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 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.8K- 2.12% |
$139K - $141K
|
130K
$6.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.16K- 5.63% |
$156K - $159K
|
52.9K
$2.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-3.67K- 23.61% |
$182K - $185K
|
11.9K
$592K
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-3.79K- 37.87% |
$188K - $190K
|
6.21K
$310K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-3.87K- 0.76% |
$192K - $194K
|
503K
$25.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.87K- 46.2% |
$192K - $195K
|
4.51K
$225K
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-4.43K- 12.07% |
$219K - $222K
|
32.2K
$1.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-4.47K- 4.36% |
$222K - $225K
|
98K
$4.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-5.01K- 15.59% |
$248K - $252K
|
27.1K
$1.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.4K- 9.67% |
$317K - $322K
|
59.8K
$2.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-8.55K- 63.65% |
$424K - $430K
|
4.88K
$243K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.61K- 63.82% |
$477K - $483K
|
5.45K
$272K
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-10.4K- 35.77% |
$516K - $523K
|
18.7K
$931K
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-14.3K- 5.3% |
$709K - $719K
|
256K
$12.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-28.4K- 17.12% |
$1.41M - $1.43M
|
138K
$6.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-30.4K- 43.52% |
$1.51M - $1.53M
|
39.4K
$1.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-37.1K- 15.83% |
$1.84M - $1.86M
|
197K
$9.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-38.9K- 57.11% |
$1.93M - $1.96M
|
29.2K
$1.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-46.7K- 36.63% |
$2.32M - $2.35M
|
80.8K
$4.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-77.1K- 27.42% |
$3.82M - $3.88M
|
204K
$10.2M
|