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 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-14.6K- 12.04% |
$1.54M - $1.6M
|
107K
$12M
|
|
|
Sep 04, 2025
Q2 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-15K- 25.89% |
$1.58M - $1.65M
|
43K
$4.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-15.4K- 56.8% |
$1.62M - $1.69M
|
11.7K
$1.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-16.2K- 10.51% |
$1.71M - $1.78M
|
138K
$15.5M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-16.4K- 80.77% |
$1.72M - $1.79M
|
3.89K
$437K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-17K- 7.1% |
$1.79M - $1.86M
|
222K
$24.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-17.2K- 26.68% |
$1.8M - $1.88M
|
47.1K
$5.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-18.1K- 11.34% |
$1.91M - $1.98M
|
142K
$15.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-18.2K- 29.16% |
$1.92M - $2M
|
44.2K
$4.97M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-18.9K- 26.58% |
$1.98M - $2.07M
|
52.1K
$5.85M
|
|
|
Jul 28, 2025
Q2 2025
|
5th Street Advisors, LLC
|
SELL
|
- |
-19.6K- 14.92% |
$2.06M - $2.15M
|
112K
$12.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-19.9K- 0.19% |
$2.09M - $2.18M
|
10.7M
$1.2B
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-20.6K- 19.36% |
$2.17M - $2.26M
|
86K
$9.66M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-20.9K- 19.97% |
$2.2M - $2.29M
|
83.7K
$9.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-22.6K- 11.08% |
$2.38M - $2.48M
|
182K
$20.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-23.5K- 1.4% |
$2.48M - $2.58M
|
1.66M
$186M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-23.5K- 21.36% |
$2.48M - $2.58M
|
86.7K
$9.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-26.5K- 30.57% |
$2.79M - $2.9M
|
60.2K
$6.76M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-28.9K- 77.44% |
$3.04M - $3.17M
|
8.41K
$945K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-30.4K- 46.34% |
$3.2M - $3.33M
|
35.2K
$3.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-34.1K- 3.49% |
$3.59M - $3.74M
|
943K
$106M
|
|
|
Aug 11, 2025
Q2 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-37.7K- 62.63% |
$3.97M - $4.13M
|
22.5K
$2.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
SELL
|
- |
-38.9K- 35.16% |
$4.09M - $4.26M
|
71.7K
$8.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-42K- 97.67% |
$4.42M - $4.6M
|
1K
$113K
|
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-44.4K- 52.62% |
$4.67M - $4.87M
|
40K
$4.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
SELL
|
- |
-45.8K- 59.45% |
$4.82M - $5.02M
|
31.2K
$3.51M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-46.7K- 37.29% |
$4.92M - $5.12M
|
78.6K
$8.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-47K- 75.73% |
$4.95M - $5.15M
|
15.1K
$1.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-47.1K- 72.69% |
$4.95M - $5.16M
|
17.7K
$1.99M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-47.8K- 12.71% |
$5.03M - $5.24M
|
328K
$36.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-49.7K- 81.06% |
$5.23M - $5.45M
|
11.6K
$1.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-53.2K- 36.55% |
$5.6M - $5.83M
|
92.4K
$10.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
SELL
|
- |
-55.3K- 3.57% |
$5.82M - $6.06M
|
1.49M
$168M
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-61K- 28.02% |
$6.42M - $6.69M
|
157K
$17.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-61.5K- 21.58% |
$6.47M - $6.74M
|
223K
$25.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-65K- 25.76% |
$6.84M - $7.12M
|
187K
$21M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-65.1K- 52.32% |
$6.85M - $7.14M
|
59.3K
$6.67M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-73.9K- 57.39% |
$7.78M - $8.1M
|
54.9K
$6.16M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-75.1K- 87.85% |
$7.9M - $8.23M
|
10.4K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-78.1K- 43.43% |
$8.22M - $8.56M
|
102K
$11.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-83K- 2.43% |
$8.74M - $9.1M
|
3.33M
$374M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-84.2K- 54.84% |
$8.86M - $9.23M
|
69.3K
$7.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-85K- 89.12% |
$8.94M - $9.31M
|
10.4K
$1.17M
|
|
|
Aug 06, 2025
Q2 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-94.8K- 36.42% |
$9.98M - $10.4M
|
166K
$18.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-99.6K- 99.6% |
$10.5M - $10.9M
|
403
$45.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-108K- 87.77% |
$11.4M - $11.9M
|
15.1K
$1.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-116K- 60.19% |
$12.2M - $12.8M
|
76.9K
$8.64M
|
|
|
Aug 05, 2025
Q2 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-121K- 72.44% |
$12.7M - $13.3M
|
46K
$5.17M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-122K- 38.26% |
$12.9M - $13.4M
|
197K
$22.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-159K- 14.84% |
$16.8M - $17.5M
|
915K
$103M
|