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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
185New |
$17K - $17.3K
|
185
$17.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
175New |
$16.1K - $16.4K
|
175
$16.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
112New |
$10.3K - $10.5K
|
112
$10.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
104New |
$9.58K - $9.73K
|
104
$9.65K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
100+ 100.0% |
$9.21K - $9.36K
|
200
$18.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
91+ 3.23% |
$8.38K - $8.51K
|
2.91K
$270K
|
|
|
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
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
83+ 2.81% |
$7.65K - $7.76K
|
3.04K
$282K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
82+ 0.54% |
$7.56K - $7.67K
|
15.4K
$1.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
57New |
$5.25K - $5.33K
|
57
$5.29K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
54+ 24.77% |
$4.98K - $5.05K
|
272
$25.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
41+ 0.61% |
$3.78K - $3.84K
|
6.77K
$628K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
40+ 1.44% |
$3.69K - $3.74K
|
2.82K
$262K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
20New |
$1.84K - $1.87K
|
20
$1.86K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
15+ 4.9% |
$1.38K - $1.4K
|
321
$29.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
12New |
$1.11K - $1.12K
|
12
$1.11K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
8+ 1.48% |
$737 - $748
|
550
$51K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
43.5KNew |
$3.85M - $4.02M
|
43.5K
$4.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
13.2KNew |
$1.17M - $1.22M
|
13.2K
$1.23M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.59KNew |
$318K - $332K
|
3.59K
$334K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.52KNew |
$223K - $233K
|
2.52K
$234K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.42KNew |
$214K - $224K
|
2.42K
$224K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.11K+ 18.88% |
$98.2K - $103K
|
6.99K
$649K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
839+ 96.22% |
$74.2K - $77.5K
|
1.71K
$159K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
771+ 14.46% |
$68.2K - $71.2K
|
6.1K
$566K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
305New |
$27K - $28.2K
|
305
$28.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
290+ 8.18% |
$25.7K - $26.8K
|
3.83K
$356K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
244+ 1.05% |
$21.6K - $22.5K
|
23.6K
$2.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
202+ 20200.0% |
$17.9K - $18.7K
|
203
$18.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
48+ 3.82% |
$4.25K - $4.44K
|
1.3K
$121K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
34New |
$3.01K - $3.14K
|
34
$3.16K
|
|
|
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 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 1.9% |
$265 - $277
|
161
$14.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
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 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
6.29KNew |
$579K - $591K
|
6.29K
$584K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.46KNew |
$410K - $419K
|
4.46K
$414K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.86KNew |
$355K - $362K
|
3.86K
$358K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
466New |
$42.9K - $43.8K
|
466
$43.2K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
66New |
$6.07K - $6.2K
|
66
$6.12K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3New |
$276 - $282
|
3
$278
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.8KNew |
$352K - $356K
|
3.8K
$352K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.03KNew |
$281K - $284K
|
3.03K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.65KNew |
$245K - $248K
|
2.65K
$246K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.55KNew |
$236K - $239K
|
2.55K
$237K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
348New |
$32.2K - $32.6K
|
348
$32.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
68+ 2.14% |
$6.3K - $6.37K
|
3.25K
$301K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
32New |
$2.96K - $3K
|
32
$2.97K
|
|