Purchases and Sales Made in Q3 2022 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
147New |
$13K - $13.6K
|
147
$13.7K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
147New |
$13K - $13.6K
|
147
$13.7K
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
92New |
$8.11K - $8.49K
|
92
$8.55K
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
88+ 2.0% |
$7.76K - $8.12K
|
4.49K
$417K
|
|
Nov 14, 2022
Q3 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
75+ 1.6% |
$6.61K - $6.92K
|
4.77K
$443K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
49New |
$4.32K - $4.52K
|
49
$4.56K
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
49+ 0.17% |
$4.32K - $4.52K
|
28.9K
$2.68M
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
40New |
$3.53K - $3.69K
|
40
$3.72K
|
|
Oct 18, 2022
Q3 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
33+ 0.26% |
$2.91K - $3.05K
|
12.5K
$1.16M
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
19New |
$1.67K - $1.75K
|
19
$1.77K
|
|
Nov 09, 2022
Q3 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
12+ 0.09% |
$1.06K - $1.11K
|
12.7K
$1.18M
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-14- 0.12% |
$1.23K - $1.29K
|
11.8K
$1.09M
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-31- 83.78% |
$2.73K - $2.86K
|
6
$558
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-80- 89.89% |
$7.05K - $7.38K
|
9
$837
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-154- 48.73% |
$13.6K - $14.2K
|
162
$15.1K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-193- 88.94% |
$17K - $17.8K
|
24
$2.23K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-209- 3.33% |
$18.4K - $19.3K
|
6.07K
$565K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-231- 24.39% |
$20.4K - $21.3K
|
716
$66.6K
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
SELL
|
- |
-312- 3.03% |
$27.5K - $28.8K
|
9.97K
$927K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-436- 15.15% |
$38.4K - $40.2K
|
2.44K
$227K
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-547- 18.14% |
$48.2K - $50.5K
|
2.47K
$229K
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-702- 22.75% |
$61.9K - $64.8K
|
2.38K
$222K
|
|
Oct 06, 2022
Q3 2022
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-791- 2.84% |
$69.7K - $73K
|
27.1K
$2.51M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.52K- 35.93% |
$134K - $140K
|
2.7K
$251K
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.8K- 6.32% |
$159K - $166K
|
26.7K
$2.48M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2K- 14.01% |
$176K - $184K
|
12.3K
$1.14M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.22K- 47.68% |
$195K - $205K
|
2.43K
$226K
|
|
Oct 12, 2022
Q3 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-2.22K- 43.3% |
$196K - $205K
|
2.91K
$271K
|
|
Jan 12, 2024
Q3 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-2.27K- 23.33% |
$200K - $210K
|
7.47K
$694K
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-2.67K- 14.23% |
$236K - $247K
|
16.1K
$1.5M
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.7K- 38.8% |
$326K - $342K
|
5.84K
$543K
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.39K- 3.22% |
$387K - $405K
|
132K
$12.3M
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.94K- 32.09% |
$435K - $456K
|
10.5K
$972K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.13K- 19.02% |
$452K - $473K
|
21.8K
$2.03M
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.01K- 28.13% |
$530K - $555K
|
15.4K
$1.43M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10K- 33.17% |
$884K - $926K
|
20.2K
$1.88M
|
|
Oct 31, 2022
Q3 2022
|
Capital Advantage, Inc.
|
SELL
|
- |
-11.3K- 4.28% |
$996K - $1.04M
|
252K
$23.5M
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-11.6K- 77.53% |
$1.03M - $1.07M
|
3.38K
$314K
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-14.5K- 58.35% |
$1.28M - $1.34M
|
10.4K
$965K
|
|
Oct 18, 2022
Q3 2022
|
Simpli Fi, Inc.
|
SELL
|
- |
-14.8K- 4.31% |
$1.3M - $1.36M
|
328K
$30.5M
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-15.6K- 91.45% |
$1.38M - $1.44M
|
1.46K
$136K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16K- 38.15% |
$1.41M - $1.48M
|
25.9K
$2.41M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16.1K- 6.73% |
$1.42M - $1.49M
|
224K
$20.8M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20.4K- 40.42% |
$1.8M - $1.88M
|
30K
$2.79M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-26.9K- 26.78% |
$2.37M - $2.48M
|
73.5K
$6.83M
|
|
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-62.5K- 99.49% |
$5.51M - $5.77M
|
323
$30K
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-88.1K- 77.63% |
$7.77M - $8.13M
|
25.4K
$2.36M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-111K- 73.12% |
$9.8M - $10.3M
|
40.9K
$3.8M
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-300K- 77.8% |
$26.5M - $27.7M
|
85.7K
$7.96M
|
|
Nov 14, 2022
Q3 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.45M- 99.99% |
$128M - $134M
|
113
$10.5K
|