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 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
64+ 0.86% |
$6.82K - $7.24K
|
7.51K
$813K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
60+ 0.56% |
$6.39K - $6.79K
|
10.8K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
59+ 0.12% |
$6.29K - $6.67K
|
51.2K
$5.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
59+ 0.31% |
$6.29K - $6.67K
|
19.1K
$2.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
57+ 2.43% |
$6.07K - $6.45K
|
2.41K
$261K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
57+ 1.44% |
$6.07K - $6.45K
|
4.01K
$434K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
55New |
$5.86K - $6.22K
|
55
$5.96K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
52New |
$5.54K - $5.88K
|
52
$5.63K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
51New |
$5.43K - $5.77K
|
51
$5.52K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
51+ 1.48% |
$5.43K - $5.77K
|
3.5K
$379K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
51+ 9.62% |
$5.43K - $5.77K
|
581
$62.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
51+ 0.96% |
$5.43K - $5.77K
|
5.37K
$582K
|
|
|
Feb 06, 2025
Q4 2024
|
Gouws Capital LLC
|
BUY
|
- |
50+ 0.82% |
$5.33K - $5.66K
|
6.18K
$669K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
50New |
$5.33K - $5.66K
|
50
$5.42K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
48+ 1.83% |
$5.11K - $5.43K
|
2.67K
$290K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
48+ 1.27% |
$5.11K - $5.43K
|
3.84K
$416K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
47+ 1.64% |
$5.01K - $5.32K
|
2.92K
$316K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
45New |
$4.8K - $5.09K
|
45
$4.87K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
44+ 0.02% |
$4.69K - $4.98K
|
263K
$28.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
43+ 1075.0% |
$4.58K - $4.86K
|
47
$5.09K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
38+ 0.48% |
$4.05K - $4.3K
|
7.95K
$861K
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
37+ 1.44% |
$3.94K - $4.19K
|
2.61K
$282K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
32+ 3.2% |
$3.41K - $3.62K
|
1.03K
$112K
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
31+ 5.56% |
$3.3K - $3.51K
|
589
$63.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
30+ 66.67% |
$3.2K - $3.39K
|
75
$8.12K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
30New |
$3.2K - $3.39K
|
30
$3.25K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
29+ 2.71% |
$3.09K - $3.28K
|
1.1K
$119K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
29+ 1.45% |
$3.09K - $3.28K
|
2.03K
$220K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
27+ 1.33% |
$2.88K - $3.05K
|
2.05K
$222K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
27+ 1.11% |
$2.88K - $3.05K
|
2.46K
$267K
|
|
|
Feb 03, 2025
Q4 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
25+ 0.42% |
$2.66K - $2.83K
|
5.91K
$640K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
24+ 1.14% |
$2.56K - $2.71K
|
2.13K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
22+ 0.9% |
$2.34K - $2.49K
|
2.48K
$268K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
20+ 0.03% |
$2.13K - $2.26K
|
58.3K
$6.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
18New |
$1.92K - $2.04K
|
18
$1.95K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
17+ 0.91% |
$1.81K - $1.92K
|
1.88K
$204K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
15+ 0.46% |
$1.6K - $1.7K
|
3.26K
$353K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
14+ 0.08% |
$1.49K - $1.58K
|
17.7K
$1.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
13+ 1.41% |
$1.39K - $1.47K
|
934
$101K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
12+ 2.25% |
$1.28K - $1.36K
|
545
$59K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.53% |
$1.28K - $1.36K
|
2.29K
$248K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
12+ 4.33% |
$1.28K - $1.36K
|
289
$31.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
11+ 0.38% |
$1.17K - $1.24K
|
2.91K
$315K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
10+ 0.18% |
$1.07K - $1.13K
|
5.57K
$603K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
8+ 0.16% |
$852 - $905
|
4.97K
$538K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
7New |
$746 - $792
|
7
$758
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
6+ 1.43% |
$639 - $679
|
425
$46K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
4New |
$426 - $452
|
4
$433
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.22% |
$426 - $452
|
1.8K
$195K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3+ 0.33% |
$320 - $339
|
916
$99.2K
|