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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-17.5K- 51.64% |
$1.59M - $1.63M
|
16.4K
$1.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.97K+ 45.23% |
$543K - $557K
|
19.2K
$1.78M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-111- 0.46% |
$10.1K - $10.4K
|
24.3K
$2.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 2.0% |
$273 - $280
|
153
$14.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
25.9KNew |
$2.36M - $2.42M
|
25.9K
$2.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.15K+ 14.54% |
$559K - $574K
|
48.5K
$4.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
9.47K+ 4.56% |
$861K - $884K
|
217K
$20.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
6.99K+ 47.19% |
$635K - $652K
|
21.8K
$2.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.86K+ 20.32% |
$259K - $266K
|
16.9K
$1.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.2KNew |
$1.29M - $1.32M
|
14.2K
$1.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-533- 2.96% |
$48.4K - $49.7K
|
17.5K
$1.62M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
87New |
$7.9K - $8.12K
|
87
$8.08K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
276+ 394.29% |
$25.1K - $25.8K
|
346
$32.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
138KNew |
$12.5M - $12.8M
|
138K
$12.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.73KNew |
$248K - $255K
|
2.73K
$254K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.56KNew |
$331K - $335K
|
3.56K
$330K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.9K+ 190300.0% |
$177K - $179K
|
1.9K
$177K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-49- 1.5% |
$4.55K - $4.62K
|
3.21K
$298K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5New |
$465 - $471
|
5
$464
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11- 12.36% |
$1.02K - $1.04K
|
78
$7.24K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-160- 4.97% |
$14.9K - $15.1K
|
3.06K
$284K
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
3.56K+ 6.57% |
$331K - $335K
|
57.7K
$5.36M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-309- 2.78% |
$28.7K - $29.1K
|
10.8K
$1M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-40- 81.63% |
$3.72K - $3.77K
|
9
$836
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
20+ 7.14% |
$1.85K - $1.89K
|
300
$27.9K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 6.25% |
$92.5 - $94.3
|
17
$1.58K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-454- 10.3% |
$42K - $42.8K
|
3.96K
$367K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-515- 12.44% |
$47.6K - $48.6K
|
3.63K
$337K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-77- 88.51% |
$7.12K - $7.26K
|
10
$929
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6New |
$555 - $566
|
6
$557
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
843+ 26.73% |
$77.9K - $79.5K
|
4K
$371K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
4New |
$370 - $377
|
4
$371
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
3+ 2.7% |
$277 - $283
|
114
$10.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
6New |
$555 - $566
|
6
$557
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
119New |
$11K - $11.2K
|
119
$11.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.4K+ 31.44% |
$130K - $132K
|
5.86K
$544K
|
|
| Q4 2023 | |||||||
|
Nov 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-2.75K- 12.4% |
$251K - $258K
|
19.4K
$1.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
86New |
$7.86K - $8.1K
|
86
$7.99K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-278- 12.42% |
$25.4K - $26.2K
|
1.96K
$182K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-77- 98.72% |
$7.04K - $7.25K
|
1
$92.9
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13- 3.35% |
$1.19K - $1.22K
|
375
$34.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
510New |
$46.6K - $48K
|
510
$47.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.2K+ 1179.37% |
$475K - $490K
|
5.64K
$524K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
15.6KNew |
$1.43M - $1.47M
|
15.6K
$1.45M
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-453- 53.17% |
$41.7K - $42.5K
|
399
$37.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
7KNew |
$645K - $656K
|
7K
$650K
|
|
| Q2 2023 | |||||||
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-55.2KClosed |
$4.97M - $5.13M
|
0
$0
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-68- 57.63% |
$6.13K - $6.32K
|
50
$4.64K
|
|
|
Jan 12, 2024
Q2 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-6.71KClosed |
$605K - $623K
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
755New |
$68.1K - $70.2K
|
755
$70.1K
|
|