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 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.88K- 2.7% |
$198K - $207K
|
67.9K
$7.61M
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-1.89K- 14.51% |
$198K - $207K
|
11.1K
$1.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-1.94K- 2.7% |
$204K - $212K
|
69.8K
$7.82M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.94K- 2.88% |
$204K - $212K
|
65.4K
$7.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-1.95K- 2.11% |
$205K - $214K
|
90.6K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
City National Bank Of Florida /Msd
Miami, FL |
SELL
|
- |
-1.99K- 51.0% |
$209K - $218K
|
1.91K
$214K
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-2.1K- 3.71% |
$221K - $230K
|
54.5K
$6.11M
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.13K- 1.6% |
$224K - $233K
|
131K
$14.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.19K- 26.55% |
$230K - $240K
|
6.05K
$678K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.22K- 2.38% |
$234K - $244K
|
91.4K
$10.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.31K- 10.67% |
$243K - $253K
|
19.3K
$2.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.32K- 23.9% |
$245K - $255K
|
7.4K
$829K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-2.33K- 5.65% |
$245K - $255K
|
38.9K
$4.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.47K- 5.71% |
$260K - $271K
|
40.8K
$4.57M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-2.54K- 28.46% |
$267K - $278K
|
6.39K
$715K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-2.63K- 9.68% |
$277K - $288K
|
24.5K
$2.75M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-2.86K- 6.78% |
$301K - $313K
|
39.3K
$4.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-2.93K- 32.36% |
$308K - $321K
|
6.12K
$685K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.93K- 4.3% |
$309K - $321K
|
65.2K
$7.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-2.94K- 87.46% |
$309K - $322K
|
421
$47.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-2.95K- 12.61% |
$310K - $323K
|
20.4K
$2.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3K- 7.87% |
$316K - $329K
|
35.1K
$3.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.05K- 2.49% |
$321K - $334K
|
119K
$13.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-3.15K- 14.22% |
$331K - $345K
|
19K
$2.13M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-3.23K- 16.33% |
$339K - $354K
|
16.5K
$1.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.29K- 18.94% |
$346K - $361K
|
14.1K
$1.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-3.29K- 29.24% |
$347K - $361K
|
7.97K
$893K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.31K- 31.62% |
$349K - $363K
|
7.16K
$802K
|
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-3.33K- 22.24% |
$351K - $365K
|
11.6K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Broyhill Asset Management
Charlotte, NC |
SELL
|
- |
-3.51K- 15.78% |
$369K - $385K
|
18.7K
$2.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-3.52K- 5.02% |
$370K - $385K
|
66.5K
$7.45M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.53K- 17.96% |
$371K - $387K
|
16.1K
$1.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-3.59K- 3.03% |
$377K - $393K
|
115K
$12.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-3.59K- 20.55% |
$378K - $394K
|
13.9K
$1.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-3.6K- 3.36% |
$378K - $394K
|
103K
$11.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Mtc Wealth Management LLC
|
SELL
|
- |
-3.65K- 3.09% |
$384K - $400K
|
114K
$12.8M
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-3.7K- 35.19% |
$389K - $406K
|
6.81K
$763K
|
|
|
Jul 25, 2025
Q2 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-3.87K- 70.18% |
$407K - $424K
|
1.65K
$184K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.03K- 30.93% |
$424K - $442K
|
9K
$1.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.06K- 5.95% |
$427K - $445K
|
64.1K
$7.18M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.1K- 43.02% |
$432K - $450K
|
5.43K
$609K
|
|
|
Jul 17, 2025
Q2 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-4.11K- 13.89% |
$432K - $450K
|
25.5K
$2.85M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.19K- 10.6% |
$441K - $460K
|
35.4K
$3.96M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-4.23K- 4.21% |
$445K - $464K
|
96.3K
$10.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-4.24K- 69.24% |
$446K - $465K
|
1.88K
$211K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-4.5K- 12.95% |
$473K - $493K
|
30.2K
$3.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-4.88K- 10.3% |
$513K - $535K
|
42.5K
$4.76M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-4.89K- 31.5% |
$515K - $536K
|
10.6K
$1.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.93K- 30.72% |
$519K - $540K
|
11.1K
$1.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-4.94K- 17.91% |
$519K - $541K
|
22.6K
$2.53M
|