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 16, 2025
Q1 2025
|
David J Yvars Group
|
BUY
|
- |
782+ 9.53% |
$82.2K - $85.7K
|
8.99K
$968K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
777+ 12.66% |
$81.7K - $85.2K
|
6.92K
$745K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
748+ 6.89% |
$78.6K - $82K
|
11.6K
$1.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
722+ 8.77% |
$75.9K - $79.1K
|
8.95K
$965K
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
719+ 0.62% |
$75.6K - $78.8K
|
118K
$12.7M
|
|
|
May 14, 2025
Q1 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
706+ 2.44% |
$74.2K - $77.4K
|
29.6K
$3.19M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
703New |
$73.9K - $77.1K
|
703
$75.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
675+ 35.34% |
$70.9K - $74K
|
2.59K
$279K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
669+ 3.98% |
$70.3K - $73.3K
|
17.5K
$1.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
651+ 3.89% |
$68.4K - $71.4K
|
17.4K
$1.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
642+ 1.68% |
$67.5K - $70.4K
|
38.8K
$4.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
633+ 3.05% |
$66.5K - $69.4K
|
21.4K
$2.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
625+ 0.48% |
$65.7K - $68.5K
|
130K
$14M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
625+ 1.89% |
$65.7K - $68.5K
|
33.6K
$3.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
617+ 1.81% |
$64.8K - $67.6K
|
34.7K
$3.73M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
616+ 4.75% |
$64.7K - $67.5K
|
13.6K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
614+ 3.66% |
$64.5K - $67.3K
|
17.4K
$1.87M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
582+ 2.34% |
$61.2K - $63.8K
|
25.5K
$2.74M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
581+ 17.72% |
$61.1K - $63.7K
|
3.86K
$416K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
545+ 7.79% |
$57.3K - $59.7K
|
7.54K
$813K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
542+ 7.71% |
$57K - $59.4K
|
7.57K
$816K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
529+ 6.36% |
$55.6K - $58K
|
8.84K
$953K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
529+ 2.46% |
$55.6K - $58K
|
22.1K
$2.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
528+ 16.51% |
$55.5K - $57.9K
|
3.73K
$402K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
524+ 0.77% |
$55.1K - $57.4K
|
68.7K
$7.4M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
522+ 13.84% |
$54.9K - $57.2K
|
4.29K
$463K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
515+ 6.86% |
$54.1K - $56.4K
|
8.02K
$864K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
500+ 9.01% |
$52.6K - $54.8K
|
6.05K
$652K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
496+ 15.19% |
$52.1K - $54.4K
|
3.76K
$405K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
494+ 0.56% |
$51.9K - $54.1K
|
89.3K
$9.63M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
493+ 9.53% |
$51.8K - $54K
|
5.67K
$611K
|
|
|
May 05, 2025
Q1 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
477+ 8.07% |
$50.1K - $52.3K
|
6.39K
$689K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
455+ 3.16% |
$47.8K - $49.9K
|
14.8K
$1.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
453+ 0.5% |
$47.6K - $49.7K
|
91.6K
$9.87M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
445New |
$46.8K - $48.8K
|
445
$48K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
433+ 0.52% |
$45.5K - $47.5K
|
83.3K
$8.98M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
428+ 3.78% |
$45K - $46.9K
|
11.8K
$1.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
425+ 19.54% |
$44.7K - $46.6K
|
2.6K
$280K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
411+ 9.54% |
$43.2K - $45K
|
4.72K
$509K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
400+ 179.37% |
$42K - $43.8K
|
623
$67.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
393+ 0.77% |
$41.3K - $43.1K
|
51.6K
$5.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
381+ 6.97% |
$40K - $41.8K
|
5.85K
$630K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
375+ 1.12% |
$39.4K - $41.1K
|
33.7K
$3.64M
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
375+ 6.37% |
$39.4K - $41.1K
|
6.27K
$675K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
357New |
$37.5K - $39.1K
|
357
$38.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
354+ 4.91% |
$37.2K - $38.8K
|
7.57K
$815K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
352+ 17.71% |
$37K - $38.6K
|
2.34K
$252K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
350+ 1.31% |
$36.8K - $38.4K
|
27.2K
$2.93M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
341+ 2.72% |
$35.8K - $37.4K
|
12.9K
$1.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
BUY
|
- |
329+ 1.2% |
$34.6K - $36.1K
|
27.7K
$2.99M
|