Purchases and Sales Made in Q2 2022 in Ishares 0 5 Year Investment Gr (SLQD)

SLQD Quotes by TradingView

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
Jul 07, 2022 Q2 2022
Astoria Portfolio Advisors Llc.

BUY
 -
11.2K
New
$538K - $554K
11.2K $558K
Jul 15, 2022 Q2 2022
Rosenberg Matthew Hamilton

BUY
 -
10.9K
+ 9.0%
$523K - $539K
132K $6.57M
Aug 12, 2022 Q2 2022
Vista Investment Management

Pittsburgh, PA
BUY
 -
10.2K
+ 122.33%
$486K - $501K
18.5K $917K
Aug 01, 2022 Q2 2022
Bray Capital Advisors

BUY
 -
9.95K
+ 568.29%
$476K - $490K
11.7K $581K
Jul 29, 2022 Q2 2022
Greenup Street Wealth Management LLC

BUY
 -
8.21K
New
$393K - $405K
8.21K $408K
Jul 22, 2022 Q2 2022
Truist Financial Corp

BUY
 -
7.78K
+ 20.4%
$373K - $384K
45.9K $2.28M
Aug 15, 2022 Q2 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
7.69K
New
$368K - $379K
7.69K $382K
Jul 20, 2022 Q2 2022
Security Financial Services, Inc.

BUY
 -
6.72K
+ 119.13%
$322K - $331K
12.4K $614K
Aug 15, 2022 Q2 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
5.39K
+ 26.51%
$258K - $266K
25.7K $1.28M
Aug 11, 2022 Q2 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
5.24K
+ 8.83%
$251K - $258K
64.6K $3.21M
Aug 04, 2022 Q2 2022
Northwestern Mutual Wealth Management CO

BUY
 -
4.8K
+ 64.16%
$230K - $236K
12.3K $609K
Jul 22, 2022 Q2 2022
Madison Wealth Partners, Inc

BUY
 -
4.72K
New
$226K - $233K
4.72K $235K
Jun 17, 2024 Q2 2022
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
4.69K
New
$225K - $231K
4.69K $233K
Jul 25, 2022 Q2 2022
Proffitt & Goodson Inc

BUY
 -
4.55K
+ 303.13%
$218K - $224K
6.05K $300K
Jul 19, 2022 Q2 2022
Sawtooth Solutions, LLC

BUY
 -
4.51K
New
$216K - $222K
4.51K $224K
Jul 06, 2022 Q2 2022
Centric Wealth Management

BUY
 -
4.5K
New
$215K - $222K
4.5K $224K
Aug 04, 2022 Q2 2022
Walkner Condon Financial Advisors LLC

BUY
 -
4.28K
+ 38.24%
$205K - $211K
15.5K $768K
Aug 10, 2022 Q2 2022
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
4.26K
New
$204K - $210K
4.26K $212K
Jul 11, 2022 Q2 2022
Prosperity Planning, Inc.

BUY
 -
4.22K
New
$202K - $208K
4.22K $210K
Aug 15, 2022 Q2 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
4.21K
New
$201K - $207K
4.21K $209K
Jul 22, 2022 Q2 2022
Arjuna Capital

BUY
 -
3.99K
New
$191K - $197K
3.99K $198K
Mar 20, 2023 Q2 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
3.69K
+ 19.71%
$177K - $182K
22.4K $1.11M
Aug 12, 2022 Q2 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
3.43K
+ 42.03%
$164K - $169K
11.6K $575K
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
BUY
 -
2.95K
+ 42.13%
$141K - $146K
9.96K $495K
Jul 18, 2022 Q2 2022
Investment Advisory Group, LLC

BUY
 -
2.93K
+ 47.84%
$140K - $144K
9.06K $450K
Aug 15, 2022 Q2 2022
Endowment Wealth Management, Inc.

Appleton, WI
BUY
 -
2.87K
+ 46.81%
$137K - $141K
8.99K $446K
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
2.51K
New
$120K - $124K
2.51K $125K
Aug 05, 2022 Q2 2022
Scotia Capital Inc.

BUY
 -
2.16K
+ 3.41%
$103K - $106K
65.4K $3.25M
Aug 09, 2022 Q2 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
2K
New
$95.7K - $98.6K
2K $99.3K
Aug 03, 2022 Q2 2022
Assetmark, Inc

BUY
 -
1.72K
+ 1.08%
$82.2K - $84.7K
162K $8.02M
Aug 09, 2022 Q2 2022
Central Trust CO

Jefferson City, MO
BUY
 -
1.5K
New
$71.8K - $73.9K
1.5K $74.5K
Jul 27, 2022 Q2 2022
Clear Creek Financial Management, LLC

BUY
 -
1.46K
+ 32.89%
$69.9K - $72K
5.9K $293K
Aug 12, 2022 Q2 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
1.34K
+ 260.62%
$64K - $65.9K
1.85K $91.9K
Aug 12, 2022 Q2 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
1.28K
+ 6.77%
$61.3K - $63.1K
20.2K $1M
Aug 04, 2022 Q2 2022
Capital Advisors Wealth Management, LLC

BUY
 -
1.14K
+ 9.99%
$54.7K - $56.3K
12.6K $625K
Aug 05, 2022 Q2 2022
Lex Aurum Advisors, LLC

BUY
 -
1.01K
+ 18.88%
$48.5K - $50K
6.38K $317K
Aug 05, 2022 Q2 2022
Wolff Financial Management LLC

BUY
 -
947
+ 0.68%
$45.3K - $46.7K
140K $6.95M
Aug 15, 2022 Q2 2022
Eaton Vance Management

Boston, MA
BUY
 -
926
+ 1.59%
$44.3K - $45.6K
59.3K $2.95M
Aug 04, 2022 Q2 2022
Sierra Capital LLC

BUY
 -
772
+ 1.54%
$37K - $38.1K
51K $2.54M
Aug 02, 2022 Q2 2022
Avantax Advisory Services, Inc.

BUY
 -
604
+ 14.93%
$28.9K - $29.8K
4.65K $231K
Aug 09, 2022 Q2 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
479
+ 9.95%
$22.9K - $23.6K
5.29K $263K
May 11, 2023 Q2 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
397
+ 763.46%
$19K - $19.6K
449 $22.3K
Jul 29, 2022 Q2 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
392
New
$18.8K - $19.3K
392 $19.5K
Aug 11, 2022 Q2 2022
Biondo Investment Advisors, LLC

Milford, PA
BUY
 -
340
+ 1.57%
$16.3K - $16.8K
22K $1.09M
Aug 09, 2022 Q2 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
294
+ 2.1%
$14.1K - $14.5K
14.3K $710K
Jul 13, 2022 Q2 2022
Allworth Financial LP

BUY
 -
294
+ 8.17%
$14.1K - $14.5K
3.89K $193K
Aug 11, 2022 Q2 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
195
+ 2.01%
$9.33K - $9.61K
9.9K $492K
Aug 02, 2022 Q2 2022
First Horizon Advisors, Inc.

BUY
 -
90
New
$4.31K - $4.44K
90 $4.47K
Apr 19, 2024 Q2 2022
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
82
+ 1.33%
$3.93K - $4.04K
6.23K $310K

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