Purchases and Sales Made in Q2 2025 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
40.7K+ 453.38% |
$4.29M - $4.47M
|
49.7K
$5.43M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
28.8KNew |
$3.03M - $3.16M
|
28.8K
$3.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
18.6KNew |
$1.96M - $2.04M
|
18.6K
$2.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
9.32K+ 3.97% |
$980K - $1.02M
|
244K
$26.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
8.59KNew |
$904K - $941K
|
8.59K
$937K
|
|
|
Jul 08, 2025
Q2 2025
|
Adams Asset Advisors, LLC
|
BUY
|
- |
7.95K+ 246.24% |
$837K - $872K
|
11.2K
$1.22M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.86K+ 7.36% |
$511K - $532K
|
70.8K
$7.73M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
3.29K+ 13.15% |
$347K - $361K
|
28.3K
$3.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
2.37KNew |
$250K - $260K
|
2.37K
$259K
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
1.83K+ 1.93% |
$193K - $201K
|
96.7K
$10.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
1.59K+ 5.48% |
$167K - $174K
|
30.5K
$3.33M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
1.43K+ 2.48% |
$150K - $156K
|
58.9K
$6.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.2K+ 5.46% |
$126K - $131K
|
23.1K
$2.52M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.15K+ 21.53% |
$121K - $126K
|
6.5K
$710K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
842+ 0.96% |
$88.6K - $92.3K
|
88.2K
$9.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
784+ 1.8% |
$82.5K - $85.9K
|
44.4K
$4.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
779+ 9.0% |
$82K - $85.4K
|
9.43K
$1.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
664+ 4.94% |
$69.9K - $72.8K
|
14.1K
$1.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
578+ 2.68% |
$60.8K - $63.4K
|
22.1K
$2.41M
|
|
|
Jul 07, 2025
Q2 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
496+ 1.58% |
$52.2K - $54.4K
|
32K
$3.49M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
407+ 0.53% |
$42.8K - $44.6K
|
77.2K
$8.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
395+ 3.48% |
$41.6K - $43.3K
|
11.7K
$1.28M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
367+ 8.55% |
$38.6K - $40.2K
|
4.66K
$509K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
220+ 22.75% |
$23.2K - $24.1K
|
1.19K
$130K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
116+ 5.83% |
$12.2K - $12.7K
|
2.11K
$230K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
108+ 1.37% |
$11.4K - $11.8K
|
8.02K
$875K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
64+ 1.05% |
$6.73K - $7.02K
|
6.14K
$669K
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
36+ 0.36% |
$3.79K - $3.95K
|
9.99K
$1.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
25New |
$2.63K - $2.74K
|
25
$2.73K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
18+ 3.51% |
$1.89K - $1.97K
|
531
$57.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
16+ 0.57% |
$1.68K - $1.75K
|
2.85K
$310K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13+ 5.26% |
$1.37K - $1.42K
|
260
$28.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-4- 0.15% |
$421 - $438
|
2.7K
$295K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-13- 0.1% |
$1.37K - $1.42K
|
13.4K
$1.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-25- 0.3% |
$2.63K - $2.74K
|
8.37K
$913K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-90- 0.55% |
$9.47K - $9.86K
|
16.3K
$1.78M
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-115- 2.97% |
$12.1K - $12.6K
|
3.76K
$410K
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-118- 0.55% |
$12.4K - $12.9K
|
21.3K
$2.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-157- 6.15% |
$16.5K - $17.2K
|
2.39K
$261K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-167- 0.07% |
$17.6K - $18.3K
|
238K
$26M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-193- 2.55% |
$20.3K - $21.2K
|
7.37K
$805K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-214- 3.82% |
$22.5K - $23.5K
|
5.38K
$587K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-306- 0.51% |
$32.2K - $33.5K
|
59.9K
$6.54M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-619- 19.22% |
$65.1K - $67.8K
|
2.6K
$284K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-665- 25.46% |
$70K - $72.9K
|
1.95K
$212K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-719- 10.75% |
$75.7K - $78.8K
|
5.97K
$652K
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-755- 5.29% |
$79.4K - $82.8K
|
13.5K
$1.48M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.09K- 3.22% |
$115K - $119K
|
32.8K
$3.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-1.63K- 28.39% |
$172K - $179K
|
4.12K
$449K
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-1.74K- 1.75% |
$183K - $191K
|
98.1K
$10.7M
|