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 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9- 1.3% |
$959 - $1.02K
|
681
$76.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-11- 9.57% |
$1.17K - $1.24K
|
104
$11.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-12- 0.42% |
$1.28K - $1.36K
|
2.88K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-12- 8.96% |
$1.28K - $1.36K
|
122
$13.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-12- 0.27% |
$1.28K - $1.36K
|
4.37K
$489K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-14- 0.11% |
$1.49K - $1.58K
|
13K
$1.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-14- 0.08% |
$1.49K - $1.58K
|
16.8K
$1.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-15- 1.4% |
$1.6K - $1.7K
|
1.05K
$118K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-21- 10.1% |
$2.24K - $2.38K
|
187
$20.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-22- 4.54% |
$2.34K - $2.49K
|
463
$51.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-24- 0.44% |
$2.56K - $2.71K
|
5.45K
$611K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-27- 0.37% |
$2.88K - $3.05K
|
7.18K
$804K
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-30- 0.15% |
$3.2K - $3.39K
|
19.3K
$2.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-35- 52.24% |
$3.73K - $3.96K
|
32
$3.58K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-37- 0.67% |
$3.94K - $4.19K
|
5.47K
$612K
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-39- 0.3% |
$4.16K - $4.41K
|
12.9K
$1.45M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-40- 12.62% |
$4.26K - $4.52K
|
277
$31K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-41- 12.85% |
$4.37K - $4.64K
|
278
$31.1K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-42- 1.61% |
$4.48K - $4.75K
|
2.57K
$288K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-43- 10.49% |
$4.58K - $4.86K
|
367
$41.1K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-46- 0.12% |
$4.9K - $5.2K
|
38.1K
$4.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-47- 0.55% |
$5.01K - $5.32K
|
8.45K
$946K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-49- 1.26% |
$5.22K - $5.54K
|
3.83K
$428K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-54- 0.45% |
$5.75K - $6.11K
|
12K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-55- 1.6% |
$5.86K - $6.22K
|
3.38K
$378K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-56- 1.04% |
$5.97K - $6.33K
|
5.32K
$596K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-57- 0.14% |
$6.07K - $6.45K
|
41.7K
$4.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-57- 5.86% |
$6.07K - $6.45K
|
915
$102K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-63- 20.32% |
$6.71K - $7.13K
|
247
$27.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-65- 1.11% |
$6.93K - $7.35K
|
5.77K
$646K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-66- 2.89% |
$7.03K - $7.47K
|
2.22K
$249K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-70- 41.18% |
$7.46K - $7.92K
|
100
$11.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-74- 80.43% |
$7.89K - $8.37K
|
18
$2.02K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-74- 80.43% |
$7.89K - $8.37K
|
18
$2.02K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-74- 0.09% |
$7.89K - $8.37K
|
77.8K
$8.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-75- 0.79% |
$7.99K - $8.48K
|
9.46K
$1.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-80- 3.5% |
$8.52K - $9.05K
|
2.21K
$247K
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-84- 0.47% |
$8.95K - $9.5K
|
17.6K
$1.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-88- 0.9% |
$9.38K - $9.95K
|
9.64K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-90- 2.71% |
$9.59K - $10.2K
|
3.23K
$361K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-90- 4.61% |
$9.59K - $10.2K
|
1.86K
$209K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-91- 2.57% |
$9.7K - $10.3K
|
3.45K
$386K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-95- 3.23% |
$10.1K - $10.7K
|
2.84K
$318K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-96- 34.66% |
$10.2K - $10.9K
|
181
$20.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-98- 0.12% |
$10.4K - $11.1K
|
79.8K
$8.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-100- 54.35% |
$10.7K - $11.3K
|
84
$9.41K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-103- 34.56% |
$11K - $11.7K
|
195
$21.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-111- 1.54% |
$11.8K - $12.6K
|
7.12K
$797K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-111- 5.45% |
$11.8K - $12.6K
|
1.93K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-114- 5.86% |
$12.1K - $12.9K
|
1.83K
$205K
|