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 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.51K- 2.3% |
$159K - $166K
|
64.3K
$7.2M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.52K- 21.11% |
$159K - $166K
|
5.67K
$635K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.55K- 50.0% |
$163K - $170K
|
1.55K
$174K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.6K- 0.75% |
$168K - $175K
|
213K
$23.9M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.63K- 15.17% |
$172K - $179K
|
9.13K
$1.02M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.64K- 21.58% |
$173K - $180K
|
5.98K
$669K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.65K- 4.98% |
$174K - $181K
|
31.6K
$3.54M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.71K- 5.95% |
$179K - $187K
|
27K
$3.02M
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.71K- 3.58% |
$180K - $188K
|
46.1K
$5.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.72K- 21.6% |
$180K - $188K
|
6.23K
$698K
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-1.73K- 34.95% |
$181K - $189K
|
3.21K
$360K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.75K- 29.93% |
$183K - $191K
|
4.09K
$458K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.78K- 13.11% |
$187K - $195K
|
11.8K
$1.32M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.9K- 2.69% |
$199K - $208K
|
68.4K
$7.67M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.94K- 6.53% |
$204K - $213K
|
27.8K
$3.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.95K- 12.74% |
$205K - $214K
|
13.4K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-2.02K- 8.94% |
$213K - $222K
|
20.6K
$2.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.03K- 46.02% |
$213K - $223K
|
2.38K
$267K
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.1K- 6.7% |
$221K - $230K
|
29.2K
$3.28M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.12K- 7.07% |
$223K - $232K
|
27.8K
$3.12M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-2.19K- 30.12% |
$230K - $239K
|
5.07K
$568K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-2.19K- 17.26% |
$231K - $240K
|
10.5K
$1.18M
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-2.33K- 9.51% |
$244K - $255K
|
22.1K
$2.48M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.34K- 18.94% |
$246K - $256K
|
10K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-2.42K- 3.73% |
$255K - $266K
|
62.6K
$7.01M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.44K- 19.1% |
$256K - $267K
|
10.3K
$1.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-2.44K- 8.09% |
$257K - $268K
|
27.8K
$3.11M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-2.46K- 50.13% |
$259K - $270K
|
2.45K
$275K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-2.51K- 47.22% |
$263K - $275K
|
2.8K
$314K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-2.51K- 25.06% |
$264K - $275K
|
7.51K
$841K
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-2.56K- 8.11% |
$269K - $280K
|
28.9K
$3.24M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.58K- 6.46% |
$271K - $282K
|
37.3K
$4.18M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.63K- 10.62% |
$276K - $288K
|
22.1K
$2.48M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-2.68K- 9.6% |
$282K - $294K
|
25.2K
$2.83M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-2.72K- 2.63% |
$286K - $298K
|
101K
$11.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.72K- 3.84% |
$286K - $298K
|
68.1K
$7.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-2.77K- 48.97% |
$291K - $304K
|
2.89K
$323K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.77K- 0.82% |
$292K - $304K
|
334K
$37.4M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-2.82K- 4.57% |
$296K - $309K
|
58.9K
$6.59M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.83K- 3.62% |
$297K - $310K
|
75.2K
$8.42M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-2.84K- 6.45% |
$299K - $312K
|
41.2K
$4.62M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.94K- 11.83% |
$309K - $322K
|
21.9K
$2.46M
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-2.99K- 8.57% |
$314K - $328K
|
31.9K
$3.57M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-3K- 82.0% |
$316K - $329K
|
659
$73.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-3.13K- 42.49% |
$329K - $343K
|
4.23K
$474K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-3.17K- 40.2% |
$333K - $347K
|
4.71K
$527K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-3.48K- 17.63% |
$366K - $382K
|
16.3K
$1.82M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.65K- 7.33% |
$384K - $400K
|
46.1K
$5.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-3.68K- 60.52% |
$386K - $403K
|
2.4K
$269K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3.78K- 5.13% |
$397K - $414K
|
70K
$7.84M
|