Purchases and Sales Made in Q1 2022 in Ishares U S ETF Tr Int Rate He (LQDH)
This table provides information about the institutional ownership of Ishares U S ETF Tr Int Rate He (LQDH) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES U S ETF TR INT RATE HE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
BUY
|
- |
815K+ 30475.01% |
$73.5M - $78.1M
|
817K
$75.9M
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
463KNew |
$41.8M - $44.4M
|
463K
$43M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
216K+ 6.03% |
$19.5M - $20.7M
|
3.8M
$353M
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
215KNew |
$19.4M - $20.6M
|
215K
$19.9M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
140KNew |
$12.6M - $13.4M
|
140K
$13M
|
|
May 05, 2022
Q1 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
77.7KNew |
$7.01M - $7.45M
|
77.7K
$7.22M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
76K+ 150.63% |
$6.85M - $7.28M
|
126K
$11.7M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
69.8K+ 67.36% |
$6.3M - $6.69M
|
173K
$16.1M
|
|
Apr 20, 2022
Q1 2022
|
Hms Capital Management, LLC
|
BUY
|
- |
69.2KNew |
$6.25M - $6.64M
|
69.2K
$6.43M
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
BUY
|
- |
63.5KNew |
$5.73M - $6.08M
|
63.5K
$5.89M
|
|
May 12, 2022
Q1 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
62.3K+ 3.05% |
$5.62M - $5.97M
|
2.11M
$196M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
54.4K+ 75.64% |
$4.91M - $5.22M
|
126K
$11.7M
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
50.8KNew |
$4.59M - $4.87M
|
50.8K
$4.72M
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
46.4KNew |
$4.18M - $4.44M
|
46.4K
$4.31M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
41K+ 12.42% |
$3.7M - $3.93M
|
371K
$34.4M
|
|
May 04, 2022
Q1 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
37.3K+ 315.99% |
$3.37M - $3.58M
|
49.1K
$4.56M
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
28.7K+ 47.32% |
$2.59M - $2.75M
|
89.4K
$8.3M
|
|
Apr 12, 2022
Q1 2022
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
27.4KNew |
$2.48M - $2.63M
|
27.4K
$2.55M
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
BUY
|
- |
23.4K+ 61.27% |
$2.12M - $2.25M
|
61.7K
$5.73M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.2K+ 14.92% |
$2.09M - $2.22M
|
179K
$16.6M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.5K+ 57.97% |
$1.58M - $1.68M
|
47.7K
$4.43M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.5K+ 83.38% |
$1.58M - $1.67M
|
38.4K
$3.57M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15KNew |
$1.35M - $1.44M
|
15K
$1.39M
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
13.1KNew |
$1.18M - $1.25M
|
13.1K
$1.21M
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
12.9K+ 2.0% |
$1.16M - $1.24M
|
657K
$61M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.8KNew |
$1.15M - $1.22M
|
12.8K
$1.18M
|
|
Jan 12, 2024
Q1 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
10.4KNew |
$937K - $995K
|
10.4K
$964K
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
10.1K+ 8.11% |
$910K - $967K
|
135K
$12.5M
|
|
May 03, 2022
Q1 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
8.83K+ 255.44% |
$797K - $847K
|
12.3K
$1.14M
|
|
May 13, 2022
Q1 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
7.27KNew |
$656K - $697K
|
7.27K
$675K
|
|
May 10, 2022
Q1 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
6.49KNew |
$586K - $622K
|
6.49K
$603K
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
4.21K+ 86.12% |
$380K - $403K
|
9.09K
$844K
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.66K+ 116.52% |
$330K - $351K
|
6.8K
$632K
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.64K+ 61.97% |
$328K - $349K
|
9.51K
$883K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.3K+ 7.91% |
$297K - $316K
|
45K
$4.17M
|
|
May 16, 2022
Q1 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
3.27K+ 4.71% |
$295K - $313K
|
72.6K
$6.74M
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
3.24K+ 7.34% |
$292K - $310K
|
47.3K
$4.4M
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.18K+ 52.05% |
$287K - $304K
|
9.28K
$862K
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
3.01K+ 191.18% |
$272K - $289K
|
4.59K
$426K
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.91KNew |
$263K - $279K
|
2.91K
$271K
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.56K+ 9.4% |
$231K - $245K
|
29.8K
$2.77M
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.49KNew |
$225K - $239K
|
2.49K
$231K
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.29KNew |
$207K - $220K
|
2.29K
$213K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.23KNew |
$201K - $213K
|
2.23K
$207K
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.94K+ 11.76% |
$175K - $186K
|
18.4K
$1.71M
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.85K+ 22.06% |
$167K - $177K
|
10.2K
$950K
|
|
Apr 12, 2022
Q1 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.6K+ 15.58% |
$144K - $153K
|
11.8K
$1.1M
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
1.55K+ 8.38% |
$140K - $149K
|
20.1K
$1.86M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.47K+ 22.86% |
$133K - $141K
|
7.91K
$735K
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.43K+ 47.98% |
$129K - $137K
|
4.4K
$408K
|