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 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-150- 1.2% |
$7.21K - $7.3K
|
12.3K
$614K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-156- 0.37% |
$7.5K - $7.59K
|
42.1K
$2.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-166- 2.37% |
$7.98K - $8.07K
|
6.84K
$340K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-200- 6.77% |
$9.62K - $9.73K
|
2.75K
$137K
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
SELL
|
- |
-235- 3.3% |
$11.3K - $11.4K
|
6.88K
$342K
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-256- 46.46% |
$12.3K - $12.5K
|
295
$14.7K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-280Closed |
$13.5K - $13.6K
|
0
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
SELL
|
- |
-343- 5.33% |
$16.5K - $16.7K
|
6.09K
$303K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-348- 0.14% |
$16.7K - $16.9K
|
253K
$12.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-367- 7.05% |
$17.6K - $17.9K
|
4.84K
$241K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-368- 5.62% |
$17.7K - $17.9K
|
6.18K
$308K
|
|
|
Aug 11, 2023
Q2 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-395- 1.77% |
$19K - $19.2K
|
22K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-417- 8.05% |
$20K - $20.3K
|
4.76K
$237K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-478- 8.4% |
$23K - $23.2K
|
5.21K
$260K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-652- 1.73% |
$31.3K - $31.7K
|
37K
$1.84M
|
|
|
Jul 17, 2023
Q2 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-749- 7.18% |
$36K - $36.4K
|
9.68K
$482K
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-766- 3.12% |
$36.8K - $37.3K
|
23.8K
$1.18M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-768- 71.98% |
$36.9K - $37.4K
|
299
$14.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-774- 6.09% |
$37.2K - $37.6K
|
11.9K
$595K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-832- 1.65% |
$40K - $40.5K
|
49.6K
$2.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-932- 19.29% |
$44.8K - $45.3K
|
3.9K
$194K
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-935- 16.09% |
$45K - $45.5K
|
4.88K
$243K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.07K- 15.29% |
$51.3K - $51.9K
|
5.91K
$294K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.17K- 20.14% |
$56.2K - $56.9K
|
4.64K
$231K
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.19K- 19.35% |
$57K - $57.7K
|
4.94K
$246K
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.25K- 3.6% |
$60.2K - $60.9K
|
33.6K
$1.67M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.26K- 1.09% |
$60.6K - $61.3K
|
114K
$5.68M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.37K- 17.04% |
$66K - $66.8K
|
6.69K
$333K
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.48K- 8.1% |
$71.2K - $72K
|
16.8K
$836K
|
|
|
Aug 14, 2023
Q2 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1.53K- 1.8% |
$73.3K - $74.2K
|
83.2K
$4.14M
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.61K- 23.17% |
$77.4K - $78.3K
|
5.34K
$266K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.71K- 10.5% |
$82K - $83K
|
14.5K
$724K
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.8K- 21.58% |
$86.5K - $87.6K
|
6.54K
$326K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.84K- 22.55% |
$88.6K - $89.6K
|
6.33K
$315K
|
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2K- 22.39% |
$96.2K - $97.3K
|
6.93K
$345K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.21K- 7.1% |
$106K - $107K
|
28.9K
$1.44M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.38K- 4.78% |
$114K - $116K
|
47.3K
$2.36M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.42K- 0.51% |
$116K - $118K
|
468K
$23.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.52K- 26.92% |
$121K - $122K
|
6.83K
$340K
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
SELL
|
- |
-2.91K- 5.77% |
$140K - $142K
|
47.5K
$2.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.97K- 0.1% |
$143K - $145K
|
2.96M
$148M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.98K- 9.91% |
$143K - $145K
|
27.1K
$1.35M
|
|
|
Jan 12, 2024
Q2 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-2.99K- 9.75% |
$144K - $145K
|
27.7K
$1.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-3.24K- 1.74% |
$156K - $157K
|
183K
$9.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.35K- 6.11% |
$161K - $163K
|
51.4K
$2.56M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4.1K- 8.39% |
$197K - $200K
|
44.8K
$2.23M
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-4.29K- 11.84% |
$206K - $208K
|
31.9K
$1.59M
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-4.31K- 6.74% |
$207K - $209K
|
59.6K
$2.97M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.61K- 9.85% |
$222K - $224K
|
42.2K
$2.1M
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-4.73K- 1.27% |
$227K - $230K
|
367K
$18.3M
|