Purchases and Sales Made in Q3 2021 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 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 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-19Closed |
$1.81K - $1.84K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-24Closed |
$2.28K - $2.33K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-24- 77.42% |
$2.28K - $2.33K
|
7
$650
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-32Closed |
$3.05K - $3.1K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-116Closed |
$11K - $11.2K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-133- 2.72% |
$12.7K - $12.9K
|
4.75K
$441K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-135- 5.78% |
$12.9K - $13.1K
|
2.2K
$204K
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-138- 2.24% |
$13.1K - $13.4K
|
6.03K
$559K
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
SELL
|
- |
-157- 0.33% |
$14.9K - $15.2K
|
47.2K
$4.38M
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-160- 4.19% |
$15.2K - $15.5K
|
3.66K
$340K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-191- 5.47% |
$18.2K - $18.5K
|
3.3K
$306K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-201- 97.1% |
$19.1K - $19.5K
|
6
$557
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-222- 23.08% |
$21.1K - $21.5K
|
740
$68.7K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-261Closed |
$24.8K - $25.3K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-294- 90.46% |
$28K - $28.5K
|
31
$2.88K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-316- 37.75% |
$30.1K - $30.6K
|
521
$48.4K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-799- 20.28% |
$76.1K - $77.4K
|
3.14K
$292K
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.05K- 4.73% |
$100K - $102K
|
21.2K
$1.97M
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.22K- 66.67% |
$117K - $119K
|
612
$56.8K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.75K- 7.62% |
$166K - $169K
|
21.2K
$1.97M
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.11KClosed |
$201K - $205K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-2.37K- 32.51% |
$226K - $230K
|
4.93K
$457K
|
|
Oct 15, 2021
Q3 2021
|
Wj Wealth Management, LLC
|
SELL
|
- |
-2.77K- 4.59% |
$264K - $269K
|
57.6K
$5.35M
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.01KClosed |
$286K - $291K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-4.11K- 57.51% |
$391K - $398K
|
3.04K
$282K
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-4.46KClosed |
$425K - $432K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.48KClosed |
$427K - $435K
|
0
$0
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-5.54KClosed |
$527K - $537K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.42K- 47.71% |
$706K - $719K
|
8.13K
$755K
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-11.3KClosed |
$1.07M - $1.09M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.7KClosed |
$1.49M - $1.52M
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-16.1KClosed |
$1.53M - $1.56M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-16.9K- 25.94% |
$1.61M - $1.63M
|
48.1K
$4.47M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18.2K- 1.2% |
$1.73M - $1.76M
|
1.49M
$138M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.2K- 37.66% |
$1.74M - $1.77M
|
30.2K
$2.8M
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-19.9KClosed |
$1.9M - $1.93M
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-22.1KClosed |
$2.1M - $2.14M
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-42KClosed |
$4M - $4.07M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-46.9K- 15.83% |
$4.46M - $4.54M
|
249K
$23.2M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-56.2K- 64.66% |
$5.35M - $5.45M
|
30.7K
$2.85M
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-102K- 99.9% |
$9.69M - $9.86M
|
98
$9.1K
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-213K- 51.51% |
$20.3M - $20.7M
|
201K
$18.6M
|