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 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.99K- 13.01% |
$94.7K - $97.7K
|
13.3K
$660K
|
|
|
Feb 08, 2024
Q4 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-2.04K- 4.57% |
$97K - $100K
|
42.5K
$2.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-2.11K- 5.72% |
$100K - $104K
|
34.7K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.2K- 7.71% |
$105K - $108K
|
26.4K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.24K- 4.2% |
$107K - $110K
|
51.2K
$2.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.76K- 37.36% |
$132K - $136K
|
4.63K
$230K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.85K- 2.51% |
$136K - $140K
|
111K
$5.51M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-2.93K- 8.76% |
$140K - $144K
|
30.5K
$1.52M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-3.05K- 40.68% |
$145K - $150K
|
4.45K
$221K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4.1K- 9.76% |
$195K - $202K
|
37.9K
$1.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-4.14K- 18.41% |
$197K - $203K
|
18.3K
$910K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-4.19K- 98.7% |
$200K - $206K
|
55
$2.73K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4.34KClosed |
$207K - $213K
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.61K- 4.98% |
$220K - $227K
|
87.8K
$4.36M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-4.75K- 3.56% |
$226K - $234K
|
129K
$6.39M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-5.15K- 1.45% |
$246K - $254K
|
350K
$17.4M
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-5.19K- 20.72% |
$247K - $255K
|
19.8K
$985K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-5.23K- 33.99% |
$249K - $257K
|
10.2K
$504K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.67K- 20.58% |
$270K - $279K
|
21.9K
$1.09M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.77K- 12.84% |
$275K - $284K
|
39.2K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.8K- 45.99% |
$277K - $285K
|
6.81K
$338K
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-6.15K- 2.48% |
$293K - $302K
|
242K
$12M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-6.64K- 2.63% |
$317K - $327K
|
246K
$12.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-6.95K- 4.51% |
$331K - $342K
|
147K
$7.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-6.99K- 43.62% |
$333K - $344K
|
9.04K
$449K
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-7.94K- 2.73% |
$378K - $391K
|
283K
$14.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.97K- 5.28% |
$380K - $392K
|
143K
$7.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.14K- 11.34% |
$388K - $401K
|
63.6K
$3.16M
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-8.19K- 34.81% |
$391K - $403K
|
15.3K
$762K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.59K- 46.7% |
$457K - $472K
|
10.9K
$544K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.68K- 5.73% |
$461K - $476K
|
159K
$7.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.84K- 1.6% |
$469K - $484K
|
605K
$30.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.5K- 34.9% |
$498K - $514K
|
19.5K
$968K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-14.8K- 32.42% |
$704K - $727K
|
30.8K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-17.7K- 13.18% |
$846K - $873K
|
117K
$5.81M
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-19K- 13.32% |
$907K - $936K
|
124K
$6.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.5K- 5.8% |
$1.02M - $1.06M
|
349K
$17.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-24.3K- 2.35% |
$1.16M - $1.2M
|
1.01M
$50.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-26.8K- 8.75% |
$1.28M - $1.32M
|
279K
$13.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-31.4K- 72.12% |
$1.5M - $1.55M
|
12.1K
$603K
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-31.7K- 30.47% |
$1.51M - $1.56M
|
72.4K
$3.59M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-33.8K- 33.64% |
$1.61M - $1.66M
|
66.7K
$3.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-44.3K- 28.53% |
$2.11M - $2.18M
|
111K
$5.52M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-50.5K- 12.32% |
$2.4M - $2.48M
|
359K
$17.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-60.7K- 8.73% |
$2.89M - $2.98M
|
634K
$31.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-63.4K- 8.42% |
$3.02M - $3.12M
|
690K
$34.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-73K- 8.72% |
$3.48M - $3.59M
|
763K
$37.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-79.1K- 78.87% |
$3.77M - $3.89M
|
21.2K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-199K- 10.75% |
$9.51M - $9.81M
|
1.66M
$82.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-248K- 41.77% |
$11.8M - $12.2M
|
346K
$17.2M
|