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 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-304- 1.53% |
$32.7K - $34.2K
|
19.6K
$2.2M
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-307- 2.77% |
$33.1K - $34.5K
|
10.8K
$1.21M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-315- 7.23% |
$33.9K - $35.4K
|
4.04K
$454K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-335- 1.7% |
$36.1K - $37.6K
|
19.3K
$2.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-336- 9.11% |
$36.2K - $37.8K
|
3.35K
$377K
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-353- 5.56% |
$38K - $39.7K
|
6K
$673K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-367- 0.81% |
$39.5K - $41.2K
|
44.9K
$5.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-378- 6.25% |
$40.7K - $42.5K
|
5.67K
$637K
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-390- 14.23% |
$42K - $43.8K
|
2.35K
$264K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-395- 5.36% |
$42.5K - $44.4K
|
6.98K
$784K
|
|
|
Oct 31, 2025
Q3 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-400- 5.29% |
$43.1K - $44.9K
|
7.17K
$805K
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-400- 1.38% |
$43.1K - $44.9K
|
28.7K
$3.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-424- 11.98% |
$45.6K - $47.6K
|
3.12K
$350K
|
|
|
Oct 27, 2025
Q3 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-431- 4.79% |
$46.4K - $48.4K
|
8.57K
$963K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-448- 0.75% |
$48.2K - $50.3K
|
59.5K
$6.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-466- 0.79% |
$50.2K - $52.4K
|
58.3K
$6.55M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-470- 2.88% |
$50.6K - $52.8K
|
15.8K
$1.78M
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-498- 8.06% |
$53.6K - $56K
|
5.68K
$638K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-506- 14.72% |
$54.5K - $56.9K
|
2.93K
$329K
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-506- 5.7% |
$54.5K - $56.9K
|
8.38K
$941K
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-508- 21.84% |
$54.7K - $57.1K
|
1.82K
$204K
|
|
|
Oct 15, 2025
Q3 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-519- 3.84% |
$55.9K - $58.3K
|
13K
$1.46M
|
|
|
Oct 29, 2025
Q3 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-553- 8.92% |
$59.5K - $62.1K
|
5.65K
$634K
|
|
|
Oct 07, 2025
Q3 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-560- 2.02% |
$60.3K - $62.9K
|
27.2K
$3.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-571- 7.42% |
$61.5K - $64.2K
|
7.13K
$800K
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-615- 2.51% |
$66.2K - $69.1K
|
23.9K
$2.69M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-644- 6.2% |
$69.3K - $72.4K
|
9.74K
$1.09M
|
|
|
Oct 16, 2025
Q3 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
SELL
|
- |
-648- 4.82% |
$69.8K - $72.8K
|
12.8K
$1.44M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-654- 0.84% |
$70.4K - $73.5K
|
77.3K
$8.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Clarendon Private LLC
Boston, MA |
SELL
|
- |
-715- 9.09% |
$77K - $80.3K
|
7.15K
$803K
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-722- 7.29% |
$77.7K - $81.1K
|
9.18K
$1.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-734- 11.49% |
$79K - $82.5K
|
5.65K
$635K
|
|
|
Oct 09, 2025
Q3 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-820- 3.85% |
$88.3K - $92.1K
|
20.5K
$2.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-859- 3.52% |
$92.5K - $96.5K
|
23.6K
$2.65M
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-863- 13.23% |
$92.9K - $97K
|
5.66K
$636K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-951- 6.55% |
$102K - $107K
|
13.6K
$1.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-993- 3.74% |
$107K - $112K
|
25.6K
$2.87M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.01K- 10.18% |
$109K - $114K
|
8.92K
$1M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.01K- 74.56% |
$109K - $114K
|
346
$38.9K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.16K- 36.34% |
$125K - $131K
|
2.04K
$229K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.21K- 91.62% |
$131K - $136K
|
111
$12.5K
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.29K- 14.98% |
$138K - $144K
|
7.3K
$820K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.3K- 16.17% |
$140K - $146K
|
6.72K
$755K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.41K- 1.46% |
$151K - $158K
|
94.9K
$10.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.43K- 41.23% |
$154K - $161K
|
2.04K
$229K
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-1.43K- 18.67% |
$154K - $161K
|
6.24K
$701K
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-1.72K- 2.63% |
$185K - $194K
|
63.7K
$7.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.73K- 2.82% |
$186K - $194K
|
59.6K
$6.69M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-1.92K- 31.36% |
$207K - $216K
|
4.2K
$472K
|
|
|
Oct 16, 2025
Q3 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-1.97K- 2.83% |
$212K - $222K
|
67.8K
$7.62M
|