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 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-4.98K- 63.43% |
$524K - $546K
|
2.87K
$322K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-5.39K- 37.67% |
$567K - $591K
|
8.92K
$999K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-5.41K- 46.02% |
$570K - $593K
|
6.35K
$711K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-5.46K- 25.0% |
$575K - $598K
|
16.4K
$1.83M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-5.47K- 45.19% |
$576K - $599K
|
6.63K
$743K
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-5.48K- 52.35% |
$577K - $601K
|
4.99K
$559K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-5.59K- 61.87% |
$588K - $613K
|
3.44K
$386K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.71K- 45.04% |
$601K - $626K
|
6.96K
$780K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-5.74K- 22.67% |
$604K - $630K
|
19.6K
$2.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.8K- 65.62% |
$611K - $636K
|
3.04K
$341K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.25K- 34.97% |
$657K - $685K
|
11.6K
$1.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-6.25K- 30.3% |
$657K - $685K
|
14.4K
$1.61M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-6.6K- 9.9% |
$695K - $723K
|
60K
$6.73M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.33K- 0.59% |
$771K - $803K
|
1.24M
$139M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.66K- 30.09% |
$806K - $840K
|
17.8K
$1.99M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-7.81K- 64.87% |
$822K - $856K
|
4.23K
$474K
|
|
|
Aug 14, 2025
Q2 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-8.45K- 5.67% |
$889K - $926K
|
141K
$15.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-8.5K- 11.37% |
$895K - $932K
|
66.3K
$7.42M
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-8.51K- 40.71% |
$895K - $932K
|
12.4K
$1.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-8.56K- 22.69% |
$900K - $938K
|
29.2K
$3.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
SELL
|
- |
-8.57K- 17.82% |
$902K - $939K
|
39.5K
$4.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.98K- 31.89% |
$945K - $985K
|
19.2K
$2.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-9.08K- 4.44% |
$956K - $995K
|
195K
$21.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.13K- 24.12% |
$961K - $1M
|
28.7K
$3.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9.37K- 23.89% |
$986K - $1.03M
|
29.8K
$3.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-9.63K- 36.17% |
$1.01M - $1.06M
|
17K
$1.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-9.95K- 15.28% |
$1.05M - $1.09M
|
55.2K
$6.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-10.4K- 8.46% |
$1.09M - $1.14M
|
112K
$12.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-10.7K- 30.91% |
$1.12M - $1.17M
|
23.9K
$2.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-11K- 72.43% |
$1.16M - $1.21M
|
4.2K
$471K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
SELL
|
- |
-11.3K- 99.6% |
$1.19M - $1.24M
|
45
$5.04K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-11.4K- 8.17% |
$1.2M - $1.25M
|
129K
$14.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-11.6K- 38.54% |
$1.22M - $1.27M
|
18.5K
$2.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-11.7K- 1.23% |
$1.23M - $1.28M
|
942K
$105M
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-11.8K- 33.03% |
$1.24M - $1.29M
|
23.8K
$2.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-12.4K- 11.45% |
$1.3M - $1.35M
|
95.5K
$10.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12.6K- 83.67% |
$1.33M - $1.38M
|
2.47K
$276K
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
SELL
|
- |
-12.8K- 33.8% |
$1.34M - $1.4M
|
25K
$2.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
SELL
|
- |
-13.5K- 11.61% |
$1.42M - $1.48M
|
103K
$11.5M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-13.7K- 15.32% |
$1.44M - $1.5M
|
75.7K
$8.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-14.6K- 28.2% |
$1.53M - $1.6M
|
37.1K
$4.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-14.6K- 12.04% |
$1.54M - $1.6M
|
107K
$12M
|
|
|
Sep 04, 2025
Q2 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-15K- 25.89% |
$1.58M - $1.65M
|
43K
$4.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-15.4K- 56.8% |
$1.62M - $1.69M
|
11.7K
$1.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-16.2K- 10.51% |
$1.71M - $1.78M
|
138K
$15.5M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-16.4K- 80.77% |
$1.72M - $1.79M
|
3.89K
$436K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-17K- 7.1% |
$1.79M - $1.86M
|
222K
$24.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-17.2K- 26.68% |
$1.8M - $1.88M
|
47.1K
$5.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-18.1K- 11.34% |
$1.91M - $1.98M
|
142K
$15.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-18.2K- 29.16% |
$1.92M - $2M
|
44.2K
$4.95M
|