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 14, 2025
Q3 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
SELL
|
- |
-2K- 6.04% |
$215K - $225K
|
31.1K
$3.49M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.02K- 10.31% |
$217K - $227K
|
17.6K
$1.97M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.1K- 51.79% |
$226K - $236K
|
1.95K
$219K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-2.13K- 20.43% |
$229K - $239K
|
8.29K
$931K
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.14K- 3.36% |
$230K - $240K
|
61.5K
$6.91M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.3K- 20.2% |
$248K - $258K
|
9.08K
$1.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.31K- 5.54% |
$249K - $260K
|
39.4K
$4.43M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.42K- 10.35% |
$260K - $272K
|
20.9K
$2.35M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.45K- 17.32% |
$264K - $276K
|
11.7K
$1.32M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-2.92K- 43.34% |
$314K - $328K
|
3.82K
$429K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-3.01K- 25.16% |
$324K - $338K
|
8.94K
$1M
|
|
|
Oct 28, 2025
Q3 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-3.02K- 6.61% |
$325K - $340K
|
42.7K
$4.79M
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-3.66K- 15.15% |
$394K - $412K
|
20.5K
$2.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.87K- 1.63% |
$417K - $435K
|
234K
$26.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-3.91K- 3.15% |
$421K - $439K
|
120K
$13.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-4.01K- 51.56% |
$431K - $450K
|
3.76K
$423K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-4.42K- 12.87% |
$476K - $497K
|
29.9K
$3.36M
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-4.58K- 7.03% |
$493K - $515K
|
60.6K
$6.81M
|
|
|
Oct 27, 2025
Q3 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
SELL
|
- |
-4.75K- 11.07% |
$511K - $534K
|
38.2K
$4.29M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-5.16K- 46.26% |
$555K - $579K
|
5.99K
$673K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.47K- 6.96% |
$589K - $615K
|
73.1K
$8.21M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-5.67K- 96.07% |
$610K - $637K
|
232
$26.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-5.82K- 34.24% |
$627K - $654K
|
11.2K
$1.26M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.96K- 25.78% |
$641K - $669K
|
17.1K
$1.93M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-6.14K- 94.43% |
$661K - $690K
|
362
$40.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-6.84K- 0.77% |
$737K - $769K
|
886K
$99.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-8.06K- 14.79% |
$867K - $905K
|
46.4K
$5.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-8.51K- 41.33% |
$917K - $957K
|
12.1K
$1.36M
|
|
|
Nov 04, 2025
Q3 2025
|
5th Street Advisors, LLC
|
SELL
|
- |
-9.66K- 8.64% |
$1.04M - $1.09M
|
102K
$11.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-10.7K- 49.46% |
$1.15M - $1.2M
|
10.9K
$1.23M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-12.2K- 32.81% |
$1.31M - $1.37M
|
24.9K
$2.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-13.1K- 5.89% |
$1.41M - $1.47M
|
209K
$23.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-13.3K- 81.24% |
$1.43M - $1.49M
|
3.07K
$344K
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-13.6K- 9.87% |
$1.47M - $1.53M
|
124K
$14M
|
|
|
Nov 04, 2025
Q3 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-14K- 10.8% |
$1.51M - $1.57M
|
116K
$13M
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-16.3K- 15.66% |
$1.75M - $1.83M
|
87.6K
$9.84M
|
|
|
Oct 28, 2025
Q3 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-16.4K- 44.89% |
$1.77M - $1.84M
|
20.1K
$2.26M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-18.5K- 38.08% |
$2M - $2.08M
|
30.1K
$3.39M
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-21.1K- 6.64% |
$2.28M - $2.38M
|
297K
$33.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-30.6K- 63.11% |
$3.3M - $3.44M
|
17.9K
$2.01M
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-35.8K- 38.71% |
$3.85M - $4.02M
|
56.6K
$6.36M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-48.3K- 40.53% |
$5.2M - $5.42M
|
70.8K
$7.96M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-134K- 89.96% |
$14.5M - $15.1M
|
15K
$1.68M
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-173K- 49.62% |
$18.6M - $19.4M
|
175K
$19.7M
|
|
|
Oct 30, 2025
Q3 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-210K- 31.76% |
$22.6M - $23.6M
|
451K
$50.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-210K- 13.31% |
$22.6M - $23.6M
|
1.37M
$154M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-270K- 31.44% |
$29.1M - $30.4M
|
589K
$66.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-284K- 45.26% |
$30.6M - $31.9M
|
343K
$38.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-345K- 26.85% |
$37.1M - $38.8M
|
940K
$106M
|
|
|
Nov 04, 2025
Q3 2025
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-577K- 68.73% |
$62.2M - $64.9M
|
263K
$29.5M
|