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 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-3.61K- 6.04% |
$187K - $188K
|
56.2K
$2.79M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.17K- 4.15% |
$215K - $217K
|
96.4K
$4.79M
|
|
|
Oct 25, 2021
Q3 2021
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-4.43KClosed |
$229K - $230K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-5.3KClosed |
$274K - $275K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.38K- 8.48% |
$278K - $279K
|
58.1K
$2.88M
|
|
|
Nov 15, 2021
Q3 2021
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-5.64K- 26.21% |
$291K - $293K
|
15.9K
$788K
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.72K- 34.73% |
$295K - $297K
|
10.7K
$534K
|
|
|
Oct 27, 2021
Q3 2021
|
Dearborn Partners LLC
|
SELL
|
- |
-6.36KClosed |
$328K - $330K
|
0
$0
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-6.41K- 34.24% |
$331K - $333K
|
12.3K
$611K
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.42K- 43.78% |
$332K - $333K
|
8.25K
$410K
|
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-7.66K- 12.89% |
$396K - $398K
|
51.8K
$2.57M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7.87K- 3.69% |
$406K - $408K
|
205K
$10.2M
|
|
|
Nov 16, 2021
Q3 2021
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-7.91K- 10.4% |
$408K - $411K
|
68.1K
$3.38M
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-10.8KClosed |
$559K - $562K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12K- 2.65% |
$618K - $621K
|
439K
$21.8M
|
|
|
Oct 08, 2021
Q3 2021
|
Collective Family Office LLC
|
SELL
|
- |
-16.6K- 28.87% |
$856K - $860K
|
40.8K
$2.03M
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-17.3K- 2.93% |
$895K - $899K
|
575K
$28.5M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-17.9K- 48.04% |
$923K - $928K
|
19.3K
$960K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.9K- 3.37% |
$977K - $982K
|
543K
$27M
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-22.8KClosed |
$1.18M - $1.19M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-23.1K- 28.24% |
$1.19M - $1.2M
|
58.7K
$2.91M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-24.2KClosed |
$1.25M - $1.25M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-24.2K- 34.74% |
$1.25M - $1.26M
|
45.5K
$2.26M
|
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-26.9KClosed |
$1.39M - $1.4M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-28.2K- 77.38% |
$1.46M - $1.47M
|
8.25K
$410K
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-29.6K- 65.58% |
$1.53M - $1.54M
|
15.5K
$771K
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-43.1KClosed |
$2.22M - $2.24M
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-43.1K- 68.89% |
$2.23M - $2.24M
|
19.5K
$967K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-50.1K- 11.26% |
$2.59M - $2.6M
|
395K
$19.6M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-58.1K- 18.52% |
$3M - $3.02M
|
256K
$12.7M
|
|
|
Oct 12, 2021
Q3 2021
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-59.9K- 75.42% |
$3.09M - $3.11M
|
19.5K
$969K
|
|
|
Oct 08, 2021
Q3 2021
|
Federal Reserve Bank Of New York
|
SELL
|
- |
-96KClosed |
$4.96M - $4.98M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-96K- 99.27% |
$4.96M - $4.98M
|
709
$35.2K
|
|
|
Oct 12, 2021
Q3 2021
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-163KClosed |
$8.42M - $8.46M
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-379K- 54.47% |
$19.6M - $19.7M
|
316K
$15.7M
|
|
|
Nov 08, 2021
Q3 2021
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-425K- 50.12% |
$22M - $22.1M
|
423K
$21M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-655K- 98.09% |
$33.8M - $34M
|
12.8K
$635K
|