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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.78K+ 3.56% |
$160K - $166K
|
51.7K
$4.79M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
BUY
|
- |
4.38KNew |
$393K - $409K
|
4.38K
$406K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.22K- 10.73% |
$109K - $114K
|
10.1K
$938K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
6.11K+ 438.52% |
$549K - $570K
|
7.51K
$695K
|
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
2.02K+ 4.07% |
$181K - $189K
|
51.6K
$4.78M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
161New |
$14.5K - $15K
|
161
$14.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
26+ 0.11% |
$2.33K - $2.43K
|
23.6K
$2.18M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-663- 90.33% |
$59.5K - $61.8K
|
71
$6.58K
|
|
|
Apr 13, 2023
Q1 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-1.53K- 1.11% |
$137K - $142K
|
137K
$12.7M
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-30K- 67.44% |
$2.63M - $2.76M
|
14.5K
$1.34M
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
224New |
$19.7K - $20.6K
|
224
$20.7K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
82.9KNew |
$7.28M - $7.64M
|
82.9K
$7.68M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-234K- 73.83% |
$20.5M - $21.5M
|
82.9K
$7.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
100New |
$8.78K - $9.21K
|
100
$9.26K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.59K- 67.24% |
$491K - $515K
|
2.73K
$252K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
11.5KNew |
$1.01M - $1.06M
|
11.5K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1KNew |
$87.8K - $92.1K
|
1K
$92.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.71KNew |
$414K - $434K
|
4.71K
$437K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-553K- 98.89% |
$48.5M - $50.9M
|
6.18K
$572K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.82KNew |
$248K - $260K
|
2.82K
$261K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-20- 83.33% |
$1.76K - $1.84K
|
4
$371
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
687+ 7.29% |
$60.3K - $63.3K
|
10.1K
$936K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-6.4K- 71.3% |
$562K - $590K
|
2.58K
$239K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
2New |
$176 - $184
|
2
$185
|
|
|
Feb 06, 2023
Q4 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-12.2K- 76.92% |
$1.07M - $1.12M
|
3.66K
$339K
|
|
|
Feb 01, 2023
Q4 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-344K- 69.85% |
$30.2M - $31.7M
|
149K
$13.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.4K- 55.42% |
$1.62M - $1.7M
|
14.8K
$1.37M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
2.39KNew |
$210K - $220K
|
2.39K
$221K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-81- 3.28% |
$7.11K - $7.46K
|
2.39K
$221K
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.14K- 29.31% |
$100K - $105K
|
2.75K
$255K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-5.95K- 68.92% |
$522K - $548K
|
2.68K
$248K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
62New |
$5.44K - $5.71K
|
62
$5.74K
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
4.21KNew |
$370K - $388K
|
4.21K
$390K
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-89.8K- 66.16% |
$7.89M - $8.27M
|
45.9K
$4.26M
|
|
|
Jan 17, 2023
Q4 2022
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-8.13K- 30.04% |
$713K - $748K
|
18.9K
$1.75M
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-19.3K- 67.87% |
$1.7M - $1.78M
|
9.15K
$848K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
49New |
$4.32K - $4.52K
|
49
$4.54K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
40New |
$3.53K - $3.69K
|
40
$3.71K
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.05KNew |
$269K - $281K
|
3.05K
$283K
|
|
|
Nov 14, 2022
Q3 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.45M- 99.99% |
$128M - $134M
|
113
$10.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.25K+ 9.93% |
$110K - $115K
|
13.8K
$1.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
92New |
$8.11K - $8.49K
|
92
$8.52K
|
|
|
Nov 09, 2022
Q3 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
12+ 0.09% |
$1.06K - $1.11K
|
12.7K
$1.17M
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
11.5KNew |
$1.02M - $1.06M
|
11.5K
$1.07M
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-702- 22.75% |
$61.9K - $64.8K
|
2.38K
$221K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.47KNew |
$218K - $228K
|
2.47K
$229K
|
|
|
Oct 31, 2022
Q3 2022
|
Capital Advantage, Inc.
|
SELL
|
- |
-11.3K- 4.28% |
$996K - $1.04M
|
252K
$23.4M
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
SELL
|
- |
-312- 3.03% |
$27.5K - $28.8K
|
9.97K
$924K
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-14.5K- 58.35% |
$1.28M - $1.34M
|
10.4K
$961K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
147New |
$13K - $13.6K
|
147
$13.6K
|
|