Purchases and Sales Made in Q2 2025 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 2025. 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 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2M+ 4902.59% |
$99.8M - $101M
|
2.05M
$104M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
173K+ 157.22% |
$8.62M - $8.75M
|
283K
$14.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
149K+ 186.96% |
$7.43M - $7.55M
|
229K
$11.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
117K+ 271.09% |
$5.85M - $5.94M
|
161K
$8.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
113K+ 920.93% |
$5.63M - $5.72M
|
125K
$6.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
111K+ 117.67% |
$5.53M - $5.62M
|
205K
$10.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
104K+ 44.12% |
$5.2M - $5.28M
|
341K
$17.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
101K+ 253.9% |
$5.01M - $5.09M
|
140K
$7.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
85.1K+ 7.44% |
$4.24M - $4.3M
|
1.23M
$62.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
76.6K+ 8.81% |
$3.82M - $3.88M
|
947K
$48.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
68.1K+ 10.14% |
$3.39M - $3.44M
|
740K
$37.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
55K+ 10.06% |
$2.74M - $2.78M
|
602K
$30.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
38K+ 30.24% |
$1.89M - $1.92M
|
164K
$8.33M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
32.5K+ 5.46% |
$1.62M - $1.64M
|
628K
$32M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32K+ 297.28% |
$1.59M - $1.62M
|
42.8K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
31.4K+ 3.67% |
$1.57M - $1.59M
|
888K
$45.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
30.8K+ 173.08% |
$1.53M - $1.56M
|
48.6K
$2.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
27.5K+ 2.96% |
$1.37M - $1.39M
|
954K
$48.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
26.6K+ 50.44% |
$1.32M - $1.34M
|
79.3K
$4.03M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
26.3K+ 133.5% |
$1.31M - $1.33M
|
46.1K
$2.35M
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
22.7KNew |
$1.13M - $1.15M
|
22.7K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
22.1K+ 2.04% |
$1.1M - $1.12M
|
1.1M
$56.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
BUY
|
- |
19.6K+ 248.5% |
$975K - $991K
|
27.5K
$1.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
19.4K+ 4.58% |
$965K - $981K
|
443K
$22.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
16.5K+ 1.49% |
$820K - $833K
|
1.12M
$57M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
15.8K+ 19.81% |
$787K - $800K
|
95.6K
$4.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
14.8K+ 126.94% |
$738K - $750K
|
26.5K
$1.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.4K+ 28.03% |
$715K - $726K
|
65.5K
$3.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
14.2K+ 2.23% |
$707K - $718K
|
651K
$33.1M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.9K+ 10.18% |
$690K - $701K
|
150K
$7.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
13.8K+ 5.4% |
$689K - $700K
|
270K
$13.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.6K+ 46.99% |
$627K - $637K
|
39.4K
$2M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
12.4K+ 31.43% |
$616K - $626K
|
51.8K
$2.63M
|
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
12.2K+ 3.14% |
$609K - $619K
|
402K
$20.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
12.2KNew |
$605K - $615K
|
12.2K
$618K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.3K+ 79.93% |
$565K - $574K
|
25.5K
$1.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.5KNew |
$523K - $532K
|
10.5K
$535K
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
10.2K+ 52.88% |
$508K - $516K
|
29.5K
$1.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
9.12K+ 4.24% |
$454K - $462K
|
224K
$11.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
BUY
|
- |
8.72K+ 6.54% |
$434K - $441K
|
142K
$7.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
7.87K+ 2.64% |
$392K - $398K
|
306K
$15.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.47K+ 5.65% |
$372K - $378K
|
140K
$7.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
7.47KNew |
$372K - $378K
|
7.47K
$380K
|
|
|
Aug 13, 2025
Q2 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
7.26K+ 5.04% |
$361K - $367K
|
151K
$7.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.75K+ 4.11% |
$286K - $291K
|
146K
$7.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
5.73KNew |
$285K - $290K
|
5.73K
$292K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
5.72KNew |
$285K - $289K
|
5.72K
$291K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.59K+ 33.65% |
$278K - $283K
|
22.2K
$1.13M
|
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
5.57KNew |
$277K - $282K
|
5.57K
$284K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.07KNew |
$253K - $257K
|
5.07K
$258K
|