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
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
314New |
$33K - $34.4K
|
314
$33.8K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
298+ 16.43% |
$31.3K - $32.7K
|
2.11K
$228K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
294+ 3.52% |
$30.9K - $32.2K
|
8.65K
$932K
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
288+ 4.75% |
$30.3K - $31.6K
|
6.36K
$685K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
278+ 9.66% |
$29.2K - $30.5K
|
3.16K
$340K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
255+ 102.82% |
$26.8K - $28K
|
503
$54.2K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
250+ 6.81% |
$26.3K - $27.4K
|
3.92K
$423K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
238New |
$25K - $26.1K
|
238
$25.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
232+ 1.33% |
$24.4K - $25.4K
|
17.7K
$1.9M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
231+ 172.39% |
$24.3K - $25.3K
|
365
$39.3K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
227New |
$23.9K - $24.9K
|
227
$24.5K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
222+ 9.11% |
$23.3K - $24.3K
|
2.66K
$287K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
219+ 1.62% |
$23K - $24K
|
13.8K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
208+ 4.02% |
$21.9K - $22.8K
|
5.38K
$580K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
205+ 0.32% |
$21.5K - $22.5K
|
64.8K
$6.98M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
202+ 2.52% |
$21.2K - $22.1K
|
8.22K
$886K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
200+ 0.34% |
$21K - $21.9K
|
59.1K
$6.36M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
198+ 2.06% |
$20.8K - $21.7K
|
9.8K
$1.06M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
195+ 49.49% |
$20.5K - $21.4K
|
589
$63.5K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
183+ 8.24% |
$19.2K - $20.1K
|
2.4K
$259K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
180+ 10.02% |
$18.9K - $19.7K
|
1.98K
$213K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
173+ 0.59% |
$18.2K - $19K
|
29.4K
$3.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
170+ 2.36% |
$17.9K - $18.6K
|
7.38K
$796K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
170+ 2.11% |
$17.9K - $18.6K
|
8.24K
$888K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
166+ 6.21% |
$17.4K - $18.2K
|
2.84K
$306K
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
160+ 3.46% |
$16.8K - $17.5K
|
4.79K
$516K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
155+ 0.33% |
$16.3K - $17K
|
46.7K
$5.03M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
140+ 0.95% |
$14.7K - $15.3K
|
14.9K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
139+ 1.81% |
$14.6K - $15.2K
|
7.83K
$844K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
128+ 1.53% |
$13.5K - $14K
|
8.47K
$913K
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
126+ 5.41% |
$13.2K - $13.8K
|
2.46K
$265K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
120+ 5.46% |
$12.6K - $13.2K
|
2.32K
$250K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
120+ 1.43% |
$12.6K - $13.2K
|
8.5K
$916K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
115+ 1.42% |
$12.1K - $12.6K
|
8.2K
$884K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
112+ 2.3% |
$11.8K - $12.3K
|
4.98K
$536K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
112New |
$11.8K - $12.3K
|
112
$12.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
108New |
$11.4K - $11.8K
|
108
$11.6K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
105+ 4.36% |
$11K - $11.5K
|
2.51K
$271K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
102+ 2.41% |
$10.7K - $11.2K
|
4.33K
$467K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
95New |
$9.98K - $10.4K
|
95
$10.2K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
95+ 2.16% |
$9.98K - $10.4K
|
4.49K
$484K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
94New |
$9.88K - $10.3K
|
94
$10.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
88+ 27.08% |
$9.25K - $9.65K
|
413
$44.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
88New |
$9.25K - $9.65K
|
88
$9.48K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
85+ 69.11% |
$8.93K - $9.32K
|
208
$22.4K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
82+ 3.98% |
$8.62K - $8.99K
|
2.14K
$231K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
80+ 0.85% |
$8.41K - $8.77K
|
9.51K
$1.03M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
80+ 3.11% |
$8.41K - $8.77K
|
2.65K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
78+ 1.04% |
$8.2K - $8.55K
|
7.58K
$817K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
78New |
$8.2K - $8.55K
|
78
$8.41K
|