Purchases and Sales Made in Q3 2024 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 2024. 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 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
190KNew |
$9.34M - $9.6M
|
190K
$9.45M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
128KNew |
$6.26M - $6.43M
|
128K
$6.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
105K+ 6.08% |
$5.16M - $5.3M
|
1.83M
$91M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
101K+ 24.9% |
$4.96M - $5.1M
|
507K
$25.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
97.6K+ 63.17% |
$4.79M - $4.92M
|
252K
$12.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
93.7K+ 203.25% |
$4.6M - $4.72M
|
140K
$6.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
83.6K+ 40.64% |
$4.1M - $4.22M
|
289K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
82.4K+ 89.77% |
$4.04M - $4.15M
|
174K
$8.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
69.6KNew |
$3.42M - $3.51M
|
69.6K
$3.46M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
51.2K+ 6.1% |
$2.51M - $2.58M
|
891K
$44.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
47K+ 51.92% |
$2.31M - $2.37M
|
137K
$6.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
33.5K+ 11.56% |
$1.64M - $1.69M
|
324K
$16.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.3K+ 3.34% |
$1.54M - $1.58M
|
969K
$48.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
30.4K+ 9.99% |
$1.49M - $1.53M
|
334K
$16.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
28.2K+ 12.38% |
$1.38M - $1.42M
|
256K
$12.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
27.6K+ 65.46% |
$1.36M - $1.39M
|
69.8K
$3.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
26.9K+ 2.25% |
$1.32M - $1.36M
|
1.22M
$60.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
26.4K+ 12.8% |
$1.3M - $1.33M
|
233K
$11.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
23.8K+ 6.66% |
$1.17M - $1.2M
|
381K
$18.9M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
21.7KNew |
$1.06M - $1.09M
|
21.7K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
21.1K+ 8.4% |
$1.04M - $1.07M
|
273K
$13.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
20.9KNew |
$1.02M - $1.05M
|
20.9K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
20.6K+ 10.21% |
$1.01M - $1.04M
|
222K
$11M
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
17.7K+ 11.0% |
$870K - $895K
|
179K
$8.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15.8K+ 2.01% |
$776K - $798K
|
804K
$39.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
15.4K+ 16.01% |
$754K - $775K
|
111K
$5.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
15.2K+ 16.48% |
$748K - $769K
|
108K
$5.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.9K+ 9.04% |
$633K - $651K
|
156K
$7.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
12.6K+ 1.26% |
$619K - $636K
|
1.01M
$50.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
12.3KNew |
$604K - $620K
|
12.3K
$611K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.8K+ 12.8% |
$577K - $593K
|
104K
$5.14M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.4K+ 76.11% |
$558K - $573K
|
26.3K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
11K+ 8.41% |
$541K - $556K
|
142K
$7.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
9K+ 2.4% |
$442K - $454K
|
384K
$19.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
7.98K+ 3.32% |
$391K - $402K
|
248K
$12.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
7.55KNew |
$370K - $381K
|
7.55K
$375K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.4K+ 10.7% |
$314K - $323K
|
66.2K
$3.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
6.34KNew |
$311K - $320K
|
6.34K
$315K
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
6.14KNew |
$301K - $310K
|
6.14K
$305K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
6.08KNew |
$299K - $307K
|
6.08K
$302K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.98KNew |
$294K - $302K
|
5.98K
$297K
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
5.59K+ 7.47% |
$274K - $282K
|
80.4K
$3.99M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.3K+ 5.46% |
$260K - $267K
|
102K
$5.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
5.1KNew |
$250K - $257K
|
5.1K
$253K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
4.23K+ 1.87% |
$208K - $213K
|
230K
$11.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.98KNew |
$195K - $201K
|
3.98K
$197K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.93K+ 94.14% |
$193K - $198K
|
8.11K
$403K
|
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
3.87K+ 1.1% |
$190K - $195K
|
357K
$17.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.35K+ 6.36% |
$165K - $169K
|
56.1K
$2.78M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.33K+ 3.03% |
$164K - $168K
|
113K
$5.63M
|