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 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
351+ 12.79% |
$37.8K - $39.4K
|
3.1K
$348K
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
340+ 5.09% |
$36.6K - $38.2K
|
7.02K
$789K
|
|
|
Oct 20, 2025
Q3 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
332+ 1.13% |
$35.7K - $37.3K
|
29.7K
$3.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
328+ 1.14% |
$35.3K - $36.9K
|
29.1K
$3.27M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
327+ 2.6% |
$35.2K - $36.7K
|
12.9K
$1.45M
|
|
|
Oct 30, 2025
Q3 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
326+ 2.97% |
$35.1K - $36.6K
|
11.3K
$1.27M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
288+ 1.1% |
$31K - $32.4K
|
26.5K
$2.98M
|
|
|
Oct 28, 2025
Q3 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
284+ 0.2% |
$30.6K - $31.9K
|
141K
$15.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
274+ 14.07% |
$29.5K - $30.8K
|
2.22K
$249K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
273+ 10.29% |
$29.4K - $30.7K
|
2.93K
$329K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
253+ 7.02% |
$27.2K - $28.4K
|
3.86K
$433K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
229+ 0.44% |
$24.7K - $25.7K
|
51.9K
$5.83M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
227New |
$24.4K - $25.5K
|
227
$25.5K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
225+ 255.68% |
$24.2K - $25.3K
|
313
$35.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Burns J W & CO Inc
|
BUY
|
- |
223+ 0.57% |
$24K - $25.1K
|
39.5K
$4.44M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
213+ 8.78% |
$22.9K - $23.9K
|
2.64K
$296K
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
208+ 3.65% |
$22.4K - $23.4K
|
5.91K
$664K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
197+ 1.68% |
$21.2K - $22.1K
|
11.9K
$1.34M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
193+ 1135.29% |
$20.8K - $21.7K
|
210
$23.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
184New |
$19.8K - $20.7K
|
184
$20.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
180New |
$19.4K - $20.2K
|
180
$20.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
177+ 0.52% |
$19.1K - $19.9K
|
34.2K
$3.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
172New |
$18.5K - $19.3K
|
172
$19.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
171New |
$18.4K - $19.2K
|
171
$19.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
169+ 8.12% |
$18.2K - $19K
|
2.25K
$253K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
BUY
|
- |
168+ 4.89% |
$18.1K - $18.9K
|
3.61K
$405K
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
165+ 6.33% |
$17.8K - $18.5K
|
2.77K
$311K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
161+ 6.19% |
$17.3K - $18.1K
|
2.76K
$310K
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
155+ 1.93% |
$16.7K - $17.4K
|
8.17K
$918K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
147+ 3.07% |
$15.8K - $16.5K
|
4.93K
$554K
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
139New |
$15K - $15.6K
|
139
$15.6K
|
|
|
Oct 08, 2025
Q3 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
137+ 1.54% |
$14.7K - $15.4K
|
9.05K
$1.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
130+ 0.9% |
$14K - $14.6K
|
14.5K
$1.63M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
118+ 4.93% |
$12.7K - $13.3K
|
2.51K
$282K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
92New |
$9.9K - $10.3K
|
92
$10.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
92New |
$9.9K - $10.3K
|
92
$10.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
90+ 34.62% |
$9.69K - $10.1K
|
350
$39.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
BUY
|
- |
88+ 2.19% |
$9.47K - $9.89K
|
4.1K
$461K
|
|
|
Oct 09, 2025
Q3 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
88+ 1.09% |
$9.47K - $9.89K
|
8.19K
$920K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
85+ 1.95% |
$9.15K - $9.55K
|
4.45K
$500K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
82+ 0.43% |
$8.83K - $9.21K
|
19.1K
$2.14M
|
|
|
Oct 09, 2025
Q3 2025
|
Adams Asset Advisors, LLC
|
BUY
|
- |
78+ 0.7% |
$8.4K - $8.76K
|
11.3K
$1.26M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
69+ 1.1% |
$7.43K - $7.75K
|
6.37K
$715K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
61+ 3.24% |
$6.57K - $6.85K
|
1.94K
$218K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
59+ 2.49% |
$6.35K - $6.63K
|
2.43K
$273K
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
58+ 2.4% |
$6.24K - $6.52K
|
2.48K
$278K
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
56+ 0.44% |
$6.03K - $6.29K
|
12.9K
$1.45M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
55+ 8.22% |
$5.92K - $6.18K
|
724
$81.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
50New |
$5.38K - $5.62K
|
50
$5.62K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
48+ 1.64% |
$5.17K - $5.39K
|
2.98K
$335K
|