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 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
3.71K+ 9.3% |
$390K - $407K
|
43.6K
$4.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
3.67KNew |
$386K - $402K
|
3.67K
$412K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.5KNew |
$368K - $384K
|
3.5K
$393K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.49K+ 7.48% |
$367K - $383K
|
50.1K
$5.63M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
3.44KNew |
$361K - $377K
|
3.44K
$386K
|
|
|
May 12, 2025
Q1 2025
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
3.3KNew |
$347K - $362K
|
3.3K
$371K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.24K+ 1.38% |
$340K - $355K
|
238K
$26.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.22KNew |
$339K - $353K
|
3.22K
$362K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3.22K+ 110.6% |
$338K - $352K
|
6.12K
$688K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.2K+ 29.95% |
$336K - $351K
|
13.9K
$1.56M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
3.19K+ 2.53% |
$335K - $350K
|
129K
$14.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
3.17K+ 17.26% |
$333K - $348K
|
21.6K
$2.42M
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.08KNew |
$324K - $337K
|
3.08K
$346K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
3KNew |
$315K - $329K
|
3K
$337K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
2.98K+ 13.48% |
$313K - $326K
|
25K
$2.81M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
2.96K+ 8.98% |
$311K - $325K
|
35.9K
$4.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
2.94KNew |
$309K - $322K
|
2.94K
$330K
|
|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
2.87KNew |
$302K - $315K
|
2.87K
$323K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.84K+ 10.74% |
$298K - $311K
|
29.3K
$3.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.83KNew |
$297K - $310K
|
2.83K
$318K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
2.81K+ 95.81% |
$296K - $308K
|
5.75K
$646K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.8K+ 8.27% |
$294K - $307K
|
36.6K
$4.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
2.72K+ 10.38% |
$286K - $298K
|
28.9K
$3.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.71KNew |
$285K - $297K
|
2.71K
$305K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
2.61KNew |
$275K - $286K
|
2.61K
$293K
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.6K+ 20.56% |
$273K - $285K
|
15.2K
$1.71M
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
BUY
|
- |
2.57KNew |
$271K - $282K
|
2.57K
$289K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.55K+ 23.1% |
$268K - $280K
|
13.6K
$1.53M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2.51KNew |
$263K - $275K
|
2.51K
$281K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
2.48K+ 4.25% |
$261K - $272K
|
60.8K
$6.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
2.41K+ 11.92% |
$253K - $264K
|
22.6K
$2.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.4K+ 2.47% |
$253K - $263K
|
99.9K
$11.2M
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
2.38KNew |
$250K - $261K
|
2.38K
$267K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
2.37K+ 10.59% |
$249K - $260K
|
24.8K
$2.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.3KNew |
$242K - $253K
|
2.3K
$259K
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.25K+ 1.86% |
$237K - $247K
|
123K
$13.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.22KNew |
$233K - $243K
|
2.22K
$249K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.21K+ 10.66% |
$233K - $243K
|
23K
$2.58M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.2K+ 11.29% |
$231K - $241K
|
21.7K
$2.43M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.19KNew |
$230K - $240K
|
2.19K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
2.18KNew |
$229K - $239K
|
2.18K
$245K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.18KNew |
$229K - $239K
|
2.18K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.16KNew |
$227K - $237K
|
2.16K
$243K
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
2.15K+ 5.76% |
$226K - $236K
|
39.4K
$4.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.14KNew |
$225K - $235K
|
2.14K
$241K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
2.11K+ 110.53% |
$222K - $231K
|
4.02K
$451K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
2.08K+ 5.63% |
$218K - $228K
|
39K
$4.38M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2.07KNew |
$218K - $227K
|
2.07K
$233K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.03K+ 7.84% |
$214K - $223K
|
28K
$3.14M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.01K+ 77.4% |
$211K - $220K
|
4.6K
$517K
|