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 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.92K+ 6.57% |
$518K - $539K
|
79.8K
$8.93M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.86K+ 7.36% |
$511K - $532K
|
70.8K
$7.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
4.74KNew |
$499K - $520K
|
4.74K
$531K
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
4.71K+ 3.69% |
$496K - $516K
|
133K
$14.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
4.7K+ 43.88% |
$495K - $515K
|
15.4K
$1.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.63K+ 48.51% |
$487K - $507K
|
14.2K
$1.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Rock Creek Group, LP
|
BUY
|
- |
4.5KNew |
$474K - $493K
|
4.5K
$504K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
4.42K+ 7.73% |
$465K - $484K
|
61.6K
$6.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
4.38K+ 6.08% |
$461K - $481K
|
76.5K
$8.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.33K+ 8.63% |
$455K - $474K
|
54.5K
$6.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
4.21K+ 13.91% |
$443K - $461K
|
34.5K
$3.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Fixed Income Advisers, LLC
Hartford, CT |
BUY
|
- |
4.2KNew |
$441K - $460K
|
4.2K
$470K
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
4.19K+ 12.56% |
$441K - $460K
|
37.6K
$4.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
4.07KNew |
$428K - $446K
|
4.07K
$456K
|
|
|
Aug 13, 2025
Q2 2025
|
Leuthold Group, LLC
|
BUY
|
- |
4.06KNew |
$428K - $445K
|
4.06K
$455K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
4K+ 29.65% |
$421K - $439K
|
17.5K
$1.96M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.99K+ 10.58% |
$420K - $438K
|
41.7K
$4.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
3.94K+ 23.62% |
$414K - $431K
|
20.6K
$2.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
3.87K+ 23.48% |
$408K - $425K
|
20.4K
$2.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.74K+ 134.71% |
$394K - $410K
|
6.52K
$730K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.59K+ 81.21% |
$378K - $394K
|
8.02K
$898K
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
3.58K+ 33.87% |
$377K - $392K
|
14.1K
$1.58M
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
3.52K+ 115.81% |
$370K - $385K
|
6.55K
$734K
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
3.36K+ 2.09% |
$354K - $368K
|
164K
$18.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.29KNew |
$347K - $361K
|
3.29K
$369K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
3.29K+ 13.15% |
$347K - $361K
|
28.3K
$3.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3.27KNew |
$344K - $359K
|
3.27K
$366K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
3.19KNew |
$335K - $349K
|
3.19K
$357K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.05K+ 1.48% |
$321K - $334K
|
209K
$23.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
3.01K+ 26.1% |
$316K - $329K
|
14.5K
$1.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
2.94K+ 2.69% |
$310K - $322K
|
112K
$12.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
2.94K+ 108.1% |
$309K - $322K
|
5.65K
$633K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
2.79K+ 8.83% |
$293K - $305K
|
34.4K
$3.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.72K+ 72.02% |
$286K - $298K
|
6.5K
$728K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.72K+ 2.51% |
$286K - $298K
|
111K
$12.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.7K+ 3.93% |
$284K - $296K
|
71.4K
$8M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.63KNew |
$277K - $288K
|
2.63K
$294K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.62K+ 7.71% |
$276K - $287K
|
36.6K
$4.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
2.61KNew |
$274K - $286K
|
2.61K
$292K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.58K+ 5.59% |
$271K - $283K
|
48.7K
$5.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.55K+ 9.61% |
$268K - $279K
|
29.1K
$3.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.53K+ 6.9% |
$266K - $277K
|
39.2K
$4.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.5KNew |
$263K - $274K
|
2.5K
$280K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.46K+ 18.75% |
$258K - $269K
|
15.5K
$1.74M
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.44K+ 8.71% |
$256K - $267K
|
30.4K
$3.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.43K+ 1.3% |
$256K - $267K
|
190K
$21.2M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.42KNew |
$254K - $265K
|
2.42K
$271K
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
2.4KNew |
$253K - $263K
|
2.4K
$269K
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2.38K+ 3.45% |
$250K - $261K
|
71.3K
$7.99M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
2.37KNew |
$250K - $260K
|
2.37K
$266K
|