Purchases and Sales Made in Q3 2025 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
794K+ 16.18% |
$85.5M - $89.3M
|
5.7M
$641M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
281K+ 1110.98% |
$30.2M - $31.6M
|
306K
$34.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
235K+ 52.92% |
$25.3M - $26.4M
|
679K
$76.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
192K+ 25.52% |
$20.7M - $21.6M
|
945K
$106M
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
176K+ 4154.03% |
$18.9M - $19.8M
|
180K
$20.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
141K+ 4014.62% |
$15.2M - $15.9M
|
145K
$16.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
119K+ 257.78% |
$12.8M - $13.3M
|
165K
$18.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
97.4K+ 338.45% |
$10.5M - $10.9M
|
126K
$14.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
90.6KNew |
$9.75M - $10.2M
|
90.6K
$10.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
86K+ 79.11% |
$9.26M - $9.66M
|
195K
$21.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
81K+ 381.19% |
$8.73M - $9.11M
|
102K
$11.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
68.5K+ 20.88% |
$7.37M - $7.69M
|
397K
$44.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
59.9K+ 15.35% |
$6.45M - $6.73M
|
450K
$50.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
55.8K+ 8.47% |
$6M - $6.27M
|
714K
$80.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
55.5K+ 49.49% |
$5.98M - $6.24M
|
168K
$18.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
48.4K+ 136.12% |
$5.21M - $5.44M
|
83.9K
$9.43M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
39KNew |
$4.2M - $4.38M
|
39K
$4.38M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
37.6KNew |
$4.05M - $4.23M
|
37.6K
$4.23M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
37.6K+ 12.94% |
$4.05M - $4.23M
|
328K
$36.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
36.3K+ 14.06% |
$3.91M - $4.08M
|
295K
$33.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
35.4K+ 132.15% |
$3.81M - $3.98M
|
62.2K
$6.98M
|
|
|
Oct 27, 2025
Q3 2025
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
35.1K+ 191.99% |
$3.78M - $3.94M
|
53.4K
$6M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
31.9K+ 3.97% |
$3.44M - $3.59M
|
836K
$93.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
26.3K+ 31.27% |
$2.83M - $2.96M
|
111K
$12.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
23.8KNew |
$2.56M - $2.68M
|
23.8K
$2.68M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
20.9KNew |
$2.25M - $2.35M
|
20.9K
$2.35M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
16.1K+ 264.96% |
$1.73M - $1.81M
|
22.2K
$2.49M
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
14.7K+ 16.76% |
$1.58M - $1.65M
|
102K
$11.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
14.1K+ 10.19% |
$1.52M - $1.59M
|
153K
$17.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
14.1K+ 7.18% |
$1.52M - $1.58M
|
210K
$23.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
12.6K+ 21.42% |
$1.35M - $1.41M
|
71.2K
$7.99M
|
|
|
Nov 03, 2025
Q3 2025
|
Joule Financial, LLC
|
BUY
|
- |
12.4K+ 5.12% |
$1.34M - $1.4M
|
255K
$28.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
11.4KNew |
$1.23M - $1.28M
|
11.4K
$1.28M
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
10.9K+ 127.16% |
$1.18M - $1.23M
|
19.5K
$2.19M
|
|
|
Oct 17, 2025
Q3 2025
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
10.9KNew |
$1.18M - $1.23M
|
10.9K
$1.23M
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
10.8K+ 34.48% |
$1.16M - $1.21M
|
42K
$4.72M
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
9.97K+ 4.79% |
$1.07M - $1.12M
|
218K
$24.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.49K+ 15.39% |
$1.02M - $1.07M
|
71.1K
$7.99M
|
|
|
Oct 24, 2025
Q3 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
8.97KNew |
$966K - $1.01M
|
8.97K
$1.01M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
8.82KNew |
$949K - $991K
|
8.82K
$991K
|
|
|
Nov 03, 2025
Q3 2025
|
Florin Court Capital LLP
|
BUY
|
- |
8.7K+ 58.39% |
$937K - $978K
|
23.6K
$2.65M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
8.5KNew |
$915K - $955K
|
8.5K
$955K
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
8.33K+ 13.41% |
$897K - $936K
|
70.4K
$7.91M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
8.01KNew |
$862K - $900K
|
8.01K
$900K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
7.41K+ 100.08% |
$797K - $832K
|
14.8K
$1.66M
|
|
|
Oct 24, 2025
Q3 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
7.18K+ 3.26% |
$773K - $807K
|
228K
$25.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
6.76K+ 65.93% |
$728K - $760K
|
17K
$1.91M
|
|
|
Oct 21, 2025
Q3 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
6.39K+ 5.69% |
$687K - $717K
|
119K
$13.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Pachira Investments Inc.
|
BUY
|
- |
6.28KNew |
$676K - $705K
|
6.28K
$705K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
6.23K+ 11.52% |
$671K - $700K
|
60.3K
$6.78M
|