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 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
14.1K+ 20.76% |
$1.49M - $1.55M
|
82.1K
$9.19M
|
|
|
Jul 31, 2025
Q2 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
13.4KNew |
$1.41M - $1.47M
|
13.4K
$1.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
13.2K+ 197.13% |
$1.39M - $1.44M
|
19.9K
$2.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
13.1KNew |
$1.38M - $1.44M
|
13.1K
$1.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
13K+ 7.44% |
$1.37M - $1.43M
|
188K
$21.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
12.3KNew |
$1.29M - $1.35M
|
12.3K
$1.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
12.2K+ 13.35% |
$1.29M - $1.34M
|
104K
$11.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
12.1KNew |
$1.27M - $1.32M
|
12.1K
$1.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
12KNew |
$1.27M - $1.32M
|
12K
$1.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12K+ 4.55% |
$1.26M - $1.32M
|
276K
$30.9M
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
11.7K+ 18.75% |
$1.24M - $1.29M
|
74.4K
$8.33M
|
|
|
Aug 14, 2025
Q2 2025
|
First International Bank Of Israel Ltd.
Tel Aviv, |
BUY
|
- |
11.7KNew |
$1.23M - $1.28M
|
11.7K
$1.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
11.4K+ 5.03% |
$1.2M - $1.25M
|
238K
$26.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11.4K+ 22.47% |
$1.2M - $1.25M
|
61.9K
$6.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
11.2K+ 1.09% |
$1.18M - $1.23M
|
1.04M
$116M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10.8K+ 9.15% |
$1.14M - $1.18M
|
129K
$14.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.9KNew |
$1.04M - $1.09M
|
9.9K
$1.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
9.88K+ 15.06% |
$1.04M - $1.08M
|
75.5K
$8.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
9.32K+ 3.97% |
$980K - $1.02M
|
244K
$27.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
9.17K+ 9.29% |
$965K - $1M
|
108K
$12.1M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
9.01KNew |
$949K - $988K
|
9.01K
$1.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
9.01K+ 37.36% |
$948K - $987K
|
33.1K
$3.71M
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
8.91K+ 14.64% |
$937K - $976K
|
69.7K
$7.81M
|
|
|
Aug 06, 2025
Q2 2025
|
Florin Court Capital LLP
|
BUY
|
- |
8.9K+ 148.33% |
$937K - $976K
|
14.9K
$1.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
8.61K+ 6.62% |
$906K - $944K
|
139K
$15.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
8.59KNew |
$904K - $941K
|
8.59K
$962K
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
8.58KNew |
$903K - $941K
|
8.58K
$961K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.4K+ 6.57% |
$884K - $921K
|
136K
$15.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
8.26KNew |
$869K - $905K
|
8.26K
$925K
|
|
|
Jul 08, 2025
Q2 2025
|
Adams Asset Advisors, LLC
|
BUY
|
- |
7.95K+ 246.24% |
$837K - $872K
|
11.2K
$1.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
7.74K+ 2.61% |
$815K - $849K
|
305K
$34.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.74K+ 17.05% |
$815K - $849K
|
53.1K
$5.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
7.41K+ 4.54% |
$780K - $812K
|
171K
$19.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.4K+ 46.12% |
$779K - $812K
|
23.5K
$2.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7.39K+ 3.74% |
$777K - $810K
|
205K
$23M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.2K+ 3.14% |
$757K - $789K
|
237K
$26.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
6.59K+ 24.69% |
$694K - $723K
|
33.3K
$3.73M
|
|
|
Aug 28, 2025
Q2 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
BUY
|
- |
6.53KNew |
$687K - $716K
|
6.53K
$731K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
6.19K+ 5.25% |
$651K - $678K
|
124K
$13.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
6.12KNew |
$644K - $670K
|
6.12K
$685K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
6.07K+ 5.37% |
$638K - $665K
|
119K
$13.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
5.83K+ 1.51% |
$614K - $639K
|
392K
$43.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.77K+ 41.58% |
$607K - $633K
|
19.7K
$2.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.53K+ 18.42% |
$582K - $606K
|
35.6K
$3.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.34K+ 10.65% |
$562K - $585K
|
55.5K
$6.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.22K+ 23.58% |
$549K - $572K
|
27.4K
$3.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
5.17K+ 3.28% |
$544K - $567K
|
163K
$18.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
5.17K+ 2.17% |
$544K - $566K
|
243K
$27.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
5.14KNew |
$541K - $564K
|
5.14K
$576K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.07K+ 100.0% |
$534K - $556K
|
10.1K
$1.14M
|