Purchases and Sales Made in Q2 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
93.8KNew |
$8.46M - $8.72M
|
93.8K
$8.71M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
9.91KNew |
$893K - $921K
|
9.91K
$920K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.38K+ 16.36% |
$575K - $593K
|
45.4K
$4.22M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
4.89K+ 2.68% |
$441K - $455K
|
187K
$17.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.6K+ 67.44% |
$415K - $428K
|
11.4K
$1.06M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.89K+ 23.2% |
$260K - $268K
|
15.3K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.82K+ 15.37% |
$164K - $169K
|
13.6K
$1.27M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.69K+ 3.43% |
$152K - $157K
|
51K
$4.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.47K+ 5.7% |
$132K - $136K
|
27.2K
$2.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.01K+ 19.79% |
$91.4K - $94.3K
|
6.14K
$570K
|
|
|
Jul 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
951+ 1.9% |
$85.8K - $88.4K
|
50.9K
$4.73M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
880+ 22.26% |
$79.3K - $81.8K
|
4.83K
$449K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
859+ 98.28% |
$77.5K - $79.8K
|
1.73K
$161K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
755New |
$68.1K - $70.2K
|
755
$70.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
645+ 4961.54% |
$58.2K - $60K
|
658
$61.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
368+ 2.68% |
$33.2K - $34.2K
|
14.1K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
154+ 0.2% |
$13.9K - $14.3K
|
78.8K
$7.32M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
137New |
$12.4K - $12.7K
|
137
$12.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
80+ 0.64% |
$7.21K - $7.44K
|
12.6K
$1.17M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
38+ 146.15% |
$3.43K - $3.53K
|
64
$5.94K
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
24+ 1.08% |
$2.16K - $2.23K
|
2.24K
$208K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11+ 13.92% |
$992 - $1.02K
|
90
$8.36K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11+ 13.92% |
$992 - $1.02K
|
90
$8.36K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3+ 1.19% |
$271 - $279
|
255
$23.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
2+ 1.9% |
$180 - $186
|
107
$9.94K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 1.09% |
$90.2 - $93
|
93
$8.64K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2- 0.05% |
$180 - $186
|
4.03K
$375K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-8- 10.0% |
$721 - $744
|
72
$6.69K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-27- 0.83% |
$2.43K - $2.51K
|
3.22K
$299K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-40- 9.07% |
$3.61K - $3.72K
|
401
$37.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-63- 10.79% |
$5.68K - $5.86K
|
521
$48.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-66- 2.31% |
$5.95K - $6.13K
|
2.79K
$259K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-68- 57.63% |
$6.13K - $6.32K
|
50
$4.64K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-87- 2.07% |
$7.84K - $8.09K
|
4.12K
$383K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-93- 0.94% |
$8.39K - $8.64K
|
9.81K
$910K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-105- 10.97% |
$9.47K - $9.76K
|
852
$79.1K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-105- 10.97% |
$9.47K - $9.76K
|
852
$79.1K
|
|
|
Nov 13, 2024
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-260- 1.15% |
$23.4K - $24.2K
|
22.3K
$2.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-434- 3.76% |
$39.1K - $40.3K
|
11.1K
$1.03M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-593- 17.67% |
$53.5K - $55.1K
|
2.76K
$257K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-758- 18.89% |
$68.3K - $70.5K
|
3.26K
$302K
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-856- 4.68% |
$77.2K - $79.6K
|
17.4K
$1.62M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.13K- 3.49% |
$102K - $105K
|
31.3K
$2.91M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.15K- 2.19% |
$104K - $107K
|
51.4K
$4.78M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.4K- 2.75% |
$126K - $130K
|
49.5K
$4.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.61K- 64.89% |
$145K - $149K
|
870
$80.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.07K- 46.69% |
$186K - $192K
|
2.36K
$219K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.32K- 25.59% |
$389K - $401K
|
12.6K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.95K- 35.12% |
$536K - $553K
|
11K
$1.02M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.98K- 60.96% |
$539K - $556K
|
3.83K
$355K
|