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
|
Townsquare Capital LLC
|
BUY
|
- |
57.2K+ 92.05% |
$6.02M - $6.27M
|
119K
$12.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
55.7K+ 62.03% |
$5.86M - $6.11M
|
146K
$15.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
55.5K+ 257.6% |
$5.83M - $6.08M
|
77K
$8.3M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
51.1KNew |
$5.37M - $5.6M
|
51.1K
$5.5M
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
50K+ 8.18% |
$5.26M - $5.48M
|
661K
$71.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
49.7K+ 15.72% |
$5.22M - $5.45M
|
366K
$39.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
49.7KNew |
$5.22M - $5.45M
|
49.7K
$5.35M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
49.3KNew |
$5.18M - $5.4M
|
49.3K
$5.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
48.1KNew |
$5.06M - $5.27M
|
48.1K
$5.18M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
47.5K+ 344.83% |
$4.99M - $5.21M
|
61.3K
$6.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
45.3K+ 6.1% |
$4.76M - $4.97M
|
787K
$84.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
44.9K+ 58.84% |
$4.71M - $4.92M
|
121K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
44.3K+ 32.74% |
$4.66M - $4.86M
|
180K
$19.4M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
43.3K+ 35.34% |
$4.56M - $4.75M
|
166K
$17.9M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
43.2K+ 4.63% |
$4.54M - $4.74M
|
977K
$105M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
42.5K+ 8795.86% |
$4.47M - $4.66M
|
43K
$4.63M
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
41.7KNew |
$4.39M - $4.58M
|
41.7K
$4.5M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
41.5K+ 200.92% |
$4.36M - $4.54M
|
62.1K
$6.69M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
38.3KNew |
$4.02M - $4.2M
|
38.3K
$4.13M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
38.3K+ 65.11% |
$4.02M - $4.19M
|
97K
$10.5M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
38.3K+ 3.93% |
$4.02M - $4.19M
|
1.01M
$109M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
36.9K+ 1418.27% |
$3.88M - $4.05M
|
39.6K
$4.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
36.9K+ 52.88% |
$3.87M - $4.04M
|
107K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
34.5K+ 18.15% |
$3.63M - $3.78M
|
225K
$24.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
33.8K+ 96620.0% |
$3.55M - $3.71M
|
33.9K
$3.65M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
32.7K+ 4.32% |
$3.44M - $3.58M
|
789K
$85M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
31.7KNew |
$3.33M - $3.47M
|
31.7K
$3.41M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
30K+ 21.76% |
$3.15M - $3.29M
|
168K
$18.1M
|
|
|
May 02, 2025
Q1 2025
|
Mtc Wealth Management LLC
|
BUY
|
- |
30K+ 34.05% |
$3.15M - $3.29M
|
118K
$12.7M
|
|
|
May 14, 2025
Q1 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
29.9K+ 3.01% |
$3.14M - $3.28M
|
1.02M
$110M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.3K+ 2.61% |
$2.87M - $2.99M
|
1.07M
$116M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
26.6KNew |
$2.8M - $2.92M
|
26.6K
$2.87M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
26.3K+ 14.01% |
$2.76M - $2.88M
|
214K
$23.1M
|
|
|
May 13, 2025
Q1 2025
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
25.6KNew |
$2.69M - $2.81M
|
25.6K
$2.76M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
25.3K+ 62.94% |
$2.66M - $2.77M
|
65.5K
$7.06M
|
|
|
May 14, 2025
Q1 2025
|
Hms Capital Management, LLC
|
BUY
|
- |
24.9K+ 23.0% |
$2.62M - $2.73M
|
133K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23.7K+ 14.54% |
$2.49M - $2.6M
|
187K
$20.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
23.6KNew |
$2.48M - $2.58M
|
23.6K
$2.54M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
23.2KNew |
$2.43M - $2.54M
|
23.2K
$2.5M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.1K+ 2.81% |
$2.42M - $2.53M
|
845K
$91M
|
|
|
May 14, 2025
Q1 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
22.1K+ 145.91% |
$2.32M - $2.42M
|
37.2K
$4.01M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
22KNew |
$2.31M - $2.41M
|
22K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
21.1K+ 5.26% |
$2.21M - $2.31M
|
422K
$45.4M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21K+ 7.29% |
$2.2M - $2.3M
|
309K
$33.3M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
20.7K+ 354.14% |
$2.17M - $2.27M
|
26.5K
$2.86M
|
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
20.2K+ 9.44% |
$2.13M - $2.22M
|
235K
$25.3M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
19.5K+ 1.17% |
$2.05M - $2.14M
|
1.69M
$182M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
19.4KNew |
$2.04M - $2.13M
|
19.4K
$2.09M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
19K+ 7.76% |
$2M - $2.08M
|
264K
$28.4M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
18.5KNew |
$1.95M - $2.03M
|
18.5K
$2M
|