Able Wealth Management LLC Ishares U S ETF Tr Int Rate He Transaction History

Able Wealth Management LLC

$266 Billion
Q3 2025

A detailed history of Able Wealth Management LLC transactions in Ishares U S ETF Tr Int Rate He stock. As of the latest transaction made, Able Wealth Management LLC holds 15,630 shares of LQDH stock, worth $1.45 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

15,630

Previous 13,841 12.93%

Holding current value

$1.45 Million

Previous $1.28 Billion 14.33%

% of portfolio

0.55%

Previous 0.64%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$92.14 - $93.55 $164,838 - $167,360	1,789 Added 12.93%	15,630 $1.46 Billion
Q2 2025 Aug 06, 2025	BUY	$88.49 - $92.4 $188,129 - $196,442	2,126 Added 18.15%	13,841 $1.28 Billion
Q1 2025 Apr 28, 2025	BUY	$92.03 - $93.95 $91,385 - $93,292	993 Added 9.26%	11,715 $1.08 Billion
Q4 2024 Feb 03, 2025	SELL	$92.58 - $93.71 $47,215 - $47,792	-510 Reduced 4.54%	10,722 $994 Million
Q3 2024 Nov 01, 2024	SELL	$90.85 - $93.3 $26,619 - $27,336	-293 Reduced 2.54%	11,232 $1.05 Billion

Q2 2024 Nov 01, 2024	BUY	$92.93 - $94.21 $128,708 - $130,480	1,385 Added 13.66%	11,525 $1.07 Billion
Q1 2024 Nov 01, 2024	BUY	$92.45 - $94.34 $156,425 - $159,623	1,692 Added 20.03%	10,140 $954 Million
Q4 2023 Feb 20, 2024	BUY	$91.42 - $94.16 $772,316 - $795,463	8,448 New	8,448 $786 Million

Others Institutions Holding LQDH

# of Institutions

114

Shares Held

4.18M

Call Options Held

Put Options Held

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About ISHARES U S ETF TR INT RATE HE

Ticker LQDH
Sector ETFs
Industry ETFs

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Able Wealth Management LLC Ishares U S ETF Tr Int Rate He Transaction History