Purchases and Sales Made in Q3 2023 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 2023. 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 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
357KNew |
$17.1M - $17.3M
|
357K
$17.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
304KNew |
$14.6M - $14.7M
|
304K
$15.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
261K+ 16.36% |
$12.5M - $12.6M
|
1.86M
$92.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
137K+ 47.59% |
$6.55M - $6.62M
|
424K
$21.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
135KNew |
$6.47M - $6.53M
|
135K
$6.72M
|
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
128K+ 106.02% |
$6.13M - $6.18M
|
249K
$12.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
119KNew |
$5.71M - $5.76M
|
119K
$5.93M
|
|
|
Oct 26, 2023
Q3 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
102K+ 4.93% |
$4.88M - $4.93M
|
2.17M
$108M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
67.6KNew |
$3.24M - $3.27M
|
67.6K
$3.37M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
61.3K+ 6.09% |
$2.94M - $2.97M
|
1.07M
$53.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
60.3K+ 2.16% |
$2.89M - $2.91M
|
2.85M
$142M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
46.3K+ 7.14% |
$2.22M - $2.24M
|
695K
$34.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
33.5K+ 12.02% |
$1.61M - $1.62M
|
313K
$15.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
32.6K+ 22.73% |
$1.56M - $1.58M
|
176K
$8.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
29.9KNew |
$1.43M - $1.45M
|
29.9K
$1.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
28.4K+ 219.14% |
$1.36M - $1.37M
|
41.4K
$2.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
23.8K+ 3.27% |
$1.14M - $1.15M
|
753K
$37.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
20.9K+ 11.52% |
$1M - $1.01M
|
203K
$10.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
20.5KNew |
$983K - $993K
|
20.5K
$1.02M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
18.5K+ 2.6% |
$884K - $893K
|
729K
$36.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
18.1KNew |
$869K - $877K
|
18.1K
$904K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.7K+ 16.93% |
$706K - $713K
|
102K
$5.07M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
14.5K+ 3.09% |
$692K - $699K
|
483K
$24M
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
14.1KNew |
$677K - $684K
|
14.1K
$705K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
13.6KNew |
$651K - $657K
|
13.6K
$677K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.1KNew |
$533K - $538K
|
11.1K
$554K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.9K+ 3.71% |
$524K - $529K
|
306K
$15.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
10.4K+ 4.9% |
$500K - $505K
|
224K
$11.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10.2K+ 29.64% |
$487K - $492K
|
44.5K
$2.22M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
10K+ 28.49% |
$479K - $484K
|
45.1K
$2.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.6K+ 6.58% |
$460K - $464K
|
155K
$7.74M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.28K+ 73.58% |
$444K - $449K
|
21.9K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
9.25K+ 13.87% |
$443K - $447K
|
75.9K
$3.78M
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
9.19KNew |
$440K - $444K
|
9.19K
$458K
|
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
9.18K+ 3.24% |
$439K - $444K
|
292K
$14.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
8.98K+ 127.48% |
$430K - $434K
|
16K
$798K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
8.59K+ 9.52% |
$411K - $415K
|
98.8K
$4.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.29KNew |
$397K - $401K
|
8.29K
$413K
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
8.04KNew |
$385K - $389K
|
8.04K
$400K
|
|
|
Nov 09, 2023
Q3 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
7.67KNew |
$367K - $371K
|
7.67K
$382K
|
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
6.54K+ 22.1% |
$313K - $316K
|
36.1K
$1.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.42K+ 9.81% |
$307K - $310K
|
71.8K
$3.58M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.25KNew |
$300K - $302K
|
6.25K
$311K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
6.25KNew |
$300K - $302K
|
6.25K
$311K
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
6K+ 18.79% |
$287K - $290K
|
37.9K
$1.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.44KNew |
$261K - $263K
|
5.44K
$271K
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.35K+ 5.24% |
$256K - $259K
|
107K
$5.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.14K+ 18.28% |
$246K - $248K
|
33.2K
$1.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.56KNew |
$219K - $221K
|
4.56K
$227K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.3K+ 62.94% |
$206K - $208K
|
11.1K
$554K
|