Aptus Capital Advisors, LLC Ishares U S ETF Tr Int Rate He Transaction History

Aptus Capital Advisors, LLC

$8.9 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 05, 2024	BUY	$90.85 - $93.3 $3,088 - $3,172	34 New	34 $3,000
Q1 2024 May 15, 2024	BUY	$92.45 - $94.34 $3,143 - $3,207	34 New	34 $3,000

Others Institutions Holding LQDH

# of Institutions

100

Shares Held

4.18M

Call Options Held

0

Put Options Held

0

Destination Wealth Management

789K
Shares

$71.6 Million
2.31% of portfolio
Milestone Asset Management, LLC Pittsburgh, PA

413K
Shares

$37.5 Million
8.11% of portfolio
Bank Of America Corp Charlotte, NC

309K
Shares

$28 Million
0.0% of portfolio
Alpine Bank Wealth Management Grand Junction, CO

251K
Shares

$22.8 Million
3.72% of portfolio
Lpl Financial LLC Fort Mill, SC

248K
Shares

$22.5 Million
0.01% of portfolio

About ISHARES U S ETF TR INT RATE HE

Ticker LQDH
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