Purchases and Sales Made in Q2 2025 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 2025. 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 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.8KNew |
$1.84M - $1.92M
|
20.8K
$1.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.86K+ 37.49% |
$873K - $911K
|
36.2K
$3.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
8.13K+ 99.52% |
$719K - $751K
|
16.3K
$1.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.97K+ 95.53% |
$705K - $736K
|
16.3K
$1.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
6.07KNew |
$537K - $561K
|
6.07K
$562K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.76K+ 18.32% |
$332K - $347K
|
24.3K
$2.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
3.38KNew |
$299K - $312K
|
3.38K
$313K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.84K+ 56.04% |
$251K - $262K
|
7.9K
$732K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.42KNew |
$214K - $224K
|
2.42K
$224K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
837+ 15.51% |
$74.1K - $77.3K
|
6.23K
$578K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
721+ 32.22% |
$63.8K - $66.6K
|
2.96K
$274K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
351+ 8.43% |
$31.1K - $32.4K
|
4.51K
$418K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-381- 2.63% |
$33.7K - $35.2K
|
14.1K
$1.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-544- 18.06% |
$48.1K - $50.3K
|
2.47K
$229K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.73K- 21.66% |
$242K - $252K
|
9.88K
$915K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-3.11K- 4.28% |
$275K - $288K
|
69.5K
$6.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.93K- 17.85% |
$614K - $641K
|
31.9K
$2.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-233K- 92.82% |
$20.6M - $21.6M
|
18.1K
$1.67M
|