Purchases and Sales Made in Q4 2021 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 2021. 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 11, 2022
Q4 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
667+ 6.96% |
$63.2K - $64.5K
|
10.2K
$960K
|
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
658+ 10.84% |
$62.4K - $63.7K
|
6.73K
$631K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
522+ 70.54% |
$49.5K - $50.5K
|
1.26K
$118K
|
|
|
Mar 01, 2022
Q4 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
499+ 147.2% |
$47.3K - $48.3K
|
838
$78.5K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
414New |
$39.2K - $40.1K
|
414
$38.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
340+ 55.56% |
$32.2K - $32.9K
|
952
$89.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
168+ 129.23% |
$15.9K - $16.3K
|
298
$27.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
147+ 193.42% |
$13.9K - $14.2K
|
223
$20.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
143New |
$13.6K - $13.8K
|
143
$13.4K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
75+ 12.93% |
$7.11K - $7.26K
|
655
$61.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
68+ 0.25% |
$6.45K - $6.58K
|
27.2K
$2.55M
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
49New |
$4.64K - $4.74K
|
49
$4.59K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
49New |
$4.64K - $4.74K
|
49
$4.59K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
BUY
|
- |
33+ 0.91% |
$3.13K - $3.19K
|
3.67K
$344K
|
|
|
Feb 10, 2022
Q4 2021
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
28+ 0.63% |
$2.65K - $2.71K
|
4.47K
$419K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
28+ 0.52% |
$2.65K - $2.71K
|
5.38K
$504K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
21New |
$1.99K - $2.03K
|
21
$1.97K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
21New |
$1.99K - $2.03K
|
21
$1.97K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
17+ 35.42% |
$1.61K - $1.65K
|
65
$6.09K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
11New |
$1.04K - $1.06K
|
11
$1.03K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
9+ 0.57% |
$853 - $871
|
1.58K
$148K
|
|
|
Jan 14, 2022
Q4 2021
|
West End Advisors, LLC
|
BUY
|
- |
2+ 1.33% |
$190 - $194
|
152
$14.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1- 1.02% |
$94.8 - $96.8
|
97
$9.09K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6Closed |
$569 - $581
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-18Closed |
$1.71K - $1.74K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-49Closed |
$4.64K - $4.74K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-69Closed |
$6.54K - $6.68K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-187- 57.01% |
$17.7K - $18.1K
|
141
$13.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-229- 6.94% |
$21.7K - $22.2K
|
3.07K
$288K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-233- 3.24% |
$22.1K - $22.5K
|
6.97K
$653K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
SELL
|
- |
-385- 39.9% |
$36.5K - $37.3K
|
580
$54.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-410- 8.63% |
$38.9K - $39.7K
|
4.34K
$407K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-521Closed |
$49.4K - $50.4K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-551- 18.15% |
$52.2K - $53.3K
|
2.49K
$233K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1KClosed |
$94.8K - $96.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.05K- 26.6% |
$194K - $198K
|
5.64K
$529K
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-2.16KClosed |
$204K - $209K
|
0
$0
|
|
|
Mar 02, 2022
Q4 2021
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-2.64KClosed |
$250K - $256K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.15K- 17.28% |
$299K - $305K
|
15.1K
$1.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.31K- 40.71% |
$314K - $320K
|
4.82K
$452K
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-6.03KClosed |
$571K - $583K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-7.42K- 1.14% |
$704K - $718K
|
644K
$60.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.8KClosed |
$2.45M - $2.5M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-37K- 39.94% |
$3.5M - $3.58M
|
55.6K
$5.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-64.8K- 23.81% |
$6.14M - $6.27M
|
207K
$19.4M
|