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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
927+ 5.85% |
$98.8K - $105K
|
16.8K
$1.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
905+ 1.99% |
$96.4K - $102K
|
46.3K
$4.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
900New |
$95.9K - $102K
|
900
$97K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
900+ 2.46% |
$95.9K - $102K
|
37.5K
$4.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
BUY
|
- |
899+ 3.39% |
$95.8K - $102K
|
27.4K
$2.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
892+ 3.17% |
$95.1K - $101K
|
29.1K
$3.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
888+ 8.24% |
$94.6K - $100K
|
11.7K
$1.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
884+ 5.88% |
$94.2K - $100K
|
15.9K
$1.71M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
855New |
$91.1K - $96.7K
|
855
$92.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
848+ 19.03% |
$90.4K - $95.9K
|
5.31K
$572K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
816+ 12.76% |
$87K - $92.3K
|
7.21K
$777K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
797+ 10.96% |
$84.9K - $90.1K
|
8.07K
$869K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
794+ 9.01% |
$84.6K - $89.8K
|
9.6K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
785+ 93.9% |
$83.6K - $88.8K
|
1.62K
$175K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
784+ 11.36% |
$83.5K - $88.7K
|
7.69K
$829K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
783+ 7.77% |
$83.4K - $88.6K
|
10.9K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
775+ 19.3% |
$82.6K - $87.7K
|
4.79K
$516K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
775+ 10.6% |
$82.6K - $87.7K
|
8.09K
$872K
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
772+ 3.03% |
$82.3K - $87.3K
|
26.2K
$2.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
754+ 3.56% |
$80.3K - $85.3K
|
21.9K
$2.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
711+ 7.2% |
$75.8K - $80.4K
|
10.6K
$1.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
692+ 1.14% |
$73.7K - $78.3K
|
61.5K
$6.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
690+ 5.83% |
$73.5K - $78K
|
12.5K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
688New |
$73.3K - $77.8K
|
688
$74.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
688+ 15.78% |
$73.3K - $77.8K
|
5.05K
$544K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
674+ 22.01% |
$71.8K - $76.2K
|
3.74K
$403K
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
650New |
$69.3K - $73.5K
|
650
$70.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
639+ 9.51% |
$68.1K - $72.3K
|
7.36K
$793K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
634+ 5.26% |
$67.6K - $71.7K
|
12.7K
$1.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
621+ 6.34% |
$66.2K - $70.2K
|
10.4K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
617+ 7.48% |
$65.7K - $69.8K
|
8.87K
$956K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
608+ 5.65% |
$64.8K - $68.8K
|
11.4K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
582+ 20.6% |
$62K - $65.8K
|
3.41K
$367K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
580New |
$61.8K - $65.6K
|
580
$62.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
579+ 45.59% |
$61.7K - $65.5K
|
1.85K
$199K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
575New |
$61.3K - $65K
|
575
$62K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
564+ 4.7% |
$60.1K - $63.8K
|
12.6K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
543+ 100.18% |
$57.9K - $61.4K
|
1.09K
$117K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
540+ 8.13% |
$57.5K - $61.1K
|
7.18K
$774K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
520+ 281.08% |
$55.4K - $58.8K
|
705
$76K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
518+ 7.69% |
$55.2K - $58.6K
|
7.26K
$782K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
503+ 2.63% |
$53.6K - $56.9K
|
19.6K
$2.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
502New |
$53.5K - $56.8K
|
502
$54.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
491+ 0.68% |
$52.3K - $55.5K
|
72.5K
$7.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
490+ 24.0% |
$52.2K - $55.4K
|
2.53K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
481New |
$51.3K - $54.4K
|
481
$51.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
444+ 0.28% |
$47.3K - $50.2K
|
157K
$17M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
428+ 13.38% |
$45.6K - $48.4K
|
3.63K
$391K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
424+ 59.38% |
$45.2K - $48K
|
1.14K
$123K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
414+ 0.54% |
$44.1K - $46.8K
|
76.6K
$8.25M
|