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 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.21KClosed |
$106K - $109K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-2.24KClosed |
$107K - $110K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-2.26K- 10.97% |
$108K - $111K
|
18.4K
$911K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.51KClosed |
$120K - $124K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.62K- 48.34% |
$125K - $129K
|
2.8K
$139K
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.71K- 9.73% |
$130K - $134K
|
25.2K
$1.25M
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-2.77K- 7.18% |
$133K - $136K
|
35.8K
$1.78M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.9K- 43.52% |
$139K - $143K
|
3.76K
$187K
|
|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-3.03K- 20.13% |
$145K - $149K
|
12K
$596K
|
|
|
Jul 28, 2022
Q2 2022
|
Dagco, Inc.
|
SELL
|
- |
-3.08K- 2.17% |
$147K - $152K
|
139K
$6.9M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.19K- 9.53% |
$153K - $157K
|
30.3K
$1.51M
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-3.26K- 3.99% |
$156K - $161K
|
78.3K
$3.89M
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.34K- 43.5% |
$160K - $164K
|
4.33K
$215K
|
|
|
Aug 25, 2022
Q2 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-3.36KClosed |
$161K - $166K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-3.81K- 28.03% |
$182K - $188K
|
9.77K
$485K
|
|
|
Aug 02, 2022
Q2 2022
|
American Money Management, LLC
|
SELL
|
- |
-3.85K- 5.56% |
$184K - $190K
|
65.3K
$3.24M
|
|
|
Aug 08, 2022
Q2 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-3.91K- 3.17% |
$187K - $193K
|
119K
$5.94M
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-4.06KClosed |
$194K - $200K
|
0
$0
|
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-4.13KClosed |
$198K - $204K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-4.22K- 27.64% |
$202K - $208K
|
11K
$549K
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.22KClosed |
$202K - $208K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.46K- 2.82% |
$213K - $220K
|
153K
$7.62M
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-4.54K- 40.65% |
$217K - $224K
|
6.63K
$329K
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-4.55K- 35.99% |
$218K - $224K
|
8.08K
$401K
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.58K- 19.07% |
$219K - $226K
|
19.4K
$965K
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.58K- 9.19% |
$219K - $226K
|
45.3K
$2.25M
|
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-4.61K- 7.48% |
$221K - $227K
|
57.1K
$2.83M
|
|
|
Jul 27, 2022
Q2 2022
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-4.61KClosed |
$221K - $227K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-4.61K- 26.03% |
$221K - $227K
|
13.1K
$651K
|
|
|
Jul 20, 2022
Q2 2022
|
Life Planning Partners, Inc
|
SELL
|
- |
-4.93K- 11.46% |
$236K - $243K
|
38.1K
$1.89M
|
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.03K- 16.01% |
$241K - $248K
|
26.4K
$1.31M
|
|
|
Aug 05, 2022
Q2 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-5.32KClosed |
$255K - $262K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.37K- 24.62% |
$257K - $265K
|
16.4K
$816K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-5.57K- 7.01% |
$267K - $275K
|
73.9K
$3.67M
|
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-5.68K- 19.38% |
$272K - $280K
|
23.6K
$1.17M
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.75KClosed |
$275K - $283K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-6.33K- 9.77% |
$303K - $312K
|
58.5K
$2.91M
|
|
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-6.57KClosed |
$315K - $324K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.66K- 9.06% |
$319K - $328K
|
66.8K
$3.32M
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-6.79K- 47.66% |
$325K - $335K
|
7.46K
$370K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.84KClosed |
$327K - $337K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.3K- 21.82% |
$349K - $360K
|
26.2K
$1.3M
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.32KClosed |
$350K - $361K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-7.52K- 46.0% |
$360K - $371K
|
8.83K
$439K
|
|
|
Aug 15, 2022
Q2 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-8.84KClosed |
$423K - $436K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.17K- 15.57% |
$439K - $452K
|
49.8K
$2.47M
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-9.27K- 17.17% |
$444K - $457K
|
44.7K
$2.22M
|
|
|
Jul 18, 2022
Q2 2022
|
Townsend & Associates, Inc
|
SELL
|
- |
-9.88K- 25.04% |
$473K - $487K
|
29.6K
$1.47M
|
|
|
Jul 22, 2022
Q2 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-10.6KClosed |
$509K - $524K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-11.6K- 13.75% |
$556K - $573K
|
72.8K
$3.62M
|