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 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-230- 1.6% |
$24.5K - $26K
|
14.1K
$1.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-240- 12.4% |
$25.6K - $27.1K
|
1.7K
$184K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-247- 16.75% |
$26.3K - $27.9K
|
1.23K
$133K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-250- 0.46% |
$26.6K - $28.3K
|
54.1K
$5.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-262- 30.36% |
$27.9K - $29.6K
|
601
$65.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-273- 14.58% |
$29.1K - $30.9K
|
1.6K
$173K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-273- 28.83% |
$29.1K - $30.9K
|
674
$73K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-278- 3.34% |
$29.6K - $31.4K
|
8.04K
$870K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-280- 12.0% |
$29.8K - $31.7K
|
2.05K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-296- 12.05% |
$31.5K - $33.5K
|
2.16K
$234K
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-302- 7.0% |
$32.2K - $34.2K
|
4.01K
$435K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-304- 11.02% |
$32.4K - $34.4K
|
2.46K
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-308- 3.89% |
$32.8K - $34.8K
|
7.62K
$825K
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-313- 0.43% |
$33.4K - $35.4K
|
73.1K
$7.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-313- 0.98% |
$33.4K - $35.4K
|
31.5K
$3.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-317- 4.39% |
$33.8K - $35.9K
|
6.9K
$747K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-321- 10.22% |
$34.2K - $36.3K
|
2.82K
$305K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-325- 3.52% |
$34.6K - $36.8K
|
8.91K
$965K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-338- 0.6% |
$36K - $38.2K
|
56.5K
$6.12M
|
|
|
Feb 13, 2025
Q4 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-340- 14.62% |
$36.2K - $38.5K
|
1.99K
$215K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-344- 1.94% |
$36.7K - $38.9K
|
17.4K
$1.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-358- 1.18% |
$38.1K - $40.5K
|
29.9K
$3.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-362- 3.28% |
$38.6K - $40.9K
|
10.7K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-370- 0.98% |
$39.4K - $41.9K
|
37.3K
$4.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-375- 93.98% |
$40K - $42.4K
|
24
$2.6K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-378- 13.27% |
$40.3K - $42.8K
|
2.47K
$268K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-382- 10.91% |
$40.7K - $43.2K
|
3.12K
$338K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-383- 4.93% |
$40.8K - $43.3K
|
7.39K
$800K
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-398- 14.76% |
$42.4K - $45K
|
2.3K
$249K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-417- 8.87% |
$44.4K - $47.2K
|
4.28K
$464K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-418- 9.15% |
$44.5K - $47.3K
|
4.15K
$449K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-426- 66.88% |
$45.4K - $48.2K
|
211
$22.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-428- 5.33% |
$45.6K - $48.4K
|
7.61K
$824K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-447- 19.14% |
$47.6K - $50.6K
|
1.89K
$205K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-457- 8.09% |
$48.7K - $51.7K
|
5.19K
$563K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-462- 8.86% |
$49.2K - $52.3K
|
4.75K
$515K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-467- 1.22% |
$49.8K - $52.8K
|
37.9K
$4.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-470Closed |
$50.1K - $53.2K
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-475- 11.98% |
$50.6K - $53.7K
|
3.49K
$378K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-477- 3.81% |
$50.8K - $54K
|
12K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-478- 16.84% |
$50.9K - $54.1K
|
2.36K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-479- 4.77% |
$51K - $54.2K
|
9.56K
$1.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-483- 8.4% |
$51.5K - $54.6K
|
5.27K
$571K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-485- 1.2% |
$51.7K - $54.9K
|
39.9K
$4.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-487- 7.07% |
$51.9K - $55.1K
|
6.4K
$693K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-489- 2.73% |
$52.1K - $55.3K
|
17.4K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-496- 4.63% |
$52.9K - $56.1K
|
10.2K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-500- 12.33% |
$53.3K - $56.6K
|
3.56K
$385K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-505- 1.97% |
$53.8K - $57.1K
|
25.2K
$2.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-512- 14.07% |
$54.6K - $57.9K
|
3.13K
$339K
|