Latest Institutional Transactions on Ishares U S ETF Tr Int Rate He (LQDH)
This table provides information on the latest institutional transactions involving Ishares U S ETF Tr Int Rate He (LQDH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.73K- 21.66% |
$242K - $252K
|
9.88K
$915K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-381- 2.63% |
$33.7K - $35.2K
|
14.1K
$1.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.76K+ 18.32% |
$332K - $347K
|
24.3K
$2.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-233K- 92.82% |
$20.6M - $21.6M
|
18.1K
$1.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
721+ 32.22% |
$63.8K - $66.6K
|
2.96K
$274K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
8.13K+ 99.52% |
$719K - $751K
|
16.3K
$1.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
6.07KNew |
$537K - $561K
|
6.07K
$562K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
837+ 15.51% |
$74.1K - $77.3K
|
6.23K
$577K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.84K+ 56.04% |
$251K - $262K
|
7.9K
$731K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
3.38KNew |
$299K - $312K
|
3.38K
$313K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.86K+ 37.49% |
$873K - $911K
|
36.2K
$3.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.97K+ 95.53% |
$705K - $736K
|
16.3K
$1.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.8KNew |
$1.84M - $1.92M
|
20.8K
$1.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-3.11K- 4.28% |
$275K - $288K
|
69.5K
$6.44M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
2.33K+ 583.5% |
$215K - $219K
|
2.73K
$253K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3+ 1.03% |
$276 - $282
|
293
$27.1K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30.2K+ 102.0% |
$2.78M - $2.84M
|
59.9K
$5.54M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
7.12KNew |
$655K - $669K
|
7.12K
$659K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
54.6K+ 17.66% |
$5.02M - $5.12M
|
363K
$33.7M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.4K+ 19.29% |
$1.23M - $1.26M
|
82.8K
$7.67M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
26.8K+ 3.4% |
$2.47M - $2.52M
|
816K
$75.6M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.37K+ 6.23% |
$126K - $128K
|
23.3K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
38.6K+ 439.15% |
$3.56M - $3.63M
|
47.4K
$4.39M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.97K- 26.31% |
$273K - $279K
|
8.31K
$769K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-75- 2.07% |
$6.9K - $7.05K
|
3.54K
$328K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.27K+ 153.15% |
$485K - $495K
|
8.72K
$807K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.52K+ 48.1% |
$600K - $613K
|
20.1K
$1.86M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-40- 18.43% |
$3.68K - $3.76K
|
177
$16.4K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
66New |
$6.07K - $6.2K
|
66
$6.11K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
97.2K+ 250.06% |
$8.94M - $9.13M
|
136K
$12.6M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.3K+ 46.01% |
$945K - $965K
|
32.6K
$3.02M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-383Closed |
$35.2K - $36K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.46KNew |
$410K - $419K
|
4.46K
$413K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.57K+ 7.89% |
$144K - $147K
|
21.4K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
785+ 50.13% |
$72.2K - $73.8K
|
2.35K
$218K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.22K+ 2.34% |
$112K - $115K
|
53.4K
$4.94M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.31K+ 9.3% |
$304K - $311K
|
38.8K
$3.6M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.33KNew |
$306K - $313K
|
3.33K
$308K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5- 83.33% |
$460 - $470
|
1
$92.6
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
466New |
$42.9K - $43.8K
|
466
$43.2K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
46.4K+ 73.42% |
$4.27M - $4.36M
|
110K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.42K+ 12.21% |
$315K - $321K
|
31.4K
$2.91M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.86KNew |
$355K - $362K
|
3.86K
$357K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
359+ 40.02% |
$33K - $33.7K
|
1.26K
$116K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.12K+ 162.17% |
$379K - $387K
|
6.66K
$617K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-355- 12.29% |
$32.7K - $33.4K
|
2.53K
$235K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.22K- 10.59% |
$205K - $209K
|
18.8K
$1.74M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
166+ 0.14% |
$15.3K - $15.6K
|
116K
$10.7M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.24KNew |
$206K - $210K
|
2.24K
$207K
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-4.8K- 40.25% |
$441K - $451K
|
7.12K
$660K
|
|