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 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-63- 20.32% |
$6.71K - $7.13K
|
247
$26.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-65- 1.11% |
$6.93K - $7.35K
|
5.77K
$620K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-66- 2.89% |
$7.03K - $7.47K
|
2.22K
$239K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-70- 41.18% |
$7.46K - $7.92K
|
100
$10.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-74- 0.09% |
$7.89K - $8.37K
|
77.8K
$8.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-75- 0.79% |
$7.99K - $8.48K
|
9.46K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-80- 3.5% |
$8.52K - $9.05K
|
2.21K
$237K
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-84- 0.47% |
$8.95K - $9.5K
|
17.6K
$1.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-88- 0.9% |
$9.38K - $9.95K
|
9.64K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-91- 2.57% |
$9.7K - $10.3K
|
3.45K
$371K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-95- 3.23% |
$10.1K - $10.7K
|
2.84K
$306K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-96- 34.66% |
$10.2K - $10.9K
|
181
$19.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-100- 54.35% |
$10.7K - $11.3K
|
84
$9.03K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-103- 34.56% |
$11K - $11.7K
|
195
$21K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-111- 5.45% |
$11.8K - $12.6K
|
1.93K
$207K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-128- 32.08% |
$13.6K - $14.5K
|
271
$29.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-129- 3.28% |
$13.7K - $14.6K
|
3.81K
$410K
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-143- 1.95% |
$15.2K - $16.2K
|
7.2K
$774K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-148- 2.85% |
$15.8K - $16.7K
|
5.04K
$542K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-149- 1.46% |
$15.9K - $16.9K
|
10K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-150- 6.98% |
$16K - $17K
|
2K
$215K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-150- 31.58% |
$16K - $17K
|
325
$34.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-150- 1.3% |
$16K - $17K
|
11.4K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-152- 2.26% |
$16.2K - $17.2K
|
6.56K
$706K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-157- 7.76% |
$16.7K - $17.8K
|
1.87K
$201K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-158- 3.22% |
$16.8K - $17.9K
|
4.75K
$511K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-159- 4.64% |
$16.9K - $18K
|
3.27K
$351K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-183- 4.93% |
$19.5K - $20.7K
|
3.53K
$379K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-185- 0.31% |
$19.7K - $20.9K
|
59.7K
$6.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-197- 3.59% |
$21K - $22.3K
|
5.3K
$570K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-199- 2.04% |
$21.2K - $22.5K
|
9.57K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-210- 79.55% |
$22.4K - $23.8K
|
54
$5.81K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-210- 2.13% |
$22.4K - $23.8K
|
9.66K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-221- 0.84% |
$23.5K - $25K
|
26.2K
$2.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-240- 12.4% |
$25.6K - $27.1K
|
1.7K
$182K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-247- 16.75% |
$26.3K - $27.9K
|
1.23K
$132K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-250- 0.46% |
$26.6K - $28.3K
|
54.1K
$5.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-273- 14.58% |
$29.1K - $30.9K
|
1.6K
$172K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-273- 28.83% |
$29.1K - $30.9K
|
674
$72.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-278- 3.34% |
$29.6K - $31.4K
|
8.04K
$864K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-280- 12.0% |
$29.8K - $31.7K
|
2.05K
$221K
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-302- 7.0% |
$32.2K - $34.2K
|
4.01K
$432K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-304- 11.02% |
$32.4K - $34.4K
|
2.46K
$264K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-313- 0.98% |
$33.4K - $35.4K
|
31.5K
$3.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-317- 4.39% |
$33.8K - $35.9K
|
6.9K
$742K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-321- 10.22% |
$34.2K - $36.3K
|
2.82K
$303K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-325- 3.52% |
$34.6K - $36.8K
|
8.91K
$958K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-338- 0.6% |
$36K - $38.2K
|
56.5K
$6.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-344- 1.94% |
$36.7K - $38.9K
|
17.4K
$1.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-358- 1.18% |
$38.1K - $40.5K
|
29.9K
$3.22M
|