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 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
46+ 2.06% |
$4.95K - $5.17K
|
2.28K
$256K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
43+ 2.76% |
$4.63K - $4.83K
|
1.6K
$180K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
40+ 3.13% |
$4.31K - $4.49K
|
1.32K
$148K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
38New |
$4.09K - $4.27K
|
38
$4.27K
|
|
|
Oct 14, 2025
Q3 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
33+ 1.39% |
$3.55K - $3.71K
|
2.41K
$270K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
30New |
$3.23K - $3.37K
|
30
$3.37K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
30+ 68.18% |
$3.23K - $3.37K
|
74
$8.31K
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
27+ 1.12% |
$2.91K - $3.03K
|
2.43K
$273K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
21+ 1.03% |
$2.26K - $2.36K
|
2.06K
$231K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
21+ 3.95% |
$2.26K - $2.36K
|
552
$62K
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
17+ 0.58% |
$1.83K - $1.91K
|
2.96K
$332K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
16+ 5.9% |
$1.72K - $1.8K
|
287
$32.2K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
15+ 0.53% |
$1.61K - $1.69K
|
2.86K
$321K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
12+ 0.1% |
$1.29K - $1.35K
|
12.3K
$1.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11+ 5.02% |
$1.18K - $1.24K
|
230
$25.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
10+ 0.17% |
$1.08K - $1.12K
|
6.04K
$678K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
8+ 0.43% |
$861 - $899
|
1.86K
$209K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6+ 0.88% |
$646 - $674
|
689
$77.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.93% |
$431 - $449
|
434
$48.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
4+ 0.43% |
$431 - $449
|
939
$105K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
3+ 1.12% |
$323 - $337
|
271
$30.4K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3+ 0.98% |
$323 - $337
|
309
$34.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3+ 1.14% |
$323 - $337
|
267
$30K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2+ 0.05% |
$215 - $225
|
3.65K
$410K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.34% |
$215 - $225
|
595
$66.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 0.15% |
$108 - $112
|
683
$76.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 2.86% |
$108 - $112
|
36
$4.04K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.68% |
$108 - $112
|
147
$16.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.34% |
$108 - $112
|
298
$33.5K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1- 0.03% |
$108 - $112
|
3.89K
$437K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2- 0.03% |
$215 - $225
|
6.23K
$700K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-3- 3.45% |
$323 - $337
|
84
$9.44K
|
|
|
Oct 28, 2025
Q3 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-4- 0.16% |
$431 - $449
|
2.5K
$280K
|
|
|
Oct 23, 2025
Q3 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-5- 0.12% |
$538 - $562
|
4.02K
$452K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-6- 0.4% |
$646 - $674
|
1.5K
$169K
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-7- 0.25% |
$754 - $787
|
2.78K
$313K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-8- 1.79% |
$861 - $899
|
440
$49.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-10- 4.0% |
$1.08K - $1.12K
|
240
$27K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-10- 0.26% |
$1.08K - $1.12K
|
3.86K
$434K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-13- 31.71% |
$1.4K - $1.46K
|
28
$3.15K
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
SELL
|
- |
-16- 0.01% |
$1.72K - $1.8K
|
125K
$14.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-21- 95.45% |
$2.26K - $2.36K
|
1
$112
|
|
|
Oct 22, 2025
Q3 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-22- 0.12% |
$2.37K - $2.47K
|
18.1K
$2.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-22- 88.0% |
$2.37K - $2.47K
|
3
$337
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-27- 1.22% |
$2.91K - $3.03K
|
2.19K
$246K
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-29- 0.66% |
$3.12K - $3.26K
|
4.35K
$489K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-30- 7.03% |
$3.23K - $3.37K
|
397
$44.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-34- 0.98% |
$3.66K - $3.82K
|
3.43K
$386K
|
|
|
Oct 23, 2025
Q3 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-35- 0.45% |
$3.77K - $3.93K
|
7.75K
$870K
|