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 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-29K- 33.32% |
$3.05M - $3.18M
|
58K
$6.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-29.5K- 76.6% |
$3.1M - $3.23M
|
9K
$970K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-29.5K- 45.98% |
$3.1M - $3.23M
|
34.6K
$3.73M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-31K- 74.26% |
$3.26M - $3.4M
|
10.7K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-34.6K- 58.35% |
$3.64M - $3.79M
|
24.7K
$2.66M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-36.8K- 60.51% |
$3.87M - $4.03M
|
24K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-40K- 2.65% |
$4.2M - $4.38M
|
1.47M
$158M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-41.6K- 73.51% |
$4.37M - $4.55M
|
15K
$1.61M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-45K- 30.13% |
$4.73M - $4.93M
|
104K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-49.4K- 36.9% |
$5.19M - $5.41M
|
84.4K
$9.1M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-52.3K- 44.68% |
$5.5M - $5.73M
|
64.8K
$6.98M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-57.3K- 4.39% |
$6.02M - $6.28M
|
1.25M
$134M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-58.1K- 81.86% |
$6.1M - $6.37M
|
12.9K
$1.39M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-58.8K- 31.33% |
$6.18M - $6.44M
|
129K
$13.9M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-61.1K- 0.57% |
$6.43M - $6.7M
|
10.7M
$1.15B
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-61.4K- 65.61% |
$6.45M - $6.73M
|
32.2K
$3.47M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-61.8K- 56.99% |
$6.5M - $6.78M
|
46.7K
$5.03M
|
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-64K- 96.92% |
$6.72M - $7.01M
|
2.04K
$219K
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-67K- 24.25% |
$7.04M - $7.35M
|
209K
$22.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-68.5K- 65.64% |
$7.2M - $7.51M
|
35.9K
$3.86M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-70.1K- 34.55% |
$7.36M - $7.68M
|
133K
$14.3M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-74.7K- 14.67% |
$7.85M - $8.19M
|
435K
$46.8M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-76.5K- 47.21% |
$8.04M - $8.39M
|
85.6K
$9.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-81.7K- 17.85% |
$8.58M - $8.95M
|
376K
$40.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-88K- 85.35% |
$9.24M - $9.64M
|
15.1K
$1.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-89.5K- 22.5% |
$9.4M - $9.81M
|
308K
$33.2M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-89.7K- 95.68% |
$9.43M - $9.84M
|
4.05K
$436K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-90.7K- 64.2% |
$9.53M - $9.94M
|
50.6K
$5.45M
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-95.5K- 76.34% |
$10M - $10.5M
|
29.6K
$3.19M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-106K- 83.53% |
$11.1M - $11.6M
|
20.9K
$2.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-110K- 50.45% |
$11.5M - $12M
|
108K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-112KClosed |
$11.8M - $12.3M
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-129K- 5.97% |
$13.6M - $14.2M
|
2.04M
$220M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-143K- 50.18% |
$15M - $15.6M
|
142K
$15.3M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-150K- 27.27% |
$15.8M - $16.4M
|
400K
$43.1M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-159K- 14.17% |
$16.8M - $17.5M
|
965K
$104M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-169K- 73.66% |
$17.7M - $18.5M
|
60.3K
$6.5M
|
|
|
May 15, 2025
Q1 2025
|
Passaic Partners LLC
|
SELL
|
- |
-176K- 56.72% |
$18.5M - $19.3M
|
134K
$14.5M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-176K- 5.35% |
$18.5M - $19.3M
|
3.12M
$336M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-198K- 75.16% |
$20.8M - $21.7M
|
65.4K
$7.05M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-200K- 82.11% |
$21M - $21.9M
|
43.5K
$4.69M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-231K- 80.15% |
$24.3M - $25.3M
|
57.2K
$6.16M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-240K- 6.85% |
$25.2M - $26.3M
|
3.26M
$352M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-259K- 66.01% |
$27.2M - $28.3M
|
133K
$14.4M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-263K- 79.59% |
$27.6M - $28.8M
|
67.3K
$7.26M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-295K- 89.93% |
$31M - $32.3M
|
33K
$3.56M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-336K- 52.56% |
$35.3M - $36.8M
|
303K
$32.7M
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-345K- 43.96% |
$36.3M - $37.8M
|
440K
$47.4M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-433K- 42.61% |
$45.5M - $47.5M
|
584K
$62.9M
|
|
|
May 15, 2025
Q1 2025
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-550K- 96.49% |
$57.8M - $60.3M
|
20K
$2.16M
|