Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
13.6K+ 37.5% |
$1.25M - $1.27M
|
49.7K
$4.63M
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
7.25K+ 119.5% |
$668K - $678K
|
13.3K
$1.24M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.74K+ 16.83% |
$253K - $257K
|
19K
$1.77M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.51K+ 31.75% |
$231K - $235K
|
10.4K
$969K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.84K+ 25.17% |
$169K - $172K
|
9.13K
$851K
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.79K+ 12.93% |
$165K - $167K
|
15.6K
$1.46M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.02K+ 7.15% |
$93.5K - $95K
|
15.2K
$1.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
175New |
$16.1K - $16.4K
|
175
$16.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
88+ 0.54% |
$8.11K - $8.23K
|
16.4K
$1.53M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
54+ 24.77% |
$4.98K - $5.05K
|
272
$25.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
20New |
$1.84K - $1.87K
|
20
$1.86K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-62- 4.23% |
$5.71K - $5.8K
|
1.4K
$131K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.66K- 16.77% |
$153K - $155K
|
8.22K
$766K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-3.33K- 18.46% |
$307K - $312K
|
14.7K
$1.37M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-16.4K- 23.62% |
$1.51M - $1.54M
|
53.1K
$4.95M
|