Purchases and Sales Made in Q3 2021 in Ishares U S ETF Tr Int Rate He (LQDH)

LQDH Quotes by TradingView

This table provides information about the institutional ownership of Ishares U S ETF Tr Int Rate He (LQDH) during Q3 2021. 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
Nov 12, 2021 Q3 2021
Assetmark, Inc

BUY
 -
165K
+ 33.9%
$15.7M - $16M
652K $60.5M
Nov 09, 2021 Q3 2021
Richard Bernstein Advisors LLC

BUY
 -
66K
+ 7.85%
$6.29M - $6.4M
907K $84.2M
Oct 13, 2021 Q3 2021
Wj Wealth Management, LLC

BUY
 -
60.4K
New
$5.75M - $5.85M
60.4K $5.61M
Oct 27, 2021 Q3 2021
Stephens Inc

BUY
 -
54.9K
New
$5.23M - $5.33M
54.9K $5.1M
Nov 12, 2021 Q3 2021
Scotia Capital Inc.

BUY
 -
42.1K
New
$4.01M - $4.08M
42.1K $3.91M
Nov 15, 2021 Q3 2021
Morgan Stanley

New York, NY
BUY
 -
41.7K
New
$3.97M - $4.04M
41.7K $3.87M
Nov 15, 2021 Q3 2021
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
26.2K
+ 10.66%
$2.49M - $2.54M
272K $25.3M
Nov 15, 2021 Q3 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
25.8K
New
$2.46M - $2.5M
25.8K $2.4M
Nov 15, 2021 Q3 2021
Royal Bank Of Canada

Toronto, A6
BUY
 -
24.2K
+ 33.13%
$2.3M - $2.35M
97.3K $9.04M
Nov 09, 2021 Q3 2021
Graypoint LLC

BUY
 -
17.2K
+ 27.29%
$1.64M - $1.67M
80.4K $7.47M
Nov 15, 2021 Q3 2021
Mml Investors Services, LLC

Springfield, MA
BUY
 -
12.1K
+ 78.04%
$1.15M - $1.17M
27.6K $2.56M
Oct 28, 2021 Q3 2021
Capital Investment Advisory Services, LLC

BUY
 -
11K
New
$1.04M - $1.06M
11K $1.02M
Nov 15, 2021 Q3 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
10.9K
New
$1.04M - $1.06M
10.9K $1.02M
Nov 15, 2021 Q3 2021
Wells Fargo & Company

San Francisco, CA
BUY
 -
8.13K
+ 9.63%
$774K - $788K
92.6K $8.6M
Oct 14, 2021 Q3 2021
Simpli Fi, Inc.

BUY
 -
7.09K
+ 2.6%
$675K - $688K
280K $26M
Nov 16, 2021 Q3 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
6.59K
+ 50676.92%
$627K - $639K
6.6K $613K
Nov 15, 2021 Q3 2021
Betterment LLC

New York, NY
BUY
 -
5.83K
+ 59.82%
$555K - $565K
15.6K $1.45M
Nov 16, 2021 Q3 2021
Mbm Wealth Consultants, LLC

Chesterfield, MO
BUY
 -
4.86K
+ 8.13%
$462K - $471K
64.6K $6M
Nov 15, 2021 Q3 2021
Guardian Capital Advisors LP

Toronto, A6
BUY
 -
4.45K
New
$423K - $431K
4.45K $413K
Oct 14, 2021 Q3 2021
Latitude Advisors, LLC

BUY
 -
3.01K
New
$286K - $291K
3.01K $279K
Nov 15, 2021 Q3 2021
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
2.13K
+ 38.35%
$203K - $207K
7.69K $714K
Nov 12, 2021 Q3 2021
Bank Of Montreal

Toronto, A6
BUY
 -
1.95K
+ 7.74%
$186K - $189K
27.2K $2.52M
Nov 02, 2021 Q3 2021
Emerald Advisors, LLC

