Purchases and Sales Made in Q3 2022 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 2022. 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 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
540K+ 193.09% |
$47.6M - $49.8M
|
819K
$76.2M
|
|
Oct 17, 2022
Q3 2022
|
Astor Investment Management LLC
|
BUY
|
- |
321K+ 187.43% |
$28.3M - $29.7M
|
493K
$45.8M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
218K+ 200.96% |
$19.2M - $20.1M
|
327K
$30.4M
|
|
Oct 12, 2022
Q3 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
91.8K+ 208.45% |
$8.09M - $8.47M
|
136K
$12.6M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
87.8K+ 420.67% |
$7.74M - $8.1M
|
109K
$10.1M
|
|
Oct 12, 2022
Q3 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
73.4K+ 15.23% |
$6.47M - $6.77M
|
556K
$51.6M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
66.1K+ 95.98% |
$5.83M - $6.1M
|
135K
$12.6M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
55.3K+ 14.86% |
$4.87M - $5.1M
|
427K
$39.7M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
46.4K+ 569.62% |
$4.09M - $4.29M
|
54.6K
$5.07M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
46.4K+ 569.62% |
$4.09M - $4.29M
|
54.6K
$5.07M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
44.8K+ 938.51% |
$3.95M - $4.14M
|
49.6K
$4.61M
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
44.5KNew |
$3.92M - $4.1M
|
44.5K
$4.13M
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
44.5K+ 30.05% |
$3.92M - $4.1M
|
192K
$17.9M
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
43.4K+ 209.07% |
$3.82M - $4M
|
64.1K
$5.96M
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
28.5KNew |
$2.51M - $2.63M
|
28.5K
$2.65M
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
28.1K+ 188.69% |
$2.48M - $2.6M
|
43K
$4M
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
BUY
|
- |
27.7K+ 3.75% |
$2.44M - $2.56M
|
766K
$71.2M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
22.2K+ 161.41% |
$1.96M - $2.05M
|
36K
$3.35M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.6K+ 185.78% |
$1.91M - $2M
|
33.3K
$3.09M
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
BUY
|
- |
14K+ 4.61% |
$1.23M - $1.29M
|
317K
$29.5M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.1K+ 43.54% |
$1.07M - $1.12M
|
39.9K
$3.71M
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
11.5KNew |
$1.02M - $1.06M
|
11.5K
$1.07M
|
|
Nov 04, 2022
Q3 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
10.5K+ 197.92% |
$929K - $973K
|
15.9K
$1.48M
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10KNew |
$882K - $923K
|
10K
$930K
|
|
Nov 02, 2022
Q3 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
7.91K+ 18.49% |
$697K - $730K
|
50.7K
$4.71M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.52K+ 54.29% |
$663K - $694K
|
21.4K
$1.99M
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.11K+ 202.27% |
$627K - $657K
|
10.6K
$988K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6.14K+ 216.53% |
$542K - $567K
|
8.98K
$835K
|
|
Oct 21, 2022
Q3 2022
|
Center For Asset Management LLC
|
BUY
|
- |
6KNew |
$529K - $554K
|
6K
$558K
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
5.97K+ 224.31% |
$526K - $551K
|
8.63K
$802K
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.41K+ 185.84% |
$477K - $499K
|
8.32K
$773K
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.36K+ 2.61% |
$473K - $495K
|
210K
$19.6M
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
3.89KNew |
$343K - $359K
|
3.89K
$362K
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
3.32K+ 7.14% |
$292K - $306K
|
49.7K
$4.62M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.09K+ 45.0% |
$273K - $285K
|
9.97K
$927K
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.05KNew |
$269K - $281K
|
3.05K
$284K
|
|
Oct 12, 2022
Q3 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
2.82KNew |
$248K - $260K
|
2.82K
$262K
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.47KNew |
$218K - $228K
|
2.47K
$229K
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.29KNew |
$202K - $211K
|
2.29K
$213K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.25K+ 9.93% |
$110K - $115K
|
13.8K
$1.29M
|
|
Oct 20, 2022
Q3 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.1K+ 2.17% |
$96.9K - $101K
|
51.7K
$4.81M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
961+ 11.36% |
$84.7K - $88.7K
|
9.42K
$876K
|
|
Oct 12, 2022
Q3 2022
|
Hms Capital Management, LLC
|
BUY
|
- |
737+ 0.51% |
$65K - $68K
|
146K
$13.5M
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
623New |
$54.9K - $57.5K
|
623
$57.9K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
558+ 10.12% |
$49.2K - $51.5K
|
6.07K
$565K
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
458+ 204.46% |
$40.4K - $42.3K
|
682
$63.4K
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
404+ 1553.85% |
$35.6K - $37.3K
|
430
$40K
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
386+ 35.54% |
$34K - $35.6K
|
1.47K
$137K
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
295+ 0.59% |
$26K - $27.2K
|
50.1K
$4.66M
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
276New |
$24.3K - $25.5K
|
276
$25.7K
|