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
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-152- 2.26% |
$16.2K - $17.2K
|
6.56K
$707K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-157- 7.76% |
$16.7K - $17.8K
|
1.87K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-158- 1.06% |
$16.8K - $17.9K
|
14.7K
$1.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-158- 3.22% |
$16.8K - $17.9K
|
4.75K
$512K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-159- 4.64% |
$16.9K - $18K
|
3.27K
$352K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-170- 2.32% |
$18.1K - $19.2K
|
7.15K
$770K
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-175- 1.35% |
$18.6K - $19.8K
|
12.8K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-176- 0.1% |
$18.8K - $19.9K
|
173K
$18.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-183- 4.93% |
$19.5K - $20.7K
|
3.53K
$380K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-185- 0.31% |
$19.7K - $20.9K
|
59.7K
$6.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-188- 2.01% |
$20K - $21.3K
|
9.18K
$990K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-190- 49.74% |
$20.2K - $21.5K
|
192
$20.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-197- 3.59% |
$21K - $22.3K
|
5.3K
$571K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-199- 2.04% |
$21.2K - $22.5K
|
9.57K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-203- 17.26% |
$21.6K - $23K
|
973
$105K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-210- 2.13% |
$22.4K - $23.8K
|
9.66K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-210- 79.55% |
$22.4K - $23.8K
|
54
$5.82K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-216- 2.98% |
$23K - $24.4K
|
7.03K
$758K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-217- 3.59% |
$23.1K - $24.5K
|
5.82K
$628K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-221- 0.84% |
$23.5K - $25K
|
26.2K
$2.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-226- 88.28% |
$24.1K - $25.6K
|
30
$3.23K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-230- 1.6% |
$24.5K - $26K
|
14.1K
$1.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-240- 12.4% |
$25.6K - $27.1K
|
1.7K
$183K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-247- 16.75% |
$26.3K - $27.9K
|
1.23K
$132K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-250- 0.46% |
$26.6K - $28.3K
|
54.1K
$5.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-262- 30.36% |
$27.9K - $29.6K
|
601
$64.8K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-273- 28.83% |
$29.1K - $30.9K
|
674
$72.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-273- 14.58% |
$29.1K - $30.9K
|
1.6K
$172K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-278- 3.34% |
$29.6K - $31.4K
|
8.04K
$866K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-280- 12.0% |
$29.8K - $31.7K
|
2.05K
$221K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-296- 12.05% |
$31.5K - $33.5K
|
2.16K
$233K
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-302- 7.0% |
$32.2K - $34.2K
|
4.01K
$433K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-304- 11.02% |
$32.4K - $34.4K
|
2.46K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-308- 3.89% |
$32.8K - $34.8K
|
7.62K
$821K
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-313- 0.43% |
$33.4K - $35.4K
|
73.1K
$7.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-313- 0.98% |
$33.4K - $35.4K
|
31.5K
$3.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-317- 4.39% |
$33.8K - $35.9K
|
6.9K
$744K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-321- 10.22% |
$34.2K - $36.3K
|
2.82K
$304K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-325- 3.52% |
$34.6K - $36.8K
|
8.91K
$960K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-338- 0.6% |
$36K - $38.2K
|
56.5K
$6.08M
|
|
|
Feb 13, 2025
Q4 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-340- 14.62% |
$36.2K - $38.5K
|
1.99K
$214K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-344- 1.94% |
$36.7K - $38.9K
|
17.4K
$1.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-358- 1.18% |
$38.1K - $40.5K
|
29.9K
$3.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-362- 3.28% |
$38.6K - $40.9K
|
10.7K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-370- 0.98% |
$39.4K - $41.9K
|
37.3K
$4.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-375- 93.98% |
$40K - $42.4K
|
24
$2.59K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-378- 13.27% |
$40.3K - $42.8K
|
2.47K
$266K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-382- 10.91% |
$40.7K - $43.2K
|
3.12K
$336K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-383- 4.93% |
$40.8K - $43.3K
|
7.39K
$796K
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-398- 14.76% |
$42.4K - $45K
|
2.3K
$248K
|