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 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-434- 23.3% |
$45.6K - $47.6K
|
1.43K
$154K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-444- 2.82% |
$46.7K - $48.7K
|
15.3K
$1.65M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-446- 2.61% |
$46.9K - $48.9K
|
16.7K
$1.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-451- 0.74% |
$47.4K - $49.4K
|
60.2K
$6.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-452- 3.2% |
$47.5K - $49.5K
|
13.7K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-459- 6.45% |
$48.2K - $50.3K
|
6.66K
$718K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-476- 12.74% |
$50K - $52.2K
|
3.26K
$351K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-493- 11.01% |
$51.8K - $54K
|
3.99K
$429K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-498- 3.83% |
$52.3K - $54.6K
|
12.5K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-498- 15.96% |
$52.3K - $54.6K
|
2.62K
$283K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-499- 4.15% |
$52.4K - $54.7K
|
11.5K
$1.24M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-506- 11.81% |
$53.2K - $55.5K
|
3.78K
$407K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-506- 4.34% |
$53.2K - $55.5K
|
11.2K
$1.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-517- 5.8% |
$54.3K - $56.7K
|
8.39K
$905K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-520- 4.58% |
$54.7K - $57K
|
10.8K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-538- 3.88% |
$56.5K - $59K
|
13.3K
$1.44M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-542- 5.99% |
$57K - $59.4K
|
8.5K
$916K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-544- 4.75% |
$57.2K - $59.6K
|
10.9K
$1.17M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-548- 9.81% |
$57.6K - $60.1K
|
5.04K
$543K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-567- 1.48% |
$59.6K - $62.1K
|
37.7K
$4.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-575- 39.33% |
$60.4K - $63K
|
887
$95.6K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-581- 9.98% |
$61.1K - $63.7K
|
5.24K
$565K
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-585- 5.01% |
$61.5K - $64.1K
|
11.1K
$1.19M
|
|
|
May 07, 2025
Q1 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-593- 1.69% |
$62.3K - $65K
|
34.6K
$3.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-624- 1.01% |
$65.6K - $68.4K
|
60.9K
$6.57M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-630- 25.5% |
$66.2K - $69.1K
|
1.84K
$198K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-643- 6.64% |
$67.6K - $70.5K
|
9.05K
$975K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-645- 6.74% |
$67.8K - $70.7K
|
8.93K
$962K
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-647- 11.87% |
$68K - $70.9K
|
4.8K
$518K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-647- 4.45% |
$68K - $70.9K
|
13.9K
$1.5M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-655- 71.51% |
$68.8K - $71.8K
|
261
$28.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-673- 5.3% |
$70.7K - $73.8K
|
12K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-694- 4.95% |
$72.9K - $76.1K
|
13.3K
$1.43M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-700- 1.04% |
$73.6K - $76.7K
|
66.6K
$7.18M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-720- 22.33% |
$75.7K - $78.9K
|
2.51K
$270K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-720- 7.61% |
$75.7K - $78.9K
|
8.74K
$942K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-722- 20.63% |
$75.9K - $79.1K
|
2.78K
$299K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-727- 0.17% |
$76.4K - $79.7K
|
438K
$47.2M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-738- 1.27% |
$77.6K - $80.9K
|
57.5K
$6.19M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-760- 1.04% |
$79.9K - $83.3K
|
72.1K
$7.77M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-769- 2.03% |
$80.8K - $84.3K
|
37.1K
$3.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-796- 16.0% |
$83.7K - $87.2K
|
4.18K
$450K
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-803- 15.77% |
$84.4K - $88K
|
4.29K
$462K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-814- 75.02% |
$85.6K - $89.2K
|
271
$29.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-820- 0.41% |
$86.2K - $89.9K
|
200K
$21.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-830- 0.06% |
$87.2K - $91K
|
1.47M
$158M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-844- 4.79% |
$88.7K - $92.5K
|
16.8K
$1.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-854- 30.04% |
$89.8K - $93.6K
|
1.99K
$214K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-856- 6.03% |
$90K - $93.8K
|
13.3K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-881- 6.71% |
$92.6K - $96.6K
|
12.3K
$1.32M
|