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 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
351+ 8.43% |
$31.1K - $32.4K
|
4.51K
$420K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
336+ 0.63% |
$29.7K - $31K
|
53.7K
$5M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
305New |
$27K - $28.2K
|
305
$28.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
290+ 8.18% |
$25.7K - $26.8K
|
3.83K
$357K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
244+ 1.05% |
$21.6K - $22.5K
|
23.6K
$2.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
202+ 20200.0% |
$17.9K - $18.7K
|
203
$18.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
129+ 72.88% |
$11.4K - $11.9K
|
306
$28.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
88+ 67.69% |
$7.79K - $8.13K
|
218
$20.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
80+ 2.93% |
$7.08K - $7.39K
|
2.81K
$262K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
62New |
$5.49K - $5.73K
|
62
$5.78K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
56+ 11.52% |
$4.96K - $5.17K
|
542
$50.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
53+ 1.62% |
$4.69K - $4.9K
|
3.33K
$311K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
48+ 3.82% |
$4.25K - $4.44K
|
1.3K
$121K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
34New |
$3.01K - $3.14K
|
34
$3.17K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
17+ 0.72% |
$1.5K - $1.57K
|
2.37K
$221K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4+ 1.37% |
$354 - $370
|
297
$27.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 1.9% |
$265 - $277
|
161
$15K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 3.23% |
$88.5 - $92.4
|
32
$2.98K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1- 5.88% |
$88.5 - $92.4
|
16
$1.49K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-28- 1.12% |
$2.48K - $2.59K
|
2.46K
$229K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-112- 0.42% |
$9.91K - $10.3K
|
26.2K
$2.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-275- 1.46% |
$24.3K - $25.4K
|
18.5K
$1.72M
|
|
|
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
$230K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.05K- 29.5% |
$92.9K - $97K
|
2.51K
$234K
|
|
|
Jul 31, 2025
Q2 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.06K- 4.43% |
$93.4K - $97.6K
|
22.8K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.18K- 29.77% |
$104K - $109K
|
2.78K
$259K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.51K- 7.03% |
$133K - $139K
|
19.9K
$1.86M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.82K- 25.53% |
$161K - $168K
|
5.3K
$494K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.21K- 26.55% |
$195K - $204K
|
6.1K
$568K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.73K- 21.66% |
$242K - $252K
|
9.88K
$920K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-3.11K- 4.28% |
$275K - $288K
|
69.5K
$6.48M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.75K- 5.74% |
$420K - $439K
|
78K
$7.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-5.61K- 14.94% |
$496K - $518K
|
31.9K
$2.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.93K- 17.85% |
$614K - $641K
|
31.9K
$2.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-8.32K- 13.26% |
$736K - $768K
|
54.4K
$5.07M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-37.2K- 78.49% |
$3.3M - $3.44M
|
10.2K
$951K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-41.4K- 11.4% |
$3.66M - $3.83M
|
322K
$30M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-57.5K- 96.07% |
$5.09M - $5.31M
|
2.35K
$219K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-149K- 65.41% |
$13.2M - $13.8M
|
79K
$7.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-233K- 92.82% |
$20.6M - $21.6M
|
18.1K
$1.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-406K- 98.23% |
$35.9M - $37.5M
|
7.3K
$680K
|