Latest Institutional Purchases of Ishares U S ETF Tr Int Rate He (LQDH)
This list provides information on the latest institutional transactions involving Ishares U S ETF Tr Int Rate He (LQDH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
181K+ 84.66% |
$16M - $16.8M
|
396K
$36.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
143K+ 146.97% |
$12.7M - $13.2M
|
241K
$22.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
46.8KNew |
$4.14M - $4.32M
|
46.8K
$4.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
43.5KNew |
$3.85M - $4.02M
|
43.5K
$4.03M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
25.7KNew |
$2.27M - $2.37M
|
25.7K
$2.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.2K+ 288.96% |
$2.23M - $2.33M
|
33.9K
$3.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.8KNew |
$1.84M - $1.92M
|
20.8K
$1.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.3K+ 41.06% |
$1.71M - $1.78M
|
66.2K
$6.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.7K+ 12.31% |
$1.48M - $1.55M
|
153K
$14.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16K+ 5.85% |
$1.41M - $1.47M
|
289K
$26.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.3KNew |
$1.35M - $1.41M
|
15.3K
$1.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
13.9K+ 4065.4% |
$1.23M - $1.28M
|
14.2K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
13.5K+ 12.34% |
$1.2M - $1.25M
|
123K
$11.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
13.2KNew |
$1.17M - $1.22M
|
13.2K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
10.3K+ 8.9% |
$911K - $951K
|
126K
$11.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.86K+ 37.49% |
$873K - $911K
|
36.2K
$3.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.15K+ 45.57% |
$810K - $846K
|
29.2K
$2.71M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.88K+ 84.31% |
$786K - $821K
|
19.4K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.85KNew |
$783K - $818K
|
8.85K
$820K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
8.13K+ 99.52% |
$719K - $751K
|
16.3K
$1.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.97K+ 95.53% |
$705K - $736K
|
16.3K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
7.6K+ 0.93% |
$672K - $702K
|
823K
$76.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
6.73KNew |
$595K - $622K
|
6.73K
$623K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
6.07KNew |
$537K - $561K
|
6.07K
$562K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.49K+ 14.3% |
$398K - $415K
|
35.9K
$3.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.96KNew |
$350K - $366K
|
3.96K
$366K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.76K+ 18.32% |
$332K - $347K
|
24.3K
$2.25M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.59KNew |
$318K - $332K
|
3.59K
$333K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
3.38KNew |
$299K - $312K
|
3.38K
$313K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.84K+ 56.04% |
$251K - $262K
|
7.9K
$731K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.71K+ 107.06% |
$240K - $251K
|
5.25K
$486K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.52KNew |
$223K - $233K
|
2.52K
$233K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.42KNew |
$214K - $224K
|
2.42K
$224K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.24K+ 96.26% |
$198K - $207K
|
4.56K
$423K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.19KNew |
$194K - $202K
|
2.19K
$203K
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.13K+ 18.15% |
$188K - $196K
|
13.8K
$1.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.96K+ 24.03% |
$173K - $181K
|
10.1K
$936K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.11K+ 18.88% |
$98.2K - $103K
|
6.99K
$647K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
839+ 96.22% |
$74.2K - $77.5K
|
1.71K
$158K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
837+ 15.51% |
$74.1K - $77.3K
|
6.23K
$577K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
800+ 24.02% |
$70.8K - $73.9K
|
4.13K
$382K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
771+ 14.46% |
$68.2K - $71.2K
|
6.1K
$565K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
724+ 32.35% |
$64.1K - $66.9K
|
2.96K
$274K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
721+ 32.22% |
$63.8K - $66.6K
|
2.96K
$274K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
410+ 41000.0% |
$36.3K - $37.9K
|
411
$38.1K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
387+ 14.97% |
$34.2K - $35.8K
|
2.97K
$275K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
382+ 38.9% |
$33.8K - $35.3K
|
1.36K
$126K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
353+ 0.35% |
$31.2K - $32.6K
|
102K
$9.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
351+ 8.43% |
$31.1K - $32.4K
|
4.51K
$418K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
336+ 0.63% |
$29.7K - $31K
|
53.7K
$4.97M
|