Purchases and Sales Made in Q3 2025 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 2025. 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 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
151K+ 21.07% |
$7.6M - $7.68M
|
868K
$44.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
61.3K+ 8.28% |
$3.08M - $3.12M
|
801K
$40.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
47.1K+ 11.71% |
$2.37M - $2.39M
|
449K
$22.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
37.1K+ 31.21% |
$1.87M - $1.89M
|
156K
$7.95M
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
27.2K+ 29.92% |
$1.37M - $1.38M
|
118K
$6M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
24.6K+ 2.6% |
$1.24M - $1.25M
|
971K
$49.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
15.1K+ 51.29% |
$761K - $770K
|
44.6K
$2.27M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.58KNew |
$331K - $335K
|
6.58K
$335K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.2K+ 742.91% |
$111K - $112K
|
2.5K
$127K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.24K+ 7.47% |
$62.5K - $63.2K
|
17.9K
$910K
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.06K+ 4.44% |
$53.2K - $53.8K
|
24.9K
$1.27M
|
|
|
Oct 09, 2025
Q3 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
364+ 4.08% |
$18.3K - $18.5K
|
9.3K
$473K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
264+ 5.38% |
$13.3K - $13.4K
|
5.17K
$263K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
217+ 1.0% |
$10.9K - $11K
|
21.9K
$1.11M
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
111+ 0.57% |
$5.58K - $5.65K
|
19.7K
$1M
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2+ 0.9% |
$101 - $102
|
224
$11.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-32- 27.35% |
$1.61K - $1.63K
|
85
$4.33K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-197- 4.2% |
$9.91K - $10K
|
4.49K
$229K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-722- 8.22% |
$36.3K - $36.7K
|
8.07K
$410K
|
|
|
Oct 15, 2025
Q3 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-1.97K- 16.31% |
$98.8K - $99.9K
|
10.1K
$513K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-20.1K- 1.99% |
$1.01M - $1.02M
|
988K
$50.3M
|