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 29, 2025
Q1 2025
|
Wedgewood Investors Inc
|
BUY
|
- |
1.85KNew |
$194K - $203K
|
1.85K
$199K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
1.85KNew |
$194K - $202K
|
1.85K
$199K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.83K+ 0.39% |
$192K - $200K
|
470K
$50.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
1.81K+ 8.52% |
$191K - $199K
|
23.1K
$2.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.8K+ 15.45% |
$189K - $197K
|
13.4K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.77K+ 1.02% |
$186K - $194K
|
175K
$18.9M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.75K+ 29.89% |
$184K - $191K
|
7.59K
$818K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.69K+ 23.0% |
$178K - $186K
|
9.05K
$976K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.68K+ 14.31% |
$177K - $184K
|
13.4K
$1.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
1.62K+ 7.19% |
$170K - $177K
|
24.1K
$2.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.61K+ 11.93% |
$169K - $176K
|
15.1K
$1.63M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
1.59K+ 2.65% |
$167K - $174K
|
61.7K
$6.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
1.57K+ 5.41% |
$165K - $173K
|
30.6K
$3.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.56K+ 13.55% |
$163K - $170K
|
13K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
1.52K+ 8.98% |
$160K - $167K
|
18.5K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
1.46K+ 12.1% |
$153K - $160K
|
13.5K
$1.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.45K+ 59.32% |
$153K - $159K
|
3.9K
$420K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.43K+ 19.79% |
$150K - $156K
|
8.63K
$930K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.4K+ 9.49% |
$147K - $153K
|
16.1K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
1.36K+ 27.35% |
$143K - $149K
|
6.33K
$682K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.36K+ 5.41% |
$143K - $149K
|
26.5K
$2.85M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.36K+ 2.95% |
$143K - $149K
|
47.3K
$5.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.36K+ 1.95% |
$143K - $149K
|
70.8K
$7.63M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.28K+ 47.46% |
$135K - $140K
|
3.98K
$429K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.28K+ 31.41% |
$134K - $140K
|
5.35K
$577K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.24K+ 3.77% |
$131K - $136K
|
34.2K
$3.69M
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.21K+ 2.18% |
$127K - $133K
|
56.6K
$6.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.17K+ 4.45% |
$123K - $128K
|
27.4K
$2.95M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.16K+ 58.96% |
$122K - $127K
|
3.12K
$336K
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
1.16K+ 0.99% |
$121K - $127K
|
118K
$12.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.15K+ 35.28% |
$121K - $126K
|
4.41K
$475K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.14K+ 6350.0% |
$120K - $125K
|
1.16K
$125K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.13K+ 57.05% |
$119K - $124K
|
3.11K
$335K
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
1.12K+ 4.77% |
$118K - $123K
|
24.7K
$2.66M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.11K+ 36.56% |
$117K - $122K
|
4.16K
$448K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.08K+ 4.37% |
$114K - $118K
|
25.8K
$2.78M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.06K+ 8.83% |
$112K - $116K
|
13.1K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.06K+ 27.6% |
$111K - $116K
|
4.9K
$528K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.05K+ 11.45% |
$111K - $115K
|
10.2K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
1.05K+ 0.52% |
$110K - $115K
|
204K
$22M
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
1.05K+ 32.46% |
$110K - $115K
|
4.28K
$461K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.02K+ 0.67% |
$108K - $112K
|
154K
$16.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.01K+ 4.09% |
$106K - $111K
|
25.7K
$2.77M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.01K+ 8.19% |
$106K - $110K
|
13.3K
$1.43M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
964+ 584.24% |
$101K - $106K
|
1.13K
$122K
|
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
953+ 7.15% |
$100K - $104K
|
14.3K
$1.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
950+ 10.83% |
$99.8K - $104K
|
9.73K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
912New |
$95.9K - $100K
|
912
$98.3K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
889+ 2.69% |
$93.4K - $97.4K
|
33.9K
$3.66M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
883+ 16.6% |
$92.8K - $96.8K
|
6.2K
$668K
|