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
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-895- 5.33% |
$94.2K - $98.1K
|
15.9K
$1.78M
|
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
SELL
|
- |
-896- 2.34% |
$94.3K - $98.2K
|
37.4K
$4.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-904- 10.1% |
$95.1K - $99.1K
|
8.05K
$901K
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-934- 7.93% |
$98.3K - $102K
|
10.8K
$1.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
SELL
|
- |
-940- 27.78% |
$98.9K - $103K
|
2.44K
$274K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-950- 1.26% |
$100K - $104K
|
74.2K
$8.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-952- 93.52% |
$100K - $104K
|
66
$7.39K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-969- 8.89% |
$102K - $106K
|
9.93K
$1.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-979- 21.99% |
$103K - $107K
|
3.47K
$389K
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-1K- 26.77% |
$105K - $110K
|
2.74K
$306K
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.01K- 13.65% |
$106K - $110K
|
6.38K
$714K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.09K- 3.22% |
$115K - $119K
|
32.8K
$3.67M
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.12K- 6.67% |
$118K - $123K
|
15.7K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.13K- 4.08% |
$118K - $123K
|
26.4K
$2.96M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-1.14K- 98.45% |
$120K - $125K
|
18
$2.02K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-1.17K- 3.01% |
$123K - $129K
|
37.8K
$4.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-1.22K- 20.68% |
$128K - $134K
|
4.68K
$524K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.23K- 10.6% |
$130K - $135K
|
10.4K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-1.25K- 4.89% |
$132K - $137K
|
24.4K
$2.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-1.25K- 4.09% |
$132K - $137K
|
29.4K
$3.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-1.27K- 58.22% |
$134K - $139K
|
912
$102K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.28K- 48.2% |
$135K - $141K
|
1.38K
$154K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.3K- 2.33% |
$136K - $142K
|
54.3K
$6.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.31K- 27.5% |
$138K - $143K
|
3.45K
$386K
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-1.35K- 20.93% |
$142K - $148K
|
5.1K
$571K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.36K- 27.4% |
$143K - $149K
|
3.61K
$404K
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.38K- 3.49% |
$145K - $151K
|
38.1K
$4.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.4K- 37.57% |
$147K - $153K
|
2.33K
$261K
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-1.41K- 27.62% |
$148K - $154K
|
3.69K
$413K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.42K- 3.04% |
$149K - $156K
|
45.3K
$5.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.42K- 11.05% |
$150K - $156K
|
11.4K
$1.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.44K- 4.45% |
$151K - $158K
|
30.9K
$3.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.45K- 28.8% |
$153K - $159K
|
3.59K
$402K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-1.47K- 31.91% |
$155K - $161K
|
3.13K
$351K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.53K- 2.53% |
$160K - $167K
|
58.7K
$6.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-1.55K- 7.87% |
$163K - $170K
|
18.2K
$2.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.61K- 10.66% |
$169K - $176K
|
13.5K
$1.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.63K- 11.47% |
$171K - $179K
|
12.6K
$1.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-1.63K- 28.39% |
$172K - $179K
|
4.12K
$461K
|
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
SELL
|
- |
-1.64K- 10.31% |
$173K - $180K
|
14.3K
$1.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-1.64K- 45.7% |
$173K - $180K
|
1.95K
$219K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.65K- 10.58% |
$173K - $181K
|
13.9K
$1.56M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.66K- 3.14% |
$174K - $182K
|
51.1K
$5.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.69K- 24.5% |
$178K - $186K
|
5.22K
$585K
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-1.74K- 1.75% |
$183K - $191K
|
98.1K
$11M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.76K- 2.7% |
$186K - $193K
|
63.7K
$7.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-1.78K- 6.3% |
$187K - $195K
|
26.4K
$2.96M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.82K- 0.57% |
$191K - $199K
|
316K
$35.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.83K- 29.55% |
$193K - $201K
|
4.37K
$489K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.85K- 2.66% |
$194K - $203K
|
67.7K
$7.59M
|