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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
6.45KNew |
$687K - $729K
|
6.45K
$722K
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
6.33K+ 5.94% |
$674K - $716K
|
113K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
6.25KNew |
$666K - $707K
|
6.25K
$700K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
6.06KNew |
$646K - $685K
|
6.06K
$679K
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
6.04K+ 8.15% |
$644K - $683K
|
80.2K
$8.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
5.92K+ 1.75% |
$631K - $669K
|
343K
$38.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
5.87KNew |
$626K - $664K
|
5.87K
$658K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.74K+ 1.78% |
$612K - $649K
|
328K
$36.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
5.63K+ 2.56% |
$600K - $636K
|
225K
$25.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
5.55K+ 39.88% |
$591K - $627K
|
19.5K
$2.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
5.48K+ 2.19% |
$584K - $619K
|
255K
$28.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
5.42K+ 18.75% |
$577K - $613K
|
34.3K
$3.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.37K+ 78.34% |
$573K - $608K
|
12.2K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.36KNew |
$571K - $607K
|
5.36K
$601K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.31K+ 7.58% |
$566K - $600K
|
75.3K
$8.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
5.28K+ 19.02% |
$562K - $597K
|
33K
$3.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.19K+ 5.41% |
$553K - $587K
|
101K
$11.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
5.17KNew |
$551K - $585K
|
5.17K
$580K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5.11K+ 78.09% |
$544K - $578K
|
11.6K
$1.3M
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.06K+ 14.38% |
$539K - $572K
|
40.2K
$4.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
4.97KNew |
$530K - $562K
|
4.97K
$557K
|
|
|
May 14, 2025
Q4 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
4.92KNew |
$524K - $556K
|
4.92K
$551K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.89K+ 12.41% |
$521K - $553K
|
44.2K
$4.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
4.83KNew |
$514K - $546K
|
4.83K
$541K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.8K+ 12.72% |
$511K - $542K
|
42.5K
$4.76M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
4.67KNew |
$498K - $528K
|
4.67K
$523K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.62K+ 120.83% |
$492K - $522K
|
8.44K
$945K
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
4.44K+ 3.94% |
$473K - $502K
|
117K
$13.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.31K+ 18.21% |
$459K - $487K
|
27.9K
$3.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
4.29K+ 5.46% |
$457K - $485K
|
82.9K
$9.28M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.23KNew |
$451K - $478K
|
4.23K
$474K
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.22KNew |
$450K - $477K
|
4.22K
$473K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
4KNew |
$426K - $452K
|
4K
$448K
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
3.9KNew |
$415K - $441K
|
3.9K
$437K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.88K+ 78.29% |
$414K - $439K
|
8.85K
$991K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.8K+ 6.91% |
$405K - $429K
|
58.8K
$6.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.77K+ 71.56% |
$402K - $427K
|
9.04K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
3.69K+ 20.08% |
$393K - $417K
|
22.1K
$2.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.67KNew |
$391K - $415K
|
3.67K
$411K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.65K+ 3.18% |
$389K - $413K
|
118K
$13.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.64K+ 15.97% |
$388K - $412K
|
26.4K
$2.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.6K+ 5.79% |
$384K - $407K
|
65.8K
$7.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.59KNew |
$382K - $405K
|
3.59K
$402K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
3.58K+ 21.18% |
$381K - $405K
|
20.5K
$2.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
3.39KNew |
$361K - $383K
|
3.39K
$379K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.38KNew |
$360K - $382K
|
3.38K
$378K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
3.34K+ 50.91% |
$356K - $378K
|
9.91K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
3.32K+ 5.37% |
$353K - $375K
|
65K
$7.29M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3.31KNew |
$353K - $375K
|
3.31K
$371K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.26K+ 1.49% |
$348K - $369K
|
222K
$24.8M
|