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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.85K+ 2.4% |
$466K - $483K
|
421K
$20.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.71K+ 53.02% |
$412K - $428K
|
25.2K
$1.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
6.9K+ 37.61% |
$326K - $339K
|
25.3K
$1.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
6.5K+ 73.57% |
$307K - $319K
|
15.3K
$763K
|
|
|
Nov 21, 2022
Q3 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
6.38KNew |
$301K - $313K
|
6.38K
$317K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.18K+ 50.35% |
$292K - $303K
|
18.4K
$919K
|
|
|
Oct 20, 2022
Q3 2022
|
Gds Wealth Management
|
BUY
|
- |
5.99K+ 2.43% |
$283K - $294K
|
252K
$12.5M
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
5.93KNew |
$280K - $291K
|
5.93K
$295K
|
|
|
Nov 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
5.9KNew |
$279K - $289K
|
5.9K
$294K
|
|
|
Oct 21, 2022
Q3 2022
|
Center For Asset Management LLC
|
BUY
|
- |
5.87KNew |
$277K - $288K
|
5.87K
$292K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
5.79K+ 12.95% |
$274K - $284K
|
50.5K
$2.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.66KNew |
$267K - $278K
|
5.66K
$282K
|
|
|
Oct 11, 2022
Q3 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
5.58K+ 9.2% |
$264K - $274K
|
66.3K
$3.3M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.2K+ 26.85% |
$246K - $255K
|
24.6K
$1.22M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.2K+ 26.85% |
$246K - $255K
|
24.6K
$1.22M
|
|
|
Jan 12, 2024
Q3 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
5.04KNew |
$238K - $247K
|
5.04K
$251K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.78K+ 0.72% |
$226K - $235K
|
665K
$33.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.27KNew |
$202K - $209K
|
4.27K
$213K
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
4.14K+ 22.42% |
$196K - $203K
|
22.6K
$1.13M
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4K+ 1.5% |
$189K - $196K
|
271K
$13.5M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.96K+ 1.14% |
$187K - $194K
|
351K
$17.5M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.06K+ 58.7% |
$144K - $150K
|
8.26K
$411K
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.81K+ 11.7% |
$85.5K - $88.8K
|
17.3K
$860K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
1.56KNew |
$73.8K - $76.6K
|
1.56K
$77.7K
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.5K+ 11.77% |
$71.1K - $73.8K
|
14.3K
$711K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.49KNew |
$70.3K - $73K
|
1.49K
$74.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.48K+ 2.21% |
$69.8K - $72.4K
|
68.3K
$3.4M
|
|
|
Oct 05, 2022
Q3 2022
|
Centric Wealth Management
|
BUY
|
- |
1.28K+ 28.42% |
$60.5K - $62.8K
|
5.78K
$288K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.25K+ 83.33% |
$59.1K - $61.3K
|
2.75K
$137K
|
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
BUY
|
- |
1.23K+ 1.88% |
$58K - $60.2K
|
66.5K
$3.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.05K+ 0.68% |
$49.6K - $51.5K
|
155K
$7.69M
|
|
|
Nov 10, 2022
Q3 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
989+ 11.0% |
$46.8K - $48.5K
|
9.98K
$497K
|
|
|
Nov 22, 2022
Q3 2022
|
Coombe, Bender & CO LLC
|
BUY
|
- |
929+ 2.98% |
$43.9K - $45.6K
|
32.1K
$1.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
850+ 41.54% |
$40.2K - $41.7K
|
2.9K
$144K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
686+ 37.08% |
$32.4K - $33.7K
|
2.54K
$126K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
678+ 8.81% |
$32.1K - $33.3K
|
8.37K
$417K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
650New |
$30.7K - $31.9K
|
650
$32.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
615+ 2.79% |
$29.1K - $30.2K
|
22.6K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
515+ 5.2% |
$24.3K - $25.3K
|
10.4K
$519K
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
446+ 5.87% |
$21.1K - $21.9K
|
8.05K
$401K
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
445+ 2.03% |
$21K - $21.8K
|
22.4K
$1.11M
|
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
413New |
$19.5K - $20.3K
|
413
$20.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
407+ 16.21% |
$19.2K - $20K
|
2.92K
$145K
|
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
400+ 8.97% |
$18.9K - $19.6K
|
4.86K
$242K
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
376+ 0.63% |
$17.8K - $18.5K
|
59.6K
$2.97M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
319+ 312.75% |
$15.1K - $15.7K
|
421
$21K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
293+ 0.05% |
$13.9K - $14.4K
|
601K
$30M
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
281New |
$13.3K - $13.8K
|
281
$14K
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
259+ 2.1% |
$12.2K - $12.7K
|
12.6K
$628K
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
253+ 5.94% |
$12K - $12.4K
|
4.51K
$225K
|