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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
SELL
|
- |
-9.9K- 35.77% |
$487K - $505K
|
17.8K
$883K
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-10.4KClosed |
$512K - $531K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-10.5KClosed |
$515K - $534K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-10.8KClosed |
$530K - $550K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-10.8K- 4.38% |
$533K - $553K
|
236K
$11.7M
|
|
|
Apr 26, 2022
Q1 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-11.1KClosed |
$548K - $568K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-11.3K- 32.08% |
$558K - $578K
|
24K
$1.19M
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-12.2KClosed |
$598K - $620K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-13.6K- 1.96% |
$667K - $691K
|
679K
$33.7M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14.5KClosed |
$713K - $740K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-17.2KClosed |
$846K - $877K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-17.2KClosed |
$846K - $877K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-19.6KClosed |
$964K - $1M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-21.3KClosed |
$1.05M - $1.09M
|
0
$0
|
|
|
Aug 02, 2022
Q1 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-24.6K- 59.16% |
$1.21M - $1.25M
|
17K
$843K
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-28.9K- 98.84% |
$1.42M - $1.48M
|
339
$16.8K
|
|
|
Apr 14, 2022
Q1 2022
|
Townsend & Associates, Inc
|
SELL
|
- |
-29.7K- 42.92% |
$1.46M - $1.51M
|
39.5K
$1.96M
|
|
|
May 17, 2022
Q1 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-30.3KClosed |
$1.49M - $1.55M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-32.4K- 5.26% |
$1.6M - $1.66M
|
584K
$29M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-39.9K- 85.69% |
$1.96M - $2.04M
|
6.66K
$331K
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-45.8KClosed |
$2.25M - $2.34M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-52.5K- 97.22% |
$2.58M - $2.68M
|
1.5K
$74.5K
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-56.1K- 32.97% |
$2.76M - $2.86M
|
114K
$5.67M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-58.7K- 6.32% |
$2.89M - $2.99M
|
870K
$43.2M
|
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-61.8K- 66.31% |
$3.04M - $3.15M
|
31.4K
$1.56M
|
|
|
Apr 24, 2024
Q1 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-65.9K- 72.0% |
$3.24M - $3.36M
|
25.6K
$1.27M
|
|
|
May 11, 2022
Q1 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-68.2K- 98.83% |
$3.36M - $3.48M
|
805
$40K
|
|
|
Apr 20, 2022
Q1 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-84.8K- 85.89% |
$4.17M - $4.32M
|
13.9K
$692K
|
|
|
Apr 19, 2022
Q1 2022
|
Lvz, Inc.
|
SELL
|
- |
-87K- 49.38% |
$4.28M - $4.44M
|
89.1K
$4.43M
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-115K- 92.54% |
$5.67M - $5.88M
|
9.29K
$461K
|
|
|
May 02, 2022
Q1 2022
|
Conning Inc.
|
SELL
|
- |
-115KClosed |
$5.68M - $5.89M
|
0
$0
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-133K- 3.49% |
$6.53M - $6.77M
|
3.68M
$183M
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-169K- 89.47% |
$8.34M - $8.65M
|
19.9K
$990K
|
|
|
Jun 17, 2024
Q1 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-374K- 98.14% |
$18.4M - $19.1M
|
7.09K
$352K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-732K- 92.61% |
$36M - $37.4M
|
58.4K
$2.9M
|