Purchases and Sales Made in Q1 2025 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-144- 6.21% |
$15.1K - $15.8K
|
2.17K
$243K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-146- 1.57% |
$15.3K - $16K
|
9.18K
$1.03M
|
|
|
Jul 07, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-147- 2.15% |
$15.4K - $16.1K
|
6.69K
$749K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-147- 13.21% |
$15.4K - $16.1K
|
966
$108K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-148- 5.29% |
$15.6K - $16.2K
|
2.65K
$297K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-154- 0.92% |
$16.2K - $16.9K
|
16.6K
$1.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-155- 4.5% |
$16.3K - $17K
|
3.29K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-155- 8.01% |
$16.3K - $17K
|
1.78K
$199K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-157- 7.64% |
$16.5K - $17.2K
|
1.9K
$212K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-157- 18.36% |
$16.5K - $17.2K
|
698
$78.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-169- 1.17% |
$17.8K - $18.5K
|
14.3K
$1.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-169- 4.77% |
$17.8K - $18.5K
|
3.38K
$378K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-170- 3.23% |
$17.9K - $18.6K
|
5.1K
$571K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-180- 2.11% |
$18.9K - $19.7K
|
8.36K
$937K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-198- 4.77% |
$20.8K - $21.7K
|
3.95K
$443K
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
SELL
|
- |
-200- 65.79% |
$21K - $21.9K
|
104
$11.6K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-200- 6.52% |
$21K - $21.9K
|
2.87K
$321K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-203- 4.6% |
$21.3K - $22.3K
|
4.21K
$472K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-208- 8.12% |
$21.9K - $22.8K
|
2.36K
$264K
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-243- 3.43% |
$25.5K - $26.6K
|
6.84K
$766K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-245- 1.7% |
$25.7K - $26.9K
|
14.2K
$1.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-246- 4.89% |
$25.9K - $27K
|
4.79K
$536K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-249- 2.17% |
$26.2K - $27.3K
|
11.2K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-250- 5.24% |
$26.3K - $27.4K
|
4.52K
$507K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-250- 8.51% |
$26.3K - $27.4K
|
2.69K
$301K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-253- 4.52% |
$26.6K - $27.7K
|
5.34K
$598K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-254- 11.76% |
$26.7K - $27.8K
|
1.91K
$213K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-258- 3.75% |
$27.1K - $28.3K
|
6.62K
$741K
|
|
|
May 05, 2025
Q1 2025
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-261- 1.37% |
$27.4K - $28.6K
|
18.8K
$2.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-261- 16.1% |
$27.4K - $28.6K
|
1.36K
$152K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-271- 1.04% |
$28.5K - $29.7K
|
25.8K
$2.89M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-277- 4.11% |
$29.1K - $30.4K
|
6.47K
$724K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-285- 9.18% |
$30K - $31.2K
|
2.82K
$316K
|
|
|
Apr 22, 2025
Q1 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-288- 9.61% |
$30.3K - $31.6K
|
2.71K
$303K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-297- 74.81% |
$31.2K - $32.6K
|
100
$11.2K
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-298- 1.07% |
$31.3K - $32.7K
|
27.6K
$3.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-301- 4.65% |
$31.6K - $33K
|
6.17K
$692K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-307- 2.54% |
$32.3K - $33.7K
|
11.8K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-314- 24.59% |
$33K - $34.4K
|
963
$108K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-317- 3.16% |
$33.3K - $34.7K
|
9.71K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-325- 0.93% |
$34.2K - $35.6K
|
34.7K
$3.89M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-326Closed |
$34.3K - $35.7K
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-334- 48.55% |
$35.1K - $36.6K
|
354
$39.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-350- 9.92% |
$36.8K - $38.4K
|
3.18K
$356K
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-351- 7.75% |
$36.9K - $38.5K
|
4.18K
$468K
|
|
|
Apr 29, 2025
Q1 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-353- 15.36% |
$37.1K - $38.7K
|
1.95K
$218K
|
|
|
Apr 22, 2025
Q1 2025
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-365- 1.28% |
$38.4K - $40K
|
28.2K
$3.16M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-370- 2.33% |
$38.9K - $40.6K
|
15.5K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-370- 5.18% |
$38.9K - $40.6K
|
6.78K
$759K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-373- 7.73% |
$39.2K - $40.9K
|
4.45K
$499K
|