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
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
235+ 3.15% |
$11.1K - $11.5K
|
7.69K
$382K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
212+ 1.68% |
$10K - $10.4K
|
12.8K
$635K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
205+ 0.81% |
$9.69K - $10.1K
|
25.4K
$1.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
200+ 0.34% |
$9.46K - $9.81K
|
59.5K
$2.95M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
182+ 21.51% |
$8.6K - $8.93K
|
1.03K
$51K
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
88+ 1.41% |
$4.16K - $4.32K
|
6.32K
$314K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
50New |
$2.36K - $2.45K
|
50
$2.48K
|
|
|
Oct 12, 2022
Q3 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
33+ 0.39% |
$1.56K - $1.62K
|
8.4K
$417K
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
20+ 0.31% |
$946 - $981
|
6.4K
$318K
|
|
|
Oct 24, 2022
Q3 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
15+ 0.32% |
$709 - $736
|
4.74K
$235K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1+ 0.22% |
$47.3 - $49.1
|
450
$22.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-12- 2.08% |
$567 - $589
|
564
$28K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-55- 4.16% |
$2.6K - $2.7K
|
1.27K
$62.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-56- 14.18% |
$2.65K - $2.75K
|
339
$16.8K
|
|
|
Nov 02, 2022
Q3 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-59- 0.11% |
$2.79K - $2.9K
|
53.5K
$2.65M
|
|
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
SELL
|
- |
-70- 1.3% |
$3.31K - $3.43K
|
5.3K
$263K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-77- 2.41% |
$3.64K - $3.78K
|
3.12K
$155K
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-99- 0.78% |
$4.68K - $4.86K
|
12.5K
$622K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-128- 3.4% |
$6.05K - $6.28K
|
3.64K
$180K
|
|
|
Oct 31, 2022
Q3 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-185- 3.57% |
$8.75K - $9.08K
|
5K
$248K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-197- 1.38% |
$9.31K - $9.67K
|
14.1K
$699K
|
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-198- 0.84% |
$9.36K - $9.72K
|
23.4K
$1.16M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-206- 4.57% |
$9.74K - $10.1K
|
4.3K
$214K
|
|
|
Jun 17, 2024
Q3 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-245- 5.22% |
$11.6K - $12K
|
4.45K
$221K
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-314- 1.58% |
$14.8K - $15.4K
|
19.6K
$974K
|
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
SELL
|
- |
-321- 2.95% |
$15.2K - $15.8K
|
10.6K
$524K
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-344- 0.53% |
$16.3K - $16.9K
|
65K
$3.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-447- 42.09% |
$21.1K - $21.9K
|
615
$30.5K
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-484- 8.07% |
$22.9K - $23.7K
|
5.51K
$274K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-585- 11.06% |
$27.7K - $28.7K
|
4.71K
$234K
|
|
|
Nov 10, 2022
Q3 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-600- 4.33% |
$28.4K - $29.4K
|
13.3K
$658K
|
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-606- 3.43% |
$28.7K - $29.7K
|
17.1K
$847K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-706- 0.6% |
$33.4K - $34.6K
|
116K
$5.76M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-721- 0.77% |
$34.1K - $35.4K
|
93.4K
$4.64M
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1K- 28.37% |
$47.3K - $49.1K
|
2.53K
$125K
|
|
|
Nov 14, 2022
Q3 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.03K- 10.58% |
$48.9K - $50.7K
|
8.74K
$434K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-1.12K- 20.59% |
$52.8K - $54.8K
|
4.31K
$214K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.18K- 3.07% |
$55.6K - $57.7K
|
37.2K
$1.84M
|
|
|
Oct 11, 2022
Q3 2022
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-1.33K- 15.74% |
$62.7K - $65.1K
|
7.1K
$352K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.39K- 2.79% |
$65.6K - $68.1K
|
48.4K
$2.4M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.62K- 2.19% |
$76.6K - $79.5K
|
72.3K
$3.59M
|
|
|
Oct 13, 2022
Q3 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.65K- 12.37% |
$78K - $81K
|
11.7K
$580K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.66K- 14.3% |
$78.3K - $81.3K
|
9.93K
$493K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.69K- 38.57% |
$79.8K - $82.8K
|
2.69K
$133K
|
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.7K- 6.45% |
$80.4K - $83.4K
|
24.7K
$1.22M
|
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.88K- 15.62% |
$88.7K - $92K
|
10.1K
$503K
|
|
|
Nov 14, 2022
Q3 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.89K- 17.08% |
$89.2K - $92.6K
|
9.16K
$455K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.13K- 7.04% |
$101K - $105K
|
28.2K
$1.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.15K- 87.73% |
$101K - $105K
|
300
$14.9K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.28K- 11.27% |
$108K - $112K
|
17.9K
$890K
|