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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
771+ 14.46% |
$68.2K - $71.2K
|
6.1K
$566K
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
290+ 8.18% |
$25.7K - $26.8K
|
3.83K
$356K
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
13.2KNew |
$1.17M - $1.22M
|
13.2K
$1.23M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-275- 1.46% |
$24.3K - $25.4K
|
18.5K
$1.72M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
839+ 96.22% |
$74.2K - $77.5K
|
1.71K
$159K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 1.9% |
$265 - $277
|
161
$14.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 3.23% |
$88.5 - $92.4
|
32
$2.97K
|
|
|
Jul 31, 2025
Q2 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.06K- 4.43% |
$93.4K - $97.6K
|
22.8K
$2.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-28- 1.12% |
$2.48K - $2.59K
|
2.46K
$229K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.42KNew |
$214K - $224K
|
2.42K
$224K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.46KNew |
$410K - $419K
|
4.46K
$414K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
66New |
$6.07K - $6.2K
|
66
$6.12K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
466New |
$42.9K - $43.8K
|
466
$43.2K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.86KNew |
$355K - $362K
|
3.86K
$358K
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-4.8K- 40.25% |
$441K - $451K
|
7.12K
$661K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5New |
$460 - $470
|
5
$464
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
6.29KNew |
$579K - $591K
|
6.29K
$584K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11KNew |
$1.02M - $1.04M
|
11K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
10.5KNew |
$966K - $986K
|
10.5K
$974K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3New |
$276 - $282
|
3
$278
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.65KNew |
$245K - $248K
|
2.65K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-2.97K- 30.53% |
$275K - $278K
|
6.76K
$627K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.8KNew |
$352K - $356K
|
3.8K
$352K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.55KNew |
$236K - $239K
|
2.55K
$237K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.03KNew |
$281K - $284K
|
3.03K
$281K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.86K+ 38.82% |
$265K - $268K
|
10.2K
$950K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
5New |
$463 - $469
|
5
$464
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
68+ 2.14% |
$6.3K - $6.37K
|
3.25K
$301K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4New |
$370 - $375
|
4
$371
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
32New |
$2.96K - $3K
|
32
$2.97K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
348New |
$32.2K - $32.6K
|
348
$32.3K
|
|
| Q3 2024 | |||||||
|
May 19, 2025
Q3 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-3.44K- 46.45% |
$313K - $321K
|
3.97K
$368K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5New |
$454 - $467
|
5
$464
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.35K- 6.18% |
$123K - $126K
|
20.5K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
665+ 27.1% |
$60.4K - $62K
|
3.12K
$289K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 0.42% |
$273 - $280
|
712
$66.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
25.9KNew |
$2.36M - $2.42M
|
25.9K
$2.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.2KNew |
$1.29M - $1.32M
|
14.2K
$1.32M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
87New |
$7.9K - $8.12K
|
87
$8.07K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
138KNew |
$12.5M - $12.8M
|
138K
$12.8M
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11- 12.36% |
$1.02K - $1.04K
|
78
$7.24K
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
3.56K+ 6.57% |
$331K - $335K
|
57.7K
$5.36M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-309- 2.78% |
$28.7K - $29.1K
|
10.8K
$1M
|
|
| Q1 2024 | |||||||
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 6.25% |
$92.5 - $94.3
|
17
$1.58K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-454- 10.3% |
$42K - $42.8K
|
3.96K
$367K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-77- 88.51% |
$7.12K - $7.26K
|
10
$928
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-515- 12.44% |
$47.6K - $48.6K
|
3.63K
$336K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
843+ 26.73% |
$77.9K - $79.5K
|
4K
$371K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6New |
$555 - $566
|
6
$557
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
3+ 2.7% |
$277 - $283
|
114
$10.6K
|
|