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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-431- 8.35% |
$39.9K - $40.4K
|
4.73K
$443K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-510- 4.54% |
$47.2K - $47.8K
|
10.7K
$1M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-567- 18.54% |
$52.5K - $53.1K
|
2.49K
$233K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-627- 0.62% |
$58K - $58.8K
|
100K
$9.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-906- 0.78% |
$83.9K - $84.9K
|
116K
$10.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.03K- 5.9% |
$95.6K - $96.8K
|
16.5K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 8.94% |
$108K - $110K
|
11.9K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.29K- 0.71% |
$120K - $121K
|
180K
$16.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.31K- 23.96% |
$121K - $123K
|
4.16K
$390K
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.62K- 6.25% |
$150K - $152K
|
24.3K
$2.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.9K- 99.68% |
$176K - $178K
|
6
$562
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.95K- 8.14% |
$180K - $182K
|
21.9K
$2.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.15K- 4.74% |
$199K - $201K
|
43.2K
$4.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.63K- 18.89% |
$243K - $246K
|
11.3K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-2.97K- 30.53% |
$275K - $278K
|
6.76K
$633K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.92K- 14.94% |
$363K - $368K
|
22.3K
$2.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.63K- 7.78% |
$706K - $715K
|
90.4K
$8.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.1K- 67.98% |
$1.03M - $1.04M
|
5.24K
$491K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-12.2K- 12.49% |
$1.13M - $1.15M
|
85.7K
$8.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.7K- 81.05% |
$1.36M - $1.38M
|
3.44K
$323K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-14.9K- 68.36% |
$1.38M - $1.4M
|
6.91K
$648K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.9K- 19.59% |
$1.56M - $1.58M
|
69.4K
$6.5M
|