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 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.78KNew |
$350K - $352K
|
6.78K
$337K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.52K+ 4.04% |
$337K - $338K
|
168K
$8.33M
|
|
|
Jun 17, 2024
Q3 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
6.02K+ 1.65% |
$311K - $312K
|
370K
$18.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.99KNew |
$309K - $311K
|
5.99K
$298K
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.8K+ 65.45% |
$300K - $301K
|
14.7K
$729K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.42K+ 169.25% |
$280K - $281K
|
8.62K
$428K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
5.04KNew |
$260K - $262K
|
5.04K
$250K
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4.46K+ 12.19% |
$230K - $232K
|
41K
$2.04M
|
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
4.22K+ 2.46% |
$218K - $219K
|
176K
$8.76M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.85K+ 17.01% |
$199K - $200K
|
26.5K
$1.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.6K+ 87.28% |
$186K - $187K
|
7.73K
$384K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.35K+ 24.38% |
$173K - $174K
|
17.1K
$849K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.28K+ 14.88% |
$169K - $170K
|
25.3K
$1.26M
|
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
3.11K+ 35.52% |
$161K - $161K
|
11.9K
$589K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.83K+ 3.58% |
$146K - $147K
|
81.9K
$4.07M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.7K+ 10.43% |
$139K - $140K
|
28.6K
$1.42M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.61K+ 3.52% |
$135K - $135K
|
76.6K
$3.81M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.51K+ 5.67% |
$130K - $130K
|
46.8K
$2.33M
|
|
|
Nov 05, 2021
Q3 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.26K+ 7.31% |
$117K - $117K
|
33.1K
$1.65M
|
|
|
Nov 05, 2021
Q3 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.98K+ 6.17% |
$102K - $103K
|
34.1K
$1.7M
|
|
|
Oct 21, 2021
Q3 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.88K+ 23.93% |
$97.2K - $97.6K
|
9.74K
$484K
|
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.45K+ 2.34% |
$74.7K - $75.1K
|
63.2K
$3.14M
|
|
|
Nov 16, 2021
Q3 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.4K+ 20.16% |
$72.4K - $72.8K
|
8.36K
$415K
|
|
|
Nov 02, 2021
Q3 2021
|
Sierra Capital LLC
|
BUY
|
- |
1.38K+ 22.04% |
$71K - $71.4K
|
7.62K
$378K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.36K+ 8.38% |
$70.4K - $70.8K
|
17.6K
$876K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.32K+ 0.7% |
$68.3K - $68.7K
|
190K
$9.44M
|
|
|
Nov 03, 2021
Q3 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.16K+ 6.53% |
$59.9K - $60.2K
|
18.9K
$940K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.03K+ 1.54% |
$53.4K - $53.7K
|
68.3K
$3.39M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1KNew |
$51.7K - $51.9K
|
1K
$49.7K
|
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
991+ 8.0% |
$51.2K - $51.4K
|
13.4K
$665K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
982+ 27.61% |
$50.7K - $51K
|
4.54K
$225K
|
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
630+ 126.0% |
$32.5K - $32.7K
|
1.13K
$56.1K
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
605New |
$31.2K - $31.4K
|
605
$30.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
601+ 4.27% |
$31K - $31.2K
|
14.7K
$728K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
494+ 48.67% |
$25.5K - $25.6K
|
1.51K
$75K
|
|
|
Nov 09, 2021
Q3 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
465+ 2.77% |
$24K - $24.1K
|
17.2K
$856K
|
|
|
Nov 08, 2021
Q3 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
400+ 2.03% |
$20.7K - $20.8K
|
20.1K
$1M
|
|
|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
BUY
|
- |
300New |
$15.5K - $15.6K
|
300
$14.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
252+ 5.1% |
$13K - $13.1K
|
5.19K
$258K
|
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
226+ 3.24% |
$11.7K - $11.7K
|
7.2K
$358K
|
|
|
Nov 03, 2021
Q3 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
200+ 2.07% |
$10.3K - $10.4K
|
9.85K
$489K
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
125+ 2.15% |
$6.46K - $6.49K
|
5.94K
$295K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
102New |
$5.27K - $5.29K
|
102
$5.07K
|
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
76+ 1.3% |
$3.93K - $3.95K
|
5.91K
$293K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38+ 0.12% |
$1.96K - $1.97K
|
32K
$1.59M
|
|
|
Oct 12, 2021
Q3 2021
|
Ayrshire Capital Management LLC
|
BUY
|
- |
37+ 0.35% |
$1.91K - $1.92K
|
10.5K
$520K
|
|
|
Oct 18, 2021
Q3 2021
|
Sterling Investment Advisors LLC
|
BUY
|
- |
19+ 0.37% |
$981 - $986
|
5.16K
$256K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
15+ 0.3% |
$775 - $779
|
5.07K
$252K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 0.52% |
$310 - $311
|
1.17K
$57.9K
|
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
BUY
|
- |
3+ 0.02% |
$155 - $156
|
14K
$695K
|