Free Trial

iShares Interest Rate Hedged Corporate Bond ETF (LQDH) Institutional Ownership

→ FW: 234x Gain (From Weiss Ratings) (Ad)
Free LQDH Stock Alerts
$93.71
+0.10 (+0.11%)
(As of 05/3/2024 ET)
Compare
Stock AnalysisChartDividendHeadlinesHoldingsOwnership

Institutional Ownership Changes (13F Filings) for iShares Interest Rate Hedged Corporate Bond ETF (NYSEARCA:LQDH)

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$81.63M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$33.00M
Get LQDH Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Interest Rate Hedged Corporate Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

LQDH Institutional Buying and Selling by Quarter

iShares Interest Rate Hedged Corporate Bond ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2024Cliftonlarsonallen Wealth Advisors LLC11,123$1.05M0.0%-13.1%0.322%
5/1/2024 Janney Montgomery Scott LLC14,131$1.33M0.0%N/A0.410%
4/30/2024Commonwealth Equity Services LLC10,199$959K0.0%-16.9%0.296%
4/25/2024 Capital Investment Advisory Services LLC57,548$5.41M0.6%+106.3%1.693%
4/22/2024 Outlook Wealth Advisors LLC5,861$551K0.2%+31.4%0.172%
4/19/2024 KFG Wealth Management LLC54,180$5.10M2.1%-1.7%1.594%
4/17/2024 Trilogy Capital Inc.23,150$2.18M0.1%-19.2%0.681%
3/14/2024Leo Wealth LLC193,518$18.04M1.9%N/A6.560%
2/23/2024Beacon Financial Group123,373$11.48M1.4%N/A4.182%
2/20/2024Able Wealth Management LLC8,448$786K0.7%N/A0.286%
2/13/2024Trademark Financial Management LLC5,089$474K0.3%N/A0.173%
2/12/2024Scotia Capital Inc.55,554$5.17M0.0%+1.9%1.883%
2/9/2024Founders Financial Alliance LLC3,263$304K0.1%-18.4%0.111%
2/8/2024TrinityPoint Wealth LLC10,175$947K0.2%-13.8%0.345%
2/8/2024Guardian Capital Advisors LP2,504$233K0.0%-13.0%0.085%
2/7/2024 Cary Street Partners Investment Advisory LLC5,642$540K0.0%+1,179.4%0.191%
2/6/2024 Wealthcare Advisory Partners LLC12,330$1.15M0.0%-10.5%0.418%
2/6/2024 Signature Resources Capital Management LLC510$47K0.0%N/A0.017%
2/5/2024 Cary Street Partners Investment Advisory LLC5,642$540K0.2%+1,179.4%0.191%
2/5/2024Red Wave Investments LLC32,144$2.99M1.2%-26.7%1.090%
2/1/2024 Capital Investment Advisory Services LLC27,897$2.60M0.2%+6.3%0.946%
1/31/2024 KFG Wealth Management LLC55,144$5.13M2.3%+9.4%1.869%
1/29/2024 Outlook Wealth Advisors LLC4,459$415K0.1%N/A0.151%
1/24/2024Prime Capital Investment Advisors LLC4,274$398K0.0%+54.1%0.145%
1/19/2024 Sharkey Howes & Javer15,629$1.46M0.3%N/A0.530%
1/12/2024 Trilogy Capital Inc.28,639$2.67M0.2%-9.0%0.971%
11/15/2023Scotia Capital Inc.54,543$5.05M0.0%+6.9%1.849%
11/13/2023Jacobi Capital Management LLC2,863$265K0.0%N/A0.097%
11/13/2023LPL Financial LLC145,578$13.47M0.0%-1.9%4.935%
11/13/2023WCG Wealth Advisors LLC13,352$1.26M0.1%-2.0%0.453%
11/9/2023Prime Capital Investment Advisors LLC2,773$257K0.0%N/A0.094%
11/9/2023UBS Group AG31,431$2.91M0.0%-8.5%1.065%
11/8/2023Avantax Advisory Services Inc.3,477$322K0.0%N/A0.118%
11/7/2023Red Wave Investments LLC43,852$4.06M1.7%-11.4%1.487%
11/3/2023 Private Advisor Group LLC4,034$373K0.0%+44.4%0.137%
11/2/2023 Capital Investment Advisory Services LLC26,246$2.43M0.2%+71.3%0.890%
10/17/2023 KFG Wealth Management LLC50,406$4.67M2.5%-0.9%1.709%
10/16/2023 Trilogy Capital Inc.31,488$2.91M0.2%+0.6%1.067%
10/13/2023Cliftonlarsonallen Wealth Advisors LLC15,919$1.47M0.0%-8.8%0.540%
10/12/2023 Wealthcare Advisory Partners LLC13,783$1.28M0.1%-1.1%0.467%
FW: 234x Gain (Ad)

This coin is an essential building block for an ongoing financial revolution of massive dimensions. As a big part of this revolution, the big banks of the world must connect to the blockchain.

