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
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.35K+ 10.67% |
$248K - $258K
|
24.4K
$2.74M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.35K+ 14.7% |
$247K - $258K
|
18.3K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.35K+ 2.0% |
$247K - $257K
|
120K
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
2.35KNew |
$247K - $257K
|
2.35K
$263K
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.32KNew |
$244K - $254K
|
2.32K
$259K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.29K+ 253.37% |
$241K - $251K
|
3.2K
$358K
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
2.28KNew |
$240K - $250K
|
2.28K
$255K
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
2.26KNew |
$238K - $247K
|
2.26K
$253K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.2K+ 48.61% |
$232K - $241K
|
6.74K
$754K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.2K+ 15.87% |
$232K - $241K
|
16.1K
$1.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.19KNew |
$230K - $240K
|
2.19K
$245K
|
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
2.17KNew |
$229K - $238K
|
2.17K
$244K
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.17K+ 3.84% |
$228K - $238K
|
58.6K
$6.57M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
2.16K+ 19.0% |
$227K - $237K
|
13.5K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.11KNew |
$222K - $231K
|
2.11K
$236K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.1KNew |
$220K - $230K
|
2.1K
$235K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
2.09K+ 10.49% |
$220K - $229K
|
22K
$2.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2.09KNew |
$219K - $229K
|
2.09K
$234K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.08KNew |
$219K - $228K
|
2.08K
$233K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.07K+ 20.06% |
$218K - $227K
|
12.4K
$1.39M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.99KNew |
$209K - $218K
|
1.99K
$223K
|
|
|
Aug 14, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
1.98KNew |
$208K - $216K
|
1.98K
$221K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.95K+ 48.85% |
$205K - $214K
|
5.94K
$665K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.95KNew |
$205K - $213K
|
1.95K
$218K
|
|
|
Aug 11, 2025
Q2 2025
|
Addison Capital CO
|
BUY
|
- |
1.93KNew |
$203K - $212K
|
1.93K
$216K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.86K+ 20.51% |
$195K - $204K
|
10.9K
$1.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.85KNew |
$195K - $203K
|
1.85K
$207K
|
|
|
Aug 12, 2025
Q2 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.85K+ 4.72% |
$195K - $203K
|
41K
$4.59M
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
1.83K+ 1.93% |
$193K - $201K
|
96.7K
$10.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
1.75K+ 7.74% |
$184K - $192K
|
24.4K
$2.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
1.66K+ 5.16% |
$175K - $182K
|
33.8K
$3.79M
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
1.59K+ 5.48% |
$167K - $174K
|
30.5K
$3.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.55K+ 5.28% |
$163K - $169K
|
30.8K
$3.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.49K+ 30.35% |
$156K - $163K
|
6.38K
$715K
|
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.48K+ 79.72% |
$156K - $162K
|
3.33K
$373K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.48K+ 16.6% |
$155K - $162K
|
10.4K
$1.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.46K+ 0.07% |
$153K - $160K
|
2.04M
$229M
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
1.43K+ 5.47% |
$151K - $157K
|
27.6K
$3.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
1.43K+ 2.48% |
$150K - $156K
|
58.9K
$6.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.42K+ 18.65% |
$149K - $155K
|
9K
$1.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
1.41K+ 8.4% |
$149K - $155K
|
18.3K
$2.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.4K+ 7.48% |
$147K - $154K
|
20.1K
$2.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.38K+ 2.33% |
$145K - $151K
|
60.4K
$6.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1.36K+ 3.78% |
$143K - $149K
|
37.3K
$4.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
1.34K+ 6.92% |
$140K - $146K
|
20.6K
$2.31M
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.29K+ 3.87% |
$136K - $142K
|
34.7K
$3.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.24K+ 2.35% |
$131K - $136K
|
54.1K
$6.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.24K+ 15.47% |
$131K - $136K
|
9.26K
$1.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.23K+ 0.39% |
$129K - $134K
|
318K
$35.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.2K+ 0.6% |
$126K - $132K
|
202K
$22.6M
|