Purchases and Sales Made in Q2 2023 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 2023. 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 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
161K+ 128.15% |
$7.76M - $7.85M
|
287K
$14.3M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
130K+ 2200.68% |
$6.26M - $6.33M
|
136K
$6.78M
|
|
|
Jul 20, 2023
Q2 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
101K+ 5.13% |
$4.85M - $4.91M
|
2.07M
$103M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
91.9K+ 440.68% |
$4.42M - $4.47M
|
113K
$5.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
88.8K+ 215.8% |
$4.27M - $4.32M
|
130K
$6.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
88.4K+ 644.19% |
$4.25M - $4.3M
|
102K
$5.09M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
69K+ 295.83% |
$3.32M - $3.35M
|
92.3K
$4.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
66.1K+ 726.02% |
$3.18M - $3.22M
|
75.2K
$3.75M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
62.2KNew |
$2.99M - $3.02M
|
62.2K
$3.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
55.9K+ 23.37% |
$2.69M - $2.72M
|
295K
$14.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
53.4K+ 621.35% |
$2.57M - $2.6M
|
62K
$3.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
46.2K+ 40.9% |
$2.22M - $2.25M
|
159K
$7.92M
|
|
|
Aug 08, 2023
Q2 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
44.6KNew |
$2.14M - $2.17M
|
44.6K
$2.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
43.6KNew |
$2.09M - $2.12M
|
43.6K
$2.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
39.9K+ 1.45% |
$1.92M - $1.94M
|
2.79M
$139M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
32.1K+ 31.96% |
$1.54M - $1.56M
|
133K
$6.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.2K+ 13.53% |
$1.4M - $1.42M
|
245K
$12.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
25.3K+ 3.59% |
$1.22M - $1.23M
|
729K
$36.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
23.1KNew |
$1.11M - $1.12M
|
23.1K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
20.7KNew |
$994K - $1.01M
|
20.7K
$1.03M
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
20.6K+ 2.99% |
$992K - $1M
|
711K
$35.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
19.7KNew |
$949K - $960K
|
19.7K
$983K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.1K+ 6.92% |
$917K - $928K
|
295K
$14.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
18.7K+ 9.62% |
$900K - $910K
|
213K
$10.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
18.6K+ 7.14% |
$894K - $905K
|
279K
$13.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18.3K+ 32.98% |
$881K - $892K
|
73.9K
$3.68M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
17.6KNew |
$846K - $856K
|
17.6K
$877K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
17.2K+ 6.78% |
$827K - $837K
|
271K
$13.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
14.5K+ 95.99% |
$697K - $705K
|
29.6K
$1.47M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
12.6KNew |
$606K - $613K
|
12.6K
$628K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
12K+ 16.58% |
$577K - $584K
|
84.4K
$4.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
10.7K+ 8.09% |
$516K - $522K
|
144K
$7.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
10.3KNew |
$495K - $500K
|
10.3K
$512K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.49KNew |
$456K - $462K
|
9.49K
$473K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.04K+ 6.13% |
$434K - $440K
|
157K
$7.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.27K+ 25.89% |
$398K - $402K
|
40.2K
$2M
|
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
BUY
|
- |
7.68K+ 11.91% |
$369K - $373K
|
72.1K
$3.59M
|
|
|
Aug 18, 2023
Q2 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
7.49K+ 12.65% |
$360K - $364K
|
66.7K
$3.32M
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
7.05KNew |
$339K - $343K
|
7.05K
$351K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.81K+ 0.71% |
$327K - $331K
|
963K
$48M
|
|
|
Aug 10, 2023
Q2 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
6.57K+ 2.77% |
$316K - $320K
|
244K
$12.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
6.27K+ 7.47% |
$301K - $305K
|
90.2K
$4.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
5.8K+ 13.7% |
$279K - $282K
|
48.2K
$2.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
5.12K+ 31.58% |
$246K - $249K
|
21.3K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
5.1K+ 14.55% |
$245K - $248K
|
40.2K
$2M
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
4.68KNew |
$225K - $228K
|
4.68K
$233K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.37K+ 64.84% |
$210K - $212K
|
11.1K
$553K
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.11KNew |
$198K - $200K
|
4.11K
$205K
|
|
|
Aug 01, 2023
Q2 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
3.83K+ 1.37% |
$184K - $186K
|
283K
$14.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
3.57K+ 153.65% |
$172K - $174K
|
5.9K
$294K
|