Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / INVT GRD CORP BD
-
Total 13F shares
-
1,397,410
-
Share change
-
+462,772
-
Total reported value
-
$36,712,881
-
Price per share
-
$26.27
-
Number of holders
-
27
-
Value change
-
+$12,134,899
-
Number of buys
-
14
-
Number of sells
-
10
Institutional Holders of ISHARES TR - INVT GRD CORP BD (LQDW) as of Q4 2024
As of 31 Dec 2024,
ISHARES TR - INVT GRD CORP BD (LQDW) was held by
27 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,397,410 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, Prime Capital Investment Advisors, LLC, RAYMOND JAMES FINANCIAL INC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, STIFEL FINANCIAL CORP, Kelly Financial Services LLC, Private Advisor Group, LLC, NAPA WEALTH MANAGEMENT, LPL Financial LLC, and SeaCrest Wealth Management, LLC.
This page lists
27
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.