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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
4.05K+ 4.87% |
$194K - $196K
|
87.2K
$4.33M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4K+ 9.95% |
$192K - $194K
|
44.2K
$2.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.83K+ 7.72% |
$183K - $185K
|
53.4K
$2.65M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.17K+ 3.43% |
$152K - $153K
|
95.4K
$4.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.16K+ 2.4% |
$152K - $153K
|
135K
$6.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.95KNew |
$141K - $143K
|
2.95K
$147K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.87K+ 46.51% |
$138K - $139K
|
9.05K
$450K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.66K+ 23.91% |
$127K - $128K
|
13.8K
$683K
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
2.47K+ 6.16% |
$118K - $120K
|
42.6K
$2.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
2.29K+ 10.4% |
$109K - $110K
|
24.3K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.12K+ 1.6% |
$102K - $103K
|
135K
$6.69M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.82K+ 2.85% |
$87.4K - $88.2K
|
65.9K
$3.28M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
1.62K+ 406.53% |
$77.5K - $78.2K
|
2.02K
$100K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.56K+ 1.6% |
$74.5K - $75.2K
|
98.8K
$4.91M
|
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
1.03K+ 4.27% |
$49.1K - $49.6K
|
25K
$1.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
BUY
|
- |
994+ 14.46% |
$47.6K - $48.1K
|
7.87K
$391K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
952+ 1.53% |
$45.6K - $46K
|
63.1K
$3.13M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
944+ 14.27% |
$45.2K - $45.6K
|
7.56K
$375K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
920+ 1.51% |
$44.1K - $44.5K
|
61.7K
$3.06M
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
857+ 17.34% |
$41K - $41.4K
|
5.8K
$288K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
800+ 179.78% |
$38.3K - $38.7K
|
1.25K
$61.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
722+ 3.12% |
$34.6K - $34.9K
|
23.8K
$1.18M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
567+ 1181.25% |
$27.2K - $27.4K
|
615
$30.5K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
552+ 4.63% |
$26.4K - $26.7K
|
12.5K
$619K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
520+ 174.5% |
$24.9K - $25.1K
|
818
$40.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
518+ 51.39% |
$24.8K - $25K
|
1.53K
$75.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
508New |
$24.3K - $24.6K
|
508
$25.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
489+ 1.35% |
$23.4K - $23.6K
|
36.8K
$1.83M
|
|
|
Oct 31, 2023
Q3 2023
|
Sierra Capital LLC
|
BUY
|
- |
397+ 0.55% |
$19K - $19.2K
|
72.5K
$3.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
379+ 3.99% |
$18.2K - $18.3K
|
9.87K
$490K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
314+ 560.71% |
$15K - $15.2K
|
370
$18.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
173+ 0.23% |
$8.28K - $8.36K
|
74.1K
$3.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
155New |
$7.42K - $7.49K
|
155
$7.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
139New |
$6.66K - $6.72K
|
139
$6.9K
|
|
|
Nov 14, 2023
Q3 2023
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
100New |
$4.79K - $4.84K
|
100
$4.97K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
87+ 11.39% |
$4.17K - $4.21K
|
851
$42.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
20+ 0.36% |
$958 - $967
|
5.58K
$277K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13+ 0.07% |
$623 - $629
|
17.6K
$875K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10+ 0.02% |
$479 - $484
|
65.9K
$3.28M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
8+ 0.17% |
$383 - $387
|
4.69K
$233K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4+ 0.03% |
$192 - $193
|
11.7K
$582K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.2% |
$47.9 - $48.4
|
495
$24.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 1.75% |
$47.9 - $48.4
|
58
$2.88K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1- 0.53% |
$47.9 - $48.4
|
187
$9.29K
|
|
|
Nov 08, 2023
Q3 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-1- -0.0% |
$47.9 - $48.4
|
44.6K
$2.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 1.23% |
$47.9 - $48.4
|
80
$3.97K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14- 0.28% |
$670 - $677
|
5.01K
$249K
|
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
SELL
|
- |
-20- 0.33% |
$958 - $967
|
6.07K
$302K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-26- 0.94% |
$1.25K - $1.26K
|
2.73K
$135K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-62- 0.8% |
$2.97K - $3K
|
7.72K
$384K
|