LQDW — ISHARES TR

Ownership history in Advisory Services Network, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in ISHARES TR (LQDW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 900 -1,847 -67.2% 0.00% $23K $23.80
2023 Q4 ADDED 2,747 +609 +28.5% 0.00% $81K $21.61
2023 Q1 ADDED 2,138 +1,538 +256.3% 0.00% $74K $21.75
2022 Q4 INITIATED 600 — — 0.00% $20K —
% of Fund (quarterly)    LQDW price (monthly, adj. close)

Other funds also holding LQDW

As of 2025 Q4 — sorted by position size

DOVER ADVISORS, LLC 3Y 0.2% Lloyd Advisory Services, LLC. 3Y 0.19% ARMSTRONG ADVISORY GROUP, INC 3Y 0.11% Prime Capital Investment Advisors, LLC 3Y 7Y 0.1% Comprehensive Financial Consultants Institutional, Inc. 3Y 0.09% SeaCrest Wealth Management, LLC 3Y 7Y 0.07% WealthShield Partners, LLC 3Y 7Y 0.07% Fortis Capital Advisors, LLC 3Y 0.06% Prosperity Consulting Group, LLC 3Y 0.03% Belpointe Asset Management LLC 3Y 7Y 0.01%
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