Purchases and Sales Made in Q4 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
150K+ 132.76% |
$13.9M - $14.1M
|
262K
$24.3M
|
|
|
Jan 22, 2026
Q4 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
42.1K+ 316.34% |
$3.91M - $3.96M
|
55.5K
$5.15M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
31.5KNew |
$2.92M - $2.95M
|
31.5K
$2.92M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.55K+ 19.43% |
$607K - $615K
|
40.3K
$3.74M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.69K+ 15.76% |
$435K - $440K
|
34.4K
$3.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.44KNew |
$227K - $229K
|
2.44K
$227K
|
|
|
Jan 12, 2026
Q4 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
2.42KNew |
$224K - $227K
|
2.42K
$224K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.3K+ 12.09% |
$214K - $216K
|
21.4K
$1.98M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.07K+ 1.93% |
$192K - $194K
|
110K
$10.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
600+ 13.11% |
$55.6K - $56.3K
|
5.18K
$481K
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
411+ 8.81% |
$38.1K - $38.6K
|
5.07K
$471K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
251+ 784.38% |
$23.3K - $23.6K
|
283
$26.3K
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
BUY
|
- |
93New |
$8.62K - $8.73K
|
93
$8.63K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
16+ 0.1% |
$1.48K - $1.5K
|
16.4K
$1.52M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-20- 0.47% |
$1.85K - $1.88K
|
4.21K
$391K
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-21- 0.23% |
$1.95K - $1.97K
|
8.92K
$828K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-34- 0.33% |
$3.15K - $3.19K
|
10.4K
$962K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-194- 7.64% |
$18K - $18.2K
|
2.35K
$218K
|
|
|
Jan 15, 2026
Q4 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-3.26K- 22.12% |
$302K - $306K
|
11.5K
$1.06M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-46.8K- 94.08% |
$4.34M - $4.39M
|
2.94K
$273K
|
|