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 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-70- 0.07% |
$3.35K - $3.38K
|
103K
$5.14M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-121Closed |
$5.79K - $5.85K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-142- 1.32% |
$6.8K - $6.87K
|
10.6K
$526K
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-159- 4.98% |
$7.61K - $7.69K
|
3.03K
$151K
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-160- 3.0% |
$7.66K - $7.74K
|
5.18K
$257K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-175- 1.47% |
$8.38K - $8.46K
|
11.8K
$585K
|
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
SELL
|
- |
-240- 3.64% |
$11.5K - $11.6K
|
6.35K
$315K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-248- 4.2% |
$11.9K - $12K
|
5.66K
$281K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-249- 0.25% |
$11.9K - $12K
|
100K
$4.99M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-250- 3.31% |
$12K - $12.1K
|
7.29K
$362K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-294- 1.24% |
$14.1K - $14.2K
|
23.5K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-323- 1.12% |
$15.5K - $15.6K
|
28.6K
$1.42M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-373- 79.87% |
$17.9K - $18K
|
94
$4.67K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-402- 0.35% |
$19.3K - $19.4K
|
114K
$5.65M
|
|
|
Nov 06, 2023
Q3 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-403- 6.89% |
$19.3K - $19.5K
|
5.45K
$271K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-406- 1.5% |
$19.4K - $19.6K
|
26.7K
$1.32M
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-473- 7.47% |
$22.7K - $22.9K
|
5.86K
$291K
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-478- 0.64% |
$22.9K - $23.1K
|
74.8K
$3.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-522- 10.19% |
$25K - $25.2K
|
4.6K
$228K
|
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-564- 5.83% |
$27K - $27.3K
|
9.12K
$453K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-568- 5.57% |
$27.2K - $27.5K
|
9.62K
$478K
|
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-600- 8.65% |
$28.7K - $29K
|
6.33K
$315K
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-622- 7.76% |
$29.8K - $30.1K
|
7.39K
$367K
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-692- 3.76% |
$33.1K - $33.5K
|
17.7K
$881K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-855- 1.61% |
$40.9K - $41.3K
|
52.2K
$2.59M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-969- 12.82% |
$46.4K - $46.9K
|
6.59K
$327K
|
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-1.17K- 5.9% |
$55.8K - $56.4K
|
18.6K
$923K
|
|
|
Oct 31, 2023
Q3 2023
|
Divergent Wealth Advisors
|
SELL
|
- |
-1.34K- 8.95% |
$64.3K - $64.9K
|
13.7K
$678K
|
|
|
Jan 12, 2024
Q3 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-1.43K- 5.17% |
$68.6K - $69.2K
|
26.2K
$1.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.52K- 9.06% |
$72.8K - $73.5K
|
15.3K
$758K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.57K- 0.42% |
$75K - $75.7K
|
371K
$18.4M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.92K- 30.7% |
$92K - $92.9K
|
4.34K
$216K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.92K- 13.23% |
$92.1K - $93K
|
12.6K
$627K
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-2.36K- 11.08% |
$113K - $114K
|
19K
$942K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.42K- 5.1% |
$116K - $117K
|
44.9K
$2.23M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.59K- 1.66% |
$124K - $125K
|
154K
$7.65M
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
SELL
|
- |
-2.68K- 5.64% |
$128K - $130K
|
44.8K
$2.23M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.71K- 1.99% |
$130K - $131K
|
133K
$6.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.82K- 6.28% |
$135K - $136K
|
42K
$2.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-3.05K- 3.61% |
$146K - $147K
|
81.4K
$4.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-3.35K- 1.83% |
$160K - $162K
|
179K
$8.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-3.42K- 0.57% |
$164K - $165K
|
595K
$29.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.63K- 8.62% |
$174K - $175K
|
38.5K
$1.91M
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-3.71K- 10.89% |
$178K - $179K
|
30.4K
$1.51M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.81K- 13.13% |
$182K - $184K
|
25.2K
$1.25M
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-4.23K- 7.2% |
$202K - $204K
|
54.5K
$2.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-4.36K- 1.48% |
$209K - $211K
|
291K
$14.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-4.37KClosed |
$209K - $211K
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-4.48K- 16.0% |
$215K - $217K
|
23.5K
$1.17M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.9K- 5.03% |
$234K - $237K
|
92.4K
$4.59M
|