BUY
 -
1.66K
+ 73.88%
$158K - $161K
3.91K $363K
Nov 02, 2021 Q3 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
1.44K
+ 24.98%
$137K - $139K
7.2K $669K
Nov 03, 2021 Q3 2021
Nwam LLC

Mercer Island, WA
BUY
 -
1.29K
+ 31.64%
$123K - $125K
5.35K $497K
Nov 01, 2021 Q3 2021
Wealthpoint, LLC

BUY
 -
1.19K
+ 48.93%
$114K - $116K
3.63K $337K
Nov 12, 2021 Q3 2021
Jpmorgan Chase & CO

New York, NY
BUY
 -
1K
New
$95.2K - $96.9K
1K $92.9K
Mar 22, 2023 Q3 2021
American Portfolios Advisors

Holbrook, NY
BUY
 -
963
+ 655.1%
$91.7K - $93.3K
1.11K $103K
Nov 15, 2021 Q3 2021
Acorn Financial Advisory Services Inc

BUY
 -
730
+ 23.43%
$69.5K - $70.8K
3.85K $357K
Oct 29, 2021 Q3 2021
Janney Montgomery Scott LLC

BUY
 -
688
+ 32.65%
$65.5K - $66.7K
2.8K $260K
Nov 12, 2021 Q3 2021
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
682
+ 16.96%
$64.9K - $66.1K
4.7K $437K
Oct 29, 2021 Q3 2021
Patron Partners, LLC

BUY
 -
297
+ 7.4%
$28.3K - $28.8K
4.31K $400K
Nov 15, 2021 Q3 2021
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
288
+ 3.1%
$27.4K - $27.9K
9.58K $889K
Nov 10, 2021 Q3 2021
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
257
+ 313.41%
$24.5K - $24.9K
339 $31.5K
Oct 15, 2021 Q3 2021
Advisor Net Financial, Inc

BUY
 -
159
New
$15.1K - $15.4K
159 $14.8K
Nov 15, 2021 Q3 2021
Titus Wealth Management

Larskpur, CA
BUY
 -
132
+ 2.22%
$12.6K - $12.8K
6.07K $564K
Oct 15, 2021 Q3 2021
Wolff Wiese Magana LLC

BUY
 -
99
+ 8.48%
$9.42K - $9.6K
1.27K $118K
Oct 26, 2021 Q3 2021
West End Advisors, LLC

BUY
 -
76
+ 102.7%
$7.24K - $7.37K
150 $13.9K
Nov 05, 2021 Q3 2021
Advisory Services Network, LLC

BUY
 -
70
+ 2.1%
$6.66K - $6.78K
3.41K $317K
Nov 02, 2021 Q3 2021
Signature Securities Group Corporation

BUY
 -
49
New
$4.66K - $4.75K
49 $4.55K
Nov 08, 2021 Q3 2021
Meeder Asset Management Inc

BUY
 -
35
New
$3.33K - $3.39K
35 $3.25K
Nov 04, 2021 Q3 2021
Transcend Capital Advisors, LLC

BUY
 -
26
+ 0.16%
$2.48K - $2.52K
16.4K $1.52M
Oct 29, 2021 Q3 2021
Tci Wealth Advisors, Inc.

BUY
 -
18
New
$1.71K - $1.74K
18 $1.67K
Nov 09, 2021 Q3 2021
Hudock, Inc.

BUY
 -
5
+ 0.32%
$476 - $485
1.57K $146K
Oct 15, 2021 Q3 2021
Bogart Wealth, LLC

BUY
 -
2
New
$190 - $194
2 $186
Nov 16, 2021 Q3 2021
Retirement Group, LLC

BUY
 -
1
+ 0.1%
$95.2 - $96.9
965 $89.6K
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

SELL
 -
0
Closed
$0 - $0
0 $0
Nov 24, 2021 Q3 2021
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-16
- 2.68%
$1.52K - $1.55K
580 $53.9K
Oct 19, 2021 Q3 2021
Arkadios Wealth Advisors

SELL
 -
-17
Closed
$1.62K - $1.65K
0 $0

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