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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
775+ 10.6% |
$82.6K - $87.7K
|
8.09K
$876K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
775+ 19.3% |
$82.6K - $87.7K
|
4.79K
$519K
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
772+ 3.03% |
$82.3K - $87.3K
|
26.2K
$2.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
754+ 3.56% |
$80.3K - $85.3K
|
21.9K
$2.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
711+ 7.2% |
$75.8K - $80.4K
|
10.6K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
692+ 1.14% |
$73.7K - $78.3K
|
61.5K
$6.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
690+ 5.83% |
$73.5K - $78K
|
12.5K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
688New |
$73.3K - $77.8K
|
688
$74.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
688+ 15.78% |
$73.3K - $77.8K
|
5.05K
$547K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
674+ 22.01% |
$71.8K - $76.2K
|
3.74K
$405K
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
650New |
$69.3K - $73.5K
|
650
$70.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
639+ 9.51% |
$68.1K - $72.3K
|
7.36K
$797K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
634+ 5.26% |
$67.6K - $71.7K
|
12.7K
$1.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
621+ 6.34% |
$66.2K - $70.2K
|
10.4K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
617+ 7.48% |
$65.7K - $69.8K
|
8.87K
$961K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
608+ 5.65% |
$64.8K - $68.8K
|
11.4K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
582+ 20.6% |
$62K - $65.8K
|
3.41K
$369K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
580New |
$61.8K - $65.6K
|
580
$62.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
579+ 45.59% |
$61.7K - $65.5K
|
1.85K
$200K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
575New |
$61.3K - $65K
|
575
$62.3K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
564+ 4.7% |
$60.1K - $63.8K
|
12.6K
$1.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
543+ 100.18% |
$57.9K - $61.4K
|
1.09K
$118K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
540+ 8.13% |
$57.5K - $61.1K
|
7.18K
$778K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
520+ 281.08% |
$55.4K - $58.8K
|
705
$76.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
518+ 7.69% |
$55.2K - $58.6K
|
7.26K
$786K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
503+ 2.63% |
$53.6K - $56.9K
|
19.6K
$2.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
502New |
$53.5K - $56.8K
|
502
$54.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
491+ 0.68% |
$52.3K - $55.5K
|
72.5K
$7.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
490+ 24.0% |
$52.2K - $55.4K
|
2.53K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
481New |
$51.3K - $54.4K
|
481
$52.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
444+ 0.28% |
$47.3K - $50.2K
|
157K
$17M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
428+ 13.38% |
$45.6K - $48.4K
|
3.63K
$393K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
424+ 59.38% |
$45.2K - $48K
|
1.14K
$123K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
414+ 0.54% |
$44.1K - $46.8K
|
76.6K
$8.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
390+ 13.78% |
$41.6K - $44.1K
|
3.22K
$349K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
378+ 2.8% |
$40.3K - $42.8K
|
13.9K
$1.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
375+ 1.79% |
$40K - $42.4K
|
21.3K
$2.31M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
375+ 8.91% |
$40K - $42.4K
|
4.58K
$496K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
368+ 13.0% |
$39.2K - $41.6K
|
3.2K
$346K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
366New |
$39K - $41.4K
|
366
$39.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
361+ 32.79% |
$38.5K - $40.8K
|
1.46K
$158K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
361New |
$38.5K - $40.8K
|
361
$39.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
336+ 4.37% |
$35.8K - $38K
|
8.02K
$869K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
332+ 219.87% |
$35.4K - $37.6K
|
483
$52.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
330+ 8.74% |
$35.2K - $37.3K
|
4.11K
$445K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
323+ 12.84% |
$34.4K - $36.5K
|
2.84K
$308K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
316+ 8.6% |
$33.7K - $35.7K
|
3.99K
$432K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
313+ 2407.69% |
$33.4K - $35.4K
|
326
$35.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
302+ 4.52% |
$32.2K - $34.2K
|
6.98K
$756K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
302+ 5.17% |
$32.2K - $34.2K
|
6.14K
$665K
|