Purchases and Sales Made in Q1 2025 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
118K+ 202.52% |
$12.4M - $12.9M
|
176K
$19.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
36.9K+ 52.88% |
$3.87M - $4.04M
|
107K
$11.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
33.8K+ 96620.0% |
$3.55M - $3.71M
|
33.9K
$3.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
16.4KNew |
$1.72M - $1.79M
|
16.4K
$1.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
12.8K+ 2.96% |
$1.35M - $1.41M
|
445K
$48.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
10.8K+ 9033.61% |
$1.13M - $1.18M
|
10.9K
$1.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
6.9K+ 55.7% |
$725K - $756K
|
19.3K
$2.09M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
5.37K+ 14.61% |
$564K - $589K
|
42.1K
$4.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
3.67KNew |
$386K - $402K
|
3.67K
$398K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
3.44KNew |
$361K - $377K
|
3.44K
$373K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
3.19K+ 2.53% |
$335K - $350K
|
129K
$14M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
3.17K+ 17.26% |
$333K - $348K
|
21.6K
$2.34M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
2.98K+ 13.48% |
$313K - $326K
|
25K
$2.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
2.61KNew |
$275K - $286K
|
2.61K
$283K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
2.37K+ 10.59% |
$249K - $260K
|
24.8K
$2.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.68K+ 14.31% |
$177K - $184K
|
13.4K
$1.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
1.62K+ 7.19% |
$170K - $177K
|
24.1K
$2.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.28K+ 31.41% |
$134K - $140K
|
5.35K
$580K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.02K+ 0.67% |
$108K - $112K
|
154K
$16.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
748+ 6.89% |
$78.6K - $82K
|
11.6K
$1.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
455+ 3.16% |
$47.8K - $49.9K
|
14.8K
$1.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
425+ 19.54% |
$44.7K - $46.6K
|
2.6K
$282K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
400+ 179.37% |
$42K - $43.8K
|
623
$67.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
232+ 1.33% |
$24.4K - $25.4K
|
17.7K
$1.92M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
195+ 49.49% |
$20.5K - $21.4K
|
589
$63.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
19+ 0.75% |
$2K - $2.08K
|
2.55K
$277K
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-4- -0.0% |
$420 - $438
|
94.9K
$10.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-8- 0.42% |
$841 - $877
|
1.88K
$203K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-95- 0.47% |
$9.98K - $10.4K
|
19.9K
$2.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-169- 1.17% |
$17.8K - $18.5K
|
14.3K
$1.55M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-700- 1.04% |
$73.6K - $76.7K
|
66.6K
$7.23M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-738- 1.27% |
$77.6K - $80.9K
|
57.5K
$6.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-854- 30.04% |
$89.8K - $93.6K
|
1.99K
$216K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-949- 12.44% |
$99.7K - $104K
|
6.68K
$725K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1K- 53.62% |
$105K - $110K
|
865
$93.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.18K- 13.02% |
$124K - $130K
|
7.91K
$858K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.29K- 22.38% |
$136K - $142K
|
4.48K
$486K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.5K- 21.16% |
$158K - $165K
|
5.6K
$607K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.64K- 21.58% |
$173K - $180K
|
5.98K
$648K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.9K- 2.69% |
$199K - $208K
|
68.4K
$7.42M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-3.13K- 42.49% |
$329K - $343K
|
4.23K
$459K
|
|
|
Apr 09, 2025
Q1 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-3.68K- 60.52% |
$386K - $403K
|
2.4K
$260K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-20K- 52.84% |
$2.1M - $2.19M
|
17.9K
$1.94M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-198K- 75.16% |
$20.8M - $21.7M
|
65.4K
$7.1M
|