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 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-128- 32.08% |
$13.6K - $14.5K
|
271
$30.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-129- 3.28% |
$13.7K - $14.6K
|
3.81K
$427K
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-143- 1.95% |
$15.2K - $16.2K
|
7.2K
$807K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-148- 2.85% |
$15.8K - $16.7K
|
5.04K
$564K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-149- 1.46% |
$15.9K - $16.9K
|
10K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-150- 1.3% |
$16K - $17K
|
11.4K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-150- 0.5% |
$16K - $17K
|
29.7K
$3.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-150- 31.58% |
$16K - $17K
|
325
$36.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-150- 6.98% |
$16K - $17K
|
2K
$224K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-152- 2.26% |
$16.2K - $17.2K
|
6.56K
$735K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-157- 7.76% |
$16.7K - $17.8K
|
1.87K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-158- 1.06% |
$16.8K - $17.9K
|
14.7K
$1.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-158- 3.22% |
$16.8K - $17.9K
|
4.75K
$532K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-159- 4.64% |
$16.9K - $18K
|
3.27K
$366K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-170- 2.32% |
$18.1K - $19.2K
|
7.15K
$800K
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-175- 1.35% |
$18.6K - $19.8K
|
12.8K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-176- 0.1% |
$18.8K - $19.9K
|
173K
$19.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-183- 4.93% |
$19.5K - $20.7K
|
3.53K
$395K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-185- 0.31% |
$19.7K - $20.9K
|
59.7K
$6.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-188- 2.01% |
$20K - $21.3K
|
9.18K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-190- 49.74% |
$20.2K - $21.5K
|
192
$21.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-197- 3.59% |
$21K - $22.3K
|
5.3K
$593K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-199- 2.04% |
$21.2K - $22.5K
|
9.57K
$1.07M
|
|
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-203- 4.59% |
$21.6K - $23K
|
4.22K
$473K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-203- 17.26% |
$21.6K - $23K
|
973
$109K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-210- 2.13% |
$22.4K - $23.8K
|
9.66K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-210- 79.55% |
$22.4K - $23.8K
|
54
$6.05K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-216- 2.98% |
$23K - $24.4K
|
7.03K
$787K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-217- 3.59% |
$23.1K - $24.5K
|
5.82K
$652K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-221- 0.84% |
$23.5K - $25K
|
26.2K
$2.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-226- 88.28% |
$24.1K - $25.6K
|
30
$3.36K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-230- 1.6% |
$24.5K - $26K
|
14.1K
$1.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-240- 12.4% |
$25.6K - $27.1K
|
1.7K
$190K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-247- 16.75% |
$26.3K - $27.9K
|
1.23K
$138K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-250- 0.46% |
$26.6K - $28.3K
|
54.1K
$6.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-262- 30.36% |
$27.9K - $29.6K
|
601
$67.3K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-273- 28.83% |
$29.1K - $30.9K
|
674
$75.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-273- 14.58% |
$29.1K - $30.9K
|
1.6K
$179K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-278- 3.34% |
$29.6K - $31.4K
|
8.04K
$900K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-280- 12.0% |
$29.8K - $31.7K
|
2.05K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-296- 12.05% |
$31.5K - $33.5K
|
2.16K
$242K
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-302- 7.0% |
$32.2K - $34.2K
|
4.01K
$450K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-304- 11.02% |
$32.4K - $34.4K
|
2.46K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-308- 3.89% |
$32.8K - $34.8K
|
7.62K
$853K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-313- 0.98% |
$33.4K - $35.4K
|
31.5K
$3.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-313- 0.43% |
$33.4K - $35.4K
|
73.1K
$8.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-317- 4.39% |
$33.8K - $35.9K
|
6.9K
$773K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-321- 10.22% |
$34.2K - $36.3K
|
2.82K
$316K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-325- 3.52% |
$34.6K - $36.8K
|
8.91K
$998K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-338- 0.6% |
$36K - $38.2K
|
56.5K
$6.32M
|