Purchases and Sales Made in Q1 2025 in Ishares U S ETF Tr Int Rate He (LQDH)
This table provides information about the institutional ownership of Ishares U S ETF Tr Int Rate He (LQDH) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
382K+ 1227.71% |
$35.1M - $35.9M
|
413K
$38.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
251KNew |
$23.1M - $23.6M
|
251K
$23.3M
|
|
|
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 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
27.7KNew |
$2.55M - $2.6M
|
27.7K
$2.57M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
26.8K+ 3.4% |
$2.47M - $2.52M
|
816K
$75.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
26.3KNew |
$2.42M - $2.47M
|
26.3K
$2.44M
|
|
|
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
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
8.17KNew |
$751K - $767K
|
8.17K
$756K
|
|
|
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
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.84K+ 138.39% |
$446K - $455K
|
8.34K
$772K
|
|
|
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 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.76K+ 8.71% |
$346K - $353K
|
47K
$4.35M
|
|
|
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 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
2.42K+ 81.53% |
$223K - $228K
|
5.4K
$500K
|
|
|
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
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.24K+ 79.66% |
$207K - $211K
|
5.06K
$469K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.24KNew |
$206K - $210K
|
2.24K
$207K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.24KNew |
$206K - $210K
|
2.24K
$207K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
2.17K+ 17.62% |
$200K - $204K
|
14.5K
$1.34M
|
|
|
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
|