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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
348New |
$32.2K - $32.6K
|
348
$32.2K
|
|
| Q3 2024 | |||||||
|
May 19, 2025
Q3 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-3.44K- 46.45% |
$313K - $321K
|
3.97K
$368K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5New |
$454 - $467
|
5
$463
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.35K- 6.18% |
$123K - $126K
|
20.5K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
665+ 27.1% |
$60.4K - $62K
|
3.12K
$289K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 0.42% |
$273 - $280
|
712
$66K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
34New |
$3.09K - $3.17K
|
34
$3.15K
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
25.9KNew |
$2.36M - $2.42M
|
25.9K
$2.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.2KNew |
$1.29M - $1.32M
|
14.2K
$1.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
87New |
$7.9K - $8.12K
|
87
$8.06K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
138KNew |
$12.5M - $12.8M
|
138K
$12.7M
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.56KNew |
$331K - $335K
|
3.56K
$330K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-49- 1.5% |
$4.55K - $4.62K
|
3.21K
$297K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5New |
$465 - $471
|
5
$463
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11- 12.36% |
$1.02K - $1.04K
|
78
$7.23K
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
3.56K+ 6.57% |
$331K - $335K
|
57.7K
$5.35M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-309- 2.78% |
$28.7K - $29.1K
|
10.8K
$1M
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
20+ 7.14% |
$1.85K - $1.89K
|
300
$27.8K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 6.25% |
$92.5 - $94.3
|
17
$1.57K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-454- 10.3% |
$42K - $42.8K
|
3.96K
$366K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-515- 12.44% |
$47.6K - $48.6K
|
3.63K
$336K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-77- 88.51% |
$7.12K - $7.26K
|
10
$926
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6New |
$555 - $566
|
6
$556
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
843+ 26.73% |
$77.9K - $79.5K
|
4K
$370K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
3+ 2.7% |
$277 - $283
|
114
$10.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
119New |
$11K - $11.2K
|
119
$11K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.4K+ 31.44% |
$130K - $132K
|
5.86K
$543K
|
|
| 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 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-77- 98.72% |
$7.04K - $7.25K
|
1
$92.6
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-278- 12.42% |
$25.4K - $26.2K
|
1.96K
$182K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
510New |
$46.6K - $48K
|
510
$47.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.2K+ 1179.37% |
$475K - $490K
|
5.64K
$523K
|
|
|
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
$37K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
7KNew |
$645K - $656K
|
7K
$649K
|
|
| 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
$4.63K
|
|
|
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
$69.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.6K+ 67.44% |
$415K - $428K
|
11.4K
$1.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.07K- 46.69% |
$186K - $192K
|
2.36K
$219K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.61K- 64.89% |
$145K - $149K
|
870
$80.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-10.9K- 73.88% |
$985K - $1.02M
|
3.86K
$358K
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
9.91KNew |
$893K - $921K
|
9.91K
$918K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
4.89K+ 2.68% |
$441K - $455K
|
187K
$17.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-8- 10.0% |
$721 - $744
|
72
$6.67K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-758- 18.89% |
$68.3K - $70.5K
|
3.26K
$302K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
137New |
$12.4K - $12.7K
|
137
$12.7K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-593- 17.67% |
$53.5K - $55.1K
|
2.76K
$256K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-9K- 60.81% |
$808K - $840K
|
5.8K
$537K
|
|