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, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5New |
$465 - $471
|
5
$464
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.4K+ 31.44% |
$130K - $132K
|
5.86K
$544K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
843+ 26.73% |
$77.9K - $79.5K
|
4K
$371K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
119New |
$11K - $11.2K
|
119
$11.1K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
20+ 7.14% |
$1.85K - $1.89K
|
300
$27.9K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6New |
$555 - $566
|
6
$557
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
6New |
$555 - $566
|
6
$557
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
4New |
$370 - $377
|
4
$371
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
3+ 2.7% |
$277 - $283
|
114
$10.6K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 6.25% |
$92.5 - $94.3
|
17
$1.58K
|
|
| Q4 2023 | |||||||
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
15.6KNew |
$1.43M - $1.47M
|
15.6K
$1.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.2K+ 1179.37% |
$475K - $490K
|
5.64K
$524K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
510New |
$46.6K - $48K
|
510
$47.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
86New |
$7.86K - $8.1K
|
86
$7.99K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
7KNew |
$645K - $656K
|
7K
$650K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
93.8KNew |
$8.46M - $8.72M
|
93.8K
$8.71M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
9.91KNew |
$893K - $921K
|
9.91K
$920K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
4.89K+ 2.68% |
$441K - $455K
|
187K
$17.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.6K+ 67.44% |
$415K - $428K
|
11.4K
$1.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
755New |
$68.1K - $70.2K
|
755
$70.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
137New |
$12.4K - $12.7K
|
137
$12.7K
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
6.11K+ 438.52% |
$549K - $570K
|
7.51K
$697K
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
BUY
|
- |
4.38KNew |
$393K - $409K
|
4.38K
$407K
|
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
2.02K+ 4.07% |
$181K - $189K
|
51.6K
$4.79M
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.78K+ 3.56% |
$160K - $166K
|
51.7K
$4.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
161New |
$14.5K - $15K
|
161
$15K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
26+ 0.11% |
$2.33K - $2.43K
|
23.6K
$2.19M
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
82.9KNew |
$7.28M - $7.64M
|
82.9K
$7.7M
|
|
|
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
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.71KNew |
$414K - $434K
|
4.71K
$438K
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
4.21KNew |
$370K - $388K
|
4.21K
$391K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.82KNew |
$248K - $260K
|
2.82K
$262K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
2.39KNew |
$210K - $220K
|
2.39K
$222K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1KNew |
$87.8K - $92.1K
|
1K
$92.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
687+ 7.29% |
$60.3K - $63.3K
|
10.1K
$939K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
224New |
$19.7K - $20.6K
|
224
$20.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
100New |
$8.78K - $9.21K
|
100
$9.29K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
62New |
$5.44K - $5.71K
|
62
$5.76K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
2New |
$176 - $184
|
2
$186
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
11.5KNew |
$1.02M - $1.06M
|
11.5K
$1.07M
|
|
|
Oct 21, 2022
Q3 2022
|
Center For Asset Management LLC
|
BUY
|
- |
6KNew |
$529K - $554K
|
6K
$557K
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.05KNew |
$269K - $281K
|
3.05K
$283K
|
|
|
Oct 12, 2022
Q3 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
2.82KNew |
$248K - $260K
|
2.82K
$262K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.47KNew |
$218K - $228K
|
2.47K
$229K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.25K+ 9.93% |
$110K - $115K
|
13.8K
$1.29M
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
276New |
$24.3K - $25.5K
|
276
$25.6K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
147New |
$13K - $13.6K
|
147
$13.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
92New |
$8.11K - $8.49K
|
92
$8.54K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
49New |
$4.32K - $4.52K
|
49
$4.55K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
40New |
$3.53K - $3.69K
|
40
$3.71K
|
|