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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
12+ 300.0% |
$1.11K - $1.12K
|
16
$1.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
2.97KNew |
$275K - $279K
|
2.97K
$278K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-627- 0.62% |
$58K - $58.8K
|
100K
$9.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
32New |
$2.96K - $3K
|
32
$2.99K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
31.1KNew |
$2.88M - $2.91M
|
31.1K
$2.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.82KNew |
$261K - $264K
|
2.82K
$264K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.6K+ 25.89% |
$1.16M - $1.18M
|
61K
$5.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
710+ 3.7% |
$65.7K - $66.5K
|
19.9K
$1.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
348New |
$32.2K - $32.6K
|
348
$32.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.1K- 67.98% |
$1.03M - $1.04M
|
5.24K
$491K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.31K- 23.96% |
$121K - $123K
|
4.16K
$389K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
766+ 28.04% |
$70.9K - $71.8K
|
3.5K
$327K
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
5.66K+ 25.98% |
$524K - $530K
|
27.4K
$2.57M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.11K+ 658.75% |
$192K - $197K
|
2.43K
$227K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
28.4K+ 3.78% |
$2.58M - $2.65M
|
780K
$73M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.38KNew |
$670K - $688K
|
7.38K
$690K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.8K+ 88.3% |
$1.16M - $1.19M
|
27.2K
$2.54M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
7+ 1.75% |
$636 - $653
|
408
$38.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5New |
$454 - $467
|
5
$468
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
31.5K+ 118.12% |
$2.86M - $2.94M
|
58.1K
$5.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
227+ 1.88% |
$20.6K - $21.2K
|
12.3K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5+ 1.8% |
$454 - $467
|
283
$26.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-21.3K- 6.54% |
$1.93M - $1.99M
|
304K
$28.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.04K+ 4.92% |
$367K - $377K
|
86.3K
$8.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
525New |
$47.7K - $49K
|
525
$49.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.6K- 32.67% |
$1.05M - $1.08M
|
23.9K
$2.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.2KNew |
$1.65M - $1.7M
|
18.2K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.7K- 36.41% |
$975K - $1M
|
18.7K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.3KNew |
$2.38M - $2.45M
|
26.3K
$2.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.14K+ 0.99% |
$104K - $107K
|
116K
$10.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.33K+ 6.88% |
$303K - $311K
|
51.8K
$4.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-40- 11.43% |
$3.63K - $3.73K
|
310
$29K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
99+ 0.92% |
$8.99K - $9.24K
|
10.9K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.93K+ 6.89% |
$266K - $273K
|
45.3K
$4.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
432+ 9.57% |
$39.2K - $40.3K
|
4.95K
$463K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.35K- 6.18% |
$123K - $126K
|
20.5K
$1.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.6K+ 249.6% |
$1.42M - $1.46M
|
21.8K
$2.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
856+ 5.03% |
$77.8K - $79.9K
|
17.9K
$1.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.88K- 6.76% |
$171K - $175K
|
25.9K
$2.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-489- 3.4% |
$44.4K - $45.6K
|
13.9K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
428+ 10.48% |
$38.9K - $39.9K
|
4.51K
$422K
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
665+ 27.1% |
$60.4K - $62K
|
3.12K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
52New |
$4.72K - $4.85K
|
52
$4.87K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-17K- 14.77% |
$1.54M - $1.58M
|
97.9K
$9.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
390+ 31.71% |
$35.4K - $36.4K
|
1.62K
$152K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
298New |
$27.1K - $27.8K
|
298
$27.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
229+ 34.28% |
$20.8K - $21.4K
|
897
$84K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.8K+ 8.17% |
$1.61M - $1.66M
|
235K
$22M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
480New |
$43.6K - $44.8K
|
480
$44.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 0.42% |
$273 - $280
|
712
$66.6K
|
|