Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.09M+ 140.43% |
$198M - $203M
|
3.58M
$337M
|
|
|
Feb 11, 2022
Q4 2021
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
1.14M+ 125.25% |
$108M - $110M
|
2.04M
$192M
|
|
|
Jan 21, 2022
Q4 2021
|
Capital Advantage, Inc.
|
BUY
|
- |
268KNew |
$25.4M - $26M
|
268K
$25.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
129K+ 64.3% |
$12.2M - $12.5M
|
330K
$31M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
124KNew |
$11.8M - $12M
|
124K
$11.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
91.9KNew |
$8.71M - $8.9M
|
91.9K
$8.63M
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
69KNew |
$6.54M - $6.67M
|
69K
$6.48M
|
|
|
Jan 20, 2022
Q4 2021
|
Simpli Fi, Inc.
|
BUY
|
- |
67.9K+ 24.23% |
$6.43M - $6.57M
|
348K
$32.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
58.1K+ 59.73% |
$5.51M - $5.62M
|
155K
$14.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
55.5K+ 115.22% |
$5.26M - $5.37M
|
104K
$9.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30.7KNew |
$2.91M - $2.97M
|
30.7K
$2.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.2K+ 72.44% |
$2.86M - $2.92M
|
71.9K
$6.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
27.7K+ 100.56% |
$2.63M - $2.68M
|
55.3K
$5.19M
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
22.1K+ 135.08% |
$2.1M - $2.14M
|
38.5K
$3.61M
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
BUY
|
- |
22.1K+ 136.66% |
$2.09M - $2.14M
|
38.3K
$3.59M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21KNew |
$1.99M - $2.03M
|
21K
$1.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.5K+ 96.53% |
$1.94M - $1.98M
|
41.7K
$3.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
20.3K+ 594.51% |
$1.92M - $1.96M
|
23.7K
$2.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.5K+ 7.43% |
$1.76M - $1.79M
|
268K
$25.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
16.5KNew |
$1.56M - $1.59M
|
16.5K
$1.55M
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
15.3K+ 19.05% |
$1.45M - $1.48M
|
95.7K
$8.99M
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
13.5KNew |
$1.28M - $1.31M
|
13.5K
$1.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
13.1KNew |
$1.25M - $1.27M
|
13.1K
$1.23M
|
|
|
Feb 04, 2022
Q4 2021
|
Southern Capital Advisors, LLC
|
BUY
|
- |
11.8KNew |
$1.12M - $1.14M
|
11.8K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.07K+ 192.84% |
$860K - $878K
|
13.8K
$1.29M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.38KNew |
$794K - $811K
|
8.38K
$787K
|
|
|
Feb 14, 2022
Q4 2021
|
Wj Wealth Management, LLC
|
BUY
|
- |
6.66K+ 11.55% |
$631K - $644K
|
64.3K
$6.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.87KNew |
$556K - $568K
|
5.87K
$551K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
5.72K+ 10.42% |
$542K - $554K
|
60.7K
$5.7M
|
|
|
Jan 20, 2022
Q4 2021
|
Patron Partners, LLC
|
BUY
|
- |
5.02K+ 116.55% |
$476K - $486K
|
9.33K
$876K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
4.88K+ 121900.0% |
$462K - $472K
|
4.88K
$458K
|
|
|
Feb 15, 2022
Q4 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
4.78K+ 7.41% |
$453K - $463K
|
69.4K
$6.51M
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.04K+ 74.56% |
$383K - $391K
|
9.46K
$888K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.68K+ 11.96% |
$349K - $356K
|
34.4K
$3.23M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.64K+ 130.34% |
$345K - $353K
|
6.44K
$604K
|
|
|
Feb 01, 2022
Q4 2021
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
3.46KNew |
$328K - $335K
|
3.46K
$325K
|
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.97KNew |
$281K - $287K
|
2.97K
$279K
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
2.93K+ 18.82% |
$278K - $284K
|
18.5K
$1.74M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
2.78KNew |
$263K - $269K
|
2.78K
$261K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.31K+ 104.73% |
$218K - $223K
|
4.51K
$423K
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.26K+ 58.7% |
$214K - $218K
|
6.1K
$573K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.12KNew |
$201K - $205K
|
2.12K
$199K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
2.02K+ 4.81% |
$192K - $196K
|
44.1K
$4.14M
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
1.88K+ 62.48% |
$178K - $182K
|
4.88K
$459K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.77K+ 140.05% |
$168K - $172K
|
3.04K
$285K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.77K+ 16.09% |
$167K - $171K
|
12.7K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.73K+ 15.83% |
$164K - $167K
|
12.7K
$1.19M
|
|
|
Jan 19, 2022
Q4 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
1.39K+ 35.41% |
$131K - $134K
|
5.3K
$498K
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
1.32K+ 26.88% |
$125K - $128K
|
6.25K
$587K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.05K+ 4.96% |
$99.5K - $102K
|
22.2K
$2.09M
|