Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
260K+ 1363.2% |
$23.5M - $24.5M
|
280K
$26.1M
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
BUY
|
- |
239K+ 377.3% |
$21.6M - $22.5M
|
303K
$28.3M
|
|
Jul 29, 2022
Q2 2022
|
Astor Investment Management LLC
|
BUY
|
- |
171KNew |
$15.4M - $16.1M
|
171K
$16M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
109KNew |
$9.78M - $10.2M
|
109K
$10.1M
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
102K+ 219.07% |
$9.15M - $9.56M
|
148K
$13.8M
|
|
Jul 27, 2022
Q2 2022
|
Hms Capital Management, LLC
|
BUY
|
- |
75.6K+ 109.15% |
$6.81M - $7.11M
|
145K
$13.5M
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
45.4KNew |
$4.09M - $4.28M
|
45.4K
$4.25M
|
|
Jul 12, 2022
Q2 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
44KNew |
$3.97M - $4.14M
|
44K
$4.11M
|
|
Aug 09, 2022
Q2 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
35.5K+ 488.38% |
$3.2M - $3.34M
|
42.8K
$4M
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
35.5K+ 74.02% |
$3.2M - $3.34M
|
83.4K
$7.79M
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
28.5KNew |
$2.57M - $2.68M
|
28.5K
$2.66M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.2K+ 44.47% |
$1.91M - $2M
|
68.9K
$6.44M
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20.8KNew |
$1.87M - $1.95M
|
20.8K
$1.94M
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19.2KNew |
$1.73M - $1.81M
|
19.2K
$1.8M
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
18.7K+ 4.03% |
$1.68M - $1.76M
|
482K
$45M
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
15.8K+ 120.67% |
$1.42M - $1.48M
|
28.8K
$2.69M
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
14.9KNew |
$1.35M - $1.41M
|
14.9K
$1.4M
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
14.9KNew |
$1.34M - $1.4M
|
14.9K
$1.39M
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.6KNew |
$1.13M - $1.18M
|
12.6K
$1.18M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.6KNew |
$1.05M - $1.1M
|
11.6K
$1.09M
|
|
Jul 22, 2022
Q2 2022
|
Forte Asset Management LLC
|
BUY
|
- |
11.4KNew |
$1.02M - $1.07M
|
11.4K
$1.06M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.12K+ 63.68% |
$732K - $764K
|
20.9K
$1.95M
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.29K+ 84.02% |
$567K - $592K
|
13.8K
$1.29M
|
|
Aug 09, 2022
Q2 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
5.33KNew |
$480K - $501K
|
5.33K
$498K
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.85KNew |
$437K - $456K
|
4.85K
$453K
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.81K+ 3.57% |
$433K - $452K
|
139K
$13M
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
4.4KNew |
$396K - $414K
|
4.4K
$411K
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.52KNew |
$317K - $331K
|
3.52K
$329K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.49K+ 9.07% |
$314K - $328K
|
41.9K
$3.92M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.44KNew |
$310K - $324K
|
3.44K
$322K
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.2K+ 86.9% |
$288K - $301K
|
6.87K
$642K
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.91KNew |
$262K - $274K
|
2.91K
$272K
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.84KNew |
$256K - $267K
|
2.84K
$265K
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.79K+ 1.18% |
$252K - $263K
|
240K
$22.4M
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
2.66KNew |
$240K - $250K
|
2.66K
$249K
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.3K+ 92.97% |
$207K - $217K
|
4.78K
$446K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.93K+ 12.68% |
$173K - $181K
|
17.1K
$1.6M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.66K+ 24.39% |
$149K - $156K
|
8.46K
$790K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.54K+ 11.09% |
$138K - $145K
|
15.4K
$1.44M
|
|
Jul 20, 2022
Q2 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.48K+ 3.01% |
$133K - $139K
|
50.6K
$4.73M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.41K+ 0.38% |
$127K - $133K
|
372K
$34.8M
|
|
Jul 20, 2022
Q2 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
1.17K+ 0.34% |
$105K - $110K
|
343K
$32M
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.09KNew |
$97.8K - $102K
|
1.09K
$101K
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
958+ 29.4% |
$86.3K - $90.1K
|
4.22K
$394K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
947New |
$85.3K - $89.1K
|
947
$88.5K
|
|
Jul 11, 2022
Q2 2022
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
406+ 1.48% |
$36.6K - $38.2K
|
27.8K
$2.6M
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
397+ 2.16% |
$35.8K - $37.4K
|
18.8K
$1.76M
|
|
Aug 04, 2022
Q2 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
355+ 2.89% |
$32K - $33.4K
|
12.6K
$1.18M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
350New |
$31.5K - $32.9K
|
350
$32.7K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
350New |
$31.5K - $32.9K
|
350
$32.7K
|