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 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.35K- 41.36% |
$167K - $170K
|
4.75K
$242K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.58K- 35.77% |
$178K - $181K
|
6.42K
$327K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.58K- 22.96% |
$178K - $181K
|
12K
$612K
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-3.65K- 9.39% |
$182K - $185K
|
35.2K
$1.79M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-4.16K- 7.85% |
$207K - $210K
|
48.8K
$2.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.17K- 2.62% |
$208K - $211K
|
155K
$7.88M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.91K- 11.6% |
$245K - $249K
|
37.4K
$1.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.12K- 2.22% |
$255K - $259K
|
226K
$11.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.56K- 2.71% |
$277K - $281K
|
200K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-5.59K- 14.79% |
$278K - $283K
|
32.2K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-6.19K- 4.99% |
$308K - $313K
|
118K
$5.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-6.91K- 25.77% |
$344K - $350K
|
19.9K
$1.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-6.95K- 23.69% |
$346K - $352K
|
22.4K
$1.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-7.07K- 5.81% |
$352K - $358K
|
115K
$5.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-7.45K- 59.57% |
$371K - $377K
|
5.06K
$257K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.46K- 35.67% |
$371K - $377K
|
13.4K
$684K
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
SELL
|
- |
-7.53K- 20.19% |
$375K - $381K
|
29.7K
$1.51M
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-7.57K- 7.7% |
$377K - $383K
|
90.8K
$4.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-7.62K- 8.46% |
$379K - $385K
|
82.4K
$4.2M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.82K- 3.55% |
$390K - $396K
|
212K
$10.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-7.87K- 32.58% |
$392K - $398K
|
16.3K
$829K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-8.8K- 23.12% |
$438K - $445K
|
29.2K
$1.49M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-10.7K- 10.26% |
$533K - $541K
|
93.5K
$4.76M
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-11.9K- 52.26% |
$593K - $603K
|
10.9K
$554K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14.3K- 18.81% |
$713K - $725K
|
61.8K
$3.15M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-14.8K- 55.94% |
$738K - $750K
|
11.7K
$594K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-14.9K- 73.6% |
$743K - $755K
|
5.35K
$272K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-15.2K- 2.2% |
$756K - $768K
|
676K
$34.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.7K- 17.94% |
$780K - $792K
|
71.6K
$3.64M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-16.2K- 11.81% |
$807K - $820K
|
121K
$6.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-20.1K- 1.83% |
$1M - $1.02M
|
1.08M
$55.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-20.2K- 38.26% |
$1.01M - $1.02M
|
32.6K
$1.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-23.1K- 2.24% |
$1.15M - $1.17M
|
1.01M
$51.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-40.7K- 1.77% |
$2.03M - $2.06M
|
2.26M
$115M
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-42.3K- 5.56% |
$2.1M - $2.14M
|
717K
$36.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-45.9K- 27.83% |
$2.28M - $2.32M
|
119K
$6.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-86.5K- 46.49% |
$4.31M - $4.38M
|
99.6K
$5.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-109K- 29.07% |
$5.42M - $5.5M
|
266K
$13.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-113K- 45.39% |
$5.63M - $5.72M
|
136K
$6.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-121K- 48.08% |
$6.02M - $6.12M
|
131K
$6.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-175K- 63.95% |
$8.72M - $8.86M
|
98.8K
$5.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-197K- 87.63% |
$9.81M - $9.97M
|
27.8K
$1.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-201K- 97.62% |
$9.99M - $10.1M
|
4.9K
$249K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-221K- 43.64% |
$11M - $11.2M
|
285K
$14.5M
|