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
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
37+ 0.71% |
$3.89K - $4.06K
|
5.28K
$591K
|
|
|
Jul 28, 2025
Q2 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
36+ 1.16% |
$3.79K - $3.95K
|
3.14K
$352K
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
36+ 0.36% |
$3.79K - $3.95K
|
9.99K
$1.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
27+ 1.13% |
$2.84K - $2.96K
|
2.41K
$270K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
25New |
$2.63K - $2.74K
|
25
$2.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
25+ 21.37% |
$2.63K - $2.74K
|
142
$15.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
25New |
$2.63K - $2.74K
|
25
$2.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
23+ 3.3% |
$2.42K - $2.52K
|
721
$80.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
23New |
$2.42K - $2.52K
|
23
$2.58K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
21+ 0.62% |
$2.21K - $2.3K
|
3.39K
$380K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
21+ 1.04% |
$2.21K - $2.3K
|
2.03K
$228K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
20New |
$2.1K - $2.19K
|
20
$2.24K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
20+ 0.83% |
$2.1K - $2.19K
|
2.43K
$272K
|
|
|
Jul 15, 2025
Q2 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
18+ 0.29% |
$1.89K - $1.97K
|
6.28K
$704K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
18+ 3.51% |
$1.89K - $1.97K
|
531
$59.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
18New |
$1.89K - $1.97K
|
18
$2.02K
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
17+ 0.17% |
$1.79K - $1.86K
|
10.3K
$1.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
17+ 0.58% |
$1.79K - $1.86K
|
2.94K
$330K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
16+ 0.57% |
$1.68K - $1.75K
|
2.85K
$319K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
16+ 0.2% |
$1.68K - $1.75K
|
8.22K
$921K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
14New |
$1.47K - $1.53K
|
14
$1.57K
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
13+ 0.2% |
$1.37K - $1.42K
|
6.54K
$733K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13+ 5.26% |
$1.37K - $1.42K
|
260
$29.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
13+ 0.07% |
$1.37K - $1.42K
|
18.2K
$2.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
13+ 0.5% |
$1.37K - $1.42K
|
2.64K
$295K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11+ 5.29% |
$1.16K - $1.21K
|
219
$24.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
11+ 1.17% |
$1.16K - $1.21K
|
952
$107K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
10+ 0.06% |
$1.05K - $1.1K
|
16.3K
$1.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
9+ 0.13% |
$947 - $986
|
6.95K
$778K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
9New |
$947 - $986
|
9
$1.01K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
7New |
$737 - $767
|
7
$784
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
5+ 29.41% |
$526 - $548
|
22
$2.46K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.74% |
$526 - $548
|
683
$76.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.28% |
$421 - $438
|
1.43K
$161K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.68% |
$421 - $438
|
593
$66.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
4New |
$421 - $438
|
4
$448
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
3+ 0.7% |
$316 - $329
|
430
$48.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3+ 1.15% |
$316 - $329
|
264
$29.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
3+ 0.08% |
$316 - $329
|
3.81K
$427K
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
2+ 0.08% |
$210 - $219
|
2.62K
$294K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 1.32% |
$210 - $219
|
153
$17.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
2+ 0.08% |
$210 - $219
|
2.46K
$275K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.06% |
$210 - $219
|
3.15K
$353K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2New |
$210 - $219
|
2
$224
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
2+ 0.03% |
$210 - $219
|
6.4K
$717K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
2+ 0.56% |
$210 - $219
|
359
$40.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 1.85% |
$105 - $110
|
55
$6.16K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1+ 0.04% |
$105 - $110
|
2.32K
$260K
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
1+ 0.02% |
$105 - $110
|
4.31K
$483K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1+ 0.04% |
$105 - $110
|
2.42K
$271K
|