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 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.79KNew |
$192K - $201K
|
1.79K
$201K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.77K+ 2.61% |
$191K - $199K
|
69.7K
$7.83M
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
1.76K+ 12.69% |
$190K - $198K
|
15.6K
$1.76M
|
|
|
Oct 17, 2025
Q3 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.7K+ 1.73% |
$182K - $190K
|
99.8K
$11.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.67K+ 35.07% |
$180K - $188K
|
6.44K
$724K
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
1.6K+ 14.1% |
$172K - $180K
|
13K
$1.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.49K+ 11.25% |
$161K - $168K
|
14.8K
$1.66M
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.48K+ 31.77% |
$159K - $166K
|
6.14K
$690K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.44K+ 1.86% |
$155K - $162K
|
78.7K
$8.84M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
1.43K+ 41.98% |
$154K - $161K
|
4.84K
$543K
|
|
|
Oct 06, 2025
Q3 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.42K+ 6.41% |
$153K - $159K
|
23.5K
$2.65M
|
|
|
Oct 30, 2025
Q3 2025
|
Birch Financial Group, LLC
Keene, NH |
BUY
|
- |
1.35K+ 13.34% |
$146K - $152K
|
11.5K
$1.29M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.34K+ 30.59% |
$144K - $151K
|
5.72K
$643K
|
|
|
Oct 27, 2025
Q3 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1.33K+ 25.98% |
$143K - $149K
|
6.43K
$722K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.22K+ 11.75% |
$131K - $137K
|
11.6K
$1.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.21K+ 10.27% |
$130K - $136K
|
13K
$1.46M
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.19K+ 1.98% |
$128K - $134K
|
61.2K
$6.88M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.14KNew |
$122K - $128K
|
1.14K
$128K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.1K+ 12.24% |
$119K - $124K
|
10.1K
$1.14M
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
1.02K+ 4.1% |
$110K - $114K
|
25.8K
$2.9M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.01K+ 14.14% |
$109K - $114K
|
8.18K
$919K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1K+ 15.39% |
$108K - $112K
|
7.5K
$842K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
980+ 6.36% |
$106K - $110K
|
16.4K
$1.84M
|
|
|
Oct 16, 2025
Q3 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
941+ 4.67% |
$101K - $106K
|
21.1K
$2.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
868+ 6.13% |
$93.4K - $97.5K
|
15K
$1.69M
|
|
|
Nov 03, 2025
Q3 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
840+ 26.72% |
$90.4K - $94.4K
|
3.98K
$448K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
827+ 3.85% |
$89K - $92.9K
|
22.3K
$2.51M
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
810+ 48.77% |
$87.2K - $91K
|
2.47K
$278K
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
808+ 15.71% |
$87K - $90.8K
|
5.95K
$669K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
792+ 18.88% |
$85.3K - $89K
|
4.99K
$560K
|
|
|
Oct 06, 2025
Q3 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
759+ 2.37% |
$81.7K - $85.3K
|
32.7K
$3.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
740+ 2.13% |
$79.7K - $83.1K
|
35.5K
$3.99M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
657+ 6.52% |
$70.7K - $73.8K
|
10.7K
$1.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
616+ 10266.67% |
$66.3K - $69.2K
|
622
$69.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
590New |
$63.5K - $66.3K
|
590
$66.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
562+ 3.95% |
$60.5K - $63.1K
|
14.8K
$1.66M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
521+ 5.63% |
$56.1K - $58.5K
|
9.78K
$1.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
506+ 6.29% |
$54.5K - $56.9K
|
8.55K
$961K
|
|
|
Oct 21, 2025
Q3 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
500+ 0.39% |
$53.8K - $56.2K
|
130K
$14.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
489+ 3.72% |
$52.6K - $54.9K
|
13.6K
$1.53M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
484+ 4.44% |
$52.1K - $54.4K
|
11.4K
$1.28M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
471+ 3.34% |
$50.7K - $52.9K
|
14.6K
$1.64M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
442+ 3.66% |
$47.6K - $49.7K
|
12.5K
$1.41M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
437+ 0.52% |
$47K - $49.1K
|
84.2K
$9.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
415+ 12.24% |
$44.7K - $46.6K
|
3.81K
$428K
|
|
|
Oct 09, 2025
Q3 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
397+ 14.68% |
$42.7K - $44.6K
|
3.1K
$348K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
396+ 4.97% |
$42.6K - $44.5K
|
8.37K
$940K
|
|
|
Oct 23, 2025
Q3 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
375New |
$40.4K - $42.1K
|
375
$42.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
374+ 7.25% |
$40.3K - $42K
|
5.53K
$621K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
374New |
$40.3K - $42K
|
374
$42K
|