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
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11.9KClosed |
$570K - $587K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-13.1K- 11.51% |
$629K - $647K
|
101K
$5.03M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-13.5KClosed |
$645K - $664K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-13.9KClosed |
$666K - $686K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Gds Wealth Management
|
SELL
|
- |
-13.9K- 5.36% |
$667K - $687K
|
246K
$12.2M
|
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-16K- 97.6% |
$767K - $790K
|
395
$19.7K
|
|
|
Aug 01, 2022
Q2 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-17.9KClosed |
$855K - $881K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-18.9K- 4.13% |
$903K - $930K
|
438K
$21.8M
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-18.9K- 2.79% |
$906K - $933K
|
660K
$32.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-21K- 38.32% |
$1.01M - $1.04M
|
33.8K
$1.68M
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-21.3K- 35.96% |
$1.02M - $1.05M
|
37.9K
$1.89M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.7K- 5.9% |
$1.04M - $1.07M
|
345K
$17.2M
|
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-22.6K- 16.9% |
$1.08M - $1.11M
|
111K
$5.54M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-23.2K- 14.6% |
$1.11M - $1.14M
|
136K
$6.75M
|
|
|
Aug 09, 2022
Q2 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-24.8K- 8.12% |
$1.19M - $1.22M
|
280K
$14M
|
|
|
Jul 14, 2022
Q2 2022
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-26.1K- 39.47% |
$1.25M - $1.29M
|
40K
$1.99M
|
|
|
Jul 19, 2022
Q2 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-30.8K- 8.97% |
$1.48M - $1.52M
|
313K
$15.6M
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-33.8K- 14.31% |
$1.62M - $1.67M
|
203K
$10.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-34.2KClosed |
$1.64M - $1.69M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-37.8K- 22.3% |
$1.81M - $1.87M
|
132K
$6.57M
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-38.8K- 52.52% |
$1.86M - $1.91M
|
35.1K
$1.75M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-56.5KClosed |
$2.71M - $2.79M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-67.5K- 11.84% |
$3.23M - $3.33M
|
503K
$25M
|
|
|
Aug 05, 2022
Q2 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-70.9KClosed |
$3.4M - $3.5M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-82.2K- 65.77% |
$3.93M - $4.05M
|
42.8K
$2.13M
|
|
|
Jul 27, 2022
Q2 2022
|
Lvz, Inc.
|
SELL
|
- |
-83.8K- 93.98% |
$4.01M - $4.13M
|
5.37K
$267K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-117K- 45.57% |
$5.6M - $5.77M
|
140K
$6.96M
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-157KClosed |
$7.49M - $7.71M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-203K- 42.85% |
$9.71M - $9.99M
|
270K
$13.5M
|
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-277K- 19.36% |
$13.2M - $13.6M
|
1.15M
$57.4M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-386K- 52.67% |
$18.5M - $19M
|
347K
$17.3M
|
|
|
Jul 27, 2022
Q2 2022
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-423KClosed |
$20.3M - $20.9M
|
0
$0
|