Click here.
8/14/2023Gallagher Fiduciary Advisors LLC78,839$7.33M0.6%+0.2%2.673%
8/14/2023Eqis Capital Management Inc.27,212$2.53M0.3%+5.7%0.922%
8/10/2023Cetera Advisors LLC2,359$219K0.0%-46.7%0.080%
8/7/2023Red Wave Investments LLC49,475$4.60M1.9%-2.8%1.677%
8/7/2023TrinityPoint Wealth LLC14,125$1.31M0.3%+2.7%0.479%
8/4/2023Atria Investments Inc51,423$4.78M0.1%-2.2%1.743%
8/3/2023AlphaStar Capital Management LLC9,906$921K0.1%N/A0.336%
8/3/2023Scotia Capital Inc.51,006$4.74M0.0%+3.4%1.729%
8/3/2023 WealthShield Partners LLC3,863$359K0.1%-73.9%0.131%
8/2/2023Bank of Montreal Can43,033$4M0.0%N/A1.459%
8/2/2023 Synergy Asset Management LLC93,834$8.72M2.2%N/A3.181%
7/31/2023LPL Financial LLC148,395$13.79M0.0%-7.0%5.030%
7/28/2023 Capital Investment Advisory Services LLC15,323$1.42M0.1%+23.2%0.519%
7/25/2023Leo Brokerage LLC187,357$17.39M2.0%+2.7%5.855%
7/24/2023 Trilogy Capital Inc.31,287$2.91M0.2%-3.5%0.978%
7/20/2023Acorn Financial Advisory Services Inc. ADV3,255$303K0.1%-18.9%0.102%
7/18/2023 KFG Wealth Management LLC50,889$4.73M2.8%+1.9%1.590%
7/17/2023 Wealthcare Advisory Partners LLC13,936$1.30M0.1%-93.8%0.436%
7/14/2023Cliftonlarsonallen Wealth Advisors LLC17,448$1.62M0.0%-4.7%0.545%
7/11/2023 Brookstone Capital Management2,763$255K0.0%-17.7%0.086%
5/16/2023Gallagher Fiduciary Advisors LLC78,685$7.21M0.6%N/A2.248%
5/11/2023Scotia Capital Inc.49,315$4.52M0.0%-3.7%1.409%
5/10/2023Atria Investments Inc52,573$4.82M0.1%-36.1%1.502%
5/10/2023Condor Capital Management51,678$4.74M0.6%+3.6%1.477%
5/10/2023LPL Financial LLC159,518$14.62M0.0%-16.5%4.558%
5/8/2023 Triumph Capital Management4,381$401K0.2%N/A0.125%
5/8/2023 WealthShield Partners LLC14,787$1.36M0.2%-40.0%0.422%
5/5/2023Assetmark Inc.201,582$18.47M0.1%+187.7%5.759%
5/5/2023Destination Wealth Management723,880$66.33M2.5%+6.2%20.682%
5/4/2023 Wealthcare Advisory Partners LLC223,108$20.44M0.9%+7.5%6.375%
5/4/2023 Wealthcare Capital Management LLC10,124$928K0.1%-10.7%0.289%
5/4/2023TrinityPoint Wealth LLC13,757$1.26M0.3%+2.9%0.393%
5/3/2023Integrated Wealth Concepts LLC6,827$626K0.0%N/A0.195%
5/2/2023Leo Brokerage LLC182,465$16.73M2.5%N/A5.213%
5/1/2023 Money Concepts Capital Corp7,507$281K0.0%+438.5%0.214%
4/28/2023 Janney Montgomery Scott LLC2,543$233K0.0%-47.4%0.073%
4/27/2023Southern Capital Advisors LLC51,621$4.73M3.5%+4.1%1.475%
4/26/2023Acorn Financial Advisory Services Inc. ADV4,013$368K0.1%-8.4%0.115%
4/25/2023Parallel Advisors LLC957$88K0.0%-41.8%0.027%
4/19/2023 Brookstone Capital Management3,356$308K0.0%-11.3%0.096%
4/17/2023 Trilogy Capital Inc.32,418$2.97M0.2%-6.8%0.926%
4/14/2023 KFG Wealth Management LLC49,938$4.57M3.2%+3.6%1.427%
4/13/2023 HMS Capital Management LLC136,606$12.52M7.9%-1.1%3.903%
4/13/2023Cliftonlarsonallen Wealth Advisors LLC18,304$1.68M0.0%-96.8%0.523%
3/6/2023Rockefeller Capital Management L.P.11,475$1.04M0.0%-6.4%0.302%
2/27/2023Gallagher Benefit Services Inc.82,932$7.51M1.6%N/A2.182%
2/15/2023Eqis Capital Management Inc.26,109$2.36M0.3%-2.3%0.687%
2/15/2023BOS Asset Management LLC4,714$427K0.4%N/A0.124%
2/14/2023Guardian Capital Advisors LP4,313$398K0.0%-9.6%0.114%
2/13/2023GeoWealth Management LLC20,863$1.89M0.2%-67.5%0.549%
FW: 234x Gain (Ad)

