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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
68.1K+ 10.14% |
$3.39M - $3.44M
|
740K
$37.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
30.8K+ 173.08% |
$1.53M - $1.56M
|
48.6K
$2.45M
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
22.7KNew |
$1.13M - $1.15M
|
22.7K
$1.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.4K+ 28.03% |
$715K - $726K
|
65.5K
$3.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
14.2K+ 2.23% |
$707K - $718K
|
651K
$32.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
12.2K+ 3.14% |
$609K - $619K
|
402K
$20.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.03K+ 13.29% |
$250K - $254K
|
42.8K
$2.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
2.85K+ 10.05% |
$142K - $144K
|
31.2K
$1.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.17K+ 2.92% |
$108K - $110K
|
76.5K
$3.86M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.9K+ 69.47% |
$94.6K - $96.1K
|
4.64K
$234K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.67K+ 10.48% |
$83.1K - $84.4K
|
17.6K
$888K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.27K+ 36.93% |
$63K - $64K
|
4.69K
$237K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
934+ 19.27% |
$46.5K - $47.3K
|
5.78K
$292K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
411+ 7.34% |
$20.5K - $20.8K
|
6.01K
$304K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
280+ 6.06% |
$13.9K - $14.2K
|
4.9K
$248K
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
105+ 0.9% |
$5.23K - $5.31K
|
11.8K
$597K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
51+ 0.59% |
$2.54K - $2.58K
|
8.74K
$441K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
27+ 1.03% |
$1.34K - $1.37K
|
2.66K
$134K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
12+ 0.18% |
$597 - $607
|
6.54K
$330K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 1.64% |
$49.8 - $50.6
|
62
$3.13K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-33- 22.0% |
$1.64K - $1.67K
|
117
$5.91K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-42- 2.57% |
$2.09K - $2.12K
|
1.59K
$80.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-43- 2.15% |
$2.14K - $2.18K
|
1.96K
$98.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-65- 1.13% |
$3.24K - $3.29K
|
5.7K
$287K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-181- 28.46% |
$9.01K - $9.16K
|
455
$23K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
SELL
|
- |
-193- 23.54% |
$9.61K - $9.76K
|
627
$31.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-735- 12.15% |
$36.6K - $37.2K
|
5.32K
$268K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-919- 4.41% |
$45.8K - $46.5K
|
19.9K
$1.01M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-980- 5.79% |
$48.8K - $49.6K
|
15.9K
$805K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.33K- 5.95% |
$66.1K - $67.2K
|
21K
$1.06M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-1.72K- 6.74% |
$85.8K - $87.2K
|
23.9K
$1.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-2.48K- 32.86% |
$123K - $125K
|
5.06K
$256K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.99K- 32.33% |
$149K - $151K
|
6.26K
$316K
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-6.95K- 23.69% |
$346K - $352K
|
22.4K
$1.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-7.45K- 59.57% |
$371K - $377K
|
5.06K
$255K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.46K- 35.67% |
$371K - $377K
|
13.4K
$679K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-7.62K- 8.46% |
$379K - $385K
|
82.4K
$4.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-7.87K- 32.58% |
$392K - $398K
|
16.3K
$822K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-8.8K- 23.12% |
$438K - $445K
|
29.2K
$1.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-20.2K- 38.26% |
$1.01M - $1.02M
|
32.6K
$1.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-23.1K- 2.24% |
$1.15M - $1.17M
|
1.01M
$50.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-201K- 97.62% |
$9.99M - $10.1M
|
4.9K
$247K
|