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 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
181K+ 84.66% |
$16M - $16.8M
|
396K
$36.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
143K+ 146.97% |
$12.7M - $13.2M
|
241K
$22.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
46.8KNew |
$4.14M - $4.32M
|
46.8K
$4.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
43.5KNew |
$3.85M - $4.02M
|
43.5K
$4.05M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
25.7KNew |
$2.27M - $2.37M
|
25.7K
$2.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.2K+ 288.96% |
$2.23M - $2.33M
|
33.9K
$3.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.8KNew |
$1.84M - $1.92M
|
20.8K
$1.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.3K+ 41.06% |
$1.71M - $1.78M
|
66.2K
$6.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.7K+ 12.31% |
$1.48M - $1.55M
|
153K
$14.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16K+ 5.85% |
$1.41M - $1.47M
|
289K
$26.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.3KNew |
$1.35M - $1.41M
|
15.3K
$1.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
13.9K+ 4065.4% |
$1.23M - $1.28M
|
14.2K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
13.5K+ 12.34% |
$1.2M - $1.25M
|
123K
$11.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
13.2KNew |
$1.17M - $1.22M
|
13.2K
$1.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
10.3K+ 8.9% |
$911K - $951K
|
126K
$11.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.86K+ 37.49% |
$873K - $911K
|
36.2K
$3.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.15K+ 45.57% |
$810K - $846K
|
29.2K
$2.72M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.88K+ 84.31% |
$786K - $821K
|
19.4K
$1.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.85KNew |
$783K - $818K
|
8.85K
$824K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
8.13K+ 99.52% |
$719K - $751K
|
16.3K
$1.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.97K+ 95.53% |
$705K - $736K
|
16.3K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
7.6K+ 0.93% |
$672K - $702K
|
823K
$76.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
6.73KNew |
$595K - $622K
|
6.73K
$627K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
6.07KNew |
$537K - $561K
|
6.07K
$565K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.49K+ 14.3% |
$398K - $415K
|
35.9K
$3.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.96KNew |
$350K - $366K
|
3.96K
$369K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.76K+ 18.32% |
$332K - $347K
|
24.3K
$2.26M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.59KNew |
$318K - $332K
|
3.59K
$335K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
3.38KNew |
$299K - $312K
|
3.38K
$315K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.84K+ 56.04% |
$251K - $262K
|
7.9K
$736K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.71K+ 107.06% |
$240K - $251K
|
5.25K
$489K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.52KNew |
$223K - $233K
|
2.52K
$235K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.42KNew |
$214K - $224K
|
2.42K
$225K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.24K+ 96.26% |
$198K - $207K
|
4.56K
$425K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.19KNew |
$194K - $202K
|
2.19K
$204K
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.13K+ 18.15% |
$188K - $196K
|
13.8K
$1.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.96K+ 24.03% |
$173K - $181K
|
10.1K
$942K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.47KNew |
$130K - $135K
|
1.47K
$137K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.11K+ 18.88% |
$98.2K - $103K
|
6.99K
$651K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
839+ 96.22% |
$74.2K - $77.5K
|
1.71K
$159K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
837+ 15.51% |
$74.1K - $77.3K
|
6.23K
$581K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
800+ 24.02% |
$70.8K - $73.9K
|
4.13K
$385K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
771+ 14.46% |
$68.2K - $71.2K
|
6.1K
$569K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
725+ 1.09% |
$64.2K - $67K
|
67K
$6.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
724+ 32.35% |
$64.1K - $66.9K
|
2.96K
$276K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
721+ 32.22% |
$63.8K - $66.6K
|
2.96K
$276K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
410+ 41000.0% |
$36.3K - $37.9K
|
411
$38.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
387+ 14.97% |
$34.2K - $35.8K
|
2.97K
$277K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
382+ 38.9% |
$33.8K - $35.3K
|
1.36K
$127K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
353+ 0.35% |
$31.2K - $32.6K
|
102K
$9.51M
|