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 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-36- 0.72% |
$3.88K - $4.04K
|
4.95K
$556K
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-37- 0.97% |
$3.98K - $4.16K
|
3.77K
$424K
|
|
|
Nov 04, 2025
Q3 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-39- 0.9% |
$4.2K - $4.38K
|
4.27K
$480K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-40- 2.05% |
$4.31K - $4.49K
|
1.91K
$214K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-43- 6.16% |
$4.63K - $4.83K
|
655
$73.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-44- 0.84% |
$4.74K - $4.94K
|
5.18K
$582K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-51- 1.09% |
$5.49K - $5.73K
|
4.63K
$520K
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-52- 0.87% |
$5.6K - $5.84K
|
5.94K
$667K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-53- 9.5% |
$5.71K - $5.96K
|
505
$56.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-57- 3.04% |
$6.14K - $6.4K
|
1.82K
$204K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-57- 1.9% |
$6.14K - $6.4K
|
2.94K
$331K
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-65- 2.81% |
$7K - $7.3K
|
2.25K
$253K
|
|
|
Nov 03, 2025
Q3 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-69- 0.79% |
$7.43K - $7.75K
|
8.69K
$976K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-76- 1.63% |
$8.18K - $8.54K
|
4.59K
$516K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-81- 3.25% |
$8.72K - $9.1K
|
2.42K
$271K
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-83- 0.62% |
$8.94K - $9.33K
|
13.3K
$1.49M
|
|
|
Nov 04, 2025
Q3 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-89- 0.31% |
$9.58K - $10K
|
29K
$3.26M
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-89- 3.84% |
$9.58K - $10K
|
2.23K
$251K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-90- 2.85% |
$9.69K - $10.1K
|
3.06K
$344K
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-91- 0.65% |
$9.8K - $10.2K
|
13.9K
$1.56M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-92- 2.76% |
$9.9K - $10.3K
|
3.25K
$365K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-93- 1.64% |
$10K - $10.4K
|
5.58K
$627K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-93- 2.04% |
$10K - $10.4K
|
4.47K
$502K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-99- 1.18% |
$10.7K - $11.1K
|
8.27K
$929K
|
|
|
Oct 17, 2025
Q3 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-99- 4.37% |
$10.7K - $11.1K
|
2.16K
$243K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-100- 56.5% |
$10.8K - $11.2K
|
77
$8.65K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
SELL
|
- |
-106- 12.69% |
$11.4K - $11.9K
|
729
$81.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-137- 0.66% |
$14.7K - $15.4K
|
20.5K
$2.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-138- 2.39% |
$14.9K - $15.5K
|
5.63K
$632K
|
|
|
Oct 15, 2025
Q3 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-139- 1.39% |
$15K - $15.6K
|
9.85K
$1.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-140- 2.81% |
$15.1K - $15.7K
|
4.85K
$545K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-140- 3.14% |
$15.1K - $15.7K
|
4.32K
$486K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-141- 1.1% |
$15.2K - $15.8K
|
12.7K
$1.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-149- 4.68% |
$16K - $16.7K
|
3.04K
$341K
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-152- 2.38% |
$16.4K - $17.1K
|
6.22K
$699K
|
|
|
Oct 27, 2025
Q3 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-154- 0.53% |
$16.6K - $17.3K
|
29K
$3.26M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-157- 1.74% |
$16.9K - $17.6K
|
8.86K
$995K
|
|
|
Oct 30, 2025
Q3 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-159- 0.67% |
$17.1K - $17.9K
|
23.7K
$2.67M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-159- 3.43% |
$17.1K - $17.9K
|
4.48K
$503K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-165- 6.49% |
$17.8K - $18.5K
|
2.38K
$267K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-167- 2.75% |
$18K - $18.8K
|
5.9K
$663K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-200- 12.25% |
$21.5K - $22.5K
|
1.43K
$161K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-209- 2.13% |
$22.5K - $23.5K
|
9.59K
$1.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-234- 0.99% |
$25.2K - $26.3K
|
23.4K
$2.63M
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-246- 55.16% |
$26.5K - $27.6K
|
200
$22.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-247- 0.96% |
$26.6K - $27.8K
|
25.5K
$2.87M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-250- 10.35% |
$26.9K - $28.1K
|
2.17K
$243K
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-263- 8.39% |
$28.3K - $29.6K
|
2.87K
$322K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-296- 2.88% |
$31.9K - $33.3K
|
9.99K
$1.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-300- 5.66% |
$32.3K - $33.7K
|
5K
$562K
|