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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-447- 10.15% |
$47K - $49K
|
3.96K
$443K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-448- 5.72% |
$47.1K - $49.1K
|
7.38K
$827K
|
|
|
Jul 24, 2025
Q2 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-455- 3.98% |
$47.9K - $49.9K
|
11K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-461- 4.29% |
$48.5K - $50.5K
|
10.3K
$1.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-466- 16.41% |
$49K - $51.1K
|
2.37K
$266K
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-487- 5.18% |
$51.2K - $53.4K
|
8.91K
$998K
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-500- 6.6% |
$52.6K - $54.8K
|
7.08K
$793K
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-504- 1.36% |
$53K - $55.2K
|
36.6K
$4.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-504- 10.52% |
$53K - $55.2K
|
4.29K
$480K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-510- 4.16% |
$53.7K - $55.9K
|
11.7K
$1.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-518- 4.89% |
$54.5K - $56.8K
|
10.1K
$1.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-543- 0.69% |
$57.1K - $59.5K
|
78K
$8.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-550- 14.58% |
$57.9K - $60.3K
|
3.22K
$361K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-570- 11.58% |
$60K - $62.5K
|
4.35K
$488K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-582- 5.29% |
$61.2K - $63.8K
|
10.4K
$1.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-598- 2.46% |
$62.9K - $65.5K
|
23.7K
$2.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-603- 2.43% |
$63.5K - $66.1K
|
24.2K
$2.71M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-619- 19.22% |
$65.1K - $67.8K
|
2.6K
$291K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-621- 33.73% |
$65.3K - $68.1K
|
1.22K
$137K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-625- 67.13% |
$65.8K - $68.5K
|
306
$34.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-635- 15.28% |
$66.8K - $69.6K
|
3.52K
$394K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-640- 15.31% |
$67.3K - $70.2K
|
3.54K
$396K
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-643- 10.81% |
$67.7K - $70.5K
|
5.3K
$594K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-652- 6.96% |
$68.6K - $71.5K
|
8.72K
$977K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-660- 7.55% |
$69.5K - $72.3K
|
8.08K
$905K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-665- 25.46% |
$70K - $72.9K
|
1.95K
$218K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-673- 2.8% |
$70.8K - $73.8K
|
23.3K
$2.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-675- 26.73% |
$71K - $74K
|
1.85K
$207K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-708- 0.89% |
$74.5K - $77.6K
|
78.7K
$8.82M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-719- 10.75% |
$75.7K - $78.8K
|
5.97K
$669K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-723- 27.18% |
$76.1K - $79.2K
|
1.94K
$217K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-727- 27.93% |
$76.5K - $79.7K
|
1.88K
$210K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-742- 3.26% |
$78.1K - $81.3K
|
22K
$2.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-755- 5.29% |
$79.4K - $82.8K
|
13.5K
$1.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-757- 21.62% |
$79.7K - $83K
|
2.74K
$307K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-763- 17.61% |
$80.3K - $83.6K
|
3.57K
$400K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-791- 9.34% |
$83.2K - $86.7K
|
7.68K
$860K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-795- 21.42% |
$83.7K - $87.1K
|
2.92K
$327K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-808- 9.52% |
$85K - $88.6K
|
7.68K
$860K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-813- 1.38% |
$85.6K - $89.1K
|
58K
$6.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-815- 26.11% |
$85.8K - $89.3K
|
2.31K
$258K
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-830- 8.55% |
$87.3K - $91K
|
8.88K
$995K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-856- 35.46% |
$90.1K - $93.8K
|
1.56K
$175K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-859- 2.22% |
$90.4K - $94.2K
|
37.8K
$4.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-864- 4.97% |
$90.9K - $94.7K
|
16.5K
$1.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-869- 3.78% |
$91.4K - $95.3K
|
22.1K
$2.48M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-872- 56.11% |
$91.8K - $95.6K
|
682
$76.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-881- 0.19% |
$92.7K - $96.6K
|
470K
$52.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-881- 45.32% |
$92.7K - $96.6K
|
1.06K
$119K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-893- 21.11% |
$94K - $97.9K
|
3.34K
$374K
|