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
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-4.4K- 14.79% |
$469K - $498K
|
25.4K
$2.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4.74K- 47.18% |
$505K - $536K
|
5.31K
$579K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-4.75K- 63.38% |
$506K - $537K
|
2.75K
$300K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-4.79K- 2.87% |
$511K - $542K
|
162K
$17.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-4.85K- 50.13% |
$517K - $549K
|
4.83K
$527K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-4.89K- 58.31% |
$521K - $553K
|
3.5K
$381K
|
|
|
Feb 11, 2025
Q4 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-4.9K- 85.96% |
$522K - $554K
|
800
$87.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-4.93K- 47.29% |
$526K - $558K
|
5.5K
$600K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-4.98K- 22.56% |
$531K - $564K
|
17.1K
$1.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-5.07K- 2.72% |
$540K - $574K
|
182K
$19.8M
|
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-5.23K- 3.67% |
$557K - $591K
|
137K
$15M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.26K- 4.48% |
$560K - $595K
|
112K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-5.3K- 2.41% |
$565K - $599K
|
215K
$23.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-5.45K- 31.08% |
$581K - $617K
|
12.1K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-5.54K- 19.65% |
$590K - $626K
|
22.6K
$2.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.55K- 4.52% |
$591K - $627K
|
117K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.74K- 11.54% |
$612K - $650K
|
44K
$4.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-5.76K- 4.25% |
$614K - $651K
|
130K
$14.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-5.94K- 18.59% |
$633K - $672K
|
26K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-6.28K- 7.85% |
$670K - $711K
|
73.8K
$8.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.53K- 50.2% |
$696K - $738K
|
6.48K
$707K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.55K- 7.88% |
$698K - $741K
|
76.6K
$8.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-6.61K- 8.71% |
$704K - $747K
|
69.2K
$7.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.61K- 10.03% |
$704K - $747K
|
59.3K
$6.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.45K- 9.52% |
$794K - $843K
|
70.8K
$7.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-7.47K- 13.98% |
$796K - $845K
|
46K
$5.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.68K- 20.07% |
$819K - $869K
|
30.6K
$3.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-7.86K- 11.31% |
$838K - $889K
|
61.6K
$6.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-8.07K- 11.74% |
$860K - $913K
|
60.7K
$6.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-8.17K- 9.56% |
$870K - $924K
|
77.3K
$8.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-8.22K- 10.57% |
$876K - $930K
|
69.6K
$7.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-8.55K- 50.09% |
$911K - $967K
|
8.52K
$929K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.58K- 1.92% |
$914K - $970K
|
438K
$47.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-8.69K- 5.65% |
$926K - $982K
|
145K
$15.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-9.16K- 21.53% |
$976K - $1.04M
|
33.4K
$3.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-9.18K- 73.06% |
$978K - $1.04M
|
3.39K
$369K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-9.43K- 3.64% |
$1M - $1.07M
|
250K
$27.2M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-9.51K- 6.3% |
$1.01M - $1.08M
|
141K
$15.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.68K- 6.41% |
$1.03M - $1.09M
|
141K
$15.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-10K- 80.61% |
$1.07M - $1.13M
|
2.41K
$263K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-10.2K- 63.46% |
$1.09M - $1.16M
|
5.88K
$642K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.4K- 3.27% |
$1.1M - $1.17M
|
307K
$33.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-10.9K- 29.27% |
$1.16M - $1.23M
|
26.2K
$2.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-11.5K- 5.71% |
$1.23M - $1.3M
|
190K
$20.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-11.9K- 39.63% |
$1.27M - $1.35M
|
18.1K
$1.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
SELL
|
- |
-12.3K- 0.14% |
$1.31M - $1.39M
|
8.72M
$951M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-12.9K- 22.35% |
$1.38M - $1.46M
|
44.9K
$4.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-13.7K- 61.81% |
$1.46M - $1.55M
|
8.45K
$922K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-13.8K- 49.01% |
$1.47M - $1.57M
|
14.4K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-14.5K- 33.84% |
$1.55M - $1.65M
|
28.4K
$3.1M
|