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

Kfg Wealth Management, LLC

$344 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 19, 2024	BUY	$92.93 - $94.21 $330,923 - $335,481	3,561 Added 6.57%	57,741 $5.37 Million
Q1 2024 Apr 19, 2024	SELL	$92.45 - $94.34 $89,121 - $90,943	-964 Reduced 1.75%	54,180 $5.1 Million
Q4 2023 Jan 31, 2024	BUY	$91.42 - $94.16 $433,147 - $446,130	4,738 Added 9.4%	55,144 $5.13 Million
Q3 2023 Oct 17, 2023	SELL	$92.06 - $93.72 $44,464 - $45,266	-483 Reduced 0.95%	50,406 $4.67 Million
Q2 2023 Jul 18, 2023	BUY	$90.17 - $92.95 $85,751 - $88,395	951 Added 1.9%	50,889 $4.73 Billion
Q1 2023 Apr 14, 2023	BUY	$89.76 - $93.28 $153,938 - $159,975	1,715 Added 3.56%	49,938 $4.57 Billion
Q4 2022 Jan 18, 2023	BUY	$87.8 - $92.1 $4.23 Million - $4.44 Million	48,223 New	48,223 $4.36 Billion

Others Institutions Holding LQDH

# of Institutions

87

Shares Held

3.42M

Call Options Held

0

Put Options Held

0

About ISHARES U S ETF TR INT RATE HE

Ticker LQDH
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