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 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-11Closed |
$993 - $1.05K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.12KClosed |
$191K - $203K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-49Closed |
$4.42K - $4.7K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-35Closed |
$3.16K - $3.35K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-143Closed |
$12.9K - $13.7K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-49Closed |
$4.42K - $4.7K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 02, 2022
Q4 2021
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-2.64KClosed |
$250K - $256K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-69Closed |
$6.54K - $6.68K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-2.16KClosed |
$204K - $209K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-11.3KClosed |
$1.07M - $1.09M
|
0
$0
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-5.54KClosed |
$527K - $537K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-4.46KClosed |
$425K - $432K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.01KClosed |
$286K - $291K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-261Closed |
$24.8K - $25.3K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-116Closed |
$11K - $11.2K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-32Closed |
$3.05K - $3.1K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
4New |
$381 - $388
|
4
$371
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-17Closed |
$1.62K - $1.65K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
2New |
$190 - $194
|
2
$185
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-19Closed |
$1.81K - $1.84K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-2.68KClosed |
$255K - $258K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.95KClosed |
$282K - $285K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-3.47KClosed |
$330K - $335K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-172Closed |
$16.4K - $16.6K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
162New |
$15.4K - $15.7K
|
162
$15K
|
|
|
Jul 21, 2021
Q2 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-172Closed |
$16.4K - $16.6K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jan 08, 2024
Q1 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-12.4KClosed |
$1.17M - $1.2M
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.36KClosed |
$129K - $132K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.78KClosed |
$262K - $268K
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-2.19KClosed |
$207K - $211K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-250Closed |
$22.9K - $23.9K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-184- 50.41% |
$16.8K - $17.6K
|
181
$16.8K
|
|
|
Feb 09, 2021
Q4 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-15.3KClosed |
$1.4M - $1.46M
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-20KClosed |
$1.83M - $1.91M
|
0
$0
|
|
|
Jan 11, 2021
Q4 2020
|
Tri Star Advisors Inc.
|
SELL
|
- |
-33.6KClosed |
$3.08M - $3.21M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.68KClosed |
$152K - $155K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-36Closed |
$3.25K - $3.32K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-3.3KClosed |
$298K - $304K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-455Closed |
$41.1K - $42K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-266Closed |
$24K - $24.5K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-6.9KClosed |
$559K - $622K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.86KClosed |
$232K - $258K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-18Closed |
$1.46K - $1.62K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Csenge Advisory Group
|
SELL
|
- |
-3.87KClosed |
$313K - $349K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-85- 57.82% |
$6.14K - $8.17K
|
62
$5.74K
|
|
|
May 15, 2020
Q1 2020
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.15KClosed |
$227K - $302K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-6.74KClosed |
$486K - $648K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-783Closed |
$56.5K - $75.3K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
D.B. Root & Company, LLC
|
SELL
|
- |
-2.63KClosed |
$190K - $253K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Weaver Consulting Group
|
SELL
|
- |
-180Closed |
$13K - $17.3K
|
0
$0
|
|