Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
194KNew |
$17.7M - $18.2M
|
194K
$18M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
123KNew |
$11.3M - $11.6M
|
123K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
84.5K+ 38.57% |
$7.73M - $7.96M
|
304K
$28.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.1K+ 32.24% |
$2.11M - $2.17M
|
94.6K
$8.78M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
15.6KNew |
$1.43M - $1.47M
|
15.6K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.9K+ 118.78% |
$1.27M - $1.31M
|
25.5K
$2.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.3KNew |
$1.12M - $1.16M
|
12.3K
$1.14M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
8.45KNew |
$772K - $795K
|
8.45K
$784K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.32K+ 3.65% |
$486K - $500K
|
151K
$14M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.2K+ 1179.37% |
$475K - $490K
|
5.64K
$524K
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
5.09KNew |
$465K - $479K
|
5.09K
$473K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
4.89K+ 0.7% |
$447K - $461K
|
706K
$65.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4.74K+ 9.4% |
$433K - $446K
|
55.1K
$5.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
4.46KNew |
$408K - $420K
|
4.46K
$414K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4.41KNew |
$403K - $415K
|
4.41K
$409K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.76K+ 80.85% |
$344K - $354K
|
8.41K
$781K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.61K+ 8.65% |
$330K - $340K
|
45.3K
$4.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.23K+ 51.24% |
$295K - $304K
|
9.54K
$886K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.6K+ 24.01% |
$238K - $245K
|
13.4K
$1.25M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.65K+ 6.29% |
$151K - $155K
|
27.9K
$2.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.51K+ 20.61% |
$138K - $142K
|
8.85K
$822K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.5K+ 54.13% |
$137K - $141K
|
4.27K
$397K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.31K+ 4.71% |
$120K - $123K
|
29.1K
$2.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.03K+ 9.75% |
$93.8K - $96.6K
|
11.6K
$1.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.01K+ 1.85% |
$92.4K - $95.2K
|
55.6K
$5.16M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
701New |
$64.1K - $66K
|
701
$65.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
510New |
$46.6K - $48K
|
510
$47.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
462+ 570.37% |
$42.2K - $43.5K
|
543
$50.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
291+ 10.16% |
$26.6K - $27.4K
|
3.15K
$293K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
97+ 2.4% |
$8.87K - $9.13K
|
4.13K
$384K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
86New |
$7.86K - $8.1K
|
86
$7.99K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
71+ 2.04% |
$6.49K - $6.69K
|
3.55K
$329K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
52New |
$4.75K - $4.9K
|
52
$4.83K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11+ 0.27% |
$1.01K - $1.04K
|
4.14K
$384K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7+ 2.69% |
$640 - $659
|
267
$24.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5+ 1.62% |
$457 - $471
|
314
$29.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
2+ 1.83% |
$183 - $188
|
111
$10.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13- 3.35% |
$1.19K - $1.22K
|
375
$34.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-68- 72.34% |
$6.22K - $6.4K
|
26
$2.41K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-77- 98.72% |
$7.04K - $7.25K
|
1
$92.9
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-278- 12.42% |
$25.4K - $26.2K
|
1.96K
$182K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-317- 2.37% |
$29K - $29.8K
|
13K
$1.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-375- 13.03% |
$34.3K - $35.3K
|
2.5K
$233K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-737- 18.43% |
$67.4K - $69.4K
|
3.26K
$303K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.27K- 98.75% |
$116K - $119K
|
16
$1.49K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.45K- 10.54% |
$133K - $137K
|
12.3K
$1.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.62K- 13.76% |
$148K - $153K
|
10.2K
$945K
|
|
|
Nov 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-2.75K- 12.4% |
$251K - $258K
|
19.4K
$1.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.85K- 9.05% |
$260K - $268K
|
28.6K
$2.66M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.13K- 19.64% |
$286K - $294K
|
12.8K
$1.19M
|