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 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-7.47K- 13.98% |
$796K - $845K
|
46K
$4.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.68K- 20.07% |
$819K - $869K
|
30.6K
$3.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-7.86K- 11.31% |
$838K - $889K
|
61.6K
$6.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-8.07K- 11.74% |
$860K - $913K
|
60.7K
$6.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-8.17K- 9.56% |
$870K - $924K
|
77.3K
$8.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-8.22K- 10.57% |
$876K - $930K
|
69.6K
$7.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-8.55K- 50.09% |
$911K - $967K
|
8.52K
$907K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.58K- 1.92% |
$914K - $970K
|
438K
$46.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-8.69K- 5.65% |
$926K - $982K
|
145K
$15.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-9.16K- 21.53% |
$976K - $1.04M
|
33.4K
$3.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-9.18K- 73.06% |
$978K - $1.04M
|
3.39K
$361K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-9.43K- 3.64% |
$1M - $1.07M
|
250K
$26.6M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-9.51K- 6.3% |
$1.01M - $1.08M
|
141K
$15M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.68K- 6.41% |
$1.03M - $1.09M
|
141K
$15M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-10K- 80.61% |
$1.07M - $1.13M
|
2.41K
$256K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-10.2K- 63.46% |
$1.09M - $1.16M
|
5.88K
$627K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.4K- 3.27% |
$1.1M - $1.17M
|
307K
$32.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-10.9K- 29.27% |
$1.16M - $1.23M
|
26.2K
$2.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-11.5K- 5.71% |
$1.23M - $1.3M
|
190K
$20.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-11.9K- 39.63% |
$1.27M - $1.35M
|
18.1K
$1.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
SELL
|
- |
-12.3K- 0.14% |
$1.31M - $1.39M
|
8.72M
$928M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-12.9K- 22.35% |
$1.38M - $1.46M
|
44.9K
$4.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-13.7K- 61.81% |
$1.46M - $1.55M
|
8.45K
$900K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-13.8K- 49.01% |
$1.47M - $1.57M
|
14.4K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-14.5K- 33.84% |
$1.55M - $1.65M
|
28.4K
$3.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14.8K- 81.86% |
$1.58M - $1.67M
|
3.28K
$349K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-15.2K- 19.67% |
$1.62M - $1.72M
|
62.2K
$6.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-16.5K- 57.36% |
$1.75M - $1.86M
|
12.2K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-17.4K- 31.2% |
$1.86M - $1.97M
|
38.5K
$4.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-17.7K- 75.08% |
$1.89M - $2.01M
|
5.89K
$627K
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-18.5K- 24.66% |
$1.97M - $2.09M
|
56.5K
$6.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-19K- 32.06% |
$2.02M - $2.15M
|
40.2K
$4.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-19.5K- 90.8% |
$2.08M - $2.21M
|
1.98K
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-20K- 12.58% |
$2.13M - $2.26M
|
139K
$14.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-20.4K- 16.49% |
$2.17M - $2.3M
|
103K
$11M
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-21.6K- 27.01% |
$2.3M - $2.44M
|
58.3K
$6.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-22.5K- 54.54% |
$2.4M - $2.54M
|
18.7K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-22.8K- 17.85% |
$2.43M - $2.58M
|
105K
$11.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-23.4K- 64.71% |
$2.5M - $2.65M
|
12.8K
$1.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-23.8K- 18.78% |
$2.54M - $2.7M
|
103K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-28.4K- 16.42% |
$3.03M - $3.22M
|
145K
$15.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-29.9K- 86.61% |
$3.19M - $3.39M
|
4.63K
$493K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-30.7K- 54.21% |
$3.27M - $3.47M
|
25.9K
$2.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-31.3K- 10.17% |
$3.33M - $3.54M
|
276K
$29.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-31.3K- 26.3% |
$3.34M - $3.54M
|
87.7K
$9.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-31.4K- 98.46% |
$3.34M - $3.55M
|
491
$52.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-32.1K- 2.39% |
$3.43M - $3.64M
|
1.32M
$140M
|
|
|
Feb 14, 2025
Q4 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-35.4K- 70.03% |
$3.77M - $4M
|
15.1K
$1.61M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-37.8K- 29.82% |
$4.02M - $4.27M
|
88.9K
$9.46M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-38.6K- 11.84% |
$4.12M - $4.37M
|
288K
$30.7M
|