Latest Institutional Purchases of Ishares U S ETF Tr Int Rate He (LQDH)
This list provides information on the latest institutional transactions involving Ishares U S ETF Tr Int Rate He (LQDH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
31.1KNew |
$2.88M - $2.91M
|
31.1K
$2.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
28KNew |
$2.59M - $2.62M
|
28K
$2.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.6K+ 5.37% |
$1.17M - $1.18M
|
248K
$23.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.6K+ 25.89% |
$1.16M - $1.18M
|
61K
$5.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.7K+ 42.88% |
$1.08M - $1.09M
|
38.9K
$3.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.9K+ 58.14% |
$1.01M - $1.02M
|
29.6K
$2.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
9.4K+ 1.21% |
$870K - $880K
|
789K
$73.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
8.8KNew |
$815K - $825K
|
8.8K
$825K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
8.45K+ 3.89% |
$783K - $792K
|
226K
$21.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
5.66K+ 25.98% |
$524K - $530K
|
27.4K
$2.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
5.09K+ 8.75% |
$471K - $477K
|
63.2K
$5.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.74K+ 1.56% |
$439K - $444K
|
309K
$28.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.09K+ 24.21% |
$379K - $384K
|
21K
$1.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.8KNew |
$352K - $356K
|
3.8K
$356K
|
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
3.62KNew |
$335K - $339K
|
3.62K
$339K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.03KNew |
$281K - $284K
|
3.03K
$284K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
2.97KNew |
$275K - $279K
|
2.97K
$279K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.86K+ 38.82% |
$265K - $268K
|
10.2K
$959K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.82KNew |
$261K - $264K
|
2.82K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.65KNew |
$245K - $248K
|
2.65K
$248K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.55KNew |
$236K - $239K
|
2.55K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
2.38KNew |
$220K - $223K
|
2.38K
$223K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.98K+ 11.09% |
$184K - $186K
|
19.9K
$1.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.42K+ 12.99% |
$131K - $133K
|
12.3K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.26K+ 10.21% |
$116K - $118K
|
13.6K
$1.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
766+ 28.04% |
$70.9K - $71.8K
|
3.5K
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
712+ 2.93% |
$65.9K - $66.7K
|
25K
$2.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
710+ 3.7% |
$65.7K - $66.5K
|
19.9K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
374+ 0.72% |
$34.6K - $35K
|
52.2K
$4.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
348New |
$32.2K - $32.6K
|
348
$32.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
193+ 3.9% |
$17.9K - $18.1K
|
5.14K
$481K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
112+ 4.61% |
$10.4K - $10.5K
|
2.54K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
78+ 19.12% |
$7.22K - $7.31K
|
486
$45.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
68+ 2.14% |
$6.3K - $6.37K
|
3.25K
$304K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
43+ 8.96% |
$3.98K - $4.03K
|
523
$49K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
32New |
$2.96K - $3K
|
32
$3K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
12+ 300.0% |
$1.11K - $1.12K
|
16
$1.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8+ 2.13% |
$741 - $750
|
383
$35.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7+ 2.47% |
$648 - $656
|
290
$27.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
5New |
$463 - $469
|
5
$469
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4New |
$370 - $375
|
4
$375
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 1.96% |
$278 - $281
|
156
$14.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1New |
$92.6 - $93.7
|
1
$93.7
|
|
| Q3 2024 | |||||||
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
138KNew |
$12.5M - $12.8M
|
138K
$12.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
25.9KNew |
$2.36M - $2.42M
|
25.9K
$2.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.2KNew |
$1.29M - $1.32M
|
14.2K
$1.33M
|
|
|
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
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
428+ 10.48% |
$38.9K - $39.9K
|
4.51K
$423K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
390+ 31.71% |
$35.4K - $36.4K
|
1.62K
$152K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
229+ 34.28% |
$20.8K - $21.4K
|
897
$84.1K
|
|