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 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.53% |
$103 - $104
|
382
$19K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 0.37% |
$103 - $104
|
547
$27.2K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.17% |
$51.7 - $51.9
|
585
$29.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1New |
$51.7 - $51.9
|
1
$49.8
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-7Closed |
$362 - $363
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-10- 0.95% |
$517 - $519
|
1.05K
$52K
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-16- 34.04% |
$826 - $831
|
31
$1.54K
|
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-35- 0.83% |
$1.81K - $1.82K
|
4.2K
$209K
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-45- 9.57% |
$2.32K - $2.34K
|
425
$21.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-95Closed |
$4.91K - $4.93K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-100- 0.72% |
$5.17K - $5.19K
|
13.8K
$688K
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-119- 2.29% |
$6.15K - $6.18K
|
5.09K
$253K
|
|
|
Nov 05, 2021
Q3 2021
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-121- 2.05% |
$6.25K - $6.28K
|
5.78K
$288K
|
|
|
Nov 12, 2021
Q3 2021
|
Wills Financial Group, Inc.
|
SELL
|
- |
-145- 1.3% |
$7.49K - $7.53K
|
11K
$550K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-218- 0.41% |
$11.3K - $11.3K
|
53.6K
$2.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-224- 2.09% |
$11.6K - $11.6K
|
10.5K
$523K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-297- 20.08% |
$15.3K - $15.4K
|
1.18K
$58.9K
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-395Closed |
$20.4K - $20.5K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-425- 1.34% |
$22K - $22.1K
|
31.3K
$1.56M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-428- 50.18% |
$22.1K - $22.2K
|
425
$21.2K
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-442- 1.94% |
$22.8K - $22.9K
|
22.3K
$1.11M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-453Closed |
$23.4K - $23.5K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-455- 2.38% |
$23.5K - $23.6K
|
18.7K
$930K
|
|
|
Oct 19, 2021
Q3 2021
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-475- 2.61% |
$24.5K - $24.7K
|
17.7K
$883K
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-613- 7.43% |
$31.7K - $31.8K
|
7.64K
$380K
|
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-670- 2.24% |
$34.6K - $34.8K
|
29.3K
$1.46M
|
|
|
Nov 12, 2021
Q3 2021
|
Wolff Financial Management LLC
|
SELL
|
- |
-784- 0.54% |
$40.5K - $40.7K
|
145K
$7.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-800- 12.27% |
$41.3K - $41.5K
|
5.72K
$285K
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-891- 1.67% |
$46K - $46.3K
|
52.4K
$2.61M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.06K- 9.02% |
$54.7K - $55K
|
10.7K
$532K
|
|
|
Oct 28, 2021
Q3 2021
|
Weaver Consulting Group
|
SELL
|
- |
-1.15K- 10.94% |
$59.2K - $59.5K
|
9.33K
$464K
|
|
|
Nov 16, 2021
Q3 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.17K- 19.12% |
$60.2K - $60.5K
|
4.93K
$245K
|
|
|
Oct 15, 2021
Q3 2021
|
Demars Financial Group, LLC
|
SELL
|
- |
-1.21K- 7.43% |
$62.3K - $62.7K
|
15K
$749K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.22KClosed |
$63K - $63.3K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-1.28KClosed |
$66.3K - $66.6K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.3K- 6.65% |
$66.9K - $67.3K
|
18.2K
$906K
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.81K- 9.04% |
$93.3K - $93.8K
|
18.2K
$906K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2K- 0.6% |
$104K - $104K
|
334K
$16.6M
|
|
|
Oct 19, 2021
Q3 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-2.01K- 8.52% |
$104K - $104K
|
21.6K
$1.07M
|
|
|
Oct 27, 2021
Q3 2021
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-2.2KClosed |
$113K - $114K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.2K- 6.03% |
$113K - $114K
|
34.2K
$1.7M
|
|
|
Oct 13, 2021
Q3 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2.26K- 33.32% |
$117K - $117K
|
4.52K
$225K
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.39K- 15.07% |
$123K - $124K
|
13.5K
$670K
|
|
|
Nov 15, 2021
Q3 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-2.43K- 2.12% |
$126K - $126K
|
112K
$5.58M
|
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
SELL
|
- |
-2.68K- 17.39% |
$138K - $139K
|
12.7K
$634K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.9K- 2.89% |
$150K - $151K
|
97.4K
$4.85M
|
|
|
Nov 15, 2021
Q3 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-2.92K- 9.08% |
$151K - $151K
|
29.2K
$1.45M
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-3.15KClosed |
$163K - $164K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-3.31K- 24.09% |
$171K - $172K
|
10.4K
$519K
|
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.52K- 30.27% |
$182K - $183K
|
8.12K
$404K
|