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 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-2.86K- 67.14% |
$304K - $323K
|
1.4K
$149K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.87K- 14.56% |
$306K - $324K
|
16.8K
$1.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.89K- 25.66% |
$307K - $326K
|
8.36K
$890K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.89K- 3.57% |
$308K - $327K
|
78.1K
$8.32M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.9K- 5.26% |
$309K - $328K
|
52.2K
$5.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-2.91K- 59.8% |
$310K - $329K
|
1.96K
$209K
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-2.92K- 5.74% |
$311K - $330K
|
47.8K
$5.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.95K- 16.9% |
$315K - $334K
|
14.5K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2.97K- 17.97% |
$316K - $336K
|
13.6K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.02K- 30.53% |
$321K - $341K
|
6.86K
$731K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.04K- 15.63% |
$324K - $344K
|
16.4K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.23K- 23.23% |
$344K - $365K
|
10.7K
$1.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.27K- 4.62% |
$348K - $369K
|
67.4K
$7.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-3.29K- 54.63% |
$350K - $372K
|
2.73K
$291K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-3.29K- 3.65% |
$351K - $372K
|
87K
$9.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-3.32K- 20.4% |
$354K - $375K
|
12.9K
$1.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-3.46K- 8.95% |
$368K - $391K
|
35.2K
$3.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-3.47K- 22.9% |
$370K - $392K
|
11.7K
$1.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-3.58K- 26.42% |
$382K - $405K
|
9.98K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-3.6K- 9.84% |
$383K - $407K
|
33K
$3.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.7K- 4.53% |
$394K - $418K
|
78K
$8.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.75K- 34.55% |
$399K - $424K
|
7.1K
$756K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-3.82K- 39.54% |
$407K - $432K
|
5.84K
$623K
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-3.86K- 25.61% |
$412K - $437K
|
11.2K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-4.11K- 29.77% |
$438K - $465K
|
9.69K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-4.34K- 26.37% |
$462K - $490K
|
12.1K
$1.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-4.4K- 14.79% |
$469K - $498K
|
25.4K
$2.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4.74K- 47.18% |
$505K - $536K
|
5.31K
$565K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-4.75K- 63.38% |
$506K - $537K
|
2.75K
$293K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-4.79K- 2.87% |
$511K - $542K
|
162K
$17.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-4.85K- 50.13% |
$517K - $549K
|
4.83K
$514K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-4.89K- 58.31% |
$521K - $553K
|
3.5K
$372K
|
|
|
Feb 11, 2025
Q4 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-4.9K- 85.96% |
$522K - $554K
|
800
$85.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-4.93K- 47.29% |
$526K - $558K
|
5.5K
$586K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-4.98K- 22.56% |
$531K - $564K
|
17.1K
$1.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-5.07K- 2.72% |
$540K - $574K
|
182K
$19.4M
|
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-5.23K- 3.67% |
$557K - $591K
|
137K
$14.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.26K- 4.48% |
$560K - $595K
|
112K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-5.3K- 2.41% |
$565K - $599K
|
215K
$22.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-5.45K- 31.08% |
$581K - $617K
|
12.1K
$1.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-5.54K- 19.65% |
$590K - $626K
|
22.6K
$2.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.55K- 4.52% |
$591K - $627K
|
117K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.74K- 11.54% |
$612K - $650K
|
44K
$4.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-5.76K- 4.25% |
$614K - $651K
|
130K
$13.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-5.94K- 18.59% |
$633K - $672K
|
26K
$2.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.53K- 50.2% |
$696K - $738K
|
6.48K
$690K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.55K- 7.88% |
$698K - $741K
|
76.6K
$8.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-6.61K- 8.71% |
$704K - $747K
|
69.2K
$7.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.61K- 10.03% |
$704K - $747K
|
59.3K
$6.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.45K- 9.52% |
$794K - $843K
|
70.8K
$7.55M
|