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 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
9.7K+ 19.66% |
$1.03M - $1.1M
|
59.1K
$6.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.7K+ 5.45% |
$1.03M - $1.1M
|
188K
$20.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
9.59KNew |
$1.02M - $1.08M
|
9.59K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
9.52K+ 356.15% |
$1.01M - $1.08M
|
12.2K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
9.16K+ 486.72% |
$976K - $1.04M
|
11K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.05K+ 47.41% |
$965K - $1.02M
|
28.1K
$3.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
8.94KNew |
$952K - $1.01M
|
8.94K
$968K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.81K+ 2.68% |
$939K - $996K
|
337K
$36.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
8.79K+ 5.0% |
$937K - $994K
|
185K
$20M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
8.56K+ 118.85% |
$912K - $968K
|
15.8K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
8.55KNew |
$912K - $968K
|
8.55K
$927K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
8.55K+ 4.4% |
$911K - $967K
|
203K
$22M
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
8.54KNew |
$910K - $966K
|
8.54K
$925K
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
8.46KNew |
$901K - $957K
|
8.46K
$916K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
8.38KNew |
$893K - $948K
|
8.38K
$908K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.37K+ 1.12% |
$892K - $947K
|
756K
$81.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
8.35K+ 4.03% |
$889K - $944K
|
215K
$23.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.31KNew |
$886K - $940K
|
8.31K
$900K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
8.11K+ 4.16% |
$865K - $918K
|
203K
$22M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
7.89K+ 27.34% |
$841K - $892K
|
36.8K
$3.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
7.78KNew |
$829K - $880K
|
7.78K
$843K
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
7.77K+ 7.73% |
$827K - $878K
|
108K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.52K+ 200.99% |
$801K - $850K
|
11.3K
$1.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
7.48K+ 12.77% |
$797K - $845K
|
66K
$7.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
7.42KNew |
$791K - $840K
|
7.42K
$804K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
7.33KNew |
$781K - $829K
|
7.33K
$794K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
7.31K+ 5.23% |
$779K - $827K
|
147K
$15.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
7.07K+ 7.11% |
$754K - $800K
|
107K
$11.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
7.04KNew |
$750K - $796K
|
7.04K
$763K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
6.88KNew |
$733K - $778K
|
6.88K
$745K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
6.84K+ 7.76% |
$728K - $773K
|
94.9K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
6.79K+ 6.99% |
$723K - $768K
|
104K
$11.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
6.7K+ 6.87% |
$714K - $758K
|
104K
$11.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.68K+ 39.34% |
$712K - $755K
|
23.7K
$2.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.6K+ 7.17% |
$703K - $746K
|
98.6K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
6.33K+ 5.94% |
$674K - $716K
|
113K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
6.25KNew |
$666K - $707K
|
6.25K
$677K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
6.06KNew |
$646K - $685K
|
6.06K
$656K
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
6.04K+ 8.15% |
$644K - $683K
|
80.2K
$8.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
5.92K+ 1.75% |
$631K - $669K
|
343K
$37.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
5.87KNew |
$626K - $664K
|
5.87K
$636K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.74K+ 1.78% |
$612K - $649K
|
328K
$35.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
5.63K+ 2.56% |
$600K - $636K
|
225K
$24.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
5.55K+ 39.88% |
$591K - $627K
|
19.5K
$2.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
5.48K+ 2.19% |
$584K - $619K
|
255K
$27.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
5.42K+ 18.75% |
$577K - $613K
|
34.3K
$3.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.37K+ 78.34% |
$573K - $608K
|
12.2K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.36KNew |
$571K - $607K
|
5.36K
$581K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.31K+ 7.58% |
$566K - $600K
|
75.3K
$8.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
5.28K+ 19.02% |
$562K - $597K
|
33K
$3.58M
|