Purchases and Sales Made in Q4 2022 in Ishares U S ETF Tr Int Rate He (LQDH)

LQDH Quotes by TradingView

This table provides information about the institutional ownership of Ishares U S ETF Tr Int Rate He (LQDH) during Q4 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
Feb 13, 2023 Q4 2022
Claraphi Advisory Network, LLC

BUY
 -
559K
New
$49.1M - $51.5M
559K $52M
Feb 27, 2023 Q4 2022
Gallagher Benefit Services, Inc.

Rolling Meadows, IL
BUY
 -
82.9K
New
$7.28M - $7.64M
82.9K $7.71M
Jan 18, 2023 Q4 2022
Kfg Wealth Management, LLC

Granger, IN
BUY
 -
48.2K
New
$4.23M - $4.44M
48.2K $4.48M
Feb 09, 2023 Q4 2022
Trilogy Capital Inc.

BUY
 -
34.8K
New
$3.05M - $3.2M
34.8K $3.23M
Feb 14, 2023 Q4 2022
Jane Street Group, LLC

New York, NY
BUY
 -
26.1K
+ 47.78%
$2.29M - $2.4M
80.7K $7.5M
Feb 01, 2023 Q4 2022
Bank Of Montreal

Toronto, A6
BUY
 -
22.5K
+ 56.31%
$1.97M - $2.07M
62.4K $5.8M
Jan 19, 2023 Q4 2022
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
21.4K
+ 3.86%
$1.88M - $1.97M
577K $53.6M
Feb 07, 2023 Q4 2022
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
19.5K
New
$1.71M - $1.8M
19.5K $1.82M
Feb 13, 2023 Q4 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
14.8K
New
$1.3M - $1.36M
14.8K $1.38M
Feb 13, 2023 Q4 2022
Black Rock Inc.

New York, NY
BUY
 -
13.3K
+ 222066.67%
$1.17M - $1.23M
13.3K $1.24M
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
11.5K
New
$1.01M - $1.06M
11.5K $1.07M
Feb 14, 2023 Q4 2022
Bos Asset Management, LLC

Springfield, IL
BUY
 -
4.71K
New
$414K - $434K
4.71K $438K
Jan 18, 2023 Q4 2022
Essex Savings Bank

BUY
 -
4.21K
New
$370K - $388K
4.21K $392K
Feb 14, 2023 Q4 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
2.88K
New
$253K - $266K
2.88K $268K
Feb 10, 2023 Q4 2022
Hrt Financial LP

New York, NY
BUY
 -
2.82K
New
$248K - $260K
2.82K $262K
Feb 14, 2023 Q4 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
2.55K
New
$224K - $235K
2.55K $237K
Jan 27, 2023 Q4 2022
Threadgill Financial, LLC

BUY
 -
2.39K
New
$210K - $220K
2.39K $222K
Feb 03, 2023 Q4 2022
Capital Investment Advisory Services, LLC

BUY
 -
2.05K
+ 19.58%
$180K - $189K
12.5K $1.16M
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1.79K
New
$157K - $165K
1.79K $167K
Feb 09, 2023 Q4 2022
Scotia Capital Inc.

BUY
 -
1.5K
+ 3.02%
$132K - $138K
51.2K $4.76M
Feb 14, 2023 Q4 2022
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
1.47K
+ 14.69%
$129K - $135K
11.5K $1.07M
Feb 03, 2023 Q4 2022
Red Wave Investments LLC

Dillsburg, PA
BUY
 -
1.25K
+ 2.47%
$110K - $115K
51.9K $4.83M
Feb 14, 2023 Q4 2022
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
1K
New
$87.8K - $92.1K
1K $93K
Feb 14, 2023 Q4 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
941
New
$82.6K - $86.7K
941 $87.5K
Feb 08, 2023 Q4 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
687
+ 7.29%
$60.3K - $63.3K
10.1K $940K
May 30, 2023 Q4 2022
Aspire Private Capital, LLC

BUY
 -
224
New
$19.7K - $20.6K
224 $20.8K
Feb 13, 2023 Q4 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
210
+ 1.04%
$18.4K - $19.3K
20.4K $1.9M
Feb 15, 2023 Q4 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
139
+ 4.04%
$12.2K - $12.8K
3.58K $333K
Jan 19, 2023 Q4 2022
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
132
New
$11.6K - $12.2K
132 $12.3K
Feb 10, 2023 Q4 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
110
New
$9.66K - $10.1K
110 $10.2K
Feb 14, 2023 Q4 2022
Old Mission Capital LLC

BUY
 -
100
New
$8.78K - $9.21K
100 $9.3K
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
72
New
$6.32K - $6.63K
72 $6.69K
Sep 11, 2023 Q4 2022
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
69
New
$6.06K - $6.35K
69 $6.41K
Jan 18, 2023 Q4 2022
Retirement Financial Solutions, LLC

Knoxville, TN
BUY
 -
62
New
$5.44K - $5.71K
62 $5.76K
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

BUY
 -
18
+ 2.51%
$1.58K - $1.66K
734 $68.2K
Feb 07, 2023 Q4 2022
Crewe Advisors LLC

BUY
 -
2
New
$176 - $184
2 $186
Feb 15, 2023 Q4 2022
Retirement Group, LLC

SELL
 -
-3
- 1.85%
$263 - $276
159 $14.8K
Feb 10, 2023 Q4 2022
Blair William & CO

Chicago, IL
SELL
 -
-20
- 83.33%
$1.76K - $1.84K
4 $372
Feb 15, 2023 Q4 2022
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-26
- 0.61%
$2.28K - $2.39K
4.24K $394K
Feb 10, 2023 Q4 2022
Banque Cantonale Vaudoise

SELL
 -
-34
- 1.48%
$2.99K - $3.13K
2.26K $210K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-43
- 9.82%
$3.78K - $3.96K
395 $36.7K
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

SELL
 -
-68
- 4.65%
$5.97K - $6.26K
1.39K $130K
Jan 27, 2023 Q4 2022
Latitude Advisors, LLC

SELL
 -
-81
- 3.28%
$7.11K - $7.46K
2.39K $222K
Feb 07, 2023 Q4 2022
Condor Capital Management

Martinsville, NJ
SELL
 -
-228
- 0.45%
$20K - $21K
49.9K $4.64M
Jan 24, 2023 Q4 2022
Mascoma Wealth Management LLC

SELL
 -
-243
- 8.93%
$21.3K - $22.4K
2.48K $230K
Feb 14, 2023 Q4 2022
Wealthcare Capital Management LLC

Richmond, VA
SELL
 -
-436
- 3.7%
$38.3K - $40.2K
11.3K $1.05M
Feb 14, 2023 Q4 2022
Guardian Capital Advisors LP

Toronto, A6
SELL
 -
-456
- 9.56%
$40K - $42K
4.31K $401K
Feb 14, 2023 Q4 2022
Aspire Private Capital, LLC

SELL
 -
-458
- 67.16%
$40.2K - $42.2K
224 $20.8K
Feb 15, 2023 Q4 2022
Financial Gravity Asset Management, Inc.

SELL
 -
-533
- 85.55%
$46.8K - $49.1K
90 $8.37K

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