Purchases and Sales Made in Q3 2025 in Ishares U S ETF Tr Int Rate He (LQDH)
This table provides information about the institutional ownership of Ishares U S ETF Tr Int Rate He (LQDH) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES U S ETF TR INT RATE HE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
60.4K+ 20.93% |
$5.56M - $5.65M
|
349K
$32.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
37.4K+ 104.28% |
$3.45M - $3.5M
|
73.4K
$6.81M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
36K+ 9.1% |
$3.32M - $3.37M
|
432K
$40M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
34.1K+ 4.14% |
$3.14M - $3.19M
|
858K
$79.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
19.1KNew |
$1.76M - $1.79M
|
19.1K
$1.77M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
13.6K+ 37.5% |
$1.25M - $1.27M
|
49.7K
$4.61M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.7K+ 175.84% |
$1.08M - $1.1M
|
18.4K
$1.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.1KNew |
$1.02M - $1.04M
|
11.1K
$1.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.6K+ 256.22% |
$975K - $990K
|
14.7K
$1.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.4K+ 30.77% |
$961K - $976K
|
44.3K
$4.11M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9K+ 43.36% |
$829K - $842K
|
29.8K
$2.76M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
8.94KNew |
$824K - $836K
|
8.94K
$830K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.27K+ 37.43% |
$669K - $680K
|
26.7K
$2.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
7.25K+ 119.5% |
$668K - $678K
|
13.3K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.19K+ 24.58% |
$662K - $672K
|
36.4K
$3.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
7.08K+ 5.62% |
$652K - $662K
|
133K
$12.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.73K+ 76.07% |
$620K - $630K
|
15.6K
$1.45M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
6.49K+ 5.27% |
$598K - $607K
|
130K
$12M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
6.21KNew |
$573K - $581K
|
6.21K
$577K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.4K+ 11.54% |
$497K - $505K
|
52.2K
$4.84M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.31K+ 5.2% |
$490K - $497K
|
107K
$9.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.88KNew |
$358K - $363K
|
3.88K
$360K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.83K+ 12.03% |
$261K - $265K
|
26.4K
$2.45M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.74K+ 16.83% |
$253K - $257K
|
19K
$1.77M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.68K+ 4.93% |
$247K - $251K
|
57.1K
$5.29M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.51K+ 31.75% |
$231K - $235K
|
10.4K
$965K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.3KNew |
$211K - $215K
|
2.3K
$213K
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.28KNew |
$210K - $214K
|
2.28K
$212K
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
BUY
|
- |
2.27KNew |
$209K - $213K
|
2.27K
$211K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.98K+ 7.56% |
$183K - $186K
|
28.2K
$2.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.96K+ 2.51% |
$180K - $183K
|
80K
$7.42M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.84K+ 25.17% |
$169K - $172K
|
9.13K
$847K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.8K+ 5.63% |
$166K - $168K
|
33.7K
$3.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.79K+ 12.93% |
$165K - $167K
|
15.6K
$1.45M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
1.64K+ 11.65% |
$151K - $154K
|
15.8K
$1.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.6K+ 2.97% |
$147K - $149K
|
55.3K
$5.13M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.02K+ 7.15% |
$93.5K - $95K
|
15.2K
$1.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
984+ 4.06% |
$90.7K - $92.1K
|
25.2K
$2.34M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
850+ 25.15% |
$78.3K - $79.5K
|
4.23K
$393K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
352+ 16.1% |
$32.4K - $32.9K
|
2.54K
$236K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
348+ 25.51% |
$32.1K - $32.6K
|
1.71K
$159K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
257+ 7.71% |
$23.7K - $24K
|
3.59K
$333K
|
|
|
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 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
100+ 2.19% |
$9.21K - $9.36K
|
4.66K
$433K
|
|
|
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
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
88+ 0.54% |
$8.11K - $8.23K
|
16.4K
$1.52M
|
|