Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-54- 3.33% |
$5K - $5.06K
|
1.57K
$145K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-56- 18.79% |
$5.18K - $5.25K
|
242
$22.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-200- 5.46% |
$18.5K - $18.7K
|
3.46K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-308- 58.67% |
$28.5K - $28.9K
|
217
$20.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-418- 1.16% |
$38.7K - $39.2K
|
35.5K
$3.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-431- 8.35% |
$39.9K - $40.4K
|
4.73K
$438K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-510- 4.54% |
$47.2K - $47.8K
|
10.7K
$993K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-558- 12.36% |
$51.7K - $52.3K
|
3.96K
$366K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-567- 18.54% |
$52.5K - $53.1K
|
2.49K
$231K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-627- 0.62% |
$58K - $58.8K
|
100K
$9.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-906- 0.78% |
$83.9K - $84.9K
|
116K
$10.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.03K- 5.9% |
$95.6K - $96.8K
|
16.5K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 8.94% |
$108K - $110K
|
11.9K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.29K- 0.71% |
$120K - $121K
|
180K
$16.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.31K- 23.96% |
$121K - $123K
|
4.16K
$385K
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.62K- 6.25% |
$150K - $152K
|
24.3K
$2.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.9K- 99.68% |
$176K - $178K
|
6
$556
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.95K- 8.14% |
$180K - $182K
|
21.9K
$2.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.15K- 4.74% |
$199K - $201K
|
43.2K
$4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.63K- 18.89% |
$243K - $246K
|
11.3K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-2.97K- 30.53% |
$275K - $278K
|
6.76K
$626K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.92K- 14.94% |
$363K - $368K
|
22.3K
$2.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.63K- 7.78% |
$706K - $715K
|
90.4K
$8.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.1K- 67.98% |
$1.03M - $1.04M
|
5.24K
$486K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-12.2K- 12.49% |
$1.13M - $1.15M
|
85.7K
$7.93M
|
|
|
May 13, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-13.2K- 47.57% |
$1.22M - $1.24M
|
14.5K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.7K- 81.05% |
$1.36M - $1.38M
|
3.44K
$319K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-14.9K- 68.36% |
$1.38M - $1.4M
|
6.91K
$640K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.9K- 19.59% |
$1.56M - $1.58M
|
69.4K
$6.43M
|