This coin is an essential building block for an ongoing financial revolution of massive dimensions. As a big part of this revolution, the big banks of the world must connect to the blockchain.

Click here.
2/13/2023 Wealthcare Advisory Partners LLC207,539$18.78M0.9%-1.4%5.462%
2/13/2023Destination Wealth Management681,473$61.67M2.5%-11.1%17.934%
2/10/2023Assetmark Inc.70,067$6.34M0.0%-18.2%1.844%
2/10/2023HRT Financial LP2,820$255K0.0%N/A0.074%
2/10/2023Advisor Group Holdings Inc.40,527$3.69M0.0%-70.0%1.067%
2/9/2023Scotia Capital Inc.51,234$4.64M0.0%+3.0%1.348%
2/9/2023 Trilogy Capital Inc.34,770$3.15M0.2%N/A0.915%
2/9/2023Mercer Global Advisors Inc. ADV69,767$6.31M0.0%-47.1%1.836%
2/8/2023 Raymond James Financial Services Advisors Inc.5,498$498K0.0%-9.5%0.145%
2/8/2023 Raymond James & Associates10,108$915K0.0%+7.3%0.266%
(Data available from 1/1/2016 forward)

LQDH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LQDH shares?

During the previous two years, 120 institutional investors and hedge funds held shares of iShares Interest Rate Hedged Corporate Bond ETF. The most heavily invested institutionals were Bank of America Corp DE ($355.45M), Richard Bernstein Advisors LLC ($130.80M), Destination Wealth Management ($66.33M), SimpliFi Inc. ($29.11M), F3Logic LLC ($28.12M), Wells Fargo & Company MN ($25.23M), and Capital Advantage Inc. ($22.40M).Learn more on LQDH's institutional investors.

Which institutional investors have been buying iShares Interest Rate Hedged Corporate Bond ETF stock?

Of the 90 institutional investors that purchased iShares Interest Rate Hedged Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Destination Wealth Management ($857.00K), Astor Investment Management LLC ($492.71K), AE Wealth Management LLC ($326.72K), F3Logic LLC ($316.89K), Wells Fargo & Company MN ($260.47K), Leo Brokerage LLC ($222.83K), and Bank of America Corp DE ($216.10K).

How much institutional buying is happening at iShares Interest Rate Hedged Corporate Bond ETF?

Institutional investors have bought a total of 5,323,387 shares in the last 24 months. This purchase volume represents approximately $487.23M in transactions.

Which iShares Interest Rate Hedged Corporate Bond ETF major shareholders have been selling company stock?

Of the 71 institutional investors that sold iShares Interest Rate Hedged Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Richard Bernstein Advisors LLC ($656.78K), Assetmark Inc. ($586.92K), Cliftonlarsonallen Wealth Advisors LLC ($562.73K), Astor Investment Management LLC ($344.17K), Envestnet Asset Management Inc. ($255.49K), AE Wealth Management LLC ($219.19K), and Wealthcare Advisory Partners LLC ($213.66K).

How much institutional selling is happening at iShares Interest Rate Hedged Corporate Bond ETF?

Institutional investors have sold a total of 4,327,342 shares in the last 24 months. This volume of shares sold represents approximately $391.72M in transactions.


Related Companies:
This page (NYSEARCA:LQDH) was last updated on 5/4/2024 by MarketBeat.com Staff

From Our Partners
Biden to Launch “FedNOW” [Move Your Money Now]
Priority Gold
Elon to Transform U.S. Economy?
Porter & Company
Global crypto currency reset (41 major banks signed up)
Stansberry Research
Automatic Income (from home)
Awesomely, LLC
Claim Your Complimentary Bitcoin Reward
Crypto Swap Profits
Could Your Accounts Be Frozen?
Allegiance Gold
FW: 234x Gain
Weiss Ratings
Stock-Picking AI Predicts #1 Stock of 2024
Altimetry