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 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
82+ 3.98% |
$8.62K - $8.99K
|
2.14K
$240K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
80+ 0.85% |
$8.41K - $8.77K
|
9.51K
$1.07M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
80+ 3.11% |
$8.41K - $8.77K
|
2.65K
$297K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
78New |
$8.2K - $8.55K
|
78
$8.74K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
78+ 1.04% |
$8.2K - $8.55K
|
7.58K
$849K
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
75New |
$7.88K - $8.22K
|
75
$8.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
75+ 2.15% |
$7.88K - $8.22K
|
3.57K
$399K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
74+ 3.64% |
$7.78K - $8.11K
|
2.11K
$236K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
73+ 39.04% |
$7.67K - $8K
|
260
$29.1K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
70+ 1.87% |
$7.36K - $7.67K
|
3.81K
$427K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
69+ 1.8% |
$7.25K - $7.56K
|
3.89K
$436K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
67+ 0.41% |
$7.04K - $7.34K
|
16.5K
$1.85M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
66New |
$6.94K - $7.23K
|
66
$7.39K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
64+ 1.03% |
$6.73K - $7.02K
|
6.29K
$705K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
61New |
$6.41K - $6.69K
|
61
$6.83K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
53+ 14.44% |
$5.57K - $5.81K
|
420
$47K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
52+ 0.82% |
$5.47K - $5.7K
|
6.4K
$717K
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
52+ 2.6% |
$5.47K - $5.7K
|
2.05K
$230K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
51+ 0.49% |
$5.36K - $5.59K
|
10.5K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
50+ 208.33% |
$5.26K - $5.48K
|
74
$8.29K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
45+ 4.62% |
$4.73K - $4.93K
|
1.02K
$114K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
43+ 1.3% |
$4.52K - $4.71K
|
3.36K
$376K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
43+ 1.68% |
$4.52K - $4.71K
|
2.6K
$292K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
40+ 11.49% |
$4.2K - $4.38K
|
388
$43.5K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
38+ 0.45% |
$3.99K - $4.17K
|
8.4K
$941K
|
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
36+ 0.91% |
$3.78K - $3.95K
|
4K
$448K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
32+ 1.24% |
$3.36K - $3.51K
|
2.62K
$294K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
32New |
$3.36K - $3.51K
|
32
$3.58K
|
|
|
Apr 25, 2025
Q1 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
29+ 0.75% |
$3.05K - $3.18K
|
3.87K
$434K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
25+ 0.68% |
$2.63K - $2.74K
|
3.72K
$416K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
24+ 0.06% |
$2.52K - $2.63K
|
39.2K
$4.39M
|
|
|
May 13, 2025
Q1 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
23+ 0.75% |
$2.42K - $2.52K
|
3.11K
$348K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
22+ 1.14% |
$2.31K - $2.41K
|
1.95K
$218K
|
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
19+ 0.73% |
$2K - $2.08K
|
2.63K
$294K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
19+ 0.75% |
$2K - $2.08K
|
2.55K
$286K
|
|
|
Apr 23, 2025
Q1 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
19+ 0.05% |
$2K - $2.08K
|
37.8K
$4.23M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
18+ 0.06% |
$1.89K - $1.97K
|
28.2K
$3.15M
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
18+ 0.06% |
$1.89K - $1.97K
|
28.2K
$3.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
16+ 0.1% |
$1.68K - $1.75K
|
16.8K
$1.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
14+ 0.49% |
$1.47K - $1.53K
|
2.85K
$320K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
14+ 0.02% |
$1.47K - $1.53K
|
69.6K
$7.79M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
13+ 2.24% |
$1.37K - $1.42K
|
594
$66.5K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
12+ 0.2% |
$1.26K - $1.32K
|
6.07K
$680K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
12+ 1.7% |
$1.26K - $1.32K
|
717
$80.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
12+ 0.07% |
$1.26K - $1.32K
|
16.4K
$1.84M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
12+ 0.56% |
$1.26K - $1.32K
|
2.14K
$239K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
11+ 0.38% |
$1.16K - $1.21K
|
2.93K
$328K
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.44% |
$1.05K - $1.1K
|
2.29K
$257K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
10+ 0.35% |
$1.05K - $1.1K
|
2.83K
$317K
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
9+ 0.09% |
$946 - $986
|
9.96K
$1.12M
|