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
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-47- 1.6% |
$4.27K - $4.39K
|
2.89K
$269K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-111- 0.46% |
$10.1K - $10.4K
|
24.3K
$2.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-293- 2.54% |
$26.6K - $27.3K
|
11.2K
$1.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-371- 3.67% |
$33.7K - $34.6K
|
9.73K
$905K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-489- 3.4% |
$44.4K - $45.6K
|
13.9K
$1.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-533- 2.96% |
$48.4K - $49.7K
|
17.5K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.35K- 6.18% |
$123K - $126K
|
20.5K
$1.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.88K- 6.76% |
$171K - $175K
|
25.9K
$2.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-3.74K- 54.04% |
$340K - $349K
|
3.18K
$296K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.49K- 45.11% |
$408K - $419K
|
5.47K
$508K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.7K- 36.41% |
$975K - $1M
|
18.7K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.6K- 32.67% |
$1.05M - $1.08M
|
23.9K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-17K- 14.77% |
$1.54M - $1.58M
|
97.9K
$9.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-17.5K- 51.64% |
$1.59M - $1.63M
|
16.4K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-21.3K- 6.54% |
$1.93M - $1.99M
|
304K
$28.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-39.6K- 28.19% |
$3.6M - $3.7M
|
101K
$9.39M
|