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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.99KNew |
$285K - $295K
|
5.99K
$297K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
5.93K+ 2.65% |
$283K - $292K
|
230K
$11.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.59K+ 4.21% |
$266K - $275K
|
138K
$6.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.87KNew |
$232K - $239K
|
4.87K
$242K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4.87K+ 0.67% |
$232K - $239K
|
734K
$36.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
4.66K+ 25.09% |
$222K - $229K
|
23.2K
$1.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
4.53K+ 5.19% |
$216K - $223K
|
91.8K
$4.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.52K+ 83.06% |
$216K - $222K
|
9.97K
$495K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
4.52K+ 33.22% |
$215K - $222K
|
18.1K
$899K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.04K+ 36.28% |
$192K - $199K
|
15.2K
$753K
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
BUY
|
- |
3.77K+ 5.2% |
$180K - $185K
|
76.3K
$3.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.73K+ 3.71% |
$178K - $183K
|
104K
$5.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.62KNew |
$172K - $178K
|
3.62K
$180K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
3.43KNew |
$163K - $169K
|
3.43K
$170K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3.31K+ 1.06% |
$158K - $163K
|
316K
$15.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
3.01K+ 21.28% |
$143K - $148K
|
17.2K
$852K
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.88K+ 16.23% |
$137K - $142K
|
20.6K
$1.02M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2K+ 9.29% |
$95.3K - $98.4K
|
23.5K
$1.17M
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
2K+ 5.85% |
$95.1K - $98.2K
|
36.1K
$1.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.96K+ 4.4% |
$93.4K - $96.4K
|
46.4K
$2.31M
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
1.93K+ 30.4% |
$92K - $95K
|
8.28K
$411K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.77K+ 87.8% |
$84.4K - $87.1K
|
3.79K
$188K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.6KNew |
$76.2K - $78.6K
|
1.6K
$79.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.34K+ 1.4% |
$63.9K - $65.9K
|
96.8K
$4.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
1.18KNew |
$56.1K - $58K
|
1.18K
$58.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
962+ 10.0% |
$45.8K - $47.3K
|
10.6K
$526K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
831New |
$39.6K - $40.9K
|
831
$41.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
830+ 0.77% |
$39.6K - $40.8K
|
108K
$5.38M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
781+ 12.32% |
$37.2K - $38.4K
|
7.12K
$354K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
757+ 2.84% |
$36.1K - $37.2K
|
27.4K
$1.36M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
691+ 3.92% |
$32.9K - $34K
|
18.3K
$909K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
576+ 2.74% |
$27.5K - $28.3K
|
21.6K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
572+ 2.27% |
$27.3K - $28.1K
|
25.8K
$1.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
538New |
$25.6K - $26.5K
|
538
$26.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
516+ 0.82% |
$24.6K - $25.4K
|
63.6K
$3.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
479+ 9.9% |
$22.8K - $23.6K
|
5.32K
$264K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
419+ 1.02% |
$20K - $20.6K
|
41.5K
$2.06M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
272+ 0.61% |
$13K - $13.4K
|
45.1K
$2.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
247+ 5.41% |
$11.8K - $12.2K
|
4.81K
$239K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
223+ 56.89% |
$10.6K - $11K
|
615
$30.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
220+ 2.91% |
$10.5K - $10.8K
|
7.78K
$386K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
151New |
$7.2K - $7.43K
|
151
$7.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
112+ 3.7% |
$5.34K - $5.51K
|
3.14K
$156K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
100+ 4.9% |
$4.77K - $4.92K
|
2.14K
$106K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
82New |
$3.91K - $4.03K
|
82
$4.07K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
78+ 0.79% |
$3.72K - $3.84K
|
9.95K
$494K
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
31+ 0.5% |
$1.48K - $1.53K
|
6.29K
$312K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
31+ 0.5% |
$1.48K - $1.53K
|
6.29K
$312K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23+ 0.19% |
$1.1K - $1.13K
|
11.9K
$591K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
6+ 1.21% |
$286 - $295
|
501
$24.9K
|