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 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.51KNew |
$161K - $171K
|
1.51K
$164K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
1.51K+ 36.92% |
$161K - $171K
|
5.59K
$606K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.51K+ 2.66% |
$161K - $171K
|
58.2K
$6.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1.51K+ 0.76% |
$160K - $170K
|
198K
$21.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.48K+ 2.39% |
$158K - $168K
|
63.4K
$6.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.48KNew |
$157K - $167K
|
1.48K
$160K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.46K+ 12.65% |
$155K - $165K
|
13K
$1.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.43KNew |
$152K - $161K
|
1.43K
$154K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.4K+ 1.22% |
$150K - $159K
|
117K
$12.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.38K+ 4.16% |
$147K - $156K
|
34.5K
$3.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.37K+ 7.04% |
$146K - $155K
|
20.8K
$2.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.37K+ 6.78% |
$146K - $155K
|
21.5K
$2.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.37K+ 5.5% |
$146K - $155K
|
26.2K
$2.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.34K+ 7.89% |
$143K - $152K
|
18.4K
$1.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
1.28K+ 2.07% |
$136K - $144K
|
63.1K
$6.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
1.24K+ 14.2% |
$132K - $140K
|
9.95K
$1.08M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.23K+ 14.82% |
$131K - $139K
|
9.54K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.22K+ 5.19% |
$130K - $138K
|
24.7K
$2.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.16K+ 10.98% |
$124K - $131K
|
11.7K
$1.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.15K+ 10.91% |
$122K - $130K
|
11.6K
$1.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
1.14K+ 7.18% |
$121K - $128K
|
17K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.13K+ 16.11% |
$120K - $128K
|
8.13K
$880K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.12K+ 3.48% |
$119K - $126K
|
33.2K
$3.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.12K+ 3.96% |
$119K - $126K
|
29.3K
$3.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.07KNew |
$114K - $121K
|
1.07K
$115K
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.05K+ 20.82% |
$111K - $118K
|
6.07K
$657K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1.04K+ 4.85% |
$111K - $117K
|
22.4K
$2.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1K+ 18.35% |
$107K - $113K
|
6.45K
$699K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1K+ 2.04% |
$107K - $113K
|
50.1K
$5.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
988+ 74.34% |
$105K - $112K
|
2.32K
$251K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
986+ 38.52% |
$105K - $112K
|
3.55K
$384K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
976+ 1.69% |
$104K - $110K
|
58.9K
$6.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
973+ 2.31% |
$104K - $110K
|
43K
$4.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
952+ 9.06% |
$101K - $108K
|
11.5K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
927+ 5.85% |
$98.8K - $105K
|
16.8K
$1.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
905+ 1.99% |
$96.4K - $102K
|
46.3K
$5.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
900New |
$95.9K - $102K
|
900
$97.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
900+ 2.46% |
$95.9K - $102K
|
37.5K
$4.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
BUY
|
- |
899+ 3.39% |
$95.8K - $102K
|
27.4K
$2.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
892+ 3.17% |
$95.1K - $101K
|
29.1K
$3.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
888+ 8.24% |
$94.6K - $100K
|
11.7K
$1.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
884+ 5.88% |
$94.2K - $100K
|
15.9K
$1.72M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
855New |
$91.1K - $96.7K
|
855
$92.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
848+ 19.03% |
$90.4K - $95.9K
|
5.31K
$575K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
816+ 12.76% |
$87K - $92.3K
|
7.21K
$781K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
797+ 10.96% |
$84.9K - $90.1K
|
8.07K
$874K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
794+ 9.01% |
$84.6K - $89.8K
|
9.6K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
785+ 93.9% |
$83.6K - $88.8K
|
1.62K
$176K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
784+ 11.36% |
$83.5K - $88.7K
|
7.69K
$833K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
783+ 7.77% |
$83.4K - $88.6K
|
10.9K
$1.18M
|