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 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.56K- 26.08% |
$166K - $176K
|
4.42K
$495K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.59K- 4.02% |
$169K - $179K
|
37.8K
$4.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.61K- 3.48% |
$172K - $182K
|
44.6K
$5M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-1.65K- 39.16% |
$176K - $187K
|
2.56K
$287K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.67K- 9.08% |
$178K - $189K
|
16.7K
$1.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.73K- 11.32% |
$185K - $196K
|
13.6K
$1.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.76K- 12.46% |
$187K - $199K
|
12.3K
$1.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.76K- 22.07% |
$188K - $200K
|
6.23K
$697K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.79K- 35.03% |
$191K - $203K
|
3.33K
$372K
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-1.8K- 10.71% |
$192K - $204K
|
15K
$1.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-1.8K- 9.71% |
$192K - $204K
|
16.8K
$1.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.85K- 14.73% |
$197K - $209K
|
10.7K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.9K- 95.95% |
$202K - $215K
|
80
$8.96K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.92K- 2.05% |
$204K - $217K
|
91.6K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.98K- 1.49% |
$211K - $224K
|
131K
$14.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.99K- 7.56% |
$212K - $225K
|
24.3K
$2.72M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-2K- 32.99% |
$213K - $226K
|
4.06K
$454K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.01K- 6.7% |
$214K - $227K
|
27.9K
$3.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.05K- 31.48% |
$218K - $232K
|
4.46K
$500K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.09K- 36.04% |
$223K - $236K
|
3.71K
$415K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.1K- 7.77% |
$223K - $237K
|
24.9K
$2.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.18K- 6.01% |
$232K - $246K
|
34K
$3.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2.18K- 0.55% |
$233K - $247K
|
398K
$44.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.2K- 23.05% |
$235K - $249K
|
7.36K
$824K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.21K- 12.21% |
$235K - $250K
|
15.9K
$1.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.25K- 30.09% |
$240K - $255K
|
5.23K
$586K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-2.29K- 55.06% |
$243K - $258K
|
1.87K
$209K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.35K- 3.91% |
$251K - $266K
|
57.7K
$6.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.35K- 16.32% |
$251K - $266K
|
12.1K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.65K- 8.44% |
$282K - $299K
|
28.7K
$3.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-2.86K- 67.14% |
$304K - $323K
|
1.4K
$156K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.86K- 4.85% |
$304K - $323K
|
56.1K
$6.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.87K- 14.56% |
$306K - $324K
|
16.8K
$1.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.89K- 25.66% |
$307K - $326K
|
8.36K
$936K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.89K- 3.57% |
$308K - $327K
|
78.1K
$8.74M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.9K- 5.26% |
$309K - $328K
|
52.2K
$5.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-2.91K- 59.8% |
$310K - $329K
|
1.96K
$219K
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-2.92K- 5.74% |
$311K - $330K
|
47.8K
$5.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.95K- 16.9% |
$315K - $334K
|
14.5K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2.97K- 17.97% |
$316K - $336K
|
13.6K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.02K- 30.53% |
$321K - $341K
|
6.86K
$768K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.04K- 15.63% |
$324K - $344K
|
16.4K
$1.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.23K- 23.23% |
$344K - $365K
|
10.7K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.27K- 4.62% |
$348K - $369K
|
67.4K
$7.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-3.29K- 54.63% |
$350K - $372K
|
2.73K
$306K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-3.29K- 3.65% |
$351K - $372K
|
87K
$9.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-3.32K- 20.4% |
$354K - $375K
|
12.9K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.33K- 10.75% |
$354K - $376K
|
27.6K
$3.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-3.46K- 8.95% |
$368K - $391K
|
35.2K
$3.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-3.47K- 22.9% |
$370K - $392K
|
11.7K
$1.31M
|