Purchases and Sales Made in Q1 2022 in Ishares U S ETF Tr Int Rate He (LQDH)

LQDH Quotes by TradingView

This table provides information about the institutional ownership of Ishares U S ETF Tr Int Rate He (LQDH) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES U S ETF TR INT RATE HE.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 12, 2022 Q1 2022
Destination Wealth Management

BUY
 -
815K
+ 30475.01%
$73.5M - $78.1M
817K $76M
Apr 27, 2022 Q1 2022
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
463K
New
$41.8M - $44.4M
463K $43.1M
May 16, 2022 Q1 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
216K
+ 6.03%
$19.5M - $20.7M
3.8M $353M
May 09, 2022 Q1 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
215K
New
$19.4M - $20.6M
215K $20M
May 10, 2022 Q1 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
140K
New
$12.6M - $13.4M
140K $13M
May 05, 2022 Q1 2022
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
77.7K
New
$7.01M - $7.45M
77.7K $7.23M
Oct 27, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
76K
+ 150.63%
$6.85M - $7.28M
126K $11.8M
May 16, 2022 Q1 2022
Ubs Group Ag

BUY
 -
69.8K
+ 67.36%
$6.3M - $6.69M
173K $16.1M
Apr 20, 2022 Q1 2022
Hms Capital Management, LLC

BUY
 -
69.2K
New
$6.25M - $6.64M
69.2K $6.44M
May 12, 2022 Q1 2022
F3 Logic, LLC

BUY
 -
63.5K
New
$5.73M - $6.08M
63.5K $5.9M
May 13, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
54.4K
+ 75.64%
$4.91M - $5.22M
126K $11.8M
May 10, 2022 Q1 2022
Condor Capital Management

Martinsville, NJ
BUY
 -
50.8K
New
$4.59M - $4.87M
50.8K $4.72M
May 02, 2022 Q1 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
46.4K
New
$4.18M - $4.44M
46.4K $4.31M
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
41K
+ 12.42%
$3.7M - $3.93M
371K $34.5M
May 04, 2022 Q1 2022
Southern Capital Advisors, LLC

BUY
 -
37.3K
+ 315.99%
$3.37M - $3.58M
49.1K $4.57M
May 04, 2022 Q1 2022
Stephens Inc

BUY
 -
28.7K
+ 47.32%
$2.59M - $2.75M
89.4K $8.31M
Apr 12, 2022 Q1 2022
Dbk Financial Counsel, LLC

BUY
 -
27.4K
New
$2.48M - $2.63M
27.4K $2.55M
Apr 25, 2022 Q1 2022
Collective Family Office LLC

BUY
 -
23.4K
+ 61.27%
$2.12M - $2.25M
61.7K $5.74M
May 16, 2022 Q1 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
23.2K
+ 14.92%
$2.09M - $2.22M
179K $16.6M
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
17.5K
+ 57.97%
$1.58M - $1.68M
47.7K $4.43M
May 12, 2022 Q1 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
17.5K
+ 83.38%
$1.58M - $1.67M
38.4K $3.57M
May 16, 2022 Q1 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
15K
New
$1.35M - $1.44M
15K $1.39M
May 02, 2022 Q1 2022
Pinnacle Financial Partners Inc

BUY
 -
13.1K
New
$1.18M - $1.25M
13.1K $1.21M
May 13, 2022 Q1 2022
Assetmark, Inc

BUY
 -
12.9K
+ 2.0%
$1.16M - $1.24M
657K $61.1M
May 16, 2022 Q1 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
12.8K
New
$1.15M - $1.22M
12.8K $1.19M
Jan 12, 2024 Q1 2022
Comprehensive Wealth Management, LLC

Lynnwood, WA
BUY
 -
10.4K
New
$937K - $995K
10.4K $966K
May 10, 2022 Q1 2022
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
10.1K
+ 8.11%
$910K - $967K
135K $12.5M
May 03, 2022 Q1 2022
Jackson Creek Investment Advisors LLC

BUY
 -
8.83K
+ 255.44%
$797K - $847K
12.3K $1.14M
May 13, 2022 Q1 2022
Red Wave Investments LLC

Dillsburg, PA
BUY
 -
7.27K
New
$656K - $697K
7.27K $676K
May 10, 2022 Q1 2022
Signature Wealth Management Partners, LLC

BUY
 -
6.49K
New
$586K - $622K
6.49K $604K
Apr 29, 2022 Q1 2022
Latitude Advisors, LLC

BUY
 -
4.21K
+ 86.12%
$380K - $403K
9.09K $845K
May 11, 2022 Q1 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
3.66K
+ 116.52%
$330K - $351K
6.8K $632K
May 16, 2022 Q1 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
3.64K
+ 61.97%
$328K - $349K
9.51K $884K
May 13, 2022 Q1 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
3.3K
+ 7.91%
$297K - $316K
45K $4.18M
May 16, 2022 Q1 2022
Mbm Wealth Consultants, LLC

Chesterfield, MO
BUY
 -
3.27K
+ 4.71%
$295K - $313K
72.6K $6.75M
May 09, 2022 Q1 2022
Scotia Capital Inc.

BUY
 -
3.24K
+ 7.34%
$292K - $310K
47.3K $4.4M
Apr 18, 2022 Q1 2022
Acorn Financial Advisory Services Inc

BUY
 -
3.18K
+ 52.05%
$287K - $304K
9.28K $863K
May 02, 2022 Q1 2022
Hudock, Inc.

BUY
 -
3.01K
+ 191.18%
$272K - $289K
4.59K $427K
May 12, 2022 Q1 2022
Private Advisor Group, LLC

BUY
 -
2.91K
New
$263K - $279K
2.91K $271K
May 12, 2022 Q1 2022
Bank Of Montreal

Toronto, A6
BUY
 -
2.56K
+ 9.4%
$231K - $245K
29.8K $2.77M
May 10, 2022 Q1 2022
Steel Peak Wealth Management LLC

BUY
 -
2.49K
New
$225K - $239K
2.49K $232K
May 13, 2022 Q1 2022
Svb Wealth LLC

Boston, MA
BUY
 -
2.29K
New
$207K - $220K
2.29K $213K
Apr 26, 2022 Q1 2022
Stratos Wealth Partners, Ltd.

BUY
 -
2.23K
New
$201K - $213K
2.23K $207K
May 13, 2022 Q1 2022
Trinity Point Wealth, LLC

BUY
 -
1.94K
+ 11.76%
$175K - $186K
18.4K $1.71M
Apr 27, 2022 Q1 2022
Vestmark Advisory Solutions, Inc.

BUY
 -
1.85K
+ 22.06%
$167K - $177K
10.2K $951K
Apr 12, 2022 Q1 2022
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
1.6K
+ 15.58%
$144K - $153K
11.8K $1.1M
May 16, 2022 Q1 2022
Betterment LLC

New York, NY
BUY
 -
1.55K
+ 8.38%
$140K - $149K
20.1K $1.87M
May 04, 2022 Q1 2022
Janney Montgomery Scott LLC

BUY
 -
1.47K
+ 22.86%
$133K - $141K
7.91K $735K
Apr 20, 2022 Q1 2022
Howard Wealth Management, LLC

Madison, CT
BUY
 -
1.43K
+ 47.98%
$129K - $137K
4.4K $409K

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