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 |
---|---|---|---|---|---|---|---|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
261+ 2.81% |
$23.5K - $24.6K
|
9.54K
$891K
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
224New |
$20.2K - $21.1K
|
224
$20.9K
|
|
Aug 12, 2022
Q2 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
220+ 4.92% |
$19.8K - $20.7K
|
4.69K
$439K
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
142New |
$12.8K - $13.4K
|
142
$13.3K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
107+ 32.33% |
$9.64K - $10.1K
|
438
$40.9K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
80+ 12.52% |
$7.21K - $7.53K
|
719
$67.2K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
80+ 888.89% |
$7.21K - $7.53K
|
89
$8.31K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
75New |
$6.76K - $7.06K
|
75
$7.01K
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
46New |
$4.14K - $4.33K
|
46
$4.3K
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
16New |
$1.44K - $1.51K
|
16
$1.49K
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
15+ 3.61% |
$1.35K - $1.41K
|
430
$40.2K
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
13New |
$1.17K - $1.22K
|
13
$1.21K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 2.94% |
$90.1 - $94.1
|
33
$3.08K
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-5- 1.56% |
$451 - $470
|
316
$29.5K
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
SELL
|
- |
-7- 4.61% |
$631 - $659
|
145
$13.5K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-16- 0.55% |
$1.44K - $1.51K
|
2.9K
$271K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-32- 5.79% |
$2.88K - $3.01K
|
521
$48.7K
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-39- 0.02% |
$3.51K - $3.67K
|
205K
$19.2M
|
|
Aug 12, 2022
Q2 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-50- 0.42% |
$4.51K - $4.7K
|
11.8K
$1.1M
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-60- 61.86% |
$5.41K - $5.65K
|
37
$3.46K
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-69- 30.94% |
$6.22K - $6.49K
|
154
$14.4K
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-81- 27.18% |
$7.3K - $7.62K
|
217
$20.3K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-110- 69.18% |
$9.91K - $10.3K
|
49
$4.58K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-135Closed |
$12.2K - $12.7K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-278- 4.28% |
$25K - $26.2K
|
6.22K
$581K
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-365Closed |
$32.9K - $34.3K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-439- 13.89% |
$39.6K - $41.3K
|
2.72K
$254K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-459- 3.12% |
$41.4K - $43.2K
|
14.3K
$1.33M
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-615- 16.62% |
$55.4K - $57.9K
|
3.09K
$288K
|
|
Jan 12, 2024
Q2 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-648- 6.24% |
$58.4K - $61K
|
9.74K
$910K
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-696- 11.24% |
$62.7K - $65.5K
|
5.5K
$514K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-706- 13.19% |
$63.6K - $66.4K
|
4.65K
$434K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-877- 3.15% |
$79K - $82.5K
|
27K
$2.52M
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-914- 1.93% |
$82.4K - $86K
|
46.4K
$4.34M
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-947Closed |
$85.3K - $89.1K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-949- 30.77% |
$85.5K - $89.3K
|
2.14K
$199K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-968- 14.93% |
$87.2K - $91.1K
|
5.51K
$515K
|
|
Aug 09, 2022
Q2 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-976- 1.92% |
$87.9K - $91.8K
|
49.8K
$4.66M
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-995- 12.85% |
$89.6K - $93.6K
|
6.75K
$630K
|
|
Jul 27, 2022
Q2 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 7.52% |
$91.5K - $95.6K
|
12.5K
$1.17M
|
|
Aug 01, 2022
Q2 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-1.12K- 17.96% |
$101K - $106K
|
5.13K
$480K
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.15K- 7.63% |
$103K - $108K
|
13.9K
$1.29M
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.24KClosed |
$112K - $117K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1.4KClosed |
$126K - $132K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.4K- 13.73% |
$127K - $132K
|
8.82K
$824K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.41K- 32.84% |
$127K - $132K
|
2.88K
$269K
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.63K- 20.57% |
$147K - $153K
|
6.28K
$587K
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.98K- 6.63% |
$178K - $186K
|
27.8K
$2.6M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.23KClosed |
$200K - $209K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Capital Advantage, Inc.
|
SELL
|
- |
-2.29K- 0.86% |
$206K - $216K
|
264K
$24.6M
|