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 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.83K- 4.23% |
$403K - $420K
|
86.6K
$9.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-3.83K- 26.61% |
$403K - $420K
|
10.6K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.83K- 3.69% |
$403K - $420K
|
100K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-4.01K- 2.62% |
$421K - $439K
|
149K
$16.7M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.02K- 47.58% |
$422K - $440K
|
4.42K
$495K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-4.05K- 6.79% |
$426K - $444K
|
55.6K
$6.23M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-4.17K- 16.05% |
$439K - $458K
|
21.8K
$2.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.24K- 4.63% |
$445K - $464K
|
87.3K
$9.78M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-4.38K- 35.78% |
$460K - $480K
|
7.86K
$880K
|
|
|
Apr 22, 2025
Q1 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-4.55K- 5.96% |
$478K - $498K
|
71.7K
$8.04M
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-4.73K- 15.04% |
$497K - $518K
|
26.7K
$2.99M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.81K- 10.93% |
$505K - $527K
|
39.2K
$4.39M
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-4.88K- 3.76% |
$513K - $535K
|
125K
$14M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-4.95K- 5.07% |
$520K - $542K
|
92.5K
$10.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.97K- 7.37% |
$522K - $545K
|
62.4K
$6.99M
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-4.98K- 6.44% |
$523K - $546K
|
72.3K
$8.1M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-5.45K- 54.58% |
$572K - $597K
|
4.53K
$508K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.53K- 7.34% |
$581K - $606K
|
69.8K
$7.82M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-5.68K- 3.77% |
$597K - $622K
|
145K
$16.2M
|
|
|
May 15, 2025
Q1 2025
|
5th Street Advisors, LLC
|
SELL
|
- |
-5.68K- 4.15% |
$597K - $623K
|
131K
$14.7M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-6.64K- 35.44% |
$698K - $728K
|
12.1K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
National Mutual Funds Management LTD
Sydney, C3 |
SELL
|
- |
-6.72K- 8.46% |
$706K - $737K
|
72.8K
$8.15M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.73K- 40.35% |
$707K - $738K
|
9.95K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6.93K- 61.55% |
$728K - $760K
|
4.33K
$485K
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-6.95K- 78.39% |
$731K - $762K
|
1.92K
$215K
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-7.1K- 5.17% |
$746K - $778K
|
130K
$14.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-7.29K- 5.62% |
$766K - $799K
|
122K
$13.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-7.47K- 28.5% |
$785K - $819K
|
18.7K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Jones Road Capital Management, L.P.
New York, NY |
SELL
|
- |
-7.47K- 7.85% |
$785K - $819K
|
87.7K
$9.82M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-8.15K- 1.04% |
$856K - $893K
|
773K
$86.5M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.3K- 42.38% |
$873K - $910K
|
11.3K
$1.26M
|
|
|
May 09, 2025
Q1 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-9.66K- 7.31% |
$1.02M - $1.06M
|
123K
$13.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-9.69K- 13.99% |
$1.02M - $1.06M
|
59.6K
$6.67M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-9.83K- 91.84% |
$1.03M - $1.08M
|
873
$97.8K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.88K- 12.69% |
$1.04M - $1.08M
|
68K
$7.61M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-10.3K- 4.35% |
$1.08M - $1.13M
|
226K
$25.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-10.7K- 4.28% |
$1.12M - $1.17M
|
239K
$26.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-10.8K- 99.08% |
$1.13M - $1.18M
|
100
$11.2K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-11.6K- 18.75% |
$1.22M - $1.27M
|
50.1K
$5.61M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-12K- 23.95% |
$1.26M - $1.32M
|
38.1K
$4.27M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-12.3K- 82.38% |
$1.29M - $1.35M
|
2.63K
$295K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.3K- 29.0% |
$1.29M - $1.35M
|
30.2K
$3.38M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-12.5K- 9.13% |
$1.31M - $1.37M
|
124K
$13.9M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-12.8K- 9.81% |
$1.35M - $1.41M
|
118K
$13.2M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-13.1K- 87.56% |
$1.38M - $1.43M
|
1.86K
$208K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-13.5K- 75.13% |
$1.41M - $1.47M
|
4.45K
$499K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.5K- 4.63% |
$1.63M - $1.7M
|
320K
$35.8M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-15.9K- 34.67% |
$1.67M - $1.75M
|
30K
$3.36M
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-16K- 8.42% |
$1.68M - $1.75M
|
174K
$19.5M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-17.5K- 77.68% |
$1.84M - $1.92M
|
5.02K
$563K
|