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
|
Advisory Alpha, LLC
|
SELL
|
- |
-447- 19.14% |
$47.6K - $50.6K
|
1.89K
$202K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-467- 1.22% |
$49.8K - $52.8K
|
37.9K
$4.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-489- 2.73% |
$52.1K - $55.3K
|
17.4K
$1.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-588- 2.21% |
$62.7K - $66.5K
|
26K
$2.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-664- 7.37% |
$70.8K - $75.1K
|
8.34K
$891K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-684- 1.76% |
$72.9K - $77.4K
|
38.3K
$4.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-783- 1.65% |
$83.4K - $88.6K
|
46.6K
$4.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-954- 5.86% |
$102K - $108K
|
15.3K
$1.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1K- 16.67% |
$107K - $113K
|
5K
$534K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-1.04K- 3.61% |
$111K - $118K
|
27.9K
$2.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.08K- 25.77% |
$115K - $122K
|
3.1K
$331K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.09K- 0.71% |
$116K - $124K
|
153K
$16.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.12K- 30.09% |
$119K - $126K
|
2.59K
$277K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.18K- 13.41% |
$126K - $134K
|
7.63K
$815K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.27K- 14.62% |
$135K - $144K
|
7.41K
$791K
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.36K- 3.74% |
$144K - $153K
|
34.9K
$3.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.38K- 13.64% |
$147K - $156K
|
8.72K
$932K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.44K- 17.32% |
$153K - $163K
|
6.87K
$734K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.45K- 9.26% |
$154K - $164K
|
14.2K
$1.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.59K- 4.02% |
$169K - $179K
|
37.8K
$4.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-1.8K- 9.71% |
$192K - $204K
|
16.8K
$1.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.85K- 14.73% |
$197K - $209K
|
10.7K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.9K- 95.95% |
$202K - $215K
|
80
$8.54K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.92K- 2.05% |
$204K - $217K
|
91.6K
$9.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2.18K- 0.55% |
$233K - $247K
|
398K
$42.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.2K- 23.05% |
$235K - $249K
|
7.36K
$786K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-2.29K- 55.06% |
$243K - $258K
|
1.87K
$199K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.95K- 16.9% |
$315K - $334K
|
14.5K
$1.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.27K- 4.62% |
$348K - $369K
|
67.4K
$7.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-3.47K- 22.9% |
$370K - $392K
|
11.7K
$1.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-4.11K- 29.77% |
$438K - $465K
|
9.69K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-4.34K- 26.37% |
$462K - $490K
|
12.1K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-4.85K- 50.13% |
$517K - $549K
|
4.83K
$515K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-5.45K- 31.08% |
$581K - $617K
|
12.1K
$1.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.53K- 50.2% |
$696K - $738K
|
6.48K
$691K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-10.2K- 63.46% |
$1.09M - $1.16M
|
5.88K
$628K
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-21.6K- 27.01% |
$2.3M - $2.44M
|
58.3K
$6.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-41.9K- 19.55% |
$4.46M - $4.74M
|
172K
$18.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-251K- 97.73% |
$26.8M - $28.4M
|
5.84K
$624K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-296K- 40.67% |
$31.6M - $33.5M
|
432K
$46.2M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-476K- 99.03% |
$50.7M - $53.8M
|
4.65K
$497K
|