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 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-417- 8.87% |
$44.4K - $47.2K
|
4.28K
$462K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-418- 9.15% |
$44.5K - $47.3K
|
4.15K
$447K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-426- 66.88% |
$45.4K - $48.2K
|
211
$22.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-428- 5.33% |
$45.6K - $48.4K
|
7.61K
$820K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-447- 19.14% |
$47.6K - $50.6K
|
1.89K
$203K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-457- 8.09% |
$48.7K - $51.7K
|
5.19K
$560K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-462- 8.86% |
$49.2K - $52.3K
|
4.75K
$512K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-467- 1.22% |
$49.8K - $52.8K
|
37.9K
$4.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-470Closed |
$50.1K - $53.2K
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-475- 11.98% |
$50.6K - $53.7K
|
3.49K
$376K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-477- 3.81% |
$50.8K - $54K
|
12K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-478- 16.84% |
$50.9K - $54.1K
|
2.36K
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-479- 4.77% |
$51K - $54.2K
|
9.56K
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-483- 8.4% |
$51.5K - $54.6K
|
5.27K
$568K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-485- 1.2% |
$51.7K - $54.9K
|
39.9K
$4.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-487- 7.07% |
$51.9K - $55.1K
|
6.4K
$690K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-489- 2.73% |
$52.1K - $55.3K
|
17.4K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-496- 4.63% |
$52.9K - $56.1K
|
10.2K
$1.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-500- 12.33% |
$53.3K - $56.6K
|
3.56K
$383K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-505- 1.97% |
$53.8K - $57.1K
|
25.2K
$2.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-512- 14.07% |
$54.6K - $57.9K
|
3.13K
$337K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-531- 10.86% |
$56.6K - $60.1K
|
4.36K
$470K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-544- 18.19% |
$58K - $61.5K
|
2.45K
$264K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-548- 11.09% |
$58.4K - $62K
|
4.39K
$473K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-562- 7.43% |
$59.9K - $63.6K
|
7K
$754K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-569- 10.26% |
$60.6K - $64.4K
|
4.98K
$536K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-588- 2.21% |
$62.7K - $66.5K
|
26K
$2.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-590- 82.75% |
$62.9K - $66.7K
|
123
$13.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-593- 10.29% |
$63.2K - $67.1K
|
5.17K
$557K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-607- 5.04% |
$64.7K - $68.7K
|
11.4K
$1.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-613- 0.83% |
$65.3K - $69.3K
|
72.9K
$7.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-618- 2.97% |
$65.9K - $69.9K
|
20.2K
$2.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-623- 12.09% |
$66.4K - $70.5K
|
4.53K
$488K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-625- 12.07% |
$66.6K - $70.7K
|
4.55K
$491K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-634- 7.89% |
$67.6K - $71.7K
|
7.41K
$798K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-637- 19.59% |
$67.9K - $72.1K
|
2.62K
$282K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-664- 7.37% |
$70.8K - $75.1K
|
8.34K
$899K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-677- 14.39% |
$72.1K - $76.6K
|
4.03K
$434K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-684- 1.76% |
$72.9K - $77.4K
|
38.3K
$4.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-709- 3.3% |
$75.6K - $80.2K
|
20.8K
$2.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-711- 9.54% |
$75.8K - $80.4K
|
6.74K
$727K
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-723- 0.56% |
$77K - $81.8K
|
129K
$13.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-740- 12.82% |
$78.9K - $83.7K
|
5.03K
$542K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-747- 36.91% |
$79.6K - $84.5K
|
1.28K
$138K
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-766- 25.14% |
$81.6K - $86.6K
|
2.28K
$246K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-783- 1.65% |
$83.4K - $88.6K
|
46.6K
$5.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-786- 11.69% |
$83.8K - $88.9K
|
5.94K
$640K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-791- 12.4% |
$84.3K - $89.5K
|
5.59K
$602K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-796- 5.89% |
$84.8K - $90K
|
12.7K
$1.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-840- 0.94% |
$89.5K - $95K
|
88.1K
$9.5M
|