Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-593- 17.67% |
$53.5K - $55.1K
|
2.76K
$250K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-68- 57.63% |
$6.13K - $6.32K
|
50
$4.53K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-8- 10.0% |
$721 - $744
|
72
$6.52K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-9K- 60.81% |
$808K - $840K
|
5.8K
$525K
|
|
|
Apr 13, 2023
Q1 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-1.53K- 1.11% |
$137K - $142K
|
137K
$12.4M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.22K- 10.73% |
$109K - $114K
|
10.1K
$917K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-663- 90.33% |
$59.5K - $61.8K
|
71
$6.43K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-553K- 98.89% |
$48.5M - $50.9M
|
6.18K
$560K
|
|
|
Feb 01, 2023
Q4 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-344K- 69.85% |
$30.2M - $31.7M
|
149K
$13.5M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-234K- 73.83% |
$20.5M - $21.5M
|
82.9K
$7.51M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-219K- 67.09% |
$19.2M - $20.2M
|
108K
$9.74M
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-89.8K- 66.16% |
$7.89M - $8.27M
|
45.9K
$4.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-43.3K- 67.47% |
$3.8M - $3.99M
|
20.9K
$1.89M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-30K- 67.44% |
$2.63M - $2.76M
|
14.5K
$1.31M
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-19.3K- 67.87% |
$1.7M - $1.78M
|
9.15K
$829K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.4K- 55.42% |
$1.62M - $1.7M
|
14.8K
$1.34M
|
|
|
Feb 06, 2023
Q4 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-12.2K- 76.92% |
$1.07M - $1.12M
|
3.66K
$332K
|
|
|
Jan 17, 2023
Q4 2022
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-8.13K- 30.04% |
$713K - $748K
|
18.9K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.97K- 65.54% |
$612K - $642K
|
3.66K
$332K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-6.4K- 71.3% |
$562K - $590K
|
2.58K
$233K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-5.95K- 68.92% |
$522K - $548K
|
2.68K
$243K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.59K- 67.24% |
$491K - $515K
|
2.73K
$247K
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.14K- 29.31% |
$100K - $105K
|
2.75K
$249K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-81- 3.28% |
$7.11K - $7.46K
|
2.39K
$216K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-20- 83.33% |
$1.76K - $1.84K
|
4
$362
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.45M- 99.99% |
$128M - $134M
|
113
$10.2K
|
|
|
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-62.5K- 99.49% |
$5.51M - $5.77M
|
323
$29.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Simpli Fi, Inc.
|
SELL
|
- |
-14.8K- 4.31% |
$1.3M - $1.36M
|
328K
$29.7M
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-14.5K- 58.35% |
$1.28M - $1.34M
|
10.4K
$940K
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-11.6K- 77.53% |
$1.03M - $1.07M
|
3.38K
$306K
|
|
|
Oct 31, 2022
Q3 2022
|
Capital Advantage, Inc.
|
SELL
|
- |
-11.3K- 4.28% |
$996K - $1.04M
|
252K
$22.9M
|
|
|
Oct 12, 2022
Q3 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-2.22K- 43.3% |
$196K - $205K
|
2.91K
$264K
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-702- 22.75% |
$61.9K - $64.8K
|
2.38K
$216K
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
SELL
|
- |
-312- 3.03% |
$27.5K - $28.8K
|
9.97K
$903K
|
|
| Q2 2022 | |||||||
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-89.4KClosed |
$8.05M - $8.41M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-20.1KClosed |
$1.81M - $1.89M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16.9K- 37.68% |
$1.53M - $1.59M
|
28K
$2.54M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14.1KClosed |
$1.27M - $1.32M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-11.9K- 30.71% |
$1.07M - $1.12M
|
26.9K
$2.43M
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-8.13KClosed |
$732K - $765K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.53K- 99.71% |
$588K - $614K
|
19
$1.72K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
SELL
|
- |
-4.59KClosed |
$413K - $432K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Patron Partners, LLC
|
SELL
|
- |
-3.34K- 35.76% |
$301K - $314K
|
6K
$544K
|
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-3.18KClosed |
$287K - $299K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.49KClosed |
$224K - $234K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.23KClosed |
$200K - $209K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.4K- 13.73% |
$127K - $132K
|
8.82K
$799K
|
|
|
Aug 12, 2022
Q2 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1.4KClosed |
$126K - $132K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.24KClosed |
$112K - $117K
|
0
$0
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-995- 12.85% |
$89.6K - $93.6K
|
6.75K
$611K
|
|