Purchases and Sales Made in Q1 2024 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 2024. 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 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-542- 99.82% |
$50.1K - $51.1K
|
1
$92.9
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-872- 21.11% |
$80.6K - $82.3K
|
3.26K
$303K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-875- 0.71% |
$80.9K - $82.5K
|
122K
$11.4M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-950- 4.18% |
$87.8K - $89.6K
|
21.8K
$2.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-964- 1.75% |
$89.1K - $90.9K
|
54.2K
$5.03M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.54K- 0.51% |
$142K - $145K
|
302K
$28.1M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.67K- 13.05% |
$154K - $158K
|
11.1K
$1.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.07K- 16.88% |
$191K - $195K
|
10.2K
$947K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.69K- 16.1% |
$249K - $254K
|
14K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-4.12K- 12.8% |
$381K - $388K
|
28K
$2.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.16K- 14.3% |
$385K - $393K
|
24.9K
$2.32M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-5.49K- 19.17% |
$507K - $518K
|
23.2K
$2.15M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17K- 47.81% |
$1.57M - $1.6M
|
18.5K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-21.3K- 22.47% |
$1.96M - $2.01M
|
73.3K
$6.81M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-44.7K- 54.38% |
$4.13M - $4.22M
|
37.5K
$3.48M
|