Purchases and Sales Made in Q1 2022 in Ishares 0 5 Year Investment Gr (SLQD)
This table provides information about the institutional ownership of Ishares 0 5 Year Investment Gr (SLQD) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES 0-5 YEAR INVESTMENT GR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-745- 2.42% |
$36.6K - $38K
|
30K
$1.49M
|
|
|
May 12, 2022
Q1 2022
|
American Money Management, LLC
|
SELL
|
- |
-786- 1.12% |
$38.7K - $40.1K
|
69.1K
$3.43M
|
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-870- 6.83% |
$42.8K - $44.4K
|
11.9K
$590K
|
|
|
May 03, 2022
Q1 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-900- 5.65% |
$44.3K - $45.9K
|
15K
$746K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-916- 8.63% |
$45.1K - $46.7K
|
9.7K
$482K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1K- 40.47% |
$49.2K - $51K
|
1.47K
$73.1K
|
|
|
Apr 26, 2022
Q1 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.11K- 21.13% |
$54.5K - $56.5K
|
4.13K
$205K
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.2K- 3.94% |
$59.2K - $61.4K
|
29.3K
$1.46M
|
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.28K- 2.03% |
$63K - $65.4K
|
61.7K
$3.06M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.46K- 17.56% |
$71.6K - $74.3K
|
6.84K
$340K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.54K- 17.12% |
$75.9K - $78.8K
|
7.47K
$371K
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2K- 25.78% |
$98.2K - $102K
|
5.75K
$286K
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2K- 11.43% |
$98.4K - $102K
|
15.5K
$770K
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.19K- 14.63% |
$108K - $112K
|
12.8K
$634K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-2.29K- 52.78% |
$112K - $117K
|
2.05K
$102K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-2.47KClosed |
$121K - $126K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.56K- 53.7% |
$126K - $131K
|
2.21K
$110K
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
SELL
|
- |
-2.8K- 82.98% |
$138K - $143K
|
574
$28.5K
|
|
|
May 03, 2022
Q1 2022
|
Bray Capital Advisors
|
SELL
|
- |
-2.84K- 61.83% |
$139K - $145K
|
1.75K
$86.9K
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-2.84K- 76.45% |
$140K - $145K
|
875
$43.5K
|
|
|
Apr 25, 2022
Q1 2022
|
Life Planning Partners, Inc
|
SELL
|
- |
-3.14K- 6.8% |
$154K - $160K
|
43K
$2.14M
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-3.18K- 11.74% |
$157K - $162K
|
23.9K
$1.19M
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.25K- 10.42% |
$160K - $166K
|
27.9K
$1.39M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.31K- 4.61% |
$163K - $169K
|
68.5K
$3.4M
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-3.81KClosed |
$187K - $194K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.89K- 2.4% |
$191K - $198K
|
158K
$7.84M
|
|
|
May 03, 2022
Q1 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-3.92K- 22.04% |
$193K - $200K
|
13.9K
$689K
|
|
|
May 03, 2022
Q1 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-4.38K- 3.06% |
$216K - $224K
|
139K
$6.9M
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.66KClosed |
$229K - $238K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-4.93KClosed |
$242K - $251K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-5.01K- 48.02% |
$246K - $255K
|
5.42K
$269K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.24K- 21.31% |
$258K - $267K
|
19.3K
$961K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.28KClosed |
$260K - $269K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.61K- 7.3% |
$276K - $286K
|
71.2K
$3.54M
|
|
|
May 02, 2022
Q1 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-5.68K- 1.63% |
$280K - $290K
|
344K
$17.1M
|
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-5.88KClosed |
$289K - $300K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-6.35K- 26.38% |
$312K - $324K
|
17.7K
$881K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.41KClosed |
$315K - $327K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-6.51K- 28.49% |
$320K - $332K
|
16.4K
$812K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.78KClosed |
$334K - $346K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7K- 19.26% |
$344K - $357K
|
29.4K
$1.46M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-7.21KClosed |
$355K - $368K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-7.34K- 57.98% |
$361K - $375K
|
5.32K
$264K
|
|
|
May 13, 2022
Q1 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-7.62K- 12.2% |
$375K - $389K
|
54.8K
$2.72M
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8KClosed |
$394K - $408K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-8.42K- 4.72% |
$414K - $429K
|
170K
$8.43M
|
|
|
May 10, 2022
Q1 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-8.5K- 2.65% |
$418K - $434K
|
312K
$15.5M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-8.54K- 43.32% |
$420K - $436K
|
11.2K
$555K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.15K- 5.45% |
$450K - $467K
|
159K
$7.89M
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-9.47K- 55.27% |
$466K - $483K
|
7.67K
$381K
|