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 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.03K- 36.22% |
$110K - $117K
|
1.81K
$195K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-1.04K- 3.61% |
$111K - $118K
|
27.9K
$3M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.06K- 58.02% |
$113K - $120K
|
770
$82.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.07K- 10.86% |
$114K - $121K
|
8.78K
$944K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.08K- 25.77% |
$115K - $122K
|
3.1K
$334K
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-1.09K- 18.05% |
$116K - $123K
|
4.94K
$531K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.09K- 0.71% |
$116K - $124K
|
153K
$16.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-1.1K- 14.36% |
$117K - $124K
|
6.56K
$706K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.12K- 30.09% |
$119K - $126K
|
2.59K
$279K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.13K- 4.38% |
$121K - $128K
|
24.7K
$2.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.15K- 8.72% |
$122K - $130K
|
12K
$1.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.18K- 13.41% |
$126K - $134K
|
7.63K
$821K
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
SELL
|
- |
-1.19K- 37.99% |
$127K - $135K
|
1.94K
$209K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.21K- 5.78% |
$129K - $137K
|
19.7K
$2.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.25K- 3.83% |
$133K - $141K
|
31.3K
$3.37M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.27K- 14.62% |
$135K - $144K
|
7.41K
$797K
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.36K- 3.74% |
$144K - $153K
|
34.9K
$3.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.38K- 13.64% |
$147K - $156K
|
8.72K
$938K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.44K- 17.32% |
$153K - $163K
|
6.87K
$739K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.45K- 9.26% |
$154K - $164K
|
14.2K
$1.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.51K- 11.8% |
$161K - $170K
|
11.3K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.59K- 4.02% |
$169K - $179K
|
37.8K
$4.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.67K- 9.08% |
$178K - $189K
|
16.7K
$1.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.73K- 11.32% |
$185K - $196K
|
13.6K
$1.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.76K- 12.46% |
$187K - $199K
|
12.3K
$1.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.76K- 22.07% |
$188K - $200K
|
6.23K
$670K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.79K- 35.03% |
$191K - $203K
|
3.33K
$358K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-1.8K- 9.71% |
$192K - $204K
|
16.8K
$1.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.85K- 14.73% |
$197K - $209K
|
10.7K
$1.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.9K- 95.95% |
$202K - $215K
|
80
$8.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.92K- 2.05% |
$204K - $217K
|
91.6K
$9.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.99K- 7.56% |
$212K - $225K
|
24.3K
$2.61M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-2K- 32.99% |
$213K - $226K
|
4.06K
$436K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.05K- 31.48% |
$218K - $232K
|
4.46K
$480K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.09K- 36.04% |
$223K - $236K
|
3.71K
$399K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.18K- 6.01% |
$232K - $246K
|
34K
$3.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2.18K- 0.55% |
$233K - $247K
|
398K
$42.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.2K- 23.05% |
$235K - $249K
|
7.36K
$791K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.25K- 30.09% |
$240K - $255K
|
5.23K
$562K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-2.29K- 55.06% |
$243K - $258K
|
1.87K
$201K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.35K- 3.91% |
$251K - $266K
|
57.7K
$6.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.35K- 16.32% |
$251K - $266K
|
12.1K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-2.86K- 67.14% |
$304K - $323K
|
1.4K
$150K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.87K- 14.56% |
$306K - $324K
|
16.8K
$1.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.89K- 25.66% |
$307K - $326K
|
8.36K
$899K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.89K- 3.57% |
$308K - $327K
|
78.1K
$8.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-2.92K- 5.74% |
$311K - $330K
|
47.8K
$5.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.95K- 16.9% |
$315K - $334K
|
14.5K
$1.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.27K- 4.62% |
$348K - $369K
|
67.4K
$7.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-3.46K- 8.95% |
$368K - $391K
|
35.2K
$3.78M
|