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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
489+ 0.48% |
$51.5K - $53.6K
|
103K
$11.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
486+ 12.39% |
$51.1K - $53.3K
|
4.41K
$495K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
482+ 10.07% |
$50.7K - $52.8K
|
5.27K
$592K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
469New |
$49.4K - $51.4K
|
469
$52.7K
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
461+ 2.02% |
$48.5K - $50.5K
|
23.3K
$2.62M
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
461+ 2.02% |
$48.5K - $50.5K
|
23.3K
$2.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
448+ 1.36% |
$47.1K - $49.1K
|
33.5K
$3.76M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
446New |
$46.9K - $48.9K
|
446
$50.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
445+ 0.72% |
$46.8K - $48.8K
|
62.1K
$6.98M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
436+ 2.35% |
$45.9K - $47.8K
|
19K
$2.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
429+ 1.59% |
$45.1K - $47K
|
27.4K
$3.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
415+ 5.39% |
$43.7K - $45.5K
|
8.12K
$912K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
412+ 23.16% |
$43.4K - $45.2K
|
2.19K
$246K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
408+ 77.42% |
$42.9K - $44.7K
|
935
$105K
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
407+ 0.53% |
$42.8K - $44.6K
|
77.2K
$8.67M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
403+ 0.66% |
$42.4K - $44.2K
|
61.3K
$6.89M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
395+ 3.48% |
$41.6K - $43.3K
|
11.7K
$1.32M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
382+ 1.48% |
$40.2K - $41.9K
|
26.2K
$2.94M
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
381+ 6.38% |
$40.1K - $41.8K
|
6.36K
$714K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
375+ 6.62% |
$39.5K - $41.1K
|
6.04K
$679K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
367+ 8.55% |
$38.6K - $40.2K
|
4.66K
$524K
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
362+ 1.08% |
$38.1K - $39.7K
|
34K
$3.82M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
354New |
$37.3K - $38.8K
|
354
$39.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
350+ 10.18% |
$36.8K - $38.4K
|
3.79K
$426K
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
350+ 8.71% |
$36.8K - $38.4K
|
4.37K
$491K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
309+ 2.22% |
$32.5K - $33.9K
|
14.2K
$1.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
308+ 0.99% |
$32.4K - $33.8K
|
31.4K
$3.53M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
303+ 2.2% |
$31.9K - $33.2K
|
14.1K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
301+ 26.66% |
$31.7K - $33K
|
1.43K
$161K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
299+ 13.56% |
$31.5K - $32.8K
|
2.5K
$281K
|
|
|
Aug 18, 2025
Q2 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
290+ 6.01% |
$30.5K - $31.8K
|
5.12K
$575K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
271New |
$28.5K - $29.7K
|
271
$30.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
265+ 2.06% |
$27.9K - $29K
|
13.1K
$1.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
260+ 10.06% |
$27.4K - $28.5K
|
2.85K
$320K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
250New |
$26.3K - $27.4K
|
250
$28.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
246+ 3.27% |
$25.9K - $27K
|
7.77K
$872K
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
245+ 2.18% |
$25.8K - $26.9K
|
11.5K
$1.29M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
240New |
$25.3K - $26.3K
|
240
$27K
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
238+ 4.01% |
$25K - $26.1K
|
6.18K
$694K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
235+ 5.67% |
$24.7K - $25.8K
|
4.38K
$492K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
233+ 1.94% |
$24.5K - $25.5K
|
12.3K
$1.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
222+ 11.64% |
$23.4K - $24.3K
|
2.13K
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
221+ 0.22% |
$23.3K - $24.2K
|
100K
$11.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
220+ 22.75% |
$23.2K - $24.1K
|
1.19K
$133K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
208+ 0.75% |
$21.9K - $22.8K
|
28K
$3.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
200New |
$21K - $21.9K
|
200
$22.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
192+ 8.82% |
$20.2K - $21K
|
2.37K
$266K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
190New |
$20K - $20.8K
|
190
$21.3K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
189New |
$19.9K - $20.7K
|
189
$21.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
187+ 52.82% |
$19.7K - $20.5K
|
541
$60.8K
|