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 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-487- 7.07% |
$51.9K - $55.1K
|
6.4K
$682K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-489- 2.73% |
$52.1K - $55.3K
|
17.4K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-496- 4.63% |
$52.9K - $56.1K
|
10.2K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-500- 12.33% |
$53.3K - $56.6K
|
3.56K
$379K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-505- 1.97% |
$53.8K - $57.1K
|
25.2K
$2.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-512- 14.07% |
$54.6K - $57.9K
|
3.13K
$333K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-531- 10.86% |
$56.6K - $60.1K
|
4.36K
$464K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-544- 18.19% |
$58K - $61.5K
|
2.45K
$261K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-548- 11.09% |
$58.4K - $62K
|
4.39K
$468K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-562- 7.43% |
$59.9K - $63.6K
|
7K
$745K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-569- 10.26% |
$60.6K - $64.4K
|
4.98K
$530K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-588- 2.21% |
$62.7K - $66.5K
|
26K
$2.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-590- 82.75% |
$62.9K - $66.7K
|
123
$13.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-593- 10.29% |
$63.2K - $67.1K
|
5.17K
$551K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-607- 5.04% |
$64.7K - $68.7K
|
11.4K
$1.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-613- 0.83% |
$65.3K - $69.3K
|
72.9K
$7.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-623- 12.09% |
$66.4K - $70.5K
|
4.53K
$483K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-625- 12.07% |
$66.6K - $70.7K
|
4.55K
$485K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-634- 7.89% |
$67.6K - $71.7K
|
7.41K
$789K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-664- 7.37% |
$70.8K - $75.1K
|
8.34K
$889K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-677- 14.39% |
$72.1K - $76.6K
|
4.03K
$429K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-684- 1.76% |
$72.9K - $77.4K
|
38.3K
$4.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-709- 3.3% |
$75.6K - $80.2K
|
20.8K
$2.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-711- 9.54% |
$75.8K - $80.4K
|
6.74K
$718K
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-723- 0.56% |
$77K - $81.8K
|
129K
$13.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-740- 12.82% |
$78.9K - $83.7K
|
5.03K
$536K
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-766- 25.14% |
$81.6K - $86.6K
|
2.28K
$243K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-783- 1.65% |
$83.4K - $88.6K
|
46.6K
$4.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-786- 11.69% |
$83.8K - $88.9K
|
5.94K
$633K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-791- 12.4% |
$84.3K - $89.5K
|
5.59K
$595K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-796- 5.89% |
$84.8K - $90K
|
12.7K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-840- 0.94% |
$89.5K - $95K
|
88.1K
$9.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-855- 7.93% |
$91.1K - $96.7K
|
9.93K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-860- 0.34% |
$91.6K - $97.3K
|
250K
$26.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-870- 6.04% |
$92.7K - $98.4K
|
13.5K
$1.44M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-882- 31.28% |
$94K - $99.8K
|
1.94K
$206K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-910- 14.84% |
$97K - $103K
|
5.22K
$556K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-910- 6.89% |
$97K - $103K
|
12.3K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-914- 16.08% |
$97.4K - $103K
|
4.77K
$508K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-949- 1.03% |
$101K - $107K
|
91.2K
$9.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-953- 6.16% |
$102K - $108K
|
14.5K
$1.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-954- 5.86% |
$102K - $108K
|
15.3K
$1.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-977- 2.91% |
$104K - $111K
|
32.6K
$3.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-995- 33.36% |
$106K - $113K
|
1.99K
$212K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1K- 35.46% |
$107K - $113K
|
1.82K
$194K
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1K- 16.67% |
$107K - $113K
|
5K
$533K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.03K- 36.22% |
$110K - $117K
|
1.81K
$193K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-1.04K- 3.61% |
$111K - $118K
|
27.9K
$2.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.05K- 3.78% |
$112K - $119K
|
26.8K
$2.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.06K- 58.02% |
$113K - $120K
|
770
$82K
|