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

Wcg Wealth Advisors LLC

  • $1.42 Billion
  • Q2 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Ishares U S ETF Tr Int Rate He stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 19,921 shares of LQDH stock, worth $1.86 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
19,921
Previous 21,427 7.03%
Holding current value
$1.86 Million
Previous $1.98 Million 6.93%
% of portfolio
0.13%
Previous 0.16%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$88.49 - $92.4 $133,265 - $139,154
-1,506 Reduced 7.03%
19,921 $1.84 Million
Q1 2025

May 14, 2025
BUY
$92.03 - $93.95 $144,211 - $147,219
1,567 Added 7.89%
21,427 $1.98 Million
Q4 2024

Feb 18, 2025
BUY
$92.58 - $93.71 $183,586 - $185,826
1,983 Added 11.09%
19,860 $1.84 Million
Q3 2024

Nov 13, 2024
BUY
$90.85 - $93.3 $77,767 - $79,864
856 Added 5.03%
17,877 $1.66 Million
Q2 2024

Aug 12, 2024
BUY
$92.93 - $94.21 $227,306 - $230,437
2,446 Added 16.78%
17,021 $1.58 Million
Q1 2024

May 13, 2024
BUY
$92.45 - $94.34 $142,373 - $145,283
1,540 Added 11.81%
14,575 $1.37 Million
Q4 2023

Feb 08, 2024
SELL
$91.42 - $94.16 $28,980 - $29,848
-317 Reduced 2.37%
13,035 $1.21 Million
Q3 2023

Nov 09, 2023
SELL
$92.06 - $93.72 $25,224 - $25,679
-274 Reduced 2.01%
13,352 $1.26 Million
Q2 2023

Aug 14, 2023
BUY
$90.17 - $92.95 $163,658 - $168,704
1,815 Added 15.37%
13,626 $1.27 Million
Q1 2023

May 15, 2023
BUY
$89.76 - $93.28 $30,249 - $31,435
337 Added 2.94%
11,811 $1.08 Million
Q4 2022

Feb 14, 2023
BUY
$87.8 - $92.1 $129,066 - $135,387
1,470 Added 14.69%
11,474 $1.04 Million
Q3 2022

Nov 14, 2022
BUY
$88.15 - $92.29 $881,852 - $923,269
10,004 New
10,004 $888,000

Others Institutions Holding LQDH

# of Institutions
114
Shares Held
4.16M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U S ETF TR INT RATE HE

LQDH Quotes by TradingView
  • Ticker LQDH
  • Sector ETFs
  • Industry ETFs
More about LQDH
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