Mcdonald Partners LLC Ishares U S ETF Tr Int Rate He Transaction History

Mcdonald Partners LLC

$374 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 29, 2022	SELL	$90.25 - $95.84 $4,422 - $4,696	-49 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$94.78 - $96.77 $4,644 - $4,741	49 New	49 $4,000

Others Institutions Holding LQDH

# of Institutions

111

Shares Held

4.54M

Call Options Held

0

Put Options Held

0

Destination Wealth Management

816K
Shares

$74.1 Million
2.4% of portfolio
Milestone Asset Management, LLC Pittsburgh, PA

413K
Shares

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

363K
Shares

$33 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

273K
Shares

$24.7 Million
0.01% of portfolio
Alpine Bank Wealth Management Grand Junction, CO

251K
Shares

$22.8 Million
3.72% of portfolio

About ISHARES U S ETF TR INT RATE HE

Ticker LQDH
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