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

Leo Wealth, LLC

$1.29 Trillion
Q2 2025

A detailed history of Leo Wealth, LLC transactions in Ishares U S ETF Tr Int Rate He stock. As of the latest transaction made, Leo Wealth, LLC holds 240,710 shares of LQDH stock, worth $22.3 Million. This represents 1.73% of its overall portfolio holdings.

Number of Shares

240,710

Previous 97,466 146.97%

Holding current value

$22.3 Million

Previous $8.99 Billion 147.47%

% of portfolio

1.73%

Previous 1.29%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$88.49 - $92.4 $12.7 Million - $13.2 Million	143,244 Added 146.97%	240,710 $22.3 Billion
Q1 2025 May 02, 2025	SELL	$92.03 - $93.95 $11.8 Million - $12 Million	-128,228 Reduced 56.81%	97,466 $8.99 Billion
Q4 2024 Jan 27, 2025	BUY	$92.58 - $93.71 $782,671 - $792,224	8,454 Added 3.89%	225,694 $20.9 Billion
Q3 2024 Oct 21, 2024	BUY	$90.85 - $93.3 $860,531 - $883,737	9,472 Added 4.56%	217,240 $20.2 Billion
Q2 2024 Jul 17, 2024	BUY	$92.93 - $94.21 $271,355 - $275,093	2,920 Added 1.43%	207,768 $19.4 Billion
Q1 2024 May 09, 2024	BUY	$92.45 - $94.34 $1.05 Million - $1.07 Million	11,330 Added 5.85%	204,848 $19.3 Billion
Q4 2023 Mar 14, 2024	BUY	$91.42 - $94.16 $17.7 Million - $18.2 Million	193,518 New	193,518 $18 Billion

Others Institutions Holding LQDH

# of Institutions

106

Shares Held

3.98M

Call Options Held

Put Options Held

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About ISHARES U S ETF TR INT RATE HE

Ticker LQDH
Sector ETFs
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