Purchases and Sales Made in Q2 2024 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 2024. 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 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.26KNew |
$208K - $210K
|
4.26K
$211K
|
|
|
Jul 16, 2024
Q2 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
4.26K+ 24.34% |
$207K - $210K
|
21.7K
$1.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.18KNew |
$204K - $206K
|
4.18K
$207K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.16K+ 3.0% |
$203K - $205K
|
143K
$7.08M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.48K+ 8.15% |
$170K - $172K
|
46.3K
$2.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3.09K+ 15.31% |
$151K - $152K
|
23.3K
$1.15M
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.08K+ 1.3% |
$150K - $152K
|
240K
$11.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
2.9K+ 50.66% |
$141K - $143K
|
8.61K
$427K
|
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.89K+ 3.72% |
$141K - $143K
|
80.7K
$4M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.88K+ 5.48% |
$141K - $142K
|
55.5K
$2.76M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.81K+ 9.83% |
$137K - $139K
|
31.4K
$1.56M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.52KNew |
$123K - $124K
|
2.52K
$125K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
2.43K+ 9.59% |
$118K - $120K
|
27.8K
$1.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.36K+ 157.32% |
$115K - $116K
|
3.87K
$192K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.97K+ 10.4% |
$96.1K - $97.2K
|
20.9K
$1.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.89K+ 4.27% |
$92K - $93K
|
46.1K
$2.29M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.88K+ 5.27% |
$91.6K - $92.5K
|
37.5K
$1.86M
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.81K+ 19.39% |
$88.3K - $89.3K
|
11.2K
$554K
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.78K+ 2.75% |
$86.7K - $87.7K
|
66.4K
$3.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.59K+ 1.46% |
$77.5K - $78.3K
|
110K
$5.46M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.36K+ 1.42% |
$66.3K - $67.1K
|
97.1K
$4.82M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.29K+ 25.44% |
$62.6K - $63.3K
|
6.34K
$314K
|
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.28K+ 1.74% |
$62.5K - $63.2K
|
74.8K
$3.71M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
1.23K+ 1.58% |
$60.1K - $60.7K
|
79.1K
$3.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.2K+ 13.73% |
$58.6K - $59.3K
|
9.97K
$495K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.15KNew |
$56K - $56.6K
|
1.15K
$57K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.02K+ 6.56% |
$49.7K - $50.2K
|
16.5K
$821K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1K+ 371.75% |
$48.8K - $49.3K
|
1.27K
$63K
|
|
|
Aug 13, 2024
Q2 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
905+ 3.71% |
$44.1K - $44.6K
|
25.3K
$1.26M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
814+ 21.5% |
$39.7K - $40.1K
|
4.6K
$228K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
774+ 2.76% |
$37.7K - $38.1K
|
28.8K
$1.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
716+ 11.08% |
$34.9K - $35.3K
|
7.18K
$356K
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
664+ 10.19% |
$32.4K - $32.7K
|
7.18K
$356K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
642+ 7.77% |
$31.3K - $31.6K
|
8.9K
$442K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
623+ 9.22% |
$30.4K - $30.7K
|
7.38K
$366K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
589+ 5.69% |
$28.7K - $29K
|
10.9K
$543K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
586New |
$28.6K - $28.9K
|
586
$29.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
565+ 8.53% |
$27.5K - $27.8K
|
7.19K
$357K
|
|
|
Aug 14, 2024
Q2 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
503+ 1.61% |
$24.5K - $24.8K
|
31.7K
$1.57M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
426+ 2.37% |
$20.8K - $21K
|
18.4K
$911K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
373New |
$18.2K - $18.4K
|
373
$18.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
301+ 3.71% |
$14.7K - $14.8K
|
8.42K
$418K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
247New |
$12K - $12.2K
|
247
$12.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
226+ 1.35% |
$11K - $11.1K
|
17K
$845K
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
220+ 3.47% |
$10.7K - $10.8K
|
6.56K
$326K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
108New |
$5.27K - $5.32K
|
108
$5.36K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
100New |
$4.88K - $4.93K
|
100
$4.96K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
84New |
$4.1K - $4.14K
|
84
$4.17K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
66+ 0.18% |
$3.22K - $3.25K
|
35.8K
$1.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
34+ 0.91% |
$1.66K - $1.68K
|
3.79K
$188K
|