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
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-3.87K- 0.76% |
$192K - $194K
|
503K
$25M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.87K- 46.2% |
$192K - $195K
|
4.51K
$224K
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-4.43K- 12.07% |
$219K - $222K
|
32.2K
$1.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-4.47K- 4.36% |
$222K - $225K
|
98K
$4.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.89K- 18.58% |
$242K - $246K
|
21.4K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-5.01K- 15.59% |
$248K - $252K
|
27.1K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.82K- 4.16% |
$288K - $292K
|
134K
$6.67M
|
|
|
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
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10K- 9.66% |
$496K - $503K
|
93.6K
$4.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-10.4K- 35.77% |
$516K - $523K
|
18.7K
$930K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.1K- 4.18% |
$599K - $608K
|
277K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-13.9K- 14.6% |
$689K - $699K
|
81.3K
$4.05M
|
|
|
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 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-27.4K- 10.69% |
$1.36M - $1.38M
|
229K
$11.4M
|
|
|
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
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-30.6K- 97.64% |
$1.52M - $1.54M
|
740
$36.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-37.1K- 15.83% |
$1.84M - $1.86M
|
197K
$9.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-38.9K- 57.11% |
$1.93M - $1.96M
|
29.2K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-46.7K- 36.63% |
$2.32M - $2.35M
|
80.8K
$4.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-54K- 66.29% |
$2.68M - $2.72M
|
27.5K
$1.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-58.3K- 37.48% |
$2.89M - $2.93M
|
97.3K
$4.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-77.1K- 27.42% |
$3.82M - $3.88M
|
204K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-127K- 10.41% |
$6.29M - $6.38M
|
1.09M
$54.4M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-162K- 50.63% |
$8.04M - $8.16M
|
158K
$7.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-246K- 97.73% |
$12.2M - $12.4M
|
5.73K
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.03M- 55.94% |
$50.9M - $51.6M
|
808K
$40.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-1.42M- 97.99% |
$70.4M - $71.4M
|
29.1K
$1.45M
|