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 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-531- 10.86% |
$56.6K - $60.1K
|
4.36K
$472K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-544- 18.19% |
$58K - $61.5K
|
2.45K
$265K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-548- 11.09% |
$58.4K - $62K
|
4.39K
$476K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-562- 7.43% |
$59.9K - $63.6K
|
7K
$758K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-569- 10.26% |
$60.6K - $64.4K
|
4.98K
$539K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-588- 2.21% |
$62.7K - $66.5K
|
26K
$2.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-590- 82.75% |
$62.9K - $66.7K
|
123
$13.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-593- 10.29% |
$63.2K - $67.1K
|
5.17K
$560K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-607- 5.04% |
$64.7K - $68.7K
|
11.4K
$1.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-613- 0.83% |
$65.3K - $69.3K
|
72.9K
$7.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-618- 2.97% |
$65.9K - $69.9K
|
20.2K
$2.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-623- 12.09% |
$66.4K - $70.5K
|
4.53K
$491K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-625- 12.07% |
$66.6K - $70.7K
|
4.55K
$493K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-634- 7.89% |
$67.6K - $71.7K
|
7.41K
$802K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-637- 19.59% |
$67.9K - $72.1K
|
2.62K
$283K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-664- 7.37% |
$70.8K - $75.1K
|
8.34K
$904K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-677- 14.39% |
$72.1K - $76.6K
|
4.03K
$436K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-684- 1.76% |
$72.9K - $77.4K
|
38.3K
$4.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-709- 3.3% |
$75.6K - $80.2K
|
20.8K
$2.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-711- 9.54% |
$75.8K - $80.4K
|
6.74K
$730K
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-723- 0.56% |
$77K - $81.8K
|
129K
$14M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-740- 12.82% |
$78.9K - $83.7K
|
5.03K
$545K
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-766- 25.14% |
$81.6K - $86.6K
|
2.28K
$247K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-783- 1.65% |
$83.4K - $88.6K
|
46.6K
$5.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-786- 11.69% |
$83.8K - $88.9K
|
5.94K
$643K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-791- 12.4% |
$84.3K - $89.5K
|
5.59K
$605K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-796- 5.89% |
$84.8K - $90K
|
12.7K
$1.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-840- 0.94% |
$89.5K - $95K
|
88.1K
$9.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-855- 7.93% |
$91.1K - $96.7K
|
9.93K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-860- 0.34% |
$91.6K - $97.3K
|
250K
$27.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-866- 7.02% |
$92.3K - $98K
|
11.5K
$1.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-870- 6.04% |
$92.7K - $98.4K
|
13.5K
$1.47M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-882- 31.28% |
$94K - $99.8K
|
1.94K
$210K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-910- 14.84% |
$97K - $103K
|
5.22K
$566K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-910- 6.89% |
$97K - $103K
|
12.3K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-914- 16.08% |
$97.4K - $103K
|
4.77K
$517K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-930- 0.98% |
$99.1K - $105K
|
93.9K
$10.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-949- 1.03% |
$101K - $107K
|
91.2K
$9.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-953- 6.16% |
$102K - $108K
|
14.5K
$1.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-954- 5.86% |
$102K - $108K
|
15.3K
$1.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-977- 2.91% |
$104K - $111K
|
32.6K
$3.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-995- 33.36% |
$106K - $113K
|
1.99K
$215K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1K- 35.46% |
$107K - $113K
|
1.82K
$197K
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1K- 16.67% |
$107K - $113K
|
5K
$542K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.03K- 36.22% |
$110K - $117K
|
1.81K
$196K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-1.04K- 3.61% |
$111K - $118K
|
27.9K
$3.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.05K- 3.78% |
$112K - $119K
|
26.8K
$2.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.06K- 58.02% |
$113K - $120K
|
770
$83.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.07K- 10.86% |
$114K - $121K
|
8.78K
$951K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.08K- 25.77% |
$115K - $122K
|
3.1K
$336K
|