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 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.8KNew |
$1.84M - $1.92M
|
20.8K
$1.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.86K+ 37.49% |
$873K - $911K
|
36.2K
$3.35M
|
|
|
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
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
6.07KNew |
$537K - $561K
|
6.07K
$562K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.76K+ 18.32% |
$332K - $347K
|
24.3K
$2.25M
|
|
|
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
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
837+ 15.51% |
$74.1K - $77.3K
|
6.23K
$577K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
721+ 32.22% |
$63.8K - $66.6K
|
2.96K
$274K
|
|
| Q1 2025 | |||||||
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
382K+ 1227.71% |
$35.1M - $35.9M
|
413K
$38.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
124K+ 136.82% |
$11.4M - $11.6M
|
214K
$19.8M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
97.2K+ 250.06% |
$8.94M - $9.13M
|
136K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
54.6K+ 17.66% |
$5.02M - $5.12M
|
363K
$33.7M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
48K+ 26.59% |
$4.42M - $4.51M
|
228K
$21.2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
46.4K+ 73.42% |
$4.27M - $4.36M
|
110K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
38.6K+ 439.15% |
$3.56M - $3.63M
|
47.4K
$4.39M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30.2K+ 102.0% |
$2.78M - $2.84M
|
59.9K
$5.54M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
26.8K+ 3.4% |
$2.47M - $2.52M
|
816K
$75.6M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.8K+ 10.01% |
$2.28M - $2.33M
|
273K
$25.2M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.4K+ 19.29% |
$1.23M - $1.26M
|
82.8K
$7.67M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11KNew |
$1.02M - $1.04M
|
11K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
10.5KNew |
$966K - $986K
|
10.5K
$972K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.3K+ 46.01% |
$945K - $965K
|
32.6K
$3.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
10.1K+ 36.67% |
$926K - $946K
|
37.5K
$3.48M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
7.12KNew |
$655K - $669K
|
7.12K
$659K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.52K+ 48.1% |
$600K - $613K
|
20.1K
$1.86M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
6.29KNew |
$579K - $591K
|
6.29K
$583K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
5.88KNew |
$541K - $552K
|
5.88K
$545K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.27K+ 153.15% |
$485K - $495K
|
8.72K
$807K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.46KNew |
$410K - $419K
|
4.46K
$413K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.12K+ 162.17% |
$379K - $387K
|
6.66K
$617K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.86KNew |
$355K - $362K
|
3.86K
$357K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.62K+ 52.39% |
$333K - $340K
|
10.5K
$976K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.42K+ 72.4% |
$315K - $322K
|
8.15K
$755K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.42K+ 12.21% |
$315K - $321K
|
31.4K
$2.91M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.33KNew |
$306K - $313K
|
3.33K
$308K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.31K+ 9.3% |
$304K - $311K
|
38.8K
$3.6M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.59KNew |
$238K - $243K
|
2.59K
$240K
|
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
2.33K+ 583.5% |
$215K - $219K
|
2.73K
$253K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.33KNew |
$214K - $218K
|
2.33K
$215K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.24KNew |
$206K - $210K
|
2.24K
$207K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.65K+ 2.71% |
$152K - $155K
|
62.7K
$5.81M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.57K+ 7.89% |
$144K - $147K
|
21.4K
$1.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.42K+ 1.41% |
$130K - $133K
|
102K
$9.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.39K+ 5.55% |
$127K - $130K
|
26.4K
$2.44M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.37K+ 6.23% |
$126K - $128K
|
23.3K
$2.16M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.22K+ 2.34% |
$112K - $115K
|
53.4K
$4.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
993+ 9.26% |
$91.4K - $93.3K
|
11.7K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
785+ 50.13% |
$72.2K - $73.8K
|
2.35K
$218K
|
|