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 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-193- 2.55% |
$20.3K - $21.2K
|
7.37K
$826K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-195- 4.28% |
$20.5K - $21.4K
|
4.37K
$489K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-197- 7.86% |
$20.7K - $21.6K
|
2.31K
$259K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-206- 40.95% |
$21.7K - $22.6K
|
297
$33.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-206- 1.87% |
$21.7K - $22.6K
|
10.8K
$1.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-209- 80.38% |
$22K - $22.9K
|
51
$5.71K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-214- 3.82% |
$22.5K - $23.5K
|
5.38K
$603K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-218- 7.59% |
$22.9K - $23.9K
|
2.65K
$297K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-218- 24.58% |
$22.9K - $23.9K
|
669
$74.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-219- 4.76% |
$23K - $24K
|
4.38K
$491K
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-223- 2.2% |
$23.5K - $24.4K
|
9.9K
$1.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-232- 6.01% |
$24.4K - $25.4K
|
3.63K
$406K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-237- 11.45% |
$24.9K - $26K
|
1.83K
$205K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-238- 0.81% |
$25K - $26.1K
|
29.1K
$3.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-239- 0.25% |
$25.1K - $26.2K
|
97.3K
$10.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-242- 9.0% |
$25.5K - $26.5K
|
2.45K
$274K
|
|
|
Aug 06, 2025
Q2 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-244- 2.71% |
$25.7K - $26.7K
|
8.75K
$981K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-246- 3.81% |
$25.9K - $27K
|
6.22K
$697K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-249- 42.86% |
$26.2K - $27.3K
|
332
$37.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-251- 11.46% |
$26.4K - $27.5K
|
1.94K
$217K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-257- 2.8% |
$27K - $28.2K
|
8.93K
$1M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-262- 4.16% |
$27.6K - $28.7K
|
6.03K
$675K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-264- 13.92% |
$27.8K - $28.9K
|
1.63K
$183K
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
SELL
|
- |
-273- 0.98% |
$28.7K - $29.9K
|
27.5K
$3.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-288- 0.22% |
$30.3K - $31.6K
|
129K
$14.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-288- 1.75% |
$30.3K - $31.6K
|
16.2K
$1.81M
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-289- 1.74% |
$30.4K - $31.7K
|
16.3K
$1.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-304- 1.89% |
$32K - $33.3K
|
15.8K
$1.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-306- 0.51% |
$32.2K - $33.5K
|
59.9K
$6.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-307- 7.7% |
$32.3K - $33.7K
|
3.68K
$412K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-310- 7.84% |
$32.6K - $34K
|
3.65K
$408K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-317- 1.28% |
$33.4K - $34.7K
|
24.4K
$2.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-347- 4.94% |
$36.5K - $38K
|
6.68K
$748K
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-350- 5.79% |
$36.8K - $38.4K
|
5.7K
$638K
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-351- 7.76% |
$36.9K - $38.5K
|
4.17K
$467K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-352- 8.21% |
$37K - $38.6K
|
3.94K
$441K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-353- 4.29% |
$37.1K - $38.7K
|
7.87K
$881K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-359- 4.22% |
$37.8K - $39.3K
|
8.14K
$912K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-371- 7.36% |
$39K - $40.7K
|
4.67K
$523K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-379- 8.56% |
$39.9K - $41.5K
|
4.05K
$454K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-379- 9.93% |
$39.9K - $41.5K
|
3.44K
$385K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-384- 11.37% |
$40.4K - $42.1K
|
2.99K
$335K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-390- 1.29% |
$41K - $42.7K
|
29.8K
$3.33M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-390- 38.01% |
$41K - $42.7K
|
636
$71.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-400- 5.9% |
$42.1K - $43.8K
|
6.38K
$714K
|
|
|
Jul 31, 2025
Q2 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-424- 0.92% |
$44.6K - $46.5K
|
45.7K
$5.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-425- 48.68% |
$44.7K - $46.6K
|
448
$50.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-428- 1.95% |
$45K - $46.9K
|
21.5K
$2.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-445- 1.68% |
$46.8K - $48.8K
|
26K
$2.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-446- 3.35% |
$46.9K - $48.9K
|
12.9K
$1.44M
|