Purchases and Sales Made in Q3 2022 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 2022. 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 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.07M+ 133.2% |
$240M - $249M
|
8.88M
$441M
|
|
Nov 10, 2022
Q3 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.22MNew |
$57.6M - $59.8M
|
1.22M
$60.5M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
570K+ 436.16% |
$27M - $28M
|
701K
$34.8M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
570K+ 436.16% |
$27M - $28M
|
701K
$34.8M
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
452KNew |
$21.4M - $22.2M
|
452K
$22.4M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
402K+ 49.5% |
$19M - $19.7M
|
1.21M
$60.2M
|
|
Nov 08, 2022
Q3 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
376KNew |
$17.8M - $18.4M
|
376K
$18.7M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
317K+ 18.29% |
$15M - $15.6M
|
2.05M
$102M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
304K+ 33.47% |
$14.4M - $14.9M
|
1.21M
$60.1M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
208K+ 21.86% |
$9.83M - $10.2M
|
1.16M
$57.5M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
200K+ 49.17% |
$9.44M - $9.8M
|
606K
$30.1M
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
165K+ 473.83% |
$7.82M - $8.12M
|
200K
$9.94M
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
138KNew |
$6.52M - $6.76M
|
138K
$6.84M
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
82.3KNew |
$3.89M - $4.04M
|
82.3K
$4.09M
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
81.1K+ 23.64% |
$3.84M - $3.98M
|
424K
$21.1M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
73.8K+ 76.33% |
$3.49M - $3.62M
|
170K
$8.46M
|
|
Oct 28, 2022
Q3 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
72.7K+ 53.45% |
$3.44M - $3.57M
|
209K
$10.4M
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
68.7KNew |
$3.25M - $3.37M
|
68.7K
$3.41M
|
|
Nov 14, 2022
Q3 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
61.5K+ 143.74% |
$2.91M - $3.02M
|
104K
$5.17M
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
50.8K+ 3.06% |
$2.4M - $2.49M
|
1.71M
$85M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
48.7K+ 1047.34% |
$2.3M - $2.39M
|
53.3K
$2.65M
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
44.1KNew |
$2.09M - $2.16M
|
44.1K
$2.19M
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
43.5K+ 4754.75% |
$2.06M - $2.13M
|
44.4K
$2.21M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
42.9K+ 79.33% |
$2.03M - $2.1M
|
96.9K
$4.81M
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
37.2K+ 14.31% |
$1.76M - $1.83M
|
297K
$14.8M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35.5K+ 23.89% |
$1.68M - $1.74M
|
184K
$9.15M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
35.1K+ 25.13% |
$1.66M - $1.72M
|
175K
$8.68M
|
|
Nov 14, 2022
Q3 2022
|
Barings LLC
|
BUY
|
- |
30KNew |
$1.42M - $1.47M
|
30K
$1.49M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.9KNew |
$1.22M - $1.27M
|
25.9K
$1.28M
|
|
Nov 09, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
25.6K+ 17.84% |
$1.21M - $1.26M
|
169K
$8.39M
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
22.2K+ 13.77% |
$1.05M - $1.09M
|
184K
$9.12M
|
|
Oct 27, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
21.4KNew |
$1.01M - $1.05M
|
21.4K
$1.06M
|
|
Nov 14, 2022
Q3 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
19.9K+ 7.72% |
$943K - $979K
|
278K
$13.8M
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
19.9K+ 5.39% |
$940K - $976K
|
389K
$19.3M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
18.7KNew |
$885K - $918K
|
18.7K
$929K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.5K+ 71.91% |
$875K - $908K
|
44.3K
$2.2M
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
18.4K+ 655.54% |
$868K - $901K
|
21.2K
$1.05M
|
|
Oct 31, 2022
Q3 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
17.5KNew |
$829K - $860K
|
17.5K
$870K
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
17.2K+ 1.6% |
$812K - $843K
|
1.09M
$54.3M
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
15.3K+ 26.19% |
$724K - $752K
|
73.8K
$3.67M
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
14.6K+ 8.6% |
$689K - $715K
|
184K
$9.14M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
13.9K+ 96.34% |
$657K - $682K
|
28.3K
$1.41M
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
13.8KNew |
$654K - $678K
|
13.8K
$687K
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
13.8KNew |
$654K - $678K
|
13.8K
$687K
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.1K+ 2.89% |
$621K - $645K
|
467K
$23.2M
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
BUY
|
- |
13K+ 31.13% |
$613K - $637K
|
54.7K
$2.71M
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
11.5KNew |
$544K - $565K
|
11.5K
$572K
|
|
Oct 31, 2022
Q3 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
10K+ 7.18% |
$475K - $493K
|
150K
$7.44M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.99KNew |
$472K - $490K
|
9.99K
$496K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.88K+ 2.86% |
$467K - $485K
|
355K
$17.6M
|