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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2025
Q4 2024
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
22.5KNew |
$2.4M - $2.54M
|
22.5K
$2.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
22.2K+ 66.67% |
$2.36M - $2.51M
|
55.4K
$6M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
20.6KNew |
$2.2M - $2.33M
|
20.6K
$2.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
20.2KNew |
$2.15M - $2.29M
|
20.2K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
19.9K+ 17.2% |
$2.12M - $2.25M
|
135K
$14.7M
|
|
|
Feb 06, 2025
Q4 2024
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
19.9KNew |
$2.12M - $2.25M
|
19.9K
$2.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
19.5K+ 213.97% |
$2.07M - $2.2M
|
28.5K
$3.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
19K+ 61.55% |
$2.02M - $2.14M
|
49.7K
$5.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
18.7KNew |
$2M - $2.12M
|
18.7K
$2.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
18.6K+ 17.15% |
$1.98M - $2.1M
|
127K
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
17.3K+ 4.51% |
$1.84M - $1.95M
|
401K
$43.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
17K+ 54.71% |
$1.81M - $1.92M
|
48.1K
$5.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
16.8KNew |
$1.79M - $1.9M
|
16.8K
$1.82M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
16.8KNew |
$1.79M - $1.9M
|
16.8K
$1.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
16.7KNew |
$1.77M - $1.88M
|
16.7K
$1.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
16.6K+ 22.52% |
$1.77M - $1.88M
|
90.5K
$9.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
16.6K+ 30.5% |
$1.77M - $1.88M
|
70.9K
$7.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
16.4K+ 7.68% |
$1.74M - $1.85M
|
230K
$24.9M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
15.7K+ 73.83% |
$1.67M - $1.77M
|
36.9K
$4M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
15.4KNew |
$1.64M - $1.74M
|
15.4K
$1.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
15.2KNew |
$1.62M - $1.72M
|
15.2K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.9KNew |
$1.59M - $1.69M
|
14.9K
$1.62M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
14.5KNew |
$1.55M - $1.64M
|
14.5K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
14.5KNew |
$1.55M - $1.64M
|
14.5K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
14.4KNew |
$1.54M - $1.63M
|
14.4K
$1.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14.4K+ 2637.91% |
$1.53M - $1.63M
|
14.9K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
14KNew |
$1.49M - $1.58M
|
14K
$1.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
13.9K+ 40.51% |
$1.48M - $1.57M
|
48.2K
$5.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
13.8KNew |
$1.47M - $1.56M
|
13.8K
$1.49M
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
13.8KNew |
$1.47M - $1.56M
|
13.8K
$1.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.6K+ 80.48% |
$1.45M - $1.54M
|
30.5K
$3.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
13.6KNew |
$1.45M - $1.54M
|
13.6K
$1.47M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
13.5KNew |
$1.44M - $1.53M
|
13.5K
$1.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
13KNew |
$1.39M - $1.47M
|
13K
$1.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
12.6KNew |
$1.35M - $1.43M
|
12.6K
$1.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
12.3K+ 73.76% |
$1.31M - $1.39M
|
28.9K
$3.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
12KNew |
$1.27M - $1.35M
|
12K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11KNew |
$1.18M - $1.25M
|
11K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
11K+ 1.12% |
$1.17M - $1.24M
|
994K
$108M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$1.13M - $1.2M
|
10.6K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.5K+ 7.43% |
$1.11M - $1.18M
|
151K
$16.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.3K+ 17.85% |
$1.1M - $1.17M
|
68.2K
$7.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
10.2K+ 5.21% |
$1.09M - $1.16M
|
206K
$22.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
10.2K+ 10.87% |
$1.08M - $1.15M
|
104K
$11.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9.95K+ 7.78% |
$1.06M - $1.13M
|
138K
$14.9M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
9.95K+ 16.48% |
$1.06M - $1.13M
|
70.3K
$7.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
9.93K+ 6.94% |
$1.06M - $1.12M
|
153K
$16.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9.9K+ 4.21% |
$1.05M - $1.12M
|
245K
$26.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
9.84K+ 28.76% |
$1.05M - $1.11M
|
44.1K
$4.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
9.82K+ 3.2% |
$1.05M - $1.11M
|
316K
$34.3M
|