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
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.32K- 2.46% |
$110K - $114K
|
92.2K
$4.57M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.67K- 10.19% |
$126K - $131K
|
23.5K
$1.17M
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.68K- 23.98% |
$127K - $131K
|
8.49K
$421K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.92K- 2.48% |
$138K - $143K
|
115K
$5.69M
|
|
|
Nov 08, 2022
Q3 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-3.12K- 8.12% |
$148K - $153K
|
35.3K
$1.75M
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-3.14K- 27.91% |
$148K - $154K
|
8.1K
$402K
|
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
SELL
|
- |
-3.33K- 24.99% |
$158K - $164K
|
10K
$496K
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-3.46K- 12.0% |
$163K - $170K
|
25.3K
$1.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-3.6K- 17.47% |
$170K - $177K
|
17K
$844K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3.74K- 2.83% |
$177K - $184K
|
129K
$6.38M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.84K- 6.83% |
$181K - $188K
|
52.3K
$2.6M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-4.13K- 11.56% |
$195K - $203K
|
31.6K
$1.57M
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.15K- 4.11% |
$196K - $204K
|
96.8K
$4.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-4.44K- 0.74% |
$210K - $218K
|
592K
$29.4M
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.54KClosed |
$215K - $223K
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Life Planning Partners, Inc
|
SELL
|
- |
-4.6K- 12.08% |
$217K - $226K
|
33.5K
$1.66M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.94K- 13.03% |
$233K - $242K
|
33K
$1.64M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.17K- 7.99% |
$244K - $253K
|
59.4K
$2.95M
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-5.29K- 15.65% |
$250K - $260K
|
28.5K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-5.49K- 82.74% |
$259K - $269K
|
1.15K
$56.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Wills Financial Group, Inc.
|
SELL
|
- |
-6.86K- 52.0% |
$325K - $337K
|
6.34K
$314K
|
|
|
Nov 14, 2022
Q3 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-6.89K- 5.77% |
$326K - $338K
|
113K
$5.59M
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-7.4K- 5.96% |
$350K - $363K
|
117K
$5.8M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-9.08K- 19.76% |
$429K - $445K
|
36.9K
$1.83M
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-9.36K- 16.4% |
$442K - $459K
|
47.7K
$2.37M
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-9.96K- 2.27% |
$471K - $488K
|
428K
$21.2M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.5K- 23.63% |
$495K - $513K
|
33.8K
$1.68M
|
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
SELL
|
- |
-10.5K- 35.53% |
$497K - $516K
|
19.1K
$947K
|
|
|
Oct 06, 2022
Q3 2022
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-12.7K- 31.71% |
$600K - $623K
|
27.3K
$1.36M
|
|
|
Nov 04, 2022
Q3 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-12.8K- 4.55% |
$604K - $626K
|
268K
$13.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-18.6K- 52.98% |
$879K - $912K
|
16.5K
$819K
|
|
|
Oct 19, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-18.8K- 11.6% |
$890K - $923K
|
143K
$7.12M
|
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-20.5K- 10.1% |
$968K - $1M
|
182K
$9.04M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-20.7K- 15.24% |
$977K - $1.01M
|
115K
$5.7M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27.9K- 47.87% |
$1.32M - $1.37M
|
30.4K
$1.51M
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-29.8K- 81.13% |
$1.41M - $1.46M
|
6.94K
$344K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-32.1K- 31.41% |
$1.52M - $1.57M
|
70.1K
$3.48M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-33.3K- 17.32% |
$1.58M - $1.64M
|
159K
$7.9M
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-36.1K- 25.18% |
$1.71M - $1.77M
|
107K
$5.32M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-36.5K- 79.17% |
$1.73M - $1.79M
|
9.61K
$477K
|
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-36.8K- 33.07% |
$1.74M - $1.8M
|
74.4K
$3.69M
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-40.7K- 79.78% |
$1.93M - $2M
|
10.3K
$512K
|
|
|
Oct 11, 2022
Q3 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-49.1K- 15.68% |
$2.32M - $2.41M
|
264K
$13.1M
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-57.4K- 11.41% |
$2.71M - $2.81M
|
445K
$22.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-59.9K- 3.55% |
$2.83M - $2.94M
|
1.63M
$80.8M
|
|
|
Oct 28, 2022
Q3 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-85.9K- 65.17% |
$4.06M - $4.22M
|
45.9K
$2.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-132K- 58.62% |
$6.26M - $6.49M
|
93.4K
$4.64M
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-167K- 14.53% |
$7.91M - $8.21M
|
984K
$48.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-252K- 93.37% |
$11.9M - $12.4M
|
17.9K
$889K
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-252K- 93.37% |
$11.9M - $12.4M
|
17.9K
$889K
|