Latest Institutional Transactions on Ishares U S ETF Tr Int Rate He (LQDH)
This table provides information on the latest institutional transactions involving Ishares U S ETF Tr Int Rate He (LQDH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-126- 2.38% |
$11.6K - $11.8K
|
5.18K
$480K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.1KNew |
$1.02M - $1.04M
|
11.1K
$1.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-38K- 11.81% |
$3.5M - $3.56M
|
284K
$26.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-128K- 53.17% |
$11.8M - $12M
|
113K
$10.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.4K+ 30.77% |
$961K - $976K
|
44.3K
$4.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.88KNew |
$358K - $363K
|
3.88K
$360K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.19K+ 24.58% |
$662K - $672K
|
36.4K
$3.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-797- 0.52% |
$73.4K - $74.6K
|
152K
$14.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.9K- 22.3% |
$1.38M - $1.4M
|
52K
$4.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
7.08K+ 5.62% |
$652K - $662K
|
133K
$12.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.96K+ 2.51% |
$180K - $183K
|
80K
$7.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
40+ 1.44% |
$3.69K - $3.74K
|
2.82K
$262K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
57New |
$5.25K - $5.33K
|
57
$5.29K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
37.4K+ 104.28% |
$3.45M - $3.5M
|
73.4K
$6.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
104New |
$9.58K - $9.73K
|
104
$9.65K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
6.21KNew |
$573K - $581K
|
6.21K
$577K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-417- 1.62% |
$38.4K - $39K
|
25.3K
$2.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.27K+ 37.43% |
$669K - $680K
|
26.7K
$2.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.23K- 36.52% |
$205K - $208K
|
3.87K
$359K
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
34.1K+ 4.14% |
$3.14M - $3.19M
|
858K
$79.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
19.1KNew |
$1.76M - $1.79M
|
19.1K
$1.77M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-134- 0.67% |
$12.3K - $12.5K
|
19.8K
$1.84M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
6.49K+ 5.27% |
$598K - $607K
|
130K
$12M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-401- 97.57% |
$36.9K - $37.5K
|
10
$928
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.6K+ 2.97% |
$147K - $149K
|
55.3K
$5.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
83+ 2.81% |
$7.65K - $7.76K
|
3.04K
$282K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
83+ 2.8% |
$7.65K - $7.76K
|
3.05K
$283K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
15+ 4.9% |
$1.38K - $1.4K
|
321
$29.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.6K+ 256.22% |
$975K - $990K
|
14.7K
$1.37M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.73K+ 76.07% |
$620K - $630K
|
15.6K
$1.45M
|
|
|
Nov 13, 2025
Q3 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
91+ 3.23% |
$8.38K - $8.51K
|
2.91K
$270K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
60.4K+ 20.93% |
$5.56M - $5.65M
|
349K
$32.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-70- 59.32% |
$6.45K - $6.55K
|
48
$4.45K
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.28KNew |
$210K - $214K
|
2.28K
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.98K+ 7.56% |
$183K - $186K
|
28.2K
$2.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
82+ 0.54% |
$7.56K - $7.67K
|
15.4K
$1.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
100+ 100.0% |
$9.21K - $9.36K
|
200
$18.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.27K- 32.15% |
$117K - $119K
|
2.68K
$249K
|
|
|
Nov 12, 2025
Q3 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-816- 27.45% |
$75.2K - $76.3K
|
2.16K
$200K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
352+ 16.1% |
$32.4K - $32.9K
|
2.54K
$236K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-34- 54.84% |
$3.13K - $3.18K
|
28
$2.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
257+ 7.71% |
$23.7K - $24K
|
3.59K
$333K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.4K+ 11.54% |
$497K - $505K
|
52.2K
$4.84M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
850+ 25.15% |
$78.3K - $79.5K
|
4.23K
$393K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
65+ 1.44% |
$5.99K - $6.08K
|
4.58K
$425K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-64- 1.22% |
$5.9K - $5.99K
|
5.18K
$481K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.7K+ 175.84% |
$1.08M - $1.1M
|
18.4K
$1.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
348+ 25.51% |
$32.1K - $32.6K
|
1.71K
$159K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
8.94KNew |
$824K - $836K
|
8.94K
$830K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-42.6K- 53.89% |
$3.92M - $3.98M
|
36.4K
$3.38M
|
|