Purchases and Sales Made in Q1 2023 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 2023. 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 05, 2023 Q1 2023
Assetmark, Inc

BUY
 -
132K
+ 187.7%
$11.8M - $12.3M
202K $18.7M
May 02, 2023 Q1 2023
Leo Brokerage, LLC

BUY
 -
99.1K
+ 118.78%
$8.89M - $9.24M
182K $16.9M
May 15, 2023 Q1 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
78.7K
New
$7.06M - $7.34M
78.7K $7.31M
Jul 22, 2024 Q1 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
55.2K
New
$4.95M - $5.14M
55.2K $5.12M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
44.8K
+ 55.56%
$4.02M - $4.18M
125K $11.7M
May 05, 2023 Q1 2023
Destination Wealth Management

BUY
 -
42.4K
+ 6.22%
$3.81M - $3.96M
724K $67.2M
Nov 13, 2024 Q1 2023
Covington Investment Advisors Inc.

Ligonier, PA
BUY
 -
22.6K
New
$2.03M - $2.11M
22.6K $2.1M
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
15.6K
+ 7.5%
$1.4M - $1.45M
223K $20.7M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
12.6K
+ 51.37%
$1.13M - $1.18M
37.2K $3.45M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
7.31K
+ 23.04%
$656K - $682K
39K $3.62M
May 01, 2023 Q1 2023
Money Concepts Capital Corp

BUY
 -
6.11K
+ 438.52%
$549K - $570K
7.51K $697K
May 08, 2023 Q1 2023
Triumph Capital Management

BUY
 -
4.38K
New
$393K - $409K
4.38K $407K
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
2.86K
New
$257K - $267K
2.86K $265K
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
2.53K
+ 5.26%
$227K - $236K
50.7K $4.7M
Apr 27, 2023 Q1 2023
Southern Capital Advisors, LLC

BUY
 -
2.02K
+ 4.07%
$181K - $189K
51.6K $4.79M
May 10, 2023 Q1 2023
Condor Capital Management

Martinsville, NJ
BUY
 -
1.78K
+ 3.56%
$160K - $166K
51.7K $4.8M
Apr 14, 2023 Q1 2023
Kfg Wealth Management, LLC

Granger, IN
BUY
 -
1.72K
+ 3.56%
$154K - $160K
49.9K $4.64M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
1.66K
+ 64.99%
$149K - $155K
4.21K $391K
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
1.54K
+ 53.49%
$138K - $144K
4.43K $411K
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
957
New
$85.9K - $89.3K
957 $88.9K
Aug 01, 2024 Q1 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
404
+ 1553.85%
$36.3K - $37.7K
430 $39.9K
May 04, 2023 Q1 2023
Trinity Point Wealth, LLC

BUY
 -
383
+ 2.86%
$34.4K - $35.7K
13.8K $1.28M
May 15, 2023 Q1 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
337
+ 2.94%
$30.2K - $31.4K
11.8K $1.1M
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
252
New
$22.6K - $23.5K
252 $23.4K
Apr 27, 2023 Q1 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
161
New
$14.5K - $15K
161 $15K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
119
New
$10.7K - $11.1K
119 $11.1K
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
81
+ 0.71%
$7.27K - $7.56K
11.6K $1.07M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
63
+ 12.09%
$5.65K - $5.88K
584 $54.2K
Apr 26, 2023 Q1 2023
Pinnacle Financial Partners Inc

BUY
 -
26
+ 0.11%
$2.33K - $2.43K
23.6K $2.19M
Jan 12, 2024 Q1 2023
Comprehensive Wealth Management, LLC

Lynnwood, WA
BUY
 -
20
+ 0.3%
$1.8K - $1.87K
6.71K $623K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
13
New
$1.17K - $1.21K
13 $1.21K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
10
+ 14.49%
$898 - $933
79 $7.34K
May 12, 2023 Q1 2023
Financial Gravity Asset Management, Inc.

BUY
 -
2
+ 2.22%
$180 - $187
92 $8.54K
May 13, 2024 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-11
- 12.22%
$987 - $1.03K
79 $7.34K
Apr 20, 2023 Q1 2023
Banque Cantonale Vaudoise

SELL
 -
-43
- 1.91%
$3.86K - $4.01K
2.21K $206K
May 12, 2023 Q1 2023
Retirement Group, LLC

SELL
 -
-54
- 33.96%
$4.85K - $5.04K
105 $9.75K
Apr 21, 2023 Q1 2023
Capital Investment Advisory Services, LLC

SELL
 -
-65
- 0.52%
$5.83K - $6.06K
12.4K $1.15M
May 15, 2023 Q1 2023
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-202
- 4.77%
$18.1K - $18.8K
4.04K $375K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-338
- 9.43%
$30.3K - $31.5K
3.25K $301K
May 15, 2023 Q1 2023
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-365
- 1.4%
$32.8K - $34K
25.7K $2.39M
Apr 26, 2023 Q1 2023
Acorn Financial Advisory Services Inc

SELL
 -
-367
- 8.38%
$32.9K - $34.2K
4.01K $373K
Apr 18, 2023 Q1 2023
Brookstone Capital Management

SELL
 -
-428
- 11.31%
$38.4K - $39.9K
3.36K $312K
May 12, 2023 Q1 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
SELL
 -
-500
- 53.13%
$44.9K - $46.6K
441 $41K
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

SELL
 -
-663
- 90.33%
$59.5K - $61.8K
71 $6.59K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

SELL
 -
-687
- 41.79%
$61.7K - $64.1K
957 $88.9K
May 15, 2023 Q1 2023
Red Wave Investments LLC

Dillsburg, PA
SELL
 -
-1.05K
- 2.03%
$94.5K - $98.2K
50.9K $4.72M
May 04, 2023 Q1 2023
Wealthcare Capital Management LLC

Richmond, VA
SELL
 -
-1.22K
- 10.73%
$109K - $114K
10.1K $940K
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-1.35K
- 75.4%
$121K - $126K
441 $41K
Apr 13, 2023 Q1 2023
Hms Capital Management, LLC

SELL
 -
-1.53K
- 1.11%
$137K - $142K
137K $12.7M

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