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 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-155- 4.5% |
$16.3K - $17K
|
3.29K
$355K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-157- 7.64% |
$16.5K - $17.2K
|
1.9K
$204K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-157- 18.36% |
$16.5K - $17.2K
|
698
$75.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-169- 4.77% |
$17.8K - $18.5K
|
3.38K
$364K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-169- 1.17% |
$17.8K - $18.5K
|
14.3K
$1.54M
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-170- 3.23% |
$17.9K - $18.6K
|
5.1K
$549K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-180- 2.11% |
$18.9K - $19.7K
|
8.36K
$901K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-198- 4.77% |
$20.8K - $21.7K
|
3.95K
$426K
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
SELL
|
- |
-200- 65.79% |
$21K - $21.9K
|
104
$11.2K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-200- 6.52% |
$21K - $21.9K
|
2.87K
$309K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-203- 4.6% |
$21.3K - $22.3K
|
4.21K
$454K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-208- 8.12% |
$21.9K - $22.8K
|
2.36K
$254K
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-243- 3.43% |
$25.5K - $26.6K
|
6.84K
$737K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-245- 1.7% |
$25.7K - $26.9K
|
14.2K
$1.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-246- 4.89% |
$25.9K - $27K
|
4.79K
$516K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-249- 2.17% |
$26.2K - $27.3K
|
11.2K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-250- 8.51% |
$26.3K - $27.4K
|
2.69K
$290K
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-250- 5.24% |
$26.3K - $27.4K
|
4.52K
$488K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-253- 4.52% |
$26.6K - $27.7K
|
5.34K
$575K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-254- 11.76% |
$26.7K - $27.8K
|
1.91K
$205K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-258- 3.75% |
$27.1K - $28.3K
|
6.62K
$713K
|
|
|
May 05, 2025
Q1 2025
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-261- 1.37% |
$27.4K - $28.6K
|
18.8K
$2.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-261- 16.1% |
$27.4K - $28.6K
|
1.36K
$147K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-271- 1.04% |
$28.5K - $29.7K
|
25.8K
$2.78M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-277- 4.11% |
$29.1K - $30.4K
|
6.47K
$697K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-285- 9.18% |
$30K - $31.2K
|
2.82K
$304K
|
|
|
Apr 22, 2025
Q1 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-288- 9.61% |
$30.3K - $31.6K
|
2.71K
$292K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-297- 74.81% |
$31.2K - $32.6K
|
100
$10.8K
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-298- 1.07% |
$31.3K - $32.7K
|
27.6K
$2.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-301- 4.65% |
$31.6K - $33K
|
6.17K
$665K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-307- 2.54% |
$32.3K - $33.7K
|
11.8K
$1.27M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-314- 24.59% |
$33K - $34.4K
|
963
$104K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-317- 3.16% |
$33.3K - $34.7K
|
9.71K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-325- 0.93% |
$34.2K - $35.6K
|
34.7K
$3.74M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-326Closed |
$34.3K - $35.7K
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-334- 48.55% |
$35.1K - $36.6K
|
354
$38.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-350- 9.92% |
$36.8K - $38.4K
|
3.18K
$342K
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-351- 7.75% |
$36.9K - $38.5K
|
4.18K
$450K
|
|
|
Apr 29, 2025
Q1 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-353- 15.36% |
$37.1K - $38.7K
|
1.95K
$210K
|
|
|
Apr 22, 2025
Q1 2025
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-365- 1.28% |
$38.4K - $40K
|
28.2K
$3.04M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-370- 2.33% |
$38.9K - $40.6K
|
15.5K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-370- 5.18% |
$38.9K - $40.6K
|
6.78K
$730K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-373- 7.73% |
$39.2K - $40.9K
|
4.45K
$480K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-377- 3.24% |
$39.6K - $41.3K
|
11.3K
$1.21M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-383- 5.17% |
$40.3K - $42K
|
7.03K
$757K
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-400- 5.02% |
$42K - $43.8K
|
7.57K
$815K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-409- 7.5% |
$43K - $44.8K
|
5.04K
$543K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-410- 1.63% |
$43.1K - $44.9K
|
24.8K
$2.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-419- 0.63% |
$44K - $45.9K
|
65.6K
$7.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-420- 3.67% |
$44.1K - $46K
|
11K
$1.19M
|