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 |
|---|---|---|---|---|---|---|---|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-4.76K- 4.4% |
$229K - $232K
|
103K
$5.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-4.95K- 36.15% |
$238K - $241K
|
8.74K
$434K
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-5.24K- 12.62% |
$252K - $255K
|
36.3K
$1.8M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.51K- 31.63% |
$265K - $268K
|
11.9K
$592K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.13K- 1.41% |
$295K - $298K
|
430K
$21.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-6.38K- 5.4% |
$307K - $310K
|
112K
$5.56M
|
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-7.83K- 4.72% |
$376K - $381K
|
158K
$7.86M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.55K- 2.25% |
$411K - $416K
|
372K
$18.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.8K- 46.34% |
$423K - $428K
|
10.2K
$506K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.86K- 14.96% |
$426K - $431K
|
50.4K
$2.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-9.16K- 1.51% |
$441K - $446K
|
598K
$29.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.25K- 1.41% |
$445K - $450K
|
648K
$32.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-9.33K- 5.49% |
$448K - $454K
|
161K
$7.98M
|
|
|
Jul 18, 2023
Q2 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-10.1K- 26.46% |
$485K - $490K
|
28K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.3K- 6.58% |
$493K - $499K
|
146K
$7.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-10.8K- 24.12% |
$521K - $527K
|
34.1K
$1.69M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-14.2K- 10.54% |
$683K - $691K
|
121K
$5.99M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-17.7K- 42.22% |
$852K - $862K
|
24.2K
$1.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-17.7K- 9.71% |
$853K - $863K
|
165K
$8.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-19.9K- 9.86% |
$955K - $966K
|
182K
$9.02M
|
|
|
Apr 24, 2024
Q2 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-25.6K- 76.41% |
$1.23M - $1.25M
|
7.91K
$393K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-27K- 50.18% |
$1.3M - $1.31M
|
26.8K
$1.33M
|
|
|
Jul 07, 2023
Q2 2023
|
Divergent Wealth Advisors
|
SELL
|
- |
-27.1K- 64.37% |
$1.3M - $1.32M
|
15K
$745K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-29.6K- 50.51% |
$1.42M - $1.44M
|
29K
$1.44M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-30.3K- 36.34% |
$1.46M - $1.47M
|
53.1K
$2.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-30.6K- 2.81% |
$1.47M - $1.49M
|
1.06M
$52.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-30.9K- 2.7% |
$1.48M - $1.5M
|
1.11M
$55.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-33.7K- 49.45% |
$1.62M - $1.64M
|
34.5K
$1.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-33.9K- 28.02% |
$1.63M - $1.65M
|
87.1K
$4.33M
|
|
|
Jul 13, 2023
Q2 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-54.3K- 70.5% |
$2.61M - $2.64M
|
22.7K
$1.13M
|
|
|
Jul 17, 2023
Q2 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-107K- 94.55% |
$5.12M - $5.18M
|
6.14K
$305K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-129K- 7.47% |
$6.19M - $6.27M
|
1.59M
$79.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-130K- 10.18% |
$6.25M - $6.33M
|
1.15M
$57M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-143K- 55.6% |
$6.88M - $6.96M
|
114K
$5.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-145K- 68.8% |
$6.99M - $7.07M
|
65.9K
$3.27M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-145K- 68.8% |
$6.99M - $7.07M
|
65.9K
$3.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-159K- 13.66% |
$7.66M - $7.74M
|
1.01M
$50M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-208K- 24.98% |
$9.99M - $10.1M
|
624K
$31M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-246K- 33.5% |
$11.8M - $12M
|
489K
$24.3M
|