Purchases and Sales Made in Q2 2025 in Ishares Iboxx $ Investment Gra (LQD)

LQD Quotes by TradingView

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 08, 2025 Q2 2025
Clearstead Trust, LLC

Portland, ME
BUY
 -
469
New
$49.4K - $51.4K
469 $52.5K
Jul 28, 2025 Q2 2025
J.Safra Asset Management Corp

BUY
 -
461
+ 2.02%
$48.5K - $50.5K
23.3K $2.61M
Aug 13, 2025 Q2 2025
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
448
+ 1.36%
$47.1K - $49.1K
33.5K $3.75M
Aug 01, 2025 Q2 2025
Bank Of Jackson Hole Trust

Jackson, WY
BUY
 -
446
New
$46.9K - $48.9K
446 $50K
Jul 28, 2025 Q2 2025
Chesapeake Wealth Management

BUY
 -
445
+ 0.72%
$46.8K - $48.8K
62.1K $6.96M
Aug 01, 2025 Q2 2025
Brookwood Investment Group LLC

Phoenix, AZ
BUY
 -
436
+ 2.35%
$45.9K - $47.8K
19K $2.13M
Aug 14, 2025 Q2 2025
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
429
+ 1.59%
$45.1K - $47K
27.4K $3.07M
Aug 11, 2025 Q2 2025
Brown Brothers Harriman & CO

New York, NY
BUY
 -
415
+ 5.39%
$43.7K - $45.5K
8.12K $909K
Aug 14, 2025 Q2 2025
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
412
+ 23.16%
$43.4K - $45.2K
2.19K $245K
Jul 29, 2025 Q2 2025
Activest Wealth Management

BUY
 -
408
+ 77.42%
$42.9K - $44.7K
935 $105K
Jul 23, 2025 Q2 2025
Vontobel Holding Ltd.

BUY
 -
403
+ 0.66%
$42.4K - $44.2K
61.3K $6.87M
Jul 10, 2025 Q2 2025
Exchange Traded Concepts, LLC

BUY
 -
395
+ 3.48%
$41.6K - $43.3K
11.7K $1.32M
Jul 17, 2025 Q2 2025
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
382
+ 1.48%
$40.2K - $41.9K
26.2K $2.94M
Aug 08, 2025 Q2 2025
Kaizen Financial Strategies

BUY
 -
381
+ 6.38%
$40.1K - $41.8K
6.36K $712K
Aug 13, 2025 Q2 2025
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
375
+ 6.62%
$39.5K - $41.1K
6.04K $677K
Jul 02, 2025 Q2 2025
City Center Advisors, LLC

Troy, MI
BUY
 -
367
+ 8.55%
$38.6K - $40.2K
4.66K $522K
Aug 04, 2025 Q2 2025
Joseph P. Lucia & Associates, LLC

BUY
 -
362
+ 1.08%
$38.1K - $39.7K
34K $3.81M
Jul 30, 2025 Q2 2025
Avion Wealth

The Woodlands, TX
BUY
 -
354
New
$37.3K - $38.8K
354 $39.7K
Aug 07, 2025 Q2 2025
Curat Global, LLC

Springfield, NH
BUY
 -
350
+ 10.18%
$36.8K - $38.4K
3.79K $424K
Aug 08, 2025 Q2 2025
Hudock, Inc.

BUY
 -
350
+ 8.71%
$36.8K - $38.4K
4.37K $489K
Jul 17, 2025 Q2 2025
Melfa Wealth Management, LLC

Westborough, MA
BUY
 -
309
+ 2.22%
$32.5K - $33.9K
14.2K $1.59M
Aug 13, 2025 Q2 2025
Cary Street Partners Financial LLC

Richmond, VA
BUY
 -
308
+ 0.99%
$32.4K - $33.8K
31.4K $3.52M
Aug 05, 2025 Q2 2025
Financial Sense Advisors, Inc.

BUY
 -
303
+ 2.2%
$31.9K - $33.2K
14.1K $1.57M
Aug 14, 2025 Q2 2025
Operose Advisors LLC

Milwaukee, WI
BUY
 -
301
+ 26.66%
$31.7K - $33K
1.43K $160K
Aug 06, 2025 Q2 2025
Texas Yale Capital Corp.

