Vista Cima Wealth Management LLC Ishares U S ETF Tr Int Rate He Transaction History

Vista Cima Wealth Management LLC

  • $120 Billion
  • Q3 2025

A detailed history of Vista Cima Wealth Management LLC transactions in Ishares U S ETF Tr Int Rate He stock. As of the latest transaction made, Vista Cima Wealth Management LLC holds 2,905 shares of LQDH stock, worth $269,584. This represents 0.23% of its overall portfolio holdings.

Number of Shares
2,905
Previous 2,814 3.23%
Holding current value
$269,584
Previous $260 Million 4.51%
% of portfolio
0.23%
Previous 0.24%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$92.14 - $93.55 $8,384 - $8,513
91 Added 3.23%
2,905 $272 Million
Q2 2025

Aug 11, 2025
BUY
$88.49 - $92.4 $7,079 - $7,392
80 Added 2.93%
2,814 $260 Million
Q1 2025

May 28, 2025
BUY
$92.03 - $93.95 $214,798 - $219,279
2,334 Added 583.5%
2,734 $252 Million
Q1 2025

May 15, 2025
SELL
$92.03 - $93.95 $182,219 - $186,021
-1,980 Reduced 83.19%
400 $252 Million
Q4 2024

Feb 14, 2025
BUY
$92.58 - $93.71 $220,340 - $223,029
2,380 New
2,380 $221 Million

Others Institutions Holding LQDH

# of Institutions
114
Shares Held
4.18M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U S ETF TR INT RATE HE

LQDH Quotes by TradingView
  • Ticker LQDH
  • Sector ETFs
  • Industry ETFs
More about LQDH
Track This Portfolio

Track Vista Cima Wealth Management LLC Portfolio

Follow Vista Cima Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vista Cima Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vista Cima Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email