Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
83.1K+ 144.38% |
$7.72M - $7.83M
|
141K
$13.1M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
44.7K+ 119.19% |
$4.16M - $4.21M
|
82.2K
$7.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
44.7K+ 119.19% |
$4.16M - $4.21M
|
82.2K
$7.64M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
42.3KNew |
$3.93M - $3.99M
|
42.3K
$3.93M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
33.9KNew |
$3.15M - $3.19M
|
33.9K
$3.14M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.5K+ 17.57% |
$3.02M - $3.06M
|
217K
$20.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.2K+ 7.69% |
$2.16M - $2.19M
|
325K
$30.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17K+ 91.59% |
$1.58M - $1.6M
|
35.5K
$3.29M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.8K+ 127.94% |
$1.47M - $1.49M
|
28.2K
$2.62M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
14.8KNew |
$1.38M - $1.39M
|
14.8K
$1.37M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
10.8KNew |
$1M - $1.02M
|
10.8K
$1M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.75K+ 29.84% |
$906K - $919K
|
42.4K
$3.94M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
9.11K+ 1.23% |
$846K - $858K
|
751K
$69.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.09KNew |
$380K - $385K
|
4.09K
$379K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.85K+ 37.78% |
$358K - $363K
|
14.1K
$1.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.65KNew |
$340K - $344K
|
3.65K
$339K
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
3.56K+ 6.57% |
$331K - $335K
|
57.7K
$5.36M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.56KNew |
$331K - $335K
|
3.56K
$330K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.92K+ 1.43% |
$271K - $275K
|
208K
$19.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.82K+ 24.29% |
$262K - $266K
|
14.4K
$1.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.45K+ 16.78% |
$227K - $230K
|
17K
$1.58M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.43K+ 63.43% |
$225K - $228K
|
6.25K
$580K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.9K+ 190300.0% |
$177K - $179K
|
1.9K
$177K
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.39K+ 13.66% |
$129K - $130K
|
11.5K
$1.07M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.23KNew |
$114K - $116K
|
1.23K
$114K
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
680+ 10.9% |
$63.2K - $64.1K
|
6.92K
$642K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
668New |
$62.1K - $62.9K
|
668
$62K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
358+ 2.55% |
$33.3K - $33.7K
|
14.4K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
321+ 0.67% |
$29.8K - $30.2K
|
48.4K
$4.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
303+ 0.81% |
$28.2K - $28.5K
|
37.6K
$3.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
280New |
$26K - $26.4K
|
280
$26K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
242+ 152.2% |
$22.5K - $22.8K
|
401
$37.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
150New |
$13.9K - $14.1K
|
150
$13.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
107+ 0.49% |
$9.94K - $10.1K
|
21.9K
$2.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
50+ 2.08% |
$4.65K - $4.71K
|
2.45K
$228K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5+ 1.83% |
$465 - $471
|
278
$25.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5New |
$465 - $471
|
5
$464
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4+ 0.57% |
$372 - $377
|
709
$65.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4+ 1.27% |
$372 - $377
|
320
$29.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 2.94% |
$186 - $188
|
70
$6.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11- 12.36% |
$1.02K - $1.04K
|
78
$7.24K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-40- 81.63% |
$3.72K - $3.77K
|
9
$836
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-49- 1.5% |
$4.55K - $4.62K
|
3.21K
$298K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-55- 0.54% |
$5.11K - $5.18K
|
10.1K
$938K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-72- 0.06% |
$6.69K - $6.78K
|
115K
$10.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-160- 4.97% |
$14.9K - $15.1K
|
3.06K
$284K
|
|
|
Aug 09, 2024
Q2 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-268- 0.96% |
$24.9K - $25.2K
|
27.8K
$2.58M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-309- 2.78% |
$28.7K - $29.1K
|
10.8K
$1M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-320- 9.82% |
$29.7K - $30.1K
|
2.94K
$273K
|