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
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
2.53M+ 2929.56% |
$270M - $287M
|
2.62M
$282M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
934KNew |
$99.5M - $106M
|
934K
$100M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
871K+ 11349.54% |
$92.9M - $98.6M
|
879K
$94.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
809KNew |
$86.2M - $91.5M
|
809K
$87M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
623KNew |
$66.4M - $70.5M
|
623K
$67M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
503K+ 19.36% |
$53.6M - $56.9M
|
3.1M
$334M
|
|
|
Jan 29, 2025
Q4 2024
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
249KNew |
$26.6M - $28.2M
|
249K
$26.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
218KNew |
$23.2M - $24.6M
|
218K
$23.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
193K+ 33367.36% |
$20.6M - $21.9M
|
194K
$20.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
181K+ 170.23% |
$19.3M - $20.5M
|
288K
$31M
|
|
|
Feb 10, 2025
Q4 2024
|
Passaic Partners LLC
|
BUY
|
- |
179K+ 136.03% |
$19.1M - $20.2M
|
310K
$33.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
126KNew |
$13.4M - $14.3M
|
126K
$13.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
124K+ 4.33% |
$13.2M - $14M
|
2.99M
$321M
|
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
120K+ 24.43% |
$12.8M - $13.6M
|
611K
$65.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
114K+ 19.43% |
$12.2M - $12.9M
|
704K
$75.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
97.2K+ 85.31% |
$10.4M - $11M
|
211K
$22.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
93.8KNew |
$9.99M - $10.6M
|
93.8K
$10.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
85.5K+ 714.38% |
$9.11M - $9.67M
|
97.5K
$10.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
76.2K+ 24.14% |
$8.12M - $8.62M
|
392K
$42.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
69.5KNew |
$7.4M - $7.86M
|
69.5K
$7.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
68.3K+ 23.6% |
$7.28M - $7.73M
|
358K
$38.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
67.1KNew |
$7.15M - $7.59M
|
67.1K
$7.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
60.5K+ 1502.95% |
$6.45M - $6.85M
|
64.6K
$6.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
60.2K+ 4.27% |
$6.41M - $6.81M
|
1.47M
$158M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
59.8K+ 21.69% |
$6.37M - $6.76M
|
335K
$36.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
59.1K+ 26.52% |
$6.3M - $6.69M
|
282K
$30.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
59K+ 3239.7% |
$6.29M - $6.67M
|
60.8K
$6.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
54.9K+ 10.14% |
$5.85M - $6.21M
|
596K
$64.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
50.3K+ 12.36% |
$5.36M - $5.69M
|
457K
$49.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
50.2KNew |
$5.34M - $5.67M
|
50.2K
$5.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
48.6K+ 175.7% |
$5.18M - $5.49M
|
76.2K
$8.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
40.4K+ 45.15% |
$4.3M - $4.56M
|
130K
$13.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
39.9KNew |
$4.25M - $4.51M
|
39.9K
$4.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
37.7KNew |
$4.02M - $4.27M
|
37.7K
$4.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
36.6K+ 5.19% |
$3.9M - $4.14M
|
742K
$79.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
35.6K+ 104.31% |
$3.79M - $4.03M
|
69.7K
$7.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
33.8KNew |
$3.61M - $3.83M
|
33.8K
$3.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
30.2KNew |
$3.22M - $3.42M
|
30.2K
$3.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
27.2K+ 43.46% |
$2.9M - $3.08M
|
89.9K
$9.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
26.8KNew |
$2.86M - $3.03M
|
26.8K
$2.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
26.4K+ 23.81% |
$2.81M - $2.98M
|
137K
$14.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
26.2KNew |
$2.79M - $2.96M
|
26.2K
$2.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
22.2K+ 66.67% |
$2.36M - $2.51M
|
55.4K
$5.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
20.2KNew |
$2.15M - $2.29M
|
20.2K
$2.17M
|
|
|
Feb 06, 2025
Q4 2024
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
19.9KNew |
$2.12M - $2.25M
|
19.9K
$2.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
19.5K+ 213.97% |
$2.07M - $2.2M
|
28.5K
$3.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
19K+ 61.55% |
$2.02M - $2.14M
|
49.7K
$5.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
18.7KNew |
$2M - $2.12M
|
18.7K
$2.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
18.6K+ 17.15% |
$1.98M - $2.1M
|
127K
$13.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
16.8KNew |
$1.79M - $1.9M
|
16.8K
$1.81M
|