |
$544K - $578K
|
11.6K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
4.44K+ 3.94% |
$473K - $502K
|
117K
$12.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.22KNew |
$450K - $477K
|
4.22K
$451K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
3.69K+ 20.08% |
$393K - $417K
|
22.1K
$2.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
3.34K+ 50.91% |
$356K - $378K
|
9.91K
$1.06M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.26K+ 1.49% |
$348K - $369K
|
222K
$23.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
3.22K+ 5.67% |
$343K - $364K
|
60.1K
$6.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
2.67KNew |
$284K - $301K
|
2.67K
$285K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
2.53K+ 13.33% |
$270K - $287K
|
21.5K
$2.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.43K+ 5.49% |
$259K - $274K
|
46.6K
$4.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.18K+ 3.66% |
$232K - $246K
|
61.7K
$6.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.13KNew |
$226K - $240K
|
2.13K
$227K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.01K+ 97.48% |
$214K - $227K
|
4.07K
$435K
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
1.91KNew |
$204K - $216K
|
1.91K
$204K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.9KNew |
$202K - $215K
|
1.9K
$203K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.71K+ 31.1% |
$182K - $194K
|
7.21K
$770K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.51K+ 2.66% |
$161K - $171K
|
58.2K
$6.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.34K+ 7.89% |
$143K - $152K
|
18.4K
$1.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
1.24K+ 14.2% |
$132K - $140K
|
9.95K
$1.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
1.14K+ 7.18% |
$121K - $128K
|
17K
$1.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1.04K+ 4.85% |
$111K - $117K
|
22.4K
$2.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
986+ 38.52% |
$105K - $112K
|
3.55K
$379K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
816+ 12.76% |
$87K - $92.3K
|
7.21K
$770K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
785+ 93.9% |
$83.6K - $88.8K
|
1.62K
$173K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
783+ 7.77% |
$83.4K - $88.6K
|
10.9K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
772+ 3.03% |
$82.3K - $87.3K
|
26.2K
$2.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
520+ 281.08% |
$55.4K - $58.8K
|
705
$75.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
502New |
$53.5K - $56.8K
|
502
$53.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
490+ 24.0% |
$52.2K - $55.4K
|
2.53K
$270K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
424+ 59.38% |
$45.2K - $48K
|
1.14K
$122K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
230+ 4.32% |
$24.5K - $26K
|
5.55K
$593K
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
207+ 1.01% |
$22.1K - $23.4K
|
20.8K
$2.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
171+ 1.92% |
$18.2K - $19.3K
|
9.09K
$971K
|