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 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
125+ 0.88% |
$13.3K - $14.1K
|
14.4K
$1.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
125+ 5.07% |
$13.3K - $14.1K
|
2.59K
$283K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
122New |
$13K - $13.8K
|
122
$13.3K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
119New |
$12.7K - $13.5K
|
119
$13K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
118New |
$12.6K - $13.3K
|
118
$12.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
116+ 14.23% |
$12.4K - $13.1K
|
931
$102K
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
116+ 1.43% |
$12.4K - $13.1K
|
8.21K
$896K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
103New |
$11K - $11.7K
|
103
$11.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
101+ 0.9% |
$10.8K - $11.4K
|
11.3K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
91New |
$9.7K - $10.3K
|
91
$9.93K
|
|
|
Feb 13, 2025
Q4 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
85New |
$9.06K - $9.61K
|
85
$9.28K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
76New |
$8.1K - $8.6K
|
76
$8.29K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
73+ 8.13% |
$7.78K - $8.26K
|
971
$106K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
71+ 8.69% |
$7.57K - $8.03K
|
888
$96.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
70+ 0.39% |
$7.46K - $7.92K
|
17.8K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
69+ 7.74% |
$7.35K - $7.8K
|
961
$105K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
66+ 44.0% |
$7.03K - $7.47K
|
216
$23.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
66+ 0.45% |
$7.03K - $7.47K
|
14.7K
$1.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
64+ 0.86% |
$6.82K - $7.24K
|
7.51K
$819K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
64+ 1.74% |
$6.82K - $7.24K
|
3.74K
$408K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
60+ 0.56% |
$6.39K - $6.79K
|
10.8K
$1.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
59+ 0.31% |
$6.29K - $6.67K
|
19.1K
$2.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
59+ 0.12% |
$6.29K - $6.67K
|
51.2K
$5.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
57+ 2.43% |
$6.07K - $6.45K
|
2.41K
$262K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
57+ 1.44% |
$6.07K - $6.45K
|
4.01K
$437K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
55New |
$5.86K - $6.22K
|
55
$6K
|
|
|
Mar 25, 2025
Q4 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
54+ 1.43% |
$5.75K - $6.11K
|
3.84K
$419K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
52New |
$5.54K - $5.88K
|
52
$5.67K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
51New |
$5.43K - $5.77K
|
51
$5.57K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
51+ 0.96% |
$5.43K - $5.77K
|
5.37K
$586K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
51+ 1.48% |
$5.43K - $5.77K
|
3.5K
$382K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
51+ 9.62% |
$5.43K - $5.77K
|
581
$63.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Gouws Capital LLC
|
BUY
|
- |
50+ 0.82% |
$5.33K - $5.66K
|
6.18K
$674K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
50New |
$5.33K - $5.66K
|
50
$5.46K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
48+ 1.83% |
$5.11K - $5.43K
|
2.67K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
48+ 1.27% |
$5.11K - $5.43K
|
3.84K
$419K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
47+ 1.64% |
$5.01K - $5.32K
|
2.92K
$318K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
45New |
$4.8K - $5.09K
|
45
$4.91K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
44+ 0.02% |
$4.69K - $4.98K
|
263K
$28.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
43+ 1075.0% |
$4.58K - $4.86K
|
47
$5.13K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
38+ 0.48% |
$4.05K - $4.3K
|
7.95K
$867K
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
37+ 1.44% |
$3.94K - $4.19K
|
2.61K
$284K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
32+ 3.2% |
$3.41K - $3.62K
|
1.03K
$113K
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
31+ 5.56% |
$3.3K - $3.51K
|
589
$64.3K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
30New |
$3.2K - $3.39K
|
30
$3.27K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
30+ 66.67% |
$3.2K - $3.39K
|
75
$8.18K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
29+ 1.45% |
$3.09K - $3.28K
|
2.03K
$222K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
29+ 2.71% |
$3.09K - $3.28K
|
1.1K
$120K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
27+ 1.11% |
$2.88K - $3.05K
|
2.46K
$269K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
27+ 1.33% |
$2.88K - $3.05K
|
2.05K
$224K
|