Purchases and Sales Made in Q3 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
144K+ 382.91% |
$13.1M - $13.4M
|
182K
$16.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
138KNew |
$12.5M - $12.8M
|
138K
$12.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
69.9K+ 247.97% |
$6.35M - $6.52M
|
98.1K
$9.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
31.5K+ 118.12% |
$2.86M - $2.94M
|
58.1K
$5.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
28.4K+ 3.78% |
$2.58M - $2.65M
|
780K
$72.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.3KNew |
$2.38M - $2.45M
|
26.3K
$2.44M
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
25.9KNew |
$2.36M - $2.42M
|
25.9K
$2.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.2KNew |
$1.65M - $1.7M
|
18.2K
$1.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.8K+ 8.17% |
$1.61M - $1.66M
|
235K
$21.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.6K+ 249.6% |
$1.42M - $1.46M
|
21.8K
$2.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.2KNew |
$1.29M - $1.32M
|
14.2K
$1.32M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.8K+ 88.3% |
$1.16M - $1.19M
|
27.2K
$2.53M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
9.47K+ 4.56% |
$861K - $884K
|
217K
$20.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.38KNew |
$670K - $688K
|
7.38K
$685K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
6.99K+ 47.19% |
$635K - $652K
|
21.8K
$2.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.15K+ 14.54% |
$559K - $574K
|
48.5K
$4.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.97K+ 45.23% |
$543K - $557K
|
19.2K
$1.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.16KNew |
$469K - $481K
|
5.16K
$479K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.04K+ 4.92% |
$367K - $377K
|
86.3K
$8.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.66K+ 11.32% |
$332K - $341K
|
36K
$3.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.33K+ 6.88% |
$303K - $311K
|
51.8K
$4.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.93K+ 6.89% |
$266K - $273K
|
45.3K
$4.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.86K+ 20.32% |
$259K - $266K
|
16.9K
$1.57M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.73KNew |
$248K - $255K
|
2.73K
$254K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.11K+ 658.75% |
$192K - $197K
|
2.43K
$225K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.14K+ 0.99% |
$104K - $107K
|
116K
$10.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
856+ 5.03% |
$77.8K - $79.9K
|
17.9K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
665+ 27.1% |
$60.4K - $62K
|
3.12K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
525New |
$47.7K - $49K
|
525
$48.8K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
480New |
$43.6K - $44.8K
|
480
$44.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
432+ 9.57% |
$39.2K - $40.3K
|
4.95K
$459K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
428+ 10.48% |
$38.9K - $39.9K
|
4.51K
$419K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
390+ 31.71% |
$35.4K - $36.4K
|
1.62K
$150K
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
377+ 2.97% |
$34.3K - $35.2K
|
13.1K
$1.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
298New |
$27.1K - $27.8K
|
298
$27.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
276+ 394.29% |
$25.1K - $25.8K
|
346
$32.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
229+ 34.28% |
$20.8K - $21.4K
|
897
$83.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
227+ 1.88% |
$20.6K - $21.2K
|
12.3K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
99+ 0.92% |
$8.99K - $9.24K
|
10.9K
$1.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
87New |
$7.9K - $8.12K
|
87
$8.08K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
52New |
$4.72K - $4.85K
|
52
$4.83K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
34New |
$3.09K - $3.17K
|
34
$3.16K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9+ 0.25% |
$818 - $840
|
3.66K
$340K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
7+ 1.75% |
$636 - $653
|
408
$37.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5+ 1.8% |
$454 - $467
|
283
$26.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5New |
$454 - $467
|
5
$464
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 0.42% |
$273 - $280
|
712
$66.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 2.0% |
$273 - $280
|
153
$14.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-40- 11.43% |
$3.63K - $3.73K
|
310
$28.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-47- 1.6% |
$4.27K - $4.39K
|
2.89K
$268K
|