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 23, 2026
Q4 2025
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
1.29MNew |
$142M - $146M
|
1.29M
$142M
|
|
|
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 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
167K+ 54.46% |
$18.4M - $18.8M
|
473K
$52.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
144K+ 151.04% |
$15.8M - $16.2M
|
239K
$26.3M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
111K+ 1289.54% |
$12.3M - $12.6M
|
120K
$13.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Kelsey Financial, LLC
Moorpark, CA |
BUY
|
- |
94.1KNew |
$10.4M - $10.6M
|
94.1K
$10.4M
|
|
|
Jan 21, 2026
Q4 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
89.2K+ 58.39% |
$9.83M - $10.1M
|
242K
$26.7M
|
|
|
Jan 21, 2026
Q4 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
85.4K+ 120.03% |
$9.42M - $9.65M
|
157K
$17.3M
|
|
|
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 22, 2026
Q4 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
48.7K+ 23.15% |
$5.37M - $5.5M
|
259K
$28.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
36.1K+ 4.32% |
$3.98M - $4.08M
|
872K
$96.2M
|
|
|
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 23, 2026
Q4 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
20.6K+ 54.04% |
$2.27M - $2.33M
|
58.8K
$6.48M
|
|
|
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 23, 2026
Q4 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
17.4K+ 9.66% |
$1.92M - $1.97M
|
198K
$21.8M
|
|
|
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 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
14.8K+ 4.52% |
$1.63M - $1.67M
|
343K
$37.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
14.4K+ 4.56% |
$1.58M - $1.62M
|
329K
$36.3M
|
|
|
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 23, 2026
Q4 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
9.96KNew |
$1.1M - $1.12M
|
9.96K
$1.1M
|
|
|
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 23, 2026
Q4 2025
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
8KNew |
$882K - $903K
|
8K
$882K
|
|
|
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 21, 2026
Q4 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
7.3K+ 129.69% |
$804K - $824K
|
12.9K
$1.42M
|
|
|
Jan 21, 2026
Q4 2025
|
Cane Capital Partners, LLC
St Francisville, LA |
BUY
|
- |
7.21KNew |
$795K - $814K
|
7.21K
$795K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.94K+ 53.61% |
$766K - $784K
|
19.9K
$2.19M
|
|
|
Jan 14, 2026
Q4 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
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 20, 2026
Q4 2025
|
Joule Financial, LLC
|
BUY
|
- |
6.46K+ 2.53% |
$712K - $730K
|
262K
$28.9M
|
|
|
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 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6.11K+ 47.36% |
$673K - $690K
|
19K
$2.09M
|
|
|
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
|
|