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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.36K+ 2.62% |
$577K - $602K
|
210K
$23.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
5.31KNew |
$572K - $597K
|
5.31K
$596K
|
|
|
Oct 15, 2025
Q3 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
5.07K+ 5.24% |
$546K - $570K
|
102K
$11.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.06KNew |
$545K - $569K
|
5.06K
$569K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.88K+ 2.47% |
$525K - $548K
|
202K
$22.7M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
4.46K+ 11.79% |
$480K - $501K
|
42.2K
$4.75M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
4.22K+ 5.52% |
$454K - $474K
|
80.7K
$9.07M
|
|
|
Oct 10, 2025
Q3 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
4.01K+ 10.34% |
$432K - $450K
|
42.8K
$4.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
3.97KNew |
$427K - $446K
|
3.97K
$445K
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
3.96K+ 5.24% |
$426K - $445K
|
79.4K
$8.92M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.9K+ 8.83% |
$420K - $439K
|
48.1K
$5.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
3.87KNew |
$417K - $435K
|
3.87K
$435K
|
|
|
Oct 27, 2025
Q3 2025
|
David J Yvars Group
|
BUY
|
- |
3.8K+ 7.63% |
$409K - $426K
|
53.5K
$6.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
3.61K+ 2.21% |
$389K - $406K
|
167K
$18.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.5K+ 11.74% |
$377K - $394K
|
33.3K
$3.75M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
3.33K+ 4.78% |
$359K - $374K
|
73.1K
$8.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
3.26KNew |
$351K - $367K
|
3.26K
$367K
|
|
|
Oct 31, 2025
Q3 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
3.23KNew |
$347K - $362K
|
3.23K
$362K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
3.21K+ 4.53% |
$346K - $361K
|
74K
$8.31M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.15K+ 33.41% |
$339K - $354K
|
12.6K
$1.41M
|
|
|
Nov 04, 2025
Q3 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
3.14K+ 9.1% |
$338K - $352K
|
37.6K
$4.22M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.12K+ 57.37% |
$336K - $350K
|
8.55K
$960K
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.05KNew |
$328K - $343K
|
3.05K
$343K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.92K+ 66.86% |
$314K - $328K
|
7.29K
$819K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.75K+ 5.84% |
$296K - $309K
|
49.9K
$5.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.68KNew |
$288K - $301K
|
2.68K
$301K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.61K+ 10.02% |
$281K - $293K
|
28.6K
$3.22M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.52K+ 3.93% |
$271K - $283K
|
66.6K
$7.48M
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
2.5KNew |
$269K - $281K
|
2.5K
$281K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.43KNew |
$261K - $273K
|
2.43K
$273K
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.35K+ 10.08% |
$253K - $264K
|
25.7K
$2.88M
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
2.33K+ 11.43% |
$251K - $262K
|
22.7K
$2.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.31K+ 4533.33% |
$249K - $260K
|
2.36K
$265K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
2.26K+ 104.44% |
$243K - $254K
|
4.42K
$497K
|
|
|
Oct 24, 2025
Q3 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
2.14K+ 1.09% |
$230K - $240K
|
197K
$22.2M
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
BUY
|
- |
2.13K+ 7.5% |
$229K - $239K
|
30.5K
$3.42M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
2.09K+ 23.99% |
$225K - $235K
|
10.8K
$1.22M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.07KNew |
$223K - $233K
|
2.07K
$233K
|
|
|
Oct 21, 2025
Q3 2025
|
Econ Financial Services Corp
|
BUY
|
- |
2.05KNew |
$220K - $230K
|
2.05K
$230K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
2.01KNew |
$217K - $226K
|
2.01K
$226K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
1.93K+ 10.54% |
$207K - $216K
|
20.2K
$2.27M
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.9K+ 6.68% |
$204K - $213K
|
30.3K
$3.41M
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.89K+ 4.26% |
$204K - $213K
|
46.3K
$5.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.88KNew |
$202K - $211K
|
1.88K
$211K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.87K+ 54.21% |
$201K - $210K
|
5.31K
$597K
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.85K+ 5.51% |
$199K - $208K
|
35.4K
$3.98M
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.82KNew |
$196K - $204K
|
1.82K
$204K
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.8K+ 13.2% |
$193K - $202K
|
15.4K
$1.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
1.79K+ 7.46% |
$193K - $201K
|
25.8K
$2.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.79K+ 58.85% |
$193K - $201K
|
4.83K
$542K
|