Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.47MNew |
$128M - $128M
|
2.47M
$123M
|
|
|
Nov 15, 2021
Q3 2021
|
Abrdn PLC
|
BUY
|
- |
310KNew |
$16M - $16.1M
|
310K
$15.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
304K+ 1876.35% |
$15.7M - $15.8M
|
320K
$15.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
187K+ 48.46% |
$9.65M - $9.7M
|
572K
$28.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
183KNew |
$9.46M - $9.51M
|
183K
$9.09M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
149K+ 51.65% |
$7.72M - $7.75M
|
439K
$21.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
134K+ 31.02% |
$6.9M - $6.94M
|
564K
$28M
|
|
|
Oct 27, 2021
Q3 2021
|
Lvz, Inc.
|
BUY
|
- |
120K+ 273.54% |
$6.18M - $6.21M
|
163K
$8.12M
|
|
|
Nov 05, 2021
Q3 2021
|
Conning Inc.
|
BUY
|
- |
115KNew |
$5.96M - $5.99M
|
115K
$5.73M
|
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
91.5K+ 140.77% |
$4.73M - $4.75M
|
157K
$7.77M
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
72.3KNew |
$3.73M - $3.75M
|
72.3K
$3.59M
|
|
|
Oct 13, 2021
Q3 2021
|
Buffington Mohr Mc Neal
|
BUY
|
- |
68.9K+ 27.26% |
$3.56M - $3.58M
|
322K
$16M
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
60.5K+ 7.63% |
$3.12M - $3.14M
|
853K
$42.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
58.4K+ 7.57% |
$3.02M - $3.03M
|
831K
$41.2M
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
57.8K+ 59.66% |
$2.99M - $3M
|
155K
$7.68M
|
|
|
Nov 02, 2021
Q3 2021
|
Hms Capital Management, LLC
|
BUY
|
- |
51.9K+ 104.07% |
$2.68M - $2.69M
|
102K
$5.05M
|
|
|
Oct 19, 2021
Q3 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
35.9K+ 15.68% |
$1.85M - $1.86M
|
265K
$13.1M
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
32.7KNew |
$1.69M - $1.7M
|
32.7K
$1.62M
|
|
|
Nov 09, 2021
Q3 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
30.7K+ 12.87% |
$1.59M - $1.6M
|
270K
$13.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
29.7K+ 2.98% |
$1.53M - $1.54M
|
1.03M
$50.9M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
26.1K+ 16.46% |
$1.35M - $1.36M
|
185K
$9.19M
|
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
24K+ 5.15% |
$1.24M - $1.25M
|
490K
$24.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
23.6K+ 3.67% |
$1.22M - $1.22M
|
666K
$33.1M
|
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
20.9K+ 9.54% |
$1.08M - $1.08M
|
240K
$11.9M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
20.6K+ 85.17% |
$1.06M - $1.07M
|
44.7K
$2.22M
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
19.7KNew |
$1.01M - $1.02M
|
19.7K
$976K
|
|
|
Oct 07, 2021
Q3 2021
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
19.3K+ 74.11% |
$997K - $1M
|
45.4K
$2.25M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
18.2K+ 150.13% |
$939K - $943K
|
30.3K
$1.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.7KNew |
$915K - $920K
|
17.7K
$880K
|
|
|
Nov 01, 2021
Q3 2021
|
Dagco, Inc.
|
BUY
|
- |
16.9K+ 15.06% |
$873K - $877K
|
129K
$6.41M
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
16.7K+ 79.19% |
$862K - $866K
|
37.7K
$1.87M
|
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
15.8K+ 15.45% |
$816K - $820K
|
118K
$5.86M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.7K+ 20.69% |
$810K - $814K
|
91.4K
$4.54M
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
15.2KNew |
$787K - $791K
|
15.2K
$756K
|
|
|
Nov 15, 2021
Q3 2021
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
14.8K+ 20.07% |
$762K - $766K
|
88.3K
$4.38M
|
|
|
Oct 19, 2021
Q3 2021
|
Townsend & Associates, Inc
|
BUY
|
- |
13.4K+ 25.13% |
$693K - $696K
|
66.8K
$3.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.2K+ 92.49% |
$682K - $686K
|
27.5K
$1.36M
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.8K+ 142.3% |
$659K - $662K
|
21.7K
$1.08M
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
12.3K+ 6.25% |
$635K - $639K
|
209K
$10.4M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.9K+ 237.23% |
$614K - $617K
|
16.9K
$839K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.7K+ 3.36% |
$604K - $607K
|
360K
$17.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
11.4K+ 116.38% |
$591K - $594K
|
21.3K
$1.06M
|
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
10.7K+ 3.02% |
$553K - $555K
|
364K
$18.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10KNew |
$517K - $519K
|
10K
$497K
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9.97K+ 53.42% |
$515K - $518K
|
28.6K
$1.42M
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
9.82K+ 89.72% |
$507K - $510K
|
20.8K
$1.03M
|
|
|
Nov 03, 2021
Q3 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
9.6KNew |
$496K - $498K
|
9.6K
$477K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.65K+ 5.17% |
$447K - $449K
|
176K
$8.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
7.11KNew |
$367K - $369K
|
7.11K
$353K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.79K+ 27.35% |
$351K - $352K
|
31.6K
$1.57M
|