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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.96KNew |
$209K - $222K
|
1.96K
$211K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.94K+ 20.4% |
$207K - $219K
|
11.4K
$1.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
1.91KNew |
$204K - $216K
|
1.91K
$205K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
1.91KNew |
$203K - $216K
|
1.91K
$205K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
1.91KNew |
$203K - $216K
|
1.91K
$205K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.9KNew |
$202K - $215K
|
1.9K
$204K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.8K+ 68.94% |
$192K - $204K
|
4.41K
$474K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.8K+ 9.88% |
$192K - $204K
|
20K
$2.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.71K+ 31.1% |
$182K - $194K
|
7.21K
$776K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.66K+ 41.55% |
$177K - $188K
|
5.66K
$608K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
1.59K+ 4.75% |
$169K - $180K
|
35K
$3.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
1.55K+ 24.57% |
$165K - $176K
|
7.87K
$847K
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
1.55K+ 8.04% |
$165K - $175K
|
20.8K
$2.23M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.51K+ 2.66% |
$161K - $171K
|
58.2K
$6.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
1.51K+ 36.92% |
$161K - $171K
|
5.59K
$601K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1.51K+ 0.76% |
$160K - $170K
|
198K
$21.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.48KNew |
$157K - $167K
|
1.48K
$159K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.46K+ 12.65% |
$155K - $165K
|
13K
$1.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.43KNew |
$152K - $161K
|
1.43K
$153K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.4K+ 1.22% |
$150K - $159K
|
117K
$12.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.38K+ 4.16% |
$147K - $156K
|
34.5K
$3.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.37K+ 7.04% |
$146K - $155K
|
20.8K
$2.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.37K+ 6.78% |
$146K - $155K
|
21.5K
$2.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.34K+ 7.89% |
$143K - $152K
|
18.4K
$1.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
1.28K+ 2.07% |
$136K - $144K
|
63.1K
$6.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
1.24K+ 14.2% |
$132K - $140K
|
9.95K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.22K+ 5.19% |
$130K - $138K
|
24.7K
$2.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.16K+ 10.98% |
$124K - $131K
|
11.7K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.15K+ 10.91% |
$122K - $130K
|
11.6K
$1.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
1.14K+ 7.18% |
$121K - $128K
|
17K
$1.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.12K+ 3.48% |
$119K - $126K
|
33.2K
$3.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.12K+ 3.96% |
$119K - $126K
|
29.3K
$3.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1.04K+ 4.85% |
$111K - $117K
|
22.4K
$2.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1K+ 18.35% |
$107K - $113K
|
6.45K
$694K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
988+ 74.34% |
$105K - $112K
|
2.32K
$249K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
986+ 38.52% |
$105K - $112K
|
3.55K
$381K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
973+ 2.31% |
$104K - $110K
|
43K
$4.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
952+ 9.06% |
$101K - $108K
|
11.5K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
905+ 1.99% |
$96.4K - $102K
|
46.3K
$4.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
900New |
$95.9K - $102K
|
900
$96.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
BUY
|
- |
899+ 3.39% |
$95.8K - $102K
|
27.4K
$2.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
892+ 3.17% |
$95.1K - $101K
|
29.1K
$3.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
888+ 8.24% |
$94.6K - $100K
|
11.7K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
848+ 19.03% |
$90.4K - $95.9K
|
5.31K
$570K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
816+ 12.76% |
$87K - $92.3K
|
7.21K
$776K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
797+ 10.96% |
$84.9K - $90.1K
|
8.07K
$868K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
794+ 9.01% |
$84.6K - $89.8K
|
9.6K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
785+ 93.9% |
$83.6K - $88.8K
|
1.62K
$174K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
783+ 7.77% |
$83.4K - $88.6K
|
10.9K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
775+ 10.6% |
$82.6K - $87.7K
|
8.09K
$870K
|