St. Petersburg, FL
BUY
 -
299
+ 13.56%
$31.5K - $32.8K
2.5K $280K
Aug 18, 2025 Q2 2025
Hohimer Wealth Management, LLC

BUY
 -
290
+ 6.01%
$30.5K - $31.8K
5.12K $573K
Aug 06, 2025 Q2 2025
Atlantic Union Bankshares Corp

BUY
 -
271
New
$28.5K - $29.7K
271 $30.4K
Aug 12, 2025 Q2 2025
Fiducient Advisors LLC

BUY
 -
265
+ 2.06%
$27.9K - $29K
13.1K $1.47M
Jul 11, 2025 Q2 2025
Brendel Financial Advisors LLC

BUY
 -
260
+ 10.06%
$27.4K - $28.5K
2.85K $319K
Jul 24, 2025 Q2 2025
Trust CO Of Toledo Na

Holland, OH
BUY
 -
250
New
$26.3K - $27.4K
250 $28K
Aug 05, 2025 Q2 2025
Csenge Advisory Group

BUY
 -
246
+ 3.27%
$25.9K - $27K
7.77K $870K
Aug 05, 2025 Q2 2025
Stonebridge Financial Planning Group, LLC

BUY
 -
245
+ 2.18%
$25.8K - $26.9K
11.5K $1.28M
Aug 29, 2025 Q2 2025
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
240
New
$25.3K - $26.3K
240 $26.9K
Jul 31, 2025 Q2 2025
Sumitomo Mitsui Trust Holdings, Inc.

BUY
 -
238
+ 4.01%
$25K - $26.1K
6.18K $692K
Jul 17, 2025 Q2 2025
Kelly Financial Services LLC

Braintree, MA
BUY
 -
235
+ 5.67%
$24.7K - $25.8K
4.38K $491K
Aug 25, 2025 Q2 2025
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
233
+ 1.94%
$24.5K - $25.5K
12.3K $1.37M
Jul 16, 2025 Q2 2025
Pictet & Cie (Europe) Sa

BUY
 -
222
+ 11.64%
$23.4K - $24.3K
2.13K $238K
Aug 14, 2025 Q2 2025
Synovus Financial Corp

Columbus, GA
BUY
 -
221
+ 0.22%
$23.3K - $24.2K
100K $11.2M
Jul 08, 2025 Q2 2025
Webster Bank, N. A.

BUY
 -
220
+ 22.75%
$23.2K - $24.1K
1.19K $133K
Aug 07, 2025 Q2 2025
Commerce Bank

Kansas City, MO
BUY
 -
208
+ 0.75%
$21.9K - $22.8K
28K $3.13M
Jul 21, 2025 Q2 2025
Hilltop National Bank

Casper, WY
BUY
 -
200
New
$21K - $21.9K
200 $22.4K
Jul 17, 2025 Q2 2025
Pfg Investments, LLC

Woodbury, NY
BUY
 -
192
+ 8.82%
$20.2K - $21K
2.37K $265K
Aug 01, 2025 Q2 2025
First Command Advisory Services, Inc.

BUY
 -
190
New
$20K - $20.8K
190 $21.3K
Aug 19, 2025 Q2 2025
Delos Wealth Advisors, LLC

Dallas, TX
BUY
 -
189
New
$19.9K - $20.7K
189 $21.2K
Aug 13, 2025 Q2 2025
Fiduciary Trust CO

Boston, MA
BUY
 -
187
+ 5.65%
$19.7K - $20.5K
3.5K $392K
Aug 13, 2025 Q2 2025
Transce3nd, LLC

Kyle, TX
BUY
 -
187
+ 52.82%
$19.7K - $20.5K
541 $60.6K
Jul 30, 2025 Q2 2025
Tfb Advisors LLC

Overland Park, KS
BUY
 -
184
+ 1.56%
$19.4K - $20.2K
11.9K $1.34M
Aug 01, 2025 Q2 2025
Boyd Watterson Asset Management LLC

BUY
 -
178
+ 18.45%
$18.7K - $19.5K
1.14K $128K
Aug 13, 2025 Q2 2025
First Trust Advisors LP

Wheaton, IL
BUY
 -
177
+ 0.31%
$18.6K - $19.4K
57.3K $6.42M

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