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 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-711- 9.54% |
$75.8K - $80.4K
|
6.74K
$755K
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-723- 0.56% |
$77K - $81.8K
|
129K
$14.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-740- 12.82% |
$78.9K - $83.7K
|
5.03K
$564K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-747- 36.91% |
$79.6K - $84.5K
|
1.28K
$143K
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-766- 25.14% |
$81.6K - $86.6K
|
2.28K
$255K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-783- 1.65% |
$83.4K - $88.6K
|
46.6K
$5.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-786- 11.69% |
$83.8K - $88.9K
|
5.94K
$665K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-791- 12.4% |
$84.3K - $89.5K
|
5.59K
$626K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-796- 5.89% |
$84.8K - $90K
|
12.7K
$1.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-840- 0.94% |
$89.5K - $95K
|
88.1K
$9.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-855- 7.93% |
$91.1K - $96.7K
|
9.93K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-860- 0.34% |
$91.6K - $97.3K
|
250K
$28M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-866- 7.02% |
$92.3K - $98K
|
11.5K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-870- 6.04% |
$92.7K - $98.4K
|
13.5K
$1.52M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-882- 31.28% |
$94K - $99.8K
|
1.94K
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-910- 14.84% |
$97K - $103K
|
5.22K
$585K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-910- 6.89% |
$97K - $103K
|
12.3K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-914- 16.08% |
$97.4K - $103K
|
4.77K
$534K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-930- 0.98% |
$99.1K - $105K
|
93.9K
$10.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-949- 1.03% |
$101K - $107K
|
91.2K
$10.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-953- 6.16% |
$102K - $108K
|
14.5K
$1.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-954- 5.86% |
$102K - $108K
|
15.3K
$1.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-977- 2.91% |
$104K - $111K
|
32.6K
$3.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-995- 33.36% |
$106K - $113K
|
1.99K
$223K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1K- 35.46% |
$107K - $113K
|
1.82K
$204K
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1K- 16.67% |
$107K - $113K
|
5K
$560K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.03K- 36.22% |
$110K - $117K
|
1.81K
$203K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-1.04K- 3.61% |
$111K - $118K
|
27.9K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.05K- 3.78% |
$112K - $119K
|
26.8K
$3M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.06K- 58.02% |
$113K - $120K
|
770
$86.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.07K- 10.86% |
$114K - $121K
|
8.78K
$983K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.08K- 25.77% |
$115K - $122K
|
3.1K
$348K
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-1.09K- 18.05% |
$116K - $123K
|
4.94K
$553K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.09K- 0.71% |
$116K - $124K
|
153K
$17.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-1.1K- 14.36% |
$117K - $124K
|
6.56K
$735K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.12K- 30.09% |
$119K - $126K
|
2.59K
$290K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.13K- 4.38% |
$121K - $128K
|
24.7K
$2.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.15K- 8.72% |
$122K - $130K
|
12K
$1.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.18K- 13.41% |
$126K - $134K
|
7.63K
$855K
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
SELL
|
- |
-1.19K- 37.99% |
$127K - $135K
|
1.94K
$218K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.21K- 5.78% |
$129K - $137K
|
19.7K
$2.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.25K- 3.83% |
$133K - $141K
|
31.3K
$3.51M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.27K- 14.62% |
$135K - $144K
|
7.41K
$830K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.31K- 5.0% |
$139K - $148K
|
24.8K
$2.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.36K- 3.74% |
$144K - $153K
|
34.9K
$3.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.38K- 13.64% |
$147K - $156K
|
8.72K
$977K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.38K- 6.21% |
$147K - $156K
|
20.9K
$2.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.44K- 17.32% |
$153K - $163K
|
6.87K
$770K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.45K- 9.26% |
$154K - $164K
|
14.2K
$1.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.51K- 11.8% |
$161K - $170K
|
11.3K
$1.26M
|