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 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
2.59KNew |
$127K - $131K
|
2.59K
$129K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.34K+ 22.47% |
$115K - $118K
|
12.7K
$634K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.18K+ 3.28% |
$107K - $110K
|
68.6K
$3.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.89K+ 18.98% |
$92.8K - $95.4K
|
11.9K
$591K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.8K+ 0.36% |
$88.5K - $90.9K
|
507K
$25.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.69K+ 4.84% |
$83K - $85.3K
|
36.6K
$1.83M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.61K+ 12.94% |
$78.8K - $81K
|
14K
$698K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.6K+ 14.87% |
$78.4K - $80.6K
|
12.3K
$615K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.58K+ 7.55% |
$77.5K - $79.7K
|
22.5K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.5K+ 4.11% |
$73.8K - $75.8K
|
38.1K
$1.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
1.39K+ 16.09% |
$68K - $69.9K
|
10K
$498K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.24K+ 19.62% |
$61K - $62.7K
|
7.58K
$377K
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.03K+ 4.72% |
$50.4K - $51.8K
|
22.8K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
983+ 0.45% |
$48.2K - $49.6K
|
219K
$10.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
945+ 2.47% |
$46.4K - $47.7K
|
39.2K
$1.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
917+ 3.3% |
$45K - $46.3K
|
28.7K
$1.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
889+ 12.39% |
$43.6K - $44.8K
|
8.07K
$402K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
889+ 12.38% |
$43.6K - $44.8K
|
8.07K
$402K
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
860+ 1.07% |
$42.2K - $43.4K
|
81.5K
$4.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
817+ 7.47% |
$40.1K - $41.2K
|
11.8K
$586K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
788+ 0.83% |
$38.7K - $39.7K
|
95.2K
$4.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
780+ 315.79% |
$38.3K - $39.3K
|
1.03K
$51.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
606+ 0.26% |
$29.7K - $30.6K
|
234K
$11.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
547+ 25.56% |
$26.8K - $27.6K
|
2.69K
$134K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
501New |
$24.6K - $25.3K
|
501
$24.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
500New |
$24.5K - $25.2K
|
500
$24.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
461+ 1.59% |
$22.6K - $23.3K
|
29.4K
$1.46M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
443+ 0.26% |
$21.7K - $22.3K
|
168K
$8.36M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
414+ 1.79% |
$20.3K - $20.9K
|
23.5K
$1.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
378+ 4.25% |
$18.5K - $19.1K
|
9.28K
$462K
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
300+ 0.95% |
$14.7K - $15.1K
|
32K
$1.59M
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
282+ 1.48% |
$13.8K - $14.2K
|
19.3K
$961K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
220+ 20.09% |
$10.8K - $11.1K
|
1.32K
$65.5K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
189+ 0.89% |
$9.27K - $9.53K
|
21.4K
$1.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
186+ 1.09% |
$9.13K - $9.38K
|
17.2K
$857K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
175New |
$8.59K - $8.83K
|
175
$8.72K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
163+ 21.59% |
$8K - $8.22K
|
918
$45.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
160+ 3.76% |
$7.85K - $8.07K
|
4.42K
$220K
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
122+ 0.79% |
$5.99K - $6.15K
|
15.6K
$775K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
83+ 1.16% |
$4.07K - $4.19K
|
7.27K
$362K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
62New |
$3.04K - $3.13K
|
62
$3.09K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
37+ 0.9% |
$1.82K - $1.87K
|
4.14K
$206K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
37New |
$1.82K - $1.87K
|
37
$1.84K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
15+ 0.01% |
$736 - $757
|
133K
$6.61M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.02% |
$49.1 - $50.4
|
4.52K
$225K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 1.69% |
$49.1 - $50.4
|
60
$2.99K
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-5- 0.02% |
$245 - $252
|
25.3K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-7- 0.12% |
$343 - $353
|
5.83K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-17- 0.07% |
$834 - $857
|
23.2K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-38- 30.16% |
$1.86K - $1.92K
|
88
$4.38K
|