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 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-62.5K- 99.49% |
$5.51M - $5.77M
|
323
$29.9K
|
|
|
Oct 21, 2022
Q3 2022
|
Center For Asset Management LLC
|
BUY
|
- |
6KNew |
$529K - $554K
|
6K
$556K
|
|
|
Oct 18, 2022
Q3 2022
|
Simpli Fi, Inc.
|
SELL
|
- |
-14.8K- 4.31% |
$1.3M - $1.36M
|
328K
$30.4M
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-11.6K- 77.53% |
$1.03M - $1.07M
|
3.38K
$313K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
276New |
$24.3K - $25.5K
|
276
$25.6K
|
|
|
Oct 12, 2022
Q3 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-2.22K- 43.3% |
$196K - $205K
|
2.91K
$270K
|
|
|
Oct 12, 2022
Q3 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
2.82KNew |
$248K - $260K
|
2.82K
$261K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
19New |
$1.67K - $1.75K
|
19
$1.76K
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
15+ 3.61% |
$1.35K - $1.41K
|
430
$39.8K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-995- 12.85% |
$89.6K - $93.6K
|
6.75K
$625K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.53K- 99.71% |
$588K - $614K
|
19
$1.76K
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-696- 11.24% |
$62.7K - $65.5K
|
5.5K
$509K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-135Closed |
$12.2K - $12.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16.9K- 37.68% |
$1.53M - $1.59M
|
28K
$2.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19.2KNew |
$1.73M - $1.81M
|
19.2K
$1.78M
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-8.13KClosed |
$732K - $765K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1.4KClosed |
$126K - $132K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.81K+ 3.57% |
$433K - $452K
|
139K
$12.9M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14.1KClosed |
$1.27M - $1.32M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-20.1KClosed |
$1.81M - $1.89M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 2.94% |
$90.1 - $94.1
|
33
$3.06K
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-69- 30.94% |
$6.22K - $6.49K
|
154
$14.3K
|
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
46New |
$4.14K - $4.33K
|
46
$4.26K
|
|
|
Aug 04, 2022
Q2 2022
|
Patron Partners, LLC
|
SELL
|
- |
-3.34K- 35.76% |
$301K - $314K
|
6K
$556K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.4K- 13.73% |
$127K - $132K
|
8.82K
$817K
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
16New |
$1.44K - $1.51K
|
16
$1.48K
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
13New |
$1.17K - $1.22K
|
13
$1.2K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-89.4KClosed |
$8.05M - $8.41M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
SELL
|
- |
-4.59KClosed |
$413K - $432K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.49KClosed |
$224K - $234K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
80+ 12.52% |
$7.21K - $7.53K
|
719
$66.6K
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
SELL
|
- |
-7- 4.61% |
$631 - $659
|
145
$13.4K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
45.4KNew |
$4.09M - $4.28M
|
45.4K
$4.21M
|
|
|
Jul 22, 2022
Q2 2022
|
Forte Asset Management LLC
|
BUY
|
- |
11.4KNew |
$1.02M - $1.07M
|
11.4K
$1.05M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.24KClosed |
$112K - $117K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-278- 4.28% |
$25K - $26.2K
|
6.22K
$576K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.23KClosed |
$200K - $209K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-365Closed |
$32.9K - $34.3K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
350New |
$31.5K - $32.9K
|
350
$32.4K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
142New |
$12.8K - $13.4K
|
142
$13.2K
|
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-3.18KClosed |
$287K - $299K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-949- 30.77% |
$85.5K - $89.3K
|
2.14K
$198K
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-11.9K- 30.71% |
$1.07M - $1.12M
|
26.9K
$2.49M
|
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.85KNew |
$437K - $456K
|
4.85K
$449K
|
|
| Q1 2022 | |||||||
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
84New |
$7.58K - $8.05K
|
84
$7.78K
|
|
|
May 13, 2022
Q1 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-64.3KClosed |
$5.8M - $6.16M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.38KClosed |
$486K - $516K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-2.49KClosed |
$224K - $238K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-2.78KClosed |
$251K - $266K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-35Closed |
$3.16K - $3.35K
|
0
$0
|
|