Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
559KNew |
$49.1M - $51.5M
|
559K
$51.9M
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
82.9KNew |
$7.28M - $7.64M
|
82.9K
$7.7M
|
|
Jan 18, 2023
Q4 2022
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
48.2KNew |
$4.23M - $4.44M
|
48.2K
$4.48M
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
34.8KNew |
$3.05M - $3.2M
|
34.8K
$3.23M
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.1K+ 47.78% |
$2.29M - $2.4M
|
80.7K
$7.49M
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
22.5K+ 56.31% |
$1.97M - $2.07M
|
62.4K
$5.79M
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
21.4K+ 3.86% |
$1.88M - $1.97M
|
577K
$53.6M
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
19.5KNew |
$1.71M - $1.8M
|
19.5K
$1.81M
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
14.8KNew |
$1.3M - $1.36M
|
14.8K
$1.37M
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
13.3K+ 222066.67% |
$1.17M - $1.23M
|
13.3K
$1.24M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.5K+ 11.51% |
$1.1M - $1.15M
|
121K
$11.3M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
11.5KNew |
$1.01M - $1.06M
|
11.5K
$1.06M
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.71KNew |
$414K - $434K
|
4.71K
$438K
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
4.21KNew |
$370K - $388K
|
4.21K
$391K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.88KNew |
$253K - $266K
|
2.88K
$268K
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.82KNew |
$248K - $260K
|
2.82K
$262K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.55KNew |
$224K - $235K
|
2.55K
$237K
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
2.39KNew |
$210K - $220K
|
2.39K
$222K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.05K+ 19.58% |
$180K - $189K
|
12.5K
$1.16M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.79KNew |
$157K - $165K
|
1.79K
$166K
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
1.5K+ 3.02% |
$132K - $138K
|
51.2K
$4.76M
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.47K+ 14.69% |
$129K - $135K
|
11.5K
$1.07M
|
|
Feb 03, 2023
Q4 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
1.25K+ 2.47% |
$110K - $115K
|
51.9K
$4.82M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1KNew |
$87.8K - $92.1K
|
1K
$92.9K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
941New |
$82.6K - $86.7K
|
941
$87.4K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
687+ 7.29% |
$60.3K - $63.3K
|
10.1K
$939K
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
224New |
$19.7K - $20.6K
|
224
$20.8K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
210+ 1.04% |
$18.4K - $19.3K
|
20.4K
$1.9M
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
139+ 4.04% |
$12.2K - $12.8K
|
3.58K
$333K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
132New |
$11.6K - $12.2K
|
132
$12.3K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
110New |
$9.66K - $10.1K
|
110
$10.2K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
100New |
$8.78K - $9.21K
|
100
$9.29K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
72New |
$6.32K - $6.63K
|
72
$6.69K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
69New |
$6.06K - $6.35K
|
69
$6.41K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
62New |
$5.44K - $5.71K
|
62
$5.76K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
18+ 2.51% |
$1.58K - $1.66K
|
734
$68.2K
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
2New |
$176 - $184
|
2
$186
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
SELL
|
- |
-3- 1.85% |
$263 - $276
|
159
$14.8K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-20- 83.33% |
$1.76K - $1.84K
|
4
$371
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-26- 0.61% |
$2.28K - $2.39K
|
4.24K
$393K
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-34- 1.48% |
$2.99K - $3.13K
|
2.26K
$210K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-43- 9.82% |
$3.78K - $3.96K
|
395
$36.7K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-68- 4.65% |
$5.97K - $6.26K
|
1.39K
$129K
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-81- 3.28% |
$7.11K - $7.46K
|
2.39K
$222K
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-228- 0.45% |
$20K - $21K
|
49.9K
$4.63M
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-243- 8.93% |
$21.3K - $22.4K
|
2.48K
$230K
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-436- 3.7% |
$38.3K - $40.2K
|
11.3K
$1.05M
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-456- 9.56% |
$40K - $42K
|
4.31K
$401K
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-458- 67.16% |
$40.2K - $42.2K
|
224
$20.8K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-533- 85.55% |
$46.8K - $49.1K
|
90
$8.36K
|