Purchases and Sales Made in Q3 2023 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 2023. 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, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
13.9K+ 2.02% |
$1.28M - $1.3M
|
701K
$65.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
10.9K+ 71.28% |
$1.01M - $1.02M
|
26.2K
$2.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.4K+ 94.47% |
$955K - $973K
|
21.4K
$1.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
7KNew |
$645K - $656K
|
7K
$650K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.69K+ 117.73% |
$524K - $533K
|
10.5K
$977K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
3.54K+ 6.93% |
$326K - $331K
|
54.5K
$5.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.51K+ 91.69% |
$323K - $329K
|
7.34K
$681K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.48KNew |
$320K - $326K
|
3.48K
$323K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.86KNew |
$264K - $268K
|
2.86K
$266K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.77KNew |
$255K - $260K
|
2.77K
$258K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.24K+ 44.43% |
$114K - $116K
|
4.03K
$375K
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
640+ 28.58% |
$58.9K - $60K
|
2.88K
$267K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
309New |
$28.4K - $29K
|
309
$28.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
228New |
$21K - $21.4K
|
228
$21.2K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
201+ 0.64% |
$18.5K - $18.8K
|
31.5K
$2.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
170+ 2.77% |
$15.7K - $15.9K
|
6.31K
$586K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
119New |
$11K - $11.2K
|
119
$11.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
40+ 444.44% |
$3.68K - $3.75K
|
49
$4.55K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7+ 0.17% |
$644 - $656
|
4.13K
$383K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5+ 1.96% |
$460 - $469
|
260
$24.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
2+ 1.87% |
$184 - $187
|
109
$10.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7- 1.77% |
$644 - $656
|
388
$36K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-33- 0.82% |
$3.04K - $3.09K
|
4K
$371K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-72- 43.37% |
$6.63K - $6.75K
|
94
$8.73K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-77- 82.8% |
$7.09K - $7.22K
|
16
$1.49K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-153- 1.1% |
$14.1K - $14.3K
|
13.8K
$1.28M
|
|
|
Nov 13, 2024
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-200- 0.9% |
$18.4K - $18.7K
|
22.1K
$2.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-274- 2.01% |
$25.2K - $25.7K
|
13.4K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-284- 2.55% |
$26.1K - $26.6K
|
10.8K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-314- 78.3% |
$28.9K - $29.4K
|
87
$8.08K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-453- 53.17% |
$41.7K - $42.5K
|
399
$37.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-453- 53.17% |
$41.7K - $42.5K
|
399
$37.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-483- 0.95% |
$44.5K - $45.3K
|
50.4K
$4.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-491- 1.8% |
$45.2K - $46K
|
26.7K
$2.48M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.32K- 3.07% |
$122K - $124K
|
41.7K
$3.87M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.53K- 8.76% |
$141K - $143K
|
15.9K
$1.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.65K- 95.33% |
$152K - $155K
|
81
$7.52K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-2.33K- 16.47% |
$214K - $218K
|
11.8K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.59K- 10.41% |
$238K - $243K
|
22.3K
$2.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.82K- 1.9% |
$259K - $264K
|
146K
$13.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.92K- 8.49% |
$268K - $273K
|
31.4K
$2.92M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.94K- 9.57% |
$271K - $276K
|
27.8K
$2.58M
|
|
|
Nov 07, 2023
Q3 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-5.62K- 11.37% |
$518K - $527K
|
43.9K
$4.07M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.91K- 62.96% |
$728K - $741K
|
4.65K
$432K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.1K- 46.31% |
$927K - $944K
|
11.7K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-21.6K- 23.23% |
$1.99M - $2.03M
|
71.5K
$6.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-23.4K- 51.65% |
$2.16M - $2.2M
|
22K
$2.04M
|