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 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.33K- 94.21% |
$214K - $218K
|
143
$13.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
100+ 2.19% |
$9.21K - $9.36K
|
4.66K
$433K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.3KNew |
$211K - $215K
|
2.3K
$213K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
12New |
$1.11K - $1.12K
|
12
$1.11K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.8K+ 5.63% |
$166K - $168K
|
33.7K
$3.13M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.31K+ 5.2% |
$490K - $497K
|
107K
$9.97M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
36K+ 9.1% |
$3.32M - $3.37M
|
432K
$40M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
112New |
$10.3K - $10.5K
|
112
$10.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.68K+ 4.93% |
$247K - $251K
|
57.1K
$5.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
1.64K+ 11.65% |
$151K - $154K
|
15.8K
$1.46M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
41+ 0.61% |
$3.78K - $3.84K
|
6.77K
$628K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-83- 0.82% |
$7.65K - $7.76K
|
10K
$931K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-798- 12.8% |
$73.5K - $74.7K
|
5.43K
$504K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9K+ 43.36% |
$829K - $842K
|
29.8K
$2.76M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
8+ 1.48% |
$737 - $748
|
550
$51K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-10- 62.5% |
$921 - $936
|
6
$557
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
984+ 4.06% |
$90.7K - $92.1K
|
25.2K
$2.34M
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
BUY
|
- |
2.27KNew |
$209K - $213K
|
2.27K
$211K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
185New |
$17K - $17.3K
|
185
$17.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-1.31K- 12.81% |
$120K - $122K
|
8.9K
$826K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
88+ 0.54% |
$8.11K - $8.23K
|
16.4K
$1.52M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.66K- 16.77% |
$153K - $155K
|
8.22K
$763K
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-3.43K- 10.76% |
$316K - $321K
|
28.5K
$2.64M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.74K+ 16.83% |
$253K - $257K
|
19K
$1.77M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
20New |
$1.84K - $1.87K
|
20
$1.86K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
175New |
$16.1K - $16.4K
|
175
$16.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
7.25K+ 119.5% |
$668K - $678K
|
13.3K
$1.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-62- 4.23% |
$5.71K - $5.8K
|
1.4K
$130K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.02K+ 7.15% |
$93.5K - $95K
|
15.2K
$1.41M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-3.33K- 18.46% |
$307K - $312K
|
14.7K
$1.37M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.51K+ 31.75% |
$231K - $235K
|
10.4K
$965K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
54+ 24.77% |
$4.98K - $5.05K
|
272
$25.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.84K+ 25.17% |
$169K - $172K
|
9.13K
$847K
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.79K+ 12.93% |
$165K - $167K
|
15.6K
$1.45M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
13.6K+ 37.5% |
$1.25M - $1.27M
|
49.7K
$4.61M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-16.4K- 23.62% |
$1.51M - $1.54M
|
53.1K
$4.93M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
244+ 1.05% |
$21.6K - $22.5K
|
23.6K
$2.19M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
17+ 0.72% |
$1.5K - $1.57K
|
2.37K
$220K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4+ 1.37% |
$354 - $370
|
297
$27.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-57.5K- 96.07% |
$5.09M - $5.31M
|
2.35K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.05K- 29.5% |
$92.9K - $97K
|
2.51K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
43.5KNew |
$3.85M - $4.02M
|
43.5K
$4.04M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.59KNew |
$318K - $332K
|
3.59K
$334K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
202+ 20200.0% |
$17.9K - $18.7K
|
203
$18.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
34New |
$3.01K - $3.14K
|
34
$3.16K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.52KNew |
$223K - $233K
|
2.52K
$234K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
305New |
$27K - $28.2K
|
305
$28.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.11K+ 18.88% |
$98.2K - $103K
|
6.99K
$649K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
48+ 3.82% |
$4.25K - $4.44K
|
1.3K
$121K
|
|