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
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
170New |
$17.9K - $18.6K
|
170
$19K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
165+ 6.09% |
$17.4K - $18.1K
|
2.88K
$322K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
157+ 1.32% |
$16.5K - $17.2K
|
12.1K
$1.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
154+ 2.04% |
$16.2K - $16.9K
|
7.7K
$862K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
154New |
$16.2K - $16.9K
|
154
$17.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
150+ 202.7% |
$15.8K - $16.4K
|
224
$25.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
146New |
$15.4K - $16K
|
146
$16.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
144+ 4.37% |
$15.2K - $15.8K
|
3.44K
$385K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
135+ 6.25% |
$14.2K - $14.8K
|
2.3K
$257K
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
135+ 1.59% |
$14.2K - $14.8K
|
8.64K
$967K
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
125+ 4.34% |
$13.2K - $13.7K
|
3.01K
$337K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
123+ 0.35% |
$12.9K - $13.5K
|
34.8K
$3.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
122+ 1.98% |
$12.8K - $13.4K
|
6.3K
$705K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
122New |
$12.8K - $13.4K
|
122
$13.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
122+ 3.65% |
$12.8K - $13.4K
|
3.47K
$389K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
119+ 1.41% |
$12.5K - $13K
|
8.57K
$960K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
117+ 2.06% |
$12.3K - $12.8K
|
5.78K
$648K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
116+ 5.83% |
$12.2K - $12.7K
|
2.11K
$236K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
115+ 0.86% |
$12.1K - $12.6K
|
13.4K
$1.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
113+ 4.01% |
$11.9K - $12.4K
|
2.93K
$328K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
109New |
$11.5K - $11.9K
|
109
$12.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
108+ 1.37% |
$11.4K - $11.8K
|
8.02K
$898K
|
|
|
Aug 06, 2025
Q2 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
105+ 1.31% |
$11K - $11.5K
|
8.1K
$908K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
104New |
$10.9K - $11.4K
|
104
$11.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
103+ 1.16% |
$10.8K - $11.3K
|
9K
$1.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
101New |
$10.6K - $11.1K
|
101
$11.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
100+ 0.78% |
$10.5K - $11K
|
12.9K
$1.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100+ 129.87% |
$10.5K - $11K
|
177
$19.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
99+ 3.94% |
$10.4K - $10.9K
|
2.61K
$292K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
98+ 10.18% |
$10.3K - $10.7K
|
1.06K
$119K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
92+ 3.83% |
$9.68K - $10.1K
|
2.5K
$280K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
89+ 0.79% |
$9.37K - $9.76K
|
11.4K
$1.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
83New |
$8.73K - $9.1K
|
83
$9.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
81+ 1.07% |
$8.52K - $8.88K
|
7.65K
$857K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
77+ 0.5% |
$8.1K - $8.44K
|
15.4K
$1.72M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
75+ 3.5% |
$7.89K - $8.22K
|
2.22K
$248K
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
72+ 0.76% |
$7.58K - $7.89K
|
9.58K
$1.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
66New |
$6.95K - $7.23K
|
66
$7.39K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
65+ 9.86% |
$6.84K - $7.12K
|
724
$81.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
65+ 2.21% |
$6.84K - $7.12K
|
3K
$336K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
64+ 1.05% |
$6.73K - $7.02K
|
6.14K
$687K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
60+ 4.93% |
$6.31K - $6.58K
|
1.28K
$143K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
59+ 54.63% |
$6.21K - $6.47K
|
167
$18.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
56New |
$5.89K - $6.14K
|
56
$6.27K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
51+ 0.34% |
$5.37K - $5.59K
|
14.9K
$1.67M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
46+ 21.3% |
$4.84K - $5.04K
|
262
$29.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
45+ 0.18% |
$4.74K - $4.93K
|
24.8K
$2.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
44+ 0.75% |
$4.63K - $4.82K
|
5.89K
$660K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
41New |
$4.31K - $4.49K
|
41
$4.59K
|
|
|
Aug 04, 2025
Q2 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
40+ 1.08% |
$4.21K - $4.38K
|
3.76K
$421K
|