Purchases and Sales Made in Q4 2024 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 2024. 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 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
203+ 1.18% |
$10.1K - $10.2K
|
17.4K
$872K
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
200+ 0.24% |
$9.92K - $10.1K
|
82.1K
$4.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
187+ 2.01% |
$9.27K - $9.4K
|
9.47K
$474K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
173New |
$8.58K - $8.7K
|
173
$8.67K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
150+ 2.93% |
$7.44K - $7.54K
|
5.27K
$264K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
133+ 0.69% |
$6.59K - $6.69K
|
19.4K
$974K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
111+ 1.9% |
$5.5K - $5.58K
|
5.94K
$298K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
100+ 1.03% |
$4.96K - $5.03K
|
9.79K
$490K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
78+ 0.61% |
$3.87K - $3.92K
|
12.8K
$641K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
59+ 0.38% |
$2.93K - $2.97K
|
15.4K
$774K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
58+ 1.09% |
$2.88K - $2.92K
|
5.38K
$270K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
23+ 0.07% |
$1.14K - $1.16K
|
35.1K
$1.76M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
8+ 0.13% |
$397 - $402
|
5.99K
$300K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
7+ 0.15% |
$347 - $352
|
4.53K
$227K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2New |
$99.2 - $101
|
2
$100
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$49.6 - $50.3
|
22.5K
$1.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 1.67% |
$49.6 - $50.3
|
61
$3.06K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-25- 0.11% |
$1.24K - $1.26K
|
22.7K
$1.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-25- 1.18% |
$1.24K - $1.26K
|
2.1K
$105K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-29- 0.36% |
$1.44K - $1.46K
|
8.04K
$403K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-30- 0.37% |
$1.49K - $1.51K
|
8.04K
$403K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-48- 0.27% |
$2.38K - $2.41K
|
17.7K
$888K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-48- 85.71% |
$2.38K - $2.41K
|
8
$401
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-49- 81.67% |
$2.43K - $2.46K
|
11
$551
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-83- 16.57% |
$4.12K - $4.17K
|
418
$20.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 10.89% |
$4.96K - $5.03K
|
818
$41K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-137- 1.07% |
$6.79K - $6.89K
|
12.6K
$633K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-140- 1.93% |
$6.94K - $7.04K
|
7.13K
$357K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-168- 3.01% |
$8.33K - $8.45K
|
5.42K
$272K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-254- 0.59% |
$12.6K - $12.8K
|
43.1K
$2.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-267- 1.91% |
$13.2K - $13.4K
|
13.7K
$689K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-288- 4.6% |
$14.3K - $14.5K
|
5.97K
$299K
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-293- 3.6% |
$14.5K - $14.7K
|
7.84K
$393K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-312- 7.06% |
$15.5K - $15.7K
|
4.11K
$206K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-408- 0.19% |
$20.2K - $20.5K
|
219K
$11M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-468- 3.67% |
$23.2K - $23.5K
|
12.3K
$615K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-501- 3.04% |
$24.8K - $25.2K
|
16K
$800K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-523- 2.42% |
$25.9K - $26.3K
|
21.1K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-627- 0.27% |
$31.1K - $31.5K
|
232K
$11.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-680- 12.29% |
$33.7K - $34.2K
|
4.85K
$243K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-728- 9.79% |
$36.1K - $36.6K
|
6.71K
$336K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-770- 2.41% |
$38.2K - $38.7K
|
31.2K
$1.56M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-898- 5.86% |
$44.5K - $45.2K
|
14.4K
$722K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1K- 78.8% |
$49.6K - $50.3K
|
269
$13.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.12K- 9.42% |
$55.4K - $56.2K
|
10.7K
$538K
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-1.17K- 14.03% |
$58.1K - $58.9K
|
7.18K
$360K
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-1.41K- 54.44% |
$69.9K - $70.9K
|
1.18K
$59.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.48K- 5.71% |
$73.1K - $74.2K
|
24.4K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-1.83K- 4.6% |
$90.6K - $91.9K
|
37.9K
$1.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.92K- 14.19% |
$95K - $96.4K
|
11.6K
$581K
|