Purchases and Sales Made in Q4 2025 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
227K+ 436.61% |
$25M - $25.6M
|
279K
$30.7M
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
215K+ 349.66% |
$23.7M - $24.3M
|
277K
$30.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
197KNew |
$21.7M - $22.2M
|
197K
$21.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
65.3KNew |
$7.2M - $7.38M
|
65.3K
$7.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
58.1K+ 33.16% |
$6.41M - $6.56M
|
233K
$25.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
35K+ 3.95% |
$3.86M - $3.95M
|
921K
$102M
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
22.7KNew |
$2.51M - $2.57M
|
22.7K
$2.51M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
18.7K+ 30.58% |
$2.06M - $2.11M
|
80K
$8.82M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
17.3K+ 117.11% |
$1.91M - $1.95M
|
32.1K
$3.54M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
16.5K+ 18.88% |
$1.82M - $1.87M
|
104K
$11.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
12.5KNew |
$1.38M - $1.41M
|
12.5K
$1.38M
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
12.4KNew |
$1.37M - $1.4M
|
12.4K
$1.37M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12.1K+ 36.26% |
$1.33M - $1.37M
|
45.4K
$5.01M
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
10.8KNew |
$1.2M - $1.22M
|
10.8K
$1.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
10.8K+ 244.48% |
$1.19M - $1.22M
|
15.2K
$1.68M
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
10.1KNew |
$1.12M - $1.15M
|
10.1K
$1.12M
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
9.31K+ 8.43% |
$1.03M - $1.05M
|
120K
$13.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
8.3KNew |
$915K - $938K
|
8.3K
$915K
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
7.96KNew |
$877K - $898K
|
7.96K
$877K
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
7.7KNew |
$849K - $869K
|
7.7K
$849K
|
|
|
Jan 15, 2026
Q4 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
7.62K+ 4.54% |
$840K - $861K
|
175K
$19.3M
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
7.38K+ 4.21% |
$814K - $834K
|
183K
$20.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
6.94K+ 53.61% |
$766K - $784K
|
19.9K
$2.19M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.94K+ 53.61% |
$766K - $784K
|
19.9K
$2.19M
|
|
|
Jan 15, 2026
Q4 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
6.47K+ 18.99% |
$714K - $731K
|
40.6K
$4.47M
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
6.33K+ 16.24% |
$698K - $715K
|
45.3K
$5M
|
|
|
Jan 12, 2026
Q4 2025
|
David J Yvars Group
|
BUY
|
- |
6.12K+ 11.43% |
$675K - $691K
|
59.6K
$6.58M
|
|
|
Jan 13, 2026
Q4 2025
|
Ramsey Quantitative Systems
Louisville, KY |
BUY
|
- |
6KNew |
$662K - $678K
|
6K
$662K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.41K+ 11.67% |
$597K - $611K
|
51.8K
$5.71M
|
|
|
Jan 15, 2026
Q4 2025
|
Members Trust CO
|
BUY
|
- |
5.21K+ 0.35% |
$574K - $588K
|
1.5M
$166M
|
|
|
Jan 16, 2026
Q4 2025
|
Hms Capital Management, LLC
|
BUY
|
- |
5.05K+ 3.68% |
$557K - $570K
|
142K
$15.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
4.25KNew |
$469K - $480K
|
4.25K
$469K
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
4.15K+ 4.79% |
$458K - $469K
|
90.8K
$10M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.49KNew |
$385K - $395K
|
3.49K
$385K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.49K+ 5.24% |
$384K - $394K
|
70.1K
$7.72M
|
|
|
Jan 08, 2026
Q4 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
3.46K+ 1.98% |
$382K - $391K
|
179K
$19.7M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
3.44K+ 22.95% |
$379K - $389K
|
18.4K
$2.03M
|
|
|
Jan 14, 2026
Q4 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
3.4K+ 2.73% |
$375K - $384K
|
128K
$14.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
3.31K+ 7.05% |
$365K - $373K
|
50.2K
$5.54M
|
|
|
Jan 16, 2026
Q4 2025
|
Genesis Financial Group, LLC
Paramus, NJ |
BUY
|
- |
2.81KNew |
$309K - $317K
|
2.81K
$309K
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.67K+ 2.67% |
$294K - $301K
|
103K
$11.3M
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.51KNew |
$277K - $284K
|
2.51K
$277K
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
2.5K+ 9.19% |
$276K - $282K
|
29.7K
$3.27M
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
2.41K+ 7.9% |
$265K - $272K
|
32.9K
$3.62M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
2.37K+ 11.66% |
$261K - $268K
|
22.7K
$2.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.1K+ 2.84% |
$232K - $237K
|
76.1K
$8.39M
|
|
|
Jan 14, 2026
Q4 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.98KNew |
$218K - $223K
|
1.98K
$218K
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.91K+ 2.43% |
$211K - $216K
|
80.6K
$8.88M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.83KNew |
$202K - $207K
|
1.83K
$202K
|
|
|
Jan 15, 2026
Q4 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
1.75K+ 56.53% |
$193K - $198K
|
4.85K
$535K
|
|