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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
740+ 305.79% |
$68.1K - $69.5K
|
982
$91K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
605+ 3.04% |
$55.7K - $56.8K
|
20.5K
$1.9M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
466New |
$42.9K - $43.8K
|
466
$43.2K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
359+ 40.02% |
$33K - $33.7K
|
1.26K
$116K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
349+ 66.73% |
$32.1K - $32.8K
|
872
$80.8K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
195+ 3.8% |
$17.9K - $18.3K
|
5.33K
$494K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
166+ 0.14% |
$15.3K - $15.6K
|
116K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
66New |
$6.07K - $6.2K
|
66
$6.11K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
31New |
$2.85K - $2.91K
|
31
$2.87K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5New |
$460 - $470
|
5
$463
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5+ 0.13% |
$460 - $470
|
3.96K
$367K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4+ 0.1% |
$368 - $376
|
4.16K
$386K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3New |
$276 - $282
|
3
$278
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3+ 1.03% |
$276 - $282
|
293
$27.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 1.28% |
$184 - $188
|
158
$14.6K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1+ 6.25% |
$92 - $94
|
17
$1.57K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5- 83.33% |
$460 - $470
|
1
$92.6
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-40- 18.43% |
$3.68K - $3.76K
|
177
$16.4K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-75- 2.07% |
$6.9K - $7.05K
|
3.54K
$328K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-78- 39.8% |
$7.18K - $7.33K
|
118
$10.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-180- 58.06% |
$16.6K - $16.9K
|
130
$12K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-182- 5.26% |
$16.7K - $17.1K
|
3.28K
$304K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-355- 12.29% |
$32.7K - $33.4K
|
2.53K
$235K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-383Closed |
$35.2K - $36K
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-451- 1.86% |
$41.5K - $42.4K
|
23.8K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-1.98K- 83.19% |
$182K - $186K
|
400
$37.1K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.22K- 10.59% |
$205K - $209K
|
18.8K
$1.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.23K- 42.53% |
$205K - $210K
|
3.01K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.97K- 26.31% |
$273K - $279K
|
8.31K
$769K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.86K- 23.44% |
$355K - $363K
|
12.6K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-4.8K- 40.25% |
$441K - $451K
|
7.12K
$660K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-13K- 15.18% |
$1.2M - $1.22M
|
72.7K
$6.73M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-128K- 56.81% |
$11.8M - $12M
|
97.5K
$9.03M
|