Purchases and Sales Made in Q1 2022 in Ishares U S ETF Tr Int Rate He (LQDH)

LQDH Quotes by TradingView

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 16, 2022 Q1 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
1.41K
+ 11.15%
$127K - $135K
14.1K $1.31M
May 03, 2022 Q1 2022
Capital Investment Advisory Services, LLC

BUY
 -
1.12K
+ 8.77%
$101K - $107K
13.9K $1.29M
Apr 19, 2022 Q1 2022
Graypoint LLC

BUY
 -
1.11K
+ 1.16%
$100K - $106K
96.8K $8.99M
May 16, 2022 Q1 2022
Titus Wealth Management

Larskpur, CA
BUY
 -
1.01K
+ 15.04%
$91.3K - $97K
7.74K $719K
Apr 26, 2022 Q1 2022
Emerald Advisors, LLC

BUY
 -
958
+ 18.08%
$86.5K - $91.8K
6.26K $581K
May 13, 2022 Q1 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
939
+ 6.82%
$84.7K - $90K
14.7K $1.37M
May 13, 2022 Q1 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
848
+ 18.82%
$76.5K - $81.3K
5.35K $497K
May 03, 2022 Q1 2022
Leo Brokerage, LLC

BUY
 -
713
+ 1.51%
$64.3K - $68.3K
47.9K $4.45M
May 11, 2022 Q1 2022
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
563
+ 67.18%
$50.8K - $54K
1.4K $130K
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
553
New
$49.9K - $53K
553 $51.4K
Oct 17, 2024 Q1 2022
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
389
+ 1496.15%
$35.1K - $37.3K
415 $38.5K
Apr 22, 2022 Q1 2022
Umb Bank, N.A.

BUY
 -
365
New
$32.9K - $35K
365 $33.9K
Apr 20, 2022 Q1 2022
Transcend Capital Advisors, LLC

BUY
 -
289
+ 0.75%
$26.1K - $27.7K
38.8K $3.6M
May 10, 2022 Q1 2022
Tcwp LLC

Tampa, FL
BUY
 -
135
New
$12.2K - $12.9K
135 $12.5K
May 13, 2022 Q1 2022
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
85
+ 0.9%
$7.67K - $8.15K
9.55K $886K
May 11, 2023 Q1 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
84
New
$7.58K - $8.05K
84 $7.8K
May 13, 2022 Q1 2022
Money Concepts Capital Corp

BUY
 -
84
+ 0.56%
$7.58K - $8.05K
15.2K $1.41M
May 09, 2022 Q1 2022
Wolff Wiese Magana LLC

BUY
 -
45
+ 1.48%
$4.06K - $4.31K
3.08K $286K
Aug 08, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
29
+ 7.0%
$2.62K - $2.78K
443 $41.1K
Apr 27, 2022 Q1 2022
Patron Partners, LLC

BUY
 -
12
+ 0.13%
$1.08K - $1.15K
9.34K $868K
May 10, 2022 Q1 2022
First Horizon Advisors, Inc.

SELL
 -
-7
Closed
$632 - $671
0 $0
May 09, 2022 Q1 2022
Amplius Wealth Advisors, LLC

SELL
 -
-11
Closed
$993 - $1.05K
0 $0
May 11, 2022 Q1 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-16
- 2.44%
$1.44K - $1.53K
639 $59.3K
May 16, 2022 Q1 2022
Geneos Wealth Management Inc.

SELL
 -
-20
- 1.58%
$1.81K - $1.92K
1.24K $115K
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-21
Closed
$1.9K - $2.01K
0 $0
Apr 18, 2022 Q1 2022
Spire Wealth Management

SELL
 -
-21
Closed
$1.9K - $2.01K
0 $0
May 02, 2022 Q1 2022
Signaturefd, LLC

Atlanta, GA
SELL
 -
-31
- 47.69%
$2.8K - $2.97K
34 $3.16K
May 10, 2022 Q1 2022
Meeder Asset Management Inc

SELL
 -
-35
Closed
$3.16K - $3.35K
0 $0
May 04, 2022 Q1 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-35
Closed
$3.16K - $3.35K
0 $0
Apr 29, 2022 Q1 2022
Mcdonald Partners LLC

SELL
 -
-49
Closed
$4.42K - $4.7K
0 $0
May 04, 2022 Q1 2022
Absolute Capital Management, LLC

SELL
 -
-49
Closed
$4.42K - $4.7K
0 $0
May 16, 2022 Q1 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-53
- 0.8%
$4.78K - $5.08K
6.55K $608K
May 12, 2022 Q1 2022
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-76
- 1.75%
$6.86K - $7.28K
4.26K $396K
May 09, 2022 Q1 2022
Northwestern Mutual Wealth Management CO

SELL
 -
-141
Closed
$12.7K - $13.5K
0 $0
Apr 29, 2022 Q1 2022
Total Clarity Wealth Management, Inc.

SELL
 -
-143
Closed
$12.9K - $13.7K
0 $0
May 06, 2022 Q1 2022
Retirement Group, LLC

SELL
 -
-259
- 44.66%
$23.4K - $24.8K
321 $29.8K
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-485
- 6.96%
$43.8K - $46.5K
6.48K $602K
Apr 27, 2022 Q1 2022
Wealthpoint, LLC

SELL
 -
-487
- 13.28%
$44K - $46.7K
3.18K $295K
Apr 25, 2022 Q1 2022
Mascoma Wealth Management LLC

SELL
 -
-500
- 13.66%
$45.1K - $47.9K
3.16K $293K
Apr 28, 2022 Q1 2022
Parallel Advisors, LLC

SELL
 -
-595
- 12.19%
$53.7K - $57K
4.29K $398K
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-621
- 65.23%
$56K - $59.5K
331 $30.7K
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
SELL
 -
-1.56K
- 32.43%
$141K - $150K
3.26K $303K
May 05, 2022 Q1 2022
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-2.12K
Closed
$191K - $203K
0 $0
Apr 15, 2022 Q1 2022
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-2.13K
- 1.03%
$193K - $204K
205K $19M
May 10, 2022 Q1 2022
Capital Advantage, Inc.

SELL
 -
-2.37K
- 0.88%
$214K - $227K
266K $24.7M
May 11, 2022 Q1 2022
55 I, LLC

Boston, MA
SELL
 -
-2.49K
Closed
$224K - $238K
0 $0
May 09, 2022 Q1 2022
True Private Wealth Advisors

SELL
 -
-2.55K
- 40.77%
$230K - $244K
3.7K $344K
May 11, 2022 Q1 2022
Stone X Group Inc.

SELL
 -
-2.78K
Closed
$251K - $266K
0 $0
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-3.07K
Closed
$277K - $294K
0 $0

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