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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-42- 0.35% |
$4.41K - $4.6K
|
12K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-43- 0.49% |
$4.52K - $4.71K
|
8.8K
$949K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-43- 6.89% |
$4.52K - $4.71K
|
581
$62.6K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-44- 1.68% |
$4.62K - $4.82K
|
2.57K
$277K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-45- 1.03% |
$4.73K - $4.93K
|
4.31K
$465K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-45- 0.53% |
$4.73K - $4.93K
|
8.47K
$913K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-45- 95.74% |
$4.73K - $4.93K
|
2
$216
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-45- 0.99% |
$4.73K - $4.93K
|
4.51K
$486K
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-47- 0.67% |
$4.94K - $5.15K
|
6.94K
$747K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-52- 44.07% |
$5.47K - $5.7K
|
66
$7.11K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-55- 6.57% |
$5.78K - $6.03K
|
782
$84.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-62- 56.36% |
$6.52K - $6.8K
|
48
$5.17K
|
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-64- 2.58% |
$6.73K - $7.02K
|
2.41K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-64- 2.05% |
$6.73K - $7.02K
|
3.06K
$330K
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-65- 1.04% |
$6.83K - $7.12K
|
6.19K
$667K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-67- 1.43% |
$7.04K - $7.34K
|
4.6K
$496K
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-67- 6.49% |
$7.04K - $7.34K
|
965
$104K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-67- 1.31% |
$7.04K - $7.34K
|
5.05K
$544K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-68- 1.99% |
$7.15K - $7.45K
|
3.35K
$361K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-69- 2.08% |
$7.25K - $7.56K
|
3.26K
$351K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-73- 5.23% |
$7.67K - $8K
|
1.32K
$143K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-74- 1.75% |
$7.78K - $8.11K
|
4.15K
$447K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-82- 2.02% |
$8.62K - $8.99K
|
3.97K
$428K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-83- 0.3% |
$8.72K - $9.1K
|
27.5K
$2.97M
|
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-85- 1.15% |
$8.93K - $9.32K
|
7.34K
$791K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-85- 1.12% |
$8.93K - $9.32K
|
7.52K
$811K
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-86- 4.24% |
$9.04K - $9.43K
|
1.94K
$210K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-91- 4.01% |
$9.56K - $9.97K
|
2.18K
$235K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-94- 5.13% |
$9.88K - $10.3K
|
1.74K
$187K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-95- 0.47% |
$9.98K - $10.4K
|
19.9K
$2.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-96- 1.63% |
$10.1K - $10.5K
|
5.79K
$624K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-97- 2.85% |
$10.2K - $10.6K
|
3.31K
$357K
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-100- 3.84% |
$10.5K - $11K
|
2.5K
$270K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-100- 79.37% |
$10.5K - $11K
|
26
$2.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-102- 2.75% |
$10.7K - $11.2K
|
3.61K
$389K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-104- 0.05% |
$10.9K - $11.4K
|
206K
$22.2M
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-111- 3.18% |
$11.7K - $12.2K
|
3.38K
$365K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-112- 2.22% |
$11.8K - $12.3K
|
4.94K
$532K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-114- 2.26% |
$12K - $12.5K
|
4.92K
$531K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-119- 4.44% |
$12.5K - $13K
|
2.56K
$276K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-128- 4.25% |
$13.5K - $14K
|
2.88K
$311K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-138- 2.36% |
$14.5K - $15.1K
|
5.71K
$615K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-138- 41.07% |
$14.5K - $15.1K
|
198
$21.3K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-139- 28.31% |
$14.6K - $15.2K
|
352
$37.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-144- 6.21% |
$15.1K - $15.8K
|
2.17K
$234K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-146- 1.57% |
$15.3K - $16K
|
9.18K
$990K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-147- 13.21% |
$15.4K - $16.1K
|
966
$104K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-148- 5.29% |
$15.6K - $16.2K
|
2.65K
$286K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-154- 0.92% |
$16.2K - $16.9K
|
16.6K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-155- 8.01% |
$16.3K - $17K
|
1.78K
$192K
|