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 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-248K- 41.77% |
$11.8M - $12.2M
|
346K
$17.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-250K- 51.87% |
$11.9M - $12.3M
|
232K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-297K- 25.86% |
$14.1M - $14.6M
|
851K
$42.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.01M- 96.61% |
$48.2M - $49.8M
|
35.5K
$1.76M
|
|
|
Jan 23, 2024
Q4 2023
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-1.17M- 53.68% |
$55.5M - $57.3M
|
1.01M
$49.9M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.13M- 97.97% |
$101M - $105M
|
44.1K
$2.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.8M- 98.1% |
$133M - $138M
|
54.3K
$2.7M
|