Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.74MNew |
$83.1M - $85.5M
|
1.74M
$86.1M
|
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
1.66MNew |
$79.5M - $81.9M
|
1.66M
$82.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
819K+ 94.14% |
$39.2M - $40.4M
|
1.69M
$83.8M
|
|
|
Aug 26, 2022
Q2 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
346KNew |
$16.6M - $17M
|
346K
$17.2M
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
259K+ 16124.0% |
$12.4M - $12.7M
|
260K
$12.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
258K+ 169.5% |
$12.4M - $12.7M
|
411K
$20.4M
|
|
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
223K+ 504.59% |
$10.7M - $11M
|
267K
$13.2M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
206K+ 321.69% |
$9.87M - $10.2M
|
270K
$13.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
169KNew |
$8.11M - $8.35M
|
169K
$8.41M
|
|
|
Aug 01, 2022
Q2 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
136KNew |
$6.51M - $6.7M
|
136K
$6.75M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
133K+ 3.61% |
$6.36M - $6.54M
|
3.81M
$189M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
133K+ 3.61% |
$6.36M - $6.54M
|
3.81M
$189M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
128K+ 18.67% |
$6.11M - $6.29M
|
812K
$40.3M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
119K+ 110.68% |
$5.68M - $5.85M
|
226K
$11.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
116KNew |
$5.55M - $5.72M
|
116K
$5.76M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
112K+ 308.91% |
$5.38M - $5.54M
|
149K
$7.38M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
102KNew |
$4.89M - $5.04M
|
102K
$5.07M
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
101K+ 10.37% |
$4.84M - $4.98M
|
1.08M
$53.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
88.1K+ 10.76% |
$4.22M - $4.34M
|
907K
$45M
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
64.5K+ 214.52% |
$3.09M - $3.18M
|
94.5K
$4.69M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
62.3K+ 91.03% |
$2.98M - $3.07M
|
131K
$6.49M
|
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
59.2KNew |
$2.84M - $2.92M
|
59.2K
$2.94M
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
59.2K+ 19.11% |
$2.83M - $2.92M
|
369K
$18.3M
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
46.5K+ 48.04% |
$2.23M - $2.29M
|
143K
$7.12M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
46.4K+ 65.17% |
$2.22M - $2.29M
|
118K
$5.84M
|
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
43.6K+ 256.29% |
$2.09M - $2.15M
|
60.7K
$3.01M
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
36.6K+ 11.93% |
$1.75M - $1.8M
|
343K
$17M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
36.4K+ 8.72% |
$1.74M - $1.79M
|
454K
$22.5M
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
35.1KNew |
$1.68M - $1.73M
|
35.1K
$1.74M
|
|
|
Aug 08, 2022
Q2 2022
|
Coombe, Bender & CO LLC
|
BUY
|
- |
31.2KNew |
$1.49M - $1.54M
|
31.2K
$1.55M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
30.1K+ 34.72% |
$1.44M - $1.48M
|
117K
$5.8M
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
29.7K+ 18.23% |
$1.42M - $1.46M
|
192K
$9.56M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
28.9K+ 98.57% |
$1.38M - $1.43M
|
58.3K
$2.89M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
25.8K+ 2.79% |
$1.23M - $1.27M
|
951K
$47.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
25K+ 4.37% |
$1.2M - $1.23M
|
597K
$29.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.7K+ 34.35% |
$1.18M - $1.22M
|
96.6K
$4.8M
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
23.9K+ 134.46% |
$1.14M - $1.18M
|
41.7K
$2.07M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
23.5K+ 6.13% |
$1.12M - $1.16M
|
406K
$20.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
20.6KNew |
$986K - $1.02M
|
20.6K
$1.02M
|
|
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
BUY
|
- |
18.7KNew |
$897K - $923K
|
18.7K
$930K
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
17.1K+ 11.81% |
$821K - $845K
|
162K
$8.06M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.7K+ 2.86% |
$801K - $825K
|
601K
$29.8M
|
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
16.1K+ 4745.72% |
$770K - $793K
|
16.4K
$816K
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.6K+ 55.1% |
$652K - $671K
|
38.3K
$1.9M
|
|
|
Jul 11, 2022
Q2 2022
|
Fc Advisory LLC
|
BUY
|
- |
13.3KNew |
$638K - $657K
|
13.3K
$662K
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.1K+ 55.1% |
$625K - $644K
|
36.8K
$1.83M
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.8K+ 57.62% |
$611K - $629K
|
34.9K
$1.73M
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
12.6KNew |
$605K - $623K
|
12.6K
$627K
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
12.5K+ 37.27% |
$599K - $617K
|
46.1K
$2.29M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11.8K+ 400.27% |
$566K - $583K
|
14.8K
$734K
|