Purchases and Sales Made in Q2 2025 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
390KNew |
$41.1M - $42.8M
|
390K
$42.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
261K+ 71.4% |
$27.5M - $28.6M
|
627K
$68.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
135K+ 157.99% |
$14.2M - $14.8M
|
221K
$24.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
123KNew |
$13M - $13.5M
|
123K
$13.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
95.3K+ 11.94% |
$10M - $10.4M
|
893K
$97.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
51.7KNew |
$5.44M - $5.67M
|
51.7K
$5.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
49.1K+ 82.49% |
$5.17M - $5.38M
|
109K
$11.8M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
40.7K+ 453.38% |
$4.29M - $4.47M
|
49.7K
$5.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
39.8K+ 12.93% |
$4.19M - $4.37M
|
348K
$37.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
36.5KNew |
$3.84M - $4M
|
36.5K
$3.98M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
28.8KNew |
$3.03M - $3.16M
|
28.8K
$3.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
19.7K+ 11.19% |
$2.08M - $2.16M
|
196K
$21.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
18.6KNew |
$1.96M - $2.04M
|
18.6K
$2.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
16.9K+ 2.15% |
$1.78M - $1.85M
|
804K
$87.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
16.9K+ 23.33% |
$1.78M - $1.85M
|
89.2K
$9.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
14.4K+ 28.17% |
$1.51M - $1.58M
|
65.5K
$7.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
13.2K+ 197.13% |
$1.39M - $1.44M
|
19.9K
$2.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
12.2K+ 13.35% |
$1.29M - $1.34M
|
104K
$11.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
12KNew |
$1.27M - $1.32M
|
12K
$1.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
9.88K+ 15.06% |
$1.04M - $1.08M
|
75.5K
$8.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
9.32K+ 3.97% |
$980K - $1.02M
|
244K
$26.6M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
9.01KNew |
$949K - $988K
|
9.01K
$982K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
8.59KNew |
$904K - $941K
|
8.59K
$936K
|
|
|
Jul 08, 2025
Q2 2025
|
Adams Asset Advisors, LLC
|
BUY
|
- |
7.95K+ 246.24% |
$837K - $872K
|
11.2K
$1.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7.39K+ 3.74% |
$777K - $810K
|
205K
$22.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
6.19K+ 5.25% |
$651K - $678K
|
124K
$13.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.77K+ 41.58% |
$607K - $633K
|
19.7K
$2.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
5.17K+ 3.28% |
$544K - $567K
|
163K
$17.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
5.17K+ 2.17% |
$544K - $566K
|
243K
$26.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
5.14KNew |
$541K - $564K
|
5.14K
$561K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.86K+ 7.36% |
$511K - $532K
|
70.8K
$7.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
4.7K+ 43.88% |
$495K - $515K
|
15.4K
$1.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.63K+ 48.51% |
$487K - $507K
|
14.2K
$1.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
4.42K+ 7.73% |
$465K - $484K
|
61.6K
$6.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.33K+ 8.63% |
$455K - $474K
|
54.5K
$5.93M
|
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
4.21K+ 13.91% |
$443K - $461K
|
34.5K
$3.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
3.87K+ 23.48% |
$408K - $425K
|
20.4K
$2.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.59K+ 81.21% |
$378K - $394K
|
8.02K
$873K
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
3.58K+ 33.87% |
$377K - $392K
|
14.1K
$1.54M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
3.29K+ 13.15% |
$347K - $361K
|
28.3K
$3.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
3.19KNew |
$335K - $349K
|
3.19K
$347K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
3.01K+ 26.1% |
$316K - $329K
|
14.5K
$1.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
2.79K+ 8.83% |
$293K - $305K
|
34.4K
$3.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.72K+ 72.02% |
$286K - $298K
|
6.5K
$708K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.58K+ 5.59% |
$271K - $283K
|
48.7K
$5.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.5KNew |
$263K - $274K
|
2.5K
$273K
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
2.37KNew |
$250K - $260K
|
2.37K
$259K
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.32KNew |
$244K - $254K
|
2.32K
$252K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.29K+ 253.37% |
$241K - $251K
|
3.2K
$348K
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
2.28KNew |
$240K - $250K
|
2.28K
$248K
|