Purchases and Sales Made in Q4 2024 in Ishares Tr Invt Grade Corporat (LQDW)
This table provides information about the institutional ownership of Ishares Tr Invt Grade Corporat (LQDW) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR INVT GRADE CORPORAT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
204KNew |
N/A
|
204K
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
79.5KNew |
N/A
|
79.5K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
20KNew |
N/A
|
20K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
16.5K+ 45.03% |
N/A
|
53.2K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
15.8KNew |
N/A
|
15.8K
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
12.6KNew |
N/A
|
12.6K
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
8.55KNew |
N/A
|
8.55K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
4.3K+ 36.63% |
N/A
|
16K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.38KNew |
N/A
|
3.38K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
249+ 1.55% |
N/A
|
16.3K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
67+ 15.3% |
N/A
|
505
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-812- 6.3% |
N/A
|
12.1K
$0
|