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
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23+ 0.19% |
$1.1K - $1.13K
|
11.9K
$596K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
6+ 1.21% |
$286 - $295
|
501
$25.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
5+ 0.09% |
$238 - $246
|
5.45K
$273K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1+ 5.0% |
$47.7 - $49.2
|
21
$1.05K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6- 0.12% |
$286 - $295
|
5K
$251K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-65- 1.99% |
$3.1K - $3.2K
|
3.21K
$161K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-70- 45.16% |
$3.34K - $3.44K
|
85
$4.26K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-72- 0.12% |
$3.43K - $3.54K
|
61.6K
$3.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-96- 11.28% |
$4.58K - $4.72K
|
755
$37.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-101- 1.74% |
$4.81K - $4.97K
|
5.7K
$285K
|
|
|
Feb 05, 2024
Q4 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-110- 1.43% |
$5.24K - $5.41K
|
7.56K
$379K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-121- 32.7% |
$5.77K - $5.95K
|
249
$12.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-125- 1.85% |
$5.96K - $6.15K
|
6.62K
$332K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-133- 1.95% |
$6.34K - $6.54K
|
6.7K
$336K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-218- 4.21% |
$10.4K - $10.7K
|
4.96K
$249K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-219- 3.71% |
$10.4K - $10.8K
|
5.68K
$285K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-243- 1.77% |
$11.6K - $12K
|
13.5K
$677K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-255- 32.69% |
$12.2K - $12.5K
|
525
$26.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-261- 2.54% |
$12.4K - $12.8K
|
10K
$502K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-280- 4.25% |
$13.3K - $13.8K
|
6.31K
$316K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-287- 0.67% |
$13.7K - $14.1K
|
42.3K
$2.12M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-289- 1.21% |
$13.8K - $14.2K
|
23.5K
$1.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-345- 1.42% |
$16.4K - $17K
|
23.9K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-400- 4.58% |
$19.1K - $19.7K
|
8.34K
$418K
|
|
|
Jan 12, 2024
Q4 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-417- 1.59% |
$19.9K - $20.5K
|
25.8K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-500- 12.82% |
$23.8K - $24.6K
|
3.4K
$170K
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
SELL
|
- |
-522- 6.63% |
$24.9K - $25.7K
|
7.35K
$368K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-549- 67.11% |
$26.2K - $27K
|
269
$13.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-564- 2.06% |
$26.9K - $27.7K
|
26.8K
$1.34M
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-600- 9.47% |
$28.6K - $29.5K
|
5.73K
$287K
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-602- 10.79% |
$28.7K - $29.6K
|
4.98K
$249K
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-700- 6.08% |
$33.4K - $34.4K
|
10.8K
$542K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-710- 6.71% |
$33.8K - $34.9K
|
9.88K
$495K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-720- 0.7% |
$34.3K - $35.4K
|
103K
$5.14M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-724- 1.88% |
$34.5K - $35.6K
|
37.7K
$1.89M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-800- 64.26% |
$38.1K - $39.4K
|
445
$22.3K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-816- 6.55% |
$38.9K - $40.1K
|
11.7K
$584K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-895- 7.6% |
$42.7K - $44K
|
10.9K
$545K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-916- 2.76% |
$43.7K - $45.1K
|
32.3K
$1.62M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-930- 3.96% |
$44.3K - $45.8K
|
22.5K
$1.13M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.08K- 70.9% |
$51.6K - $53.2K
|
444
$22.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.12K- 14.55% |
$53.6K - $55.3K
|
6.6K
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.24K- 0.7% |
$59K - $60.9K
|
175K
$8.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-1.25K- 4.39% |
$59.5K - $61.5K
|
27.2K
$1.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.25K- 3.3% |
$59.6K - $61.5K
|
36.7K
$1.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.28K- 2.44% |
$60.8K - $62.8K
|
50.9K
$2.55M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.36K- 1.14% |
$64.9K - $67K
|
118K
$5.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.37K- 1.85% |
$65.3K - $67.4K
|
72.7K
$3.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.7K- 5.58% |
$80.8K - $83.4K
|
28.7K
$1.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.73K- 23.33% |
$82.2K - $84.9K
|
5.67K
$284K
|