Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
995KNew |
$51.5M - $51.7M
|
995K
$50.2M
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
668KNew |
$34.5M - $34.7M
|
668K
$33.7M
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
442K+ 174.66% |
$22.8M - $23M
|
695K
$35.1M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
385KNew |
$19.9M - $20M
|
385K
$19.4M
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
213KNew |
$11M - $11.1M
|
213K
$10.7M
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
117K+ 59.27% |
$6.04M - $6.07M
|
314K
$15.8M
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
96.7KNew |
$5M - $5.03M
|
96.7K
$4.88M
|
|
Jul 16, 2021
Q2 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
94.7K+ 13.58% |
$4.9M - $4.92M
|
792K
$40M
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
86.7K+ 25.21% |
$4.48M - $4.51M
|
431K
$21.7M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
79.1KNew |
$4.09M - $4.11M
|
79.1K
$3.99M
|
|
Jul 23, 2021
Q2 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
71.4K+ 60.77% |
$3.69M - $3.71M
|
189K
$9.52M
|
|
Aug 16, 2021
Q2 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
65KNew |
$3.36M - $3.38M
|
65K
$3.28M
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
BUY
|
- |
62.6KNew |
$3.23M - $3.25M
|
62.6K
$3.16M
|
|
Jul 23, 2021
Q2 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
61.7KNew |
$3.19M - $3.21M
|
61.7K
$3.11M
|
|
Jun 17, 2024
Q2 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
56K+ 18.15% |
$2.89M - $2.91M
|
364K
$18.4M
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
54.9K+ 18.73% |
$2.84M - $2.86M
|
348K
$17.6M
|
|
Jul 23, 2021
Q2 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
47.9K+ 26.48% |
$2.48M - $2.49M
|
229K
$11.5M
|
|
Aug 06, 2021
Q2 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
47.8K+ 11.43% |
$2.47M - $2.48M
|
466K
$23.5M
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
43.6K+ 5.99% |
$2.25M - $2.27M
|
772K
$39M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
41.9K+ 16.96% |
$2.17M - $2.18M
|
289K
$14.6M
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
41.1K+ 34.93% |
$2.13M - $2.14M
|
159K
$8.01M
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
37.3K+ 7.12% |
$1.93M - $1.94M
|
562K
$28.3M
|
|
Aug 13, 2021
Q2 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
36.7K+ 578.63% |
$1.9M - $1.91M
|
43.1K
$2.17M
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
32.4K+ 255.09% |
$1.68M - $1.68M
|
45.1K
$2.28M
|
|
Jul 26, 2021
Q2 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
31.9K+ 48.99% |
$1.65M - $1.66M
|
96.9K
$4.89M
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.2K+ 6.68% |
$1.46M - $1.47M
|
451K
$22.8M
|
|
Aug 13, 2021
Q2 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
23.9K+ 389.8% |
$1.23M - $1.24M
|
30K
$1.51M
|
|
Jul 12, 2021
Q2 2021
|
Dagco, Inc.
|
BUY
|
- |
22.8K+ 25.45% |
$1.18M - $1.18M
|
112K
$5.66M
|
|
Aug 06, 2021
Q2 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
21.9K+ 11.12% |
$1.13M - $1.14M
|
219K
$11M
|
|
Aug 16, 2021
Q2 2021
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
21.5KNew |
$1.11M - $1.12M
|
21.5K
$1.08M
|
|
Sep 24, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
20KNew |
$1.03M - $1.04M
|
20K
$1.01M
|
|
Aug 09, 2021
Q2 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
19.7K+ 8.96% |
$1.02M - $1.02M
|
239K
$12.1M
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
15.8K+ 225.32% |
$817K - $822K
|
22.8K
$1.15M
|
|
Aug 16, 2021
Q2 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
15.2K+ 130.46% |
$787K - $791K
|
26.9K
$1.36M
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.1K+ 25.71% |
$783K - $787K
|
74K
$3.73M
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.1K+ 4.7% |
$779K - $783K
|
336K
$16.9M
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.5K+ 102.18% |
$648K - $652K
|
24.8K
$1.25M
|
|
Jul 28, 2021
Q2 2021
|
Buffington Mohr Mc Neal
|
BUY
|
- |
10.8K+ 4.46% |
$557K - $560K
|
253K
$12.7M
|
|
Jul 29, 2021
Q2 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
10.4K+ 5.6% |
$540K - $543K
|
197K
$9.92M
|
|
Jul 21, 2021
Q2 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
10.1K+ 1.73% |
$520K - $523K
|
592K
$29.9M
|
|
Aug 13, 2021
Q2 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
8.75KNew |
$452K - $455K
|
8.75K
$441K
|
|
Jul 20, 2021
Q2 2021
|
Moulton Wealth Management, Inc
|
BUY
|
- |
8.37K+ 5.41% |
$432K - $435K
|
163K
$8.22M
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
7.42K+ 25.43% |
$383K - $385K
|
36.6K
$1.85M
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.37K+ 50.32% |
$381K - $383K
|
22K
$1.11M
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.73K+ 9.75% |
$348K - $350K
|
75.8K
$3.82M
|
|
Aug 11, 2021
Q2 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
6.69K+ 7.0% |
$346K - $348K
|
102K
$5.16M
|
|
Jul 28, 2021
Q2 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
6.34K+ 25.86% |
$328K - $330K
|
30.9K
$1.56M
|
|
Jul 13, 2021
Q2 2021
|
Hms Capital Management, LLC
|
BUY
|
- |
6.34K+ 14.56% |
$328K - $329K
|
49.9K
$2.52M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.16K+ 6.52% |
$318K - $320K
|
101K
$5.07M
|
|
Aug 17, 2021
Q2 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.95K+ 56.68% |
$308K - $309K
|
16.5K
$830K
|