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 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
18.2K+ 8.61% |
$1.91M - $1.99M
|
229K
$24.7M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.5K+ 62.46% |
$1.83M - $1.91M
|
45.4K
$4.89M
|
|
|
Apr 09, 2025
Q1 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
16.4KNew |
$1.72M - $1.79M
|
16.4K
$1.76M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.6K+ 19.93% |
$1.63M - $1.71M
|
93.6K
$10.1M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.4K+ 50.49% |
$1.62M - $1.69M
|
46K
$4.95M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
15.2K+ 27.25% |
$1.6M - $1.66M
|
70.9K
$7.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
15.1K+ 5.35% |
$1.59M - $1.65M
|
297K
$32M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15K+ 10.37% |
$1.58M - $1.64M
|
160K
$17.2M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
14.9K+ 10.78% |
$1.57M - $1.64M
|
154K
$16.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14.9K+ 121.73% |
$1.56M - $1.63M
|
27.1K
$2.92M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
14.6K+ 38.33% |
$1.54M - $1.6M
|
52.8K
$5.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
14K+ 27.91% |
$1.47M - $1.53M
|
64.2K
$6.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
12.8K+ 6.95% |
$1.35M - $1.41M
|
198K
$21.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
12.8K+ 2.96% |
$1.35M - $1.41M
|
445K
$48M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
12.3K+ 69.18% |
$1.29M - $1.35M
|
30K
$3.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.8K+ 87.36% |
$1.25M - $1.3M
|
25.4K
$2.74M
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
11.6K+ 220.9% |
$1.22M - $1.27M
|
16.8K
$1.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
11.5K+ 4.51% |
$1.21M - $1.26M
|
267K
$28.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
11.4KNew |
$1.19M - $1.24M
|
11.4K
$1.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
11.4KNew |
$1.19M - $1.24M
|
11.4K
$1.22M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
11.3K+ 15014.67% |
$1.18M - $1.23M
|
11.3K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.2K+ 39.4% |
$1.18M - $1.23M
|
39.7K
$4.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
11.1K+ 20.48% |
$1.16M - $1.21M
|
65.1K
$7.02M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11K+ 3.59% |
$1.16M - $1.21M
|
318K
$34.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
11K+ 1.36% |
$1.16M - $1.21M
|
820K
$88.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
10.8K+ 74.41% |
$1.14M - $1.18M
|
25.3K
$2.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
10.8K+ 7.31% |
$1.13M - $1.18M
|
158K
$17M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
10.8K+ 9033.61% |
$1.13M - $1.18M
|
10.9K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
10.4KNew |
$1.1M - $1.14M
|
10.4K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
10.3K+ 10.7% |
$1.09M - $1.13M
|
107K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
9.9K+ 16.76% |
$1.04M - $1.09M
|
69K
$7.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.55K+ 8.07% |
$1M - $1.05M
|
128K
$13.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
9.49K+ 16.81% |
$998K - $1.04M
|
65.9K
$7.11M
|
|
|
May 14, 2025
Q1 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
9.15KNew |
$962K - $1M
|
9.15K
$986K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
8.7K+ 32.37% |
$915K - $954K
|
35.6K
$3.84M
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
8.69K+ 7.69% |
$913K - $952K
|
122K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
8.5K+ 73.08% |
$893K - $932K
|
20.1K
$2.17M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
8.39K+ 17.45% |
$882K - $919K
|
56.4K
$6.08M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
8.23K+ 5.31% |
$865K - $902K
|
163K
$17.6M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
8.11K+ 213.58% |
$853K - $889K
|
11.9K
$1.28M
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
8.09K+ 3.52% |
$850K - $886K
|
238K
$25.6M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.07K+ 26.39% |
$849K - $885K
|
38.7K
$4.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
8KNew |
$840K - $877K
|
8K
$862K
|
|
|
May 14, 2025
Q1 2025
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
7.8K+ 54.11% |
$820K - $855K
|
22.2K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
7.45K+ 6.19% |
$783K - $817K
|
128K
$13.8M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
7.22K+ 67.05% |
$759K - $791K
|
18K
$1.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.08K+ 7.0% |
$745K - $776K
|
108K
$11.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
7.08K+ 361.34% |
$744K - $775K
|
9.03K
$973K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
6.94K+ 4.87% |
$729K - $760K
|
150K
$16.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
6.9K+ 55.7% |
$725K - $756K
|
19.3K
$2.08M
|