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 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-5.4K- 2.13% |
$258K - $261K
|
248K
$12.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-5.49K- 9.2% |
$263K - $265K
|
54.2K
$2.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.81K- 21.67% |
$278K - $281K
|
21K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-5.83K- 11.34% |
$279K - $282K
|
45.6K
$2.26M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.24K- 18.56% |
$299K - $302K
|
27.4K
$1.36M
|
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-7.79K- 6.96% |
$373K - $377K
|
104K
$5.17M
|
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-7.91KClosed |
$379K - $382K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Barings LLC
|
SELL
|
- |
-8.23K- 43.12% |
$394K - $398K
|
10.9K
$539K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.25K- 5.19% |
$395K - $399K
|
151K
$7.49M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-8.86K- 36.53% |
$424K - $428K
|
15.4K
$764K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.34K- 18.53% |
$447K - $452K
|
41K
$2.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.35K- 1.5% |
$448K - $452K
|
615K
$30.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.44K- 25.5% |
$452K - $456K
|
27.6K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-11.7K- 3.19% |
$560K - $566K
|
355K
$17.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-12.4K- 54.69% |
$595K - $601K
|
10.3K
$511K
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-12.5K- 1.18% |
$597K - $603K
|
1.05M
$52M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-13.8K- 12.11% |
$663K - $669K
|
100K
$4.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-14K- 29.17% |
$673K - $679K
|
34.1K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-17.1K- 58.99% |
$818K - $826K
|
11.9K
$590K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-17.3K- 70.05% |
$828K - $836K
|
7.4K
$367K
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-17.8K- 11.07% |
$851K - $859K
|
143K
$7.09M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-18K- 6.64% |
$861K - $870K
|
253K
$12.6M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.1K- 4.67% |
$961K - $970K
|
410K
$20.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26.5K- 20.39% |
$1.27M - $1.28M
|
103K
$5.14M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-28.7K- 83.29% |
$1.38M - $1.39M
|
5.76K
$286K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-30.2K- 40.17% |
$1.45M - $1.46M
|
45K
$2.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-32.4K- 52.21% |
$1.55M - $1.57M
|
29.6K
$1.47M
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-45.3K- 27.47% |
$2.17M - $2.19M
|
120K
$5.94M
|
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-65.7K- 41.55% |
$3.15M - $3.18M
|
92.4K
$4.59M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-76K- 31.02% |
$3.64M - $3.67M
|
169K
$8.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-79.1K- 91.34% |
$3.79M - $3.82M
|
7.5K
$372K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-80.3K- 7.21% |
$3.85M - $3.88M
|
1.03M
$51.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-84.4K- 74.78% |
$4.04M - $4.08M
|
28.5K
$1.41M
|
|
|
Oct 05, 2023
Q3 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-111K- 45.56% |
$5.33M - $5.38M
|
133K
$6.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-127K- 13.16% |
$6.07M - $6.13M
|
836K
$41.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-454K- 15.3% |
$21.7M - $21.9M
|
2.51M
$125M
|