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 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
390+ 13.78% |
$41.6K - $44.1K
|
3.22K
$347K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
378+ 2.8% |
$40.3K - $42.8K
|
13.9K
$1.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
375+ 1.79% |
$40K - $42.4K
|
21.3K
$2.29M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
375+ 8.91% |
$40K - $42.4K
|
4.58K
$494K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
368+ 13.0% |
$39.2K - $41.6K
|
3.2K
$345K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
366New |
$39K - $41.4K
|
366
$39.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
361New |
$38.5K - $40.8K
|
361
$38.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
361+ 32.79% |
$38.5K - $40.8K
|
1.46K
$158K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
336+ 4.37% |
$35.8K - $38K
|
8.02K
$864K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
332+ 219.87% |
$35.4K - $37.6K
|
483
$52.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
330+ 8.74% |
$35.2K - $37.3K
|
4.11K
$443K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
323+ 12.84% |
$34.4K - $36.5K
|
2.84K
$306K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
316+ 8.6% |
$33.7K - $35.7K
|
3.99K
$430K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
313+ 2407.69% |
$33.4K - $35.4K
|
326
$35.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
302+ 4.52% |
$32.2K - $34.2K
|
6.98K
$753K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
302+ 5.17% |
$32.2K - $34.2K
|
6.14K
$661K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
301+ 2.67% |
$32.1K - $34K
|
11.6K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
300New |
$32K - $33.9K
|
300
$32.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
277+ 59.57% |
$29.5K - $31.3K
|
742
$80K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
275New |
$29.3K - $31.1K
|
275
$29.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
250+ 10.99% |
$26.6K - $28.3K
|
2.53K
$272K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
248+ 13.7% |
$26.4K - $28.1K
|
2.06K
$222K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
241+ 6.52% |
$25.7K - $27.3K
|
3.94K
$424K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
234+ 6.56% |
$24.9K - $26.5K
|
3.8K
$409K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
230+ 4.32% |
$24.5K - $26K
|
5.55K
$598K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
225+ 9.17% |
$24K - $25.4K
|
2.68K
$289K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
221+ 5.05% |
$23.5K - $25K
|
4.6K
$495K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
219+ 1.27% |
$23.3K - $24.8K
|
17.5K
$1.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
217+ 0.29% |
$23.1K - $24.5K
|
76.3K
$8.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
216+ 6.26% |
$23K - $24.4K
|
3.67K
$395K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
211New |
$22.5K - $23.9K
|
211
$22.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
208+ 7.33% |
$22.2K - $23.5K
|
3.04K
$328K
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
207+ 1.01% |
$22.1K - $23.4K
|
20.8K
$2.24M
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
200New |
$21.3K - $22.6K
|
200
$21.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
175New |
$18.6K - $19.8K
|
175
$18.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
171+ 1.92% |
$18.2K - $19.3K
|
9.09K
$980K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
169+ 5.98% |
$18K - $19.1K
|
3K
$323K
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
164+ 4.65% |
$17.5K - $18.6K
|
3.69K
$398K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
150New |
$16K - $17K
|
150
$16.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
146+ 6.88% |
$15.6K - $16.5K
|
2.27K
$244K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
145+ 1.8% |
$15.5K - $16.4K
|
8.2K
$884K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
143+ 0.2% |
$15.2K - $16.2K
|
70.8K
$7.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
139+ 5.64% |
$14.8K - $15.7K
|
2.61K
$281K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
133+ 5.19% |
$14.2K - $15K
|
2.7K
$291K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
133+ 2.14% |
$14.2K - $15K
|
6.35K
$684K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
130+ 3.57% |
$13.9K - $14.7K
|
3.77K
$407K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
129+ 1.4% |
$13.7K - $14.6K
|
9.33K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
126New |
$13.4K - $14.3K
|
126
$13.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
125+ 5.07% |
$13.3K - $14.1K
|
2.59K
$279K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
125+ 0.88% |
$13.3K - $14.1K
|
14.4K
$1.55M
|