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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-881- 6.71% |
$92.6K - $96.6K
|
12.3K
$1.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-884- 3.74% |
$92.9K - $96.9K
|
22.8K
$2.48M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-930- 14.53% |
$97.7K - $102K
|
5.47K
$597K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-939- 20.19% |
$98.7K - $103K
|
3.71K
$405K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-949- 12.44% |
$99.7K - $104K
|
6.68K
$729K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-962- 28.42% |
$101K - $105K
|
2.42K
$264K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-982- 14.27% |
$103K - $108K
|
5.9K
$644K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-983- 0.95% |
$103K - $108K
|
103K
$11.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1K- 53.62% |
$105K - $110K
|
865
$94.4K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1K- 27.32% |
$105K - $110K
|
2.66K
$290K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1.01K- 8.37% |
$106K - $110K
|
11K
$1.2M
|
|
|
May 01, 2025
Q1 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1.03K- 10.34% |
$108K - $112K
|
8.9K
$971K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.05K- 8.32% |
$110K - $115K
|
11.5K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-1.05K- 15.94% |
$110K - $115K
|
5.52K
$602K
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-1.09K- 3.16% |
$114K - $119K
|
33.4K
$3.64M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.1K- 9.52% |
$116K - $121K
|
10.5K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.11K- 11.6% |
$117K - $122K
|
8.45K
$922K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.12K- 16.19% |
$117K - $122K
|
5.78K
$631K
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.14K- 10.13% |
$120K - $125K
|
10.1K
$1.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-1.15K- 15.73% |
$121K - $126K
|
6.18K
$674K
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1.18K- 6.07% |
$123K - $129K
|
18.2K
$1.98M
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-1.18K- 12.16% |
$123K - $129K
|
8.49K
$926K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.18K- 13.02% |
$124K - $130K
|
7.91K
$863K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.2K- 5.74% |
$126K - $131K
|
19.7K
$2.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-1.2K- 11.34% |
$126K - $132K
|
9.4K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.21K- 28.5% |
$127K - $133K
|
3.04K
$331K
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.23K- 30.78% |
$129K - $135K
|
2.76K
$301K
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.23K- 17.16% |
$129K - $135K
|
5.95K
$649K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.24K- 23.84% |
$130K - $136K
|
3.96K
$432K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.24K- 23.76% |
$131K - $136K
|
3.99K
$435K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.26K- 18.06% |
$133K - $138K
|
5.72K
$624K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.29K- 22.38% |
$136K - $142K
|
4.48K
$489K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.29K- 12.11% |
$136K - $142K
|
9.37K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.3K- 4.03% |
$137K - $143K
|
31.1K
$3.39M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
SELL
|
- |
-1.33K- 4.05% |
$140K - $146K
|
31.5K
$3.44M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.33K- 7.68% |
$140K - $146K
|
16K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-1.36K- 33.63% |
$142K - $149K
|
2.67K
$292K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.37K- 3.06% |
$144K - $150K
|
43.3K
$4.72M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.37K- 2.22% |
$144K - $150K
|
60.3K
$6.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.46K- 2.53% |
$153K - $160K
|
56.3K
$6.14M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.5K- 21.16% |
$158K - $165K
|
5.6K
$611K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.51K- 18.77% |
$158K - $165K
|
6.53K
$712K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.51K- 2.3% |
$159K - $166K
|
64.3K
$7.01M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.52K- 21.11% |
$159K - $166K
|
5.67K
$618K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.55K- 50.0% |
$163K - $170K
|
1.55K
$170K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.6K- 0.75% |
$168K - $175K
|
213K
$23.3M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.63K- 15.17% |
$172K - $179K
|
9.13K
$996K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.64K- 21.58% |
$173K - $180K
|
5.98K
$652K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.65K- 4.98% |
$174K - $181K
|
31.6K
$3.44M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.71K- 5.95% |
$179K - $187K
|
27K
$2.94M
|