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 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-574- 9.45% |
$50.4K - $52.9K
|
5.5K
$511K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-603- 2.26% |
$52.9K - $55.5K
|
26.1K
$2.43M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-701- 15.63% |
$61.5K - $64.6K
|
3.78K
$352K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-759- 2.99% |
$66.6K - $69.9K
|
24.6K
$2.29M
|
|
|
Jan 12, 2024
Q4 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-778- 10.42% |
$68.3K - $71.7K
|
6.69K
$622K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-783- 6.39% |
$68.7K - $72.1K
|
11.5K
$1.07M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-798- 32.68% |
$70.1K - $73.5K
|
1.64K
$153K
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.14K- 29.31% |
$100K - $105K
|
2.75K
$256K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.24K- 20.37% |
$109K - $114K
|
4.84K
$450K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.38K- 5.33% |
$121K - $127K
|
24.5K
$2.28M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.39K- 94.09% |
$122K - $128K
|
87
$8.09K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.46K- 24.97% |
$128K - $134K
|
4.38K
$407K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.56K- 5.18% |
$137K - $143K
|
28.5K
$2.65M
|
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-2.12K- 4.1% |
$186K - $195K
|
49.6K
$4.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-2.74K- 17.02% |
$241K - $253K
|
13.4K
$1.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.88K- 1.37% |
$253K - $265K
|
208K
$19.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.14K- 14.4% |
$276K - $290K
|
18.7K
$1.74M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-5.02K- 6.84% |
$441K - $463K
|
68.5K
$6.36M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-5.32K- 18.44% |
$467K - $490K
|
23.5K
$2.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.59K- 67.24% |
$491K - $515K
|
2.73K
$253K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-5.95K- 68.92% |
$522K - $548K
|
2.68K
$249K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-6.4K- 71.3% |
$562K - $590K
|
2.58K
$240K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.46K- 64.79% |
$567K - $595K
|
3.51K
$326K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.97K- 65.54% |
$612K - $642K
|
3.66K
$341K
|
|
|
Jan 23, 2023
Q4 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-7.43K- 5.11% |
$653K - $684K
|
138K
$12.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.9K- 19.34% |
$694K - $728K
|
33K
$3.07M
|
|
|
Jan 17, 2023
Q4 2022
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-8.13K- 30.04% |
$713K - $748K
|
18.9K
$1.76M
|
|
|
Feb 06, 2023
Q4 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-12.2K- 76.92% |
$1.07M - $1.12M
|
3.66K
$340K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.4KClosed |
$1.35M - $1.42M
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-15.6K- 18.21% |
$1.37M - $1.44M
|
70.1K
$6.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.9K- 36.06% |
$1.57M - $1.65M
|
31.7K
$2.95M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.4K- 55.42% |
$1.62M - $1.7M
|
14.8K
$1.38M
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-19.3K- 67.87% |
$1.7M - $1.78M
|
9.15K
$851K
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-28.8K- 66.86% |
$2.53M - $2.65M
|
14.3K
$1.33M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-30K- 67.44% |
$2.63M - $2.76M
|
14.5K
$1.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-32.6K- 14.57% |
$2.86M - $3M
|
191K
$17.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-43.3K- 67.47% |
$3.8M - $3.99M
|
20.9K
$1.94M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-62.1K- 47.09% |
$5.45M - $5.72M
|
69.8K
$6.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
SELL
|
- |
-84.8K- 11.06% |
$7.44M - $7.81M
|
681K
$63.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-89.8K- 66.16% |
$7.89M - $8.27M
|
45.9K
$4.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-94.5K- 69.98% |
$8.3M - $8.7M
|
40.5K
$3.77M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-110K- 57.24% |
$9.67M - $10.1M
|
82.3K
$7.65M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-206K- 44.16% |
$18.1M - $19M
|
261K
$24.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-219K- 67.09% |
$19.2M - $20.2M
|
108K
$10M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-234K- 73.83% |
$20.5M - $21.5M
|
82.9K
$7.71M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-255K- 59.78% |
$22.4M - $23.5M
|
172K
$16M
|
|
|
Feb 01, 2023
Q4 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-344K- 69.85% |
$30.2M - $31.7M
|
149K
$13.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-553K- 98.89% |
$48.5M - $50.9M
|
6.18K
$574K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-556K- 67.9% |
$48.9M - $51.2M
|
263K
$24.5M
|