Aquire Wealth Advisors, LLC Ishares U S ETF Tr Int Rate He Transaction History

Aquire Wealth Advisors, LLC

$325 Million
Q1 2025

A detailed history of Aquire Wealth Advisors, LLC transactions in Ishares U S ETF Tr Int Rate He stock. As of the latest transaction made, Aquire Wealth Advisors, LLC holds 7,121 shares of LQDH stock, worth $654,989. This represents 0.2% of its overall portfolio holdings.

Number of Shares

7,121

Previous 11,917 40.25%

Holding current value

$654,989

Previous $1.11 Million 40.54%

% of portfolio

0.2%

Previous 0.34%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$92.03 - $93.95 $441,375 - $450,584	-4,796 Reduced 40.25%	7,121 $657,000
Q4 2024 Feb 13, 2025	SELL	$92.58 - $93.71 $108,318 - $109,640	-1,170 Reduced 8.94%	11,917 $1.11 Million
Q3 2024 Nov 04, 2024	BUY	$90.85 - $93.3 $34,250 - $35,174	377 Added 2.97%	13,087 $1.22 Million
Q1 2024 May 13, 2024	BUY	$92.45 - $94.34 $9,799 - $10,000	106 Added 0.84%	12,710 $1.2 Million
Q2 2023 Aug 03, 2023	BUY	$90.17 - $92.95 $7,213 - $7,436	80 Added 0.64%	12,604 $1.17 Million
Q3 2022 Oct 18, 2022	BUY	$88.15 - $92.29 $2,908 - $3,045	33 Added 0.26%	12,524 $1.11 Million
Q2 2022 Jul 27, 2022	SELL	$90.1 - $94.09 $91,541 - $95,595	-1,016 Reduced 7.52%	12,491 $1.13 Million
Q4 2021 Feb 09, 2022	BUY	$94.78 - $96.77 $1.28 Million - $1.31 Million	13,507 New	13,507 $1.29 Million

Others Institutions Holding LQDH

# of Institutions

109

Shares Held

4.51M

Call Options Held

Put Options Held

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About ISHARES U S ETF TR INT RATE HE

Ticker LQDH
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Aquire Wealth Advisors, LLC Ishares U S ETF Tr Int Rate He Transaction History