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 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
916K+ 109.6% |
$46M - $46.6M
|
1.75M
$88.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
395K+ 1781.72% |
$19.9M - $20.1M
|
418K
$21.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
361K+ 2970.15% |
$18.2M - $18.4M
|
373K
$18.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
305K+ 119.08% |
$15.3M - $15.5M
|
560K
$28.4M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
179K+ 63.37% |
$9.02M - $9.12M
|
462K
$23.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
151K+ 21.07% |
$7.6M - $7.68M
|
868K
$44M
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
135KNew |
$6.81M - $6.88M
|
135K
$6.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
103KNew |
$5.17M - $5.23M
|
103K
$5.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
98.6KNew |
$4.96M - $5.01M
|
98.6K
$4.99M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
97.9KNew |
$4.92M - $4.98M
|
97.9K
$4.96M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
97.2K+ 11.38% |
$4.89M - $4.94M
|
951K
$48.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
92.7K+ 48.48% |
$4.66M - $4.72M
|
284K
$14.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
85.7KNew |
$4.31M - $4.36M
|
85.7K
$4.34M
|
|
|
Nov 13, 2025
Q3 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
67KNew |
$3.37M - $3.41M
|
67K
$3.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
63.7K+ 10.58% |
$3.2M - $3.24M
|
666K
$33.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
62.6K+ 1233.15% |
$3.15M - $3.18M
|
67.6K
$3.43M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
61.3K+ 8.28% |
$3.08M - $3.12M
|
801K
$40.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
58.5K+ 2.59% |
$2.94M - $2.97M
|
2.32M
$117M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
49.4K+ 5.56% |
$2.48M - $2.51M
|
937K
$47.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
47.1K+ 11.71% |
$2.37M - $2.39M
|
449K
$22.8M
|
|
|
Nov 20, 2025
Q3 2025
|
Portus Wealth Advisors, LLC
Charlotte, NC |
BUY
|
- |
45.3KNew |
$2.28M - $2.3M
|
45.3K
$2.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
44K+ 92.61% |
$2.21M - $2.24M
|
91.6K
$4.64M
|
|
|
Nov 12, 2025
Q3 2025
|
American Wealth Advisors, LLC
Johns Creek, GA |
BUY
|
- |
40.9KNew |
$2.06M - $2.08M
|
40.9K
$2.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Sierra Capital LLC
|
BUY
|
- |
39.6K+ 27.88% |
$1.99M - $2.01M
|
182K
$9.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
37.1K+ 31.21% |
$1.87M - $1.89M
|
156K
$7.91M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
33.2K+ 5.09% |
$1.67M - $1.69M
|
684K
$34.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
32.4K+ 2.89% |
$1.63M - $1.65M
|
1.15M
$58.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
27.2K+ 29.92% |
$1.37M - $1.38M
|
118K
$5.97M
|
|
|
Nov 06, 2025
Q3 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
26.7K+ 8.73% |
$1.34M - $1.36M
|
332K
$16.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
24.6K+ 2.6% |
$1.24M - $1.25M
|
971K
$49.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
24.3K+ 37.0% |
$1.22M - $1.23M
|
89.8K
$4.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
21.1K+ 445.99% |
$1.06M - $1.07M
|
25.8K
$1.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
20.8K+ 4.7% |
$1.05M - $1.06M
|
464K
$23.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
15.9K+ 5.9% |
$802K - $811K
|
286K
$14.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
15.1K+ 51.29% |
$761K - $770K
|
44.6K
$2.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.8K+ 6.72% |
$694K - $702K
|
219K
$11.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
13.3K+ 8.91% |
$668K - $676K
|
162K
$8.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
12.9K+ 1.35% |
$650K - $658K
|
967K
$49M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
11.8K+ 1.07% |
$592K - $599K
|
1.12M
$56.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
11.3K+ 6.88% |
$567K - $573K
|
175K
$8.87M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
10.5K+ 48.77% |
$528K - $534K
|
32K
$1.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.76K+ 13.63% |
$491K - $497K
|
81.4K
$4.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
9.39K+ 4.11% |
$472K - $478K
|
238K
$12.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
8.08KNew |
$407K - $411K
|
8.08K
$410K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
7.83K+ 6.65% |
$394K - $398K
|
125K
$6.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
7.8KNew |
$392K - $397K
|
7.8K
$395K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
7.45K+ 15.25% |
$375K - $379K
|
56.3K
$2.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.17K+ 11.99% |
$360K - $365K
|
67K
$3.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.99K+ 4.35% |
$352K - $356K
|
168K
$8.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.58KNew |
$331K - $335K
|
6.58K
$333K
|
|