Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.17MNew |
$103M - $107M
|
2.17M
$108M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
795K+ 35.84% |
$37.9M - $39.1M
|
3.01M
$150M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
502K+ 19.98% |
$23.9M - $24.7M
|
3.01M
$150M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
275K+ 406.36% |
$13.1M - $13.5M
|
342K
$17M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
230K+ 221.98% |
$10.9M - $11.3M
|
333K
$16.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
179K+ 50.19% |
$8.54M - $8.82M
|
536K
$26.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
127KNew |
$6.03M - $6.23M
|
127K
$6.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
124KNew |
$5.91M - $6.1M
|
124K
$6.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
82K+ 68.84% |
$3.91M - $4.04M
|
201K
$10M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
64.6K+ 47.85% |
$3.08M - $3.18M
|
200K
$9.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
64KNew |
$3.05M - $3.15M
|
64K
$3.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
55.5K+ 68.22% |
$2.65M - $2.73M
|
137K
$6.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
53.7KNew |
$2.56M - $2.64M
|
53.7K
$2.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
47.9K+ 4.48% |
$2.28M - $2.35M
|
1.12M
$55.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
47.4K+ 62.36% |
$2.26M - $2.33M
|
123K
$6.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
45.3K+ 407.06% |
$2.16M - $2.23M
|
56.4K
$2.81M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
37KNew |
$1.76M - $1.82M
|
37K
$1.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
35.4KNew |
$1.69M - $1.74M
|
35.4K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
30.2K+ 16.86% |
$1.44M - $1.49M
|
209K
$10.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
28.6KNew |
$1.36M - $1.41M
|
28.6K
$1.43M
|
|
|
Mar 05, 2024
Q4 2023
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
28.4KNew |
$1.35M - $1.4M
|
28.4K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
26.9KNew |
$1.28M - $1.32M
|
26.9K
$1.34M
|
|
|
Jan 05, 2024
Q4 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
23.2K+ 7.95% |
$1.11M - $1.14M
|
315K
$15.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
22.8K+ 9.16% |
$1.08M - $1.12M
|
271K
$13.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
22.2K+ 40.68% |
$1.06M - $1.09M
|
76.7K
$3.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
19.9K+ 55.08% |
$949K - $979K
|
56K
$2.79M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
19.6KNew |
$934K - $964K
|
19.6K
$976K
|
|
|
Jan 31, 2024
Q4 2023
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
17.3KNew |
$826K - $852K
|
17.3K
$863K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
14.5KNew |
$693K - $715K
|
14.5K
$724K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
12.7K+ 12.87% |
$606K - $625K
|
111K
$5.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Propel Bio Management, LLC
Los Angeles, CA |
BUY
|
- |
12.1KNew |
$579K - $598K
|
12.1K
$605K
|
|
|
Feb 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
12KNew |
$572K - $590K
|
12K
$598K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
11.9K+ 38.69% |
$568K - $586K
|
42.7K
$2.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
11.5K+ 16.85% |
$549K - $567K
|
79.9K
$3.98M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
11.2K+ 122.3% |
$536K - $553K
|
20.4K
$1.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.7K+ 10.49% |
$509K - $526K
|
113K
$5.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.82K+ 21.82% |
$468K - $483K
|
54.8K
$2.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
9.61K+ 2.26% |
$458K - $473K
|
434K
$21.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.52K+ 21.51% |
$454K - $468K
|
53.7K
$2.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.98K+ 4.43% |
$428K - $442K
|
212K
$10.5M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.58KNew |
$409K - $422K
|
8.58K
$427K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
8.55K+ 8.65% |
$407K - $420K
|
107K
$5.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.26K+ 19.94% |
$394K - $406K
|
49.7K
$2.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
8.15KNew |
$389K - $401K
|
8.15K
$406K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
7.87KNew |
$375K - $387K
|
7.87K
$392K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.6KNew |
$362K - $374K
|
7.6K
$379K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
7.49KNew |
$357K - $368K
|
7.49K
$373K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
6.89K+ 23.25% |
$328K - $339K
|
36.5K
$1.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
6.54KNew |
$312K - $322K
|
6.54K
$326K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
6.3KNew |
$300K - $310K
|
6.3K
$314K
|