Latest Institutional Transactions on Ishares 0 5 Year Investment Gr (SLQD)
This table provides information on the latest institutional transactions involving Ishares 0 5 Year Investment Gr (SLQD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-46.7K- 36.63% |
$2.32M - $2.35M
|
80.8K
$4.04M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
8+ 0.13% |
$397 - $402
|
5.99K
$300K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
385+ 1.34% |
$19.1K - $19.4K
|
29.1K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-25- 1.18% |
$1.24K - $1.26K
|
2.1K
$105K
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-37.1K- 15.83% |
$1.84M - $1.86M
|
197K
$9.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
73.2K+ 106.68% |
$3.63M - $3.68M
|
142K
$7.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-14.3K- 5.3% |
$709K - $719K
|
256K
$12.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
78+ 0.61% |
$3.87K - $3.92K
|
12.8K
$640K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
173New |
$8.58K - $8.7K
|
173
$8.65K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.54K+ 6.04% |
$225K - $228K
|
79.8K
$3.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 1.67% |
$49.6 - $50.3
|
61
$3.05K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
194K+ 30.21% |
$9.61M - $9.75M
|
835K
$41.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-38.9K- 57.11% |
$1.93M - $1.96M
|
29.2K
$1.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
1.42M+ 4828.49% |
$70.4M - $71.4M
|
1.45M
$72.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-1.17K- 14.03% |
$58.1K - $58.9K
|
7.18K
$359K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
567+ 8.94% |
$28.1K - $28.5K
|
6.91K
$345K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
13.1K+ 5.27% |
$648K - $658K
|
261K
$13.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
36.4K+ 3.59% |
$1.81M - $1.83M
|
1.05M
$52.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
184K+ 20.62% |
$9.11M - $9.24M
|
1.07M
$53.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.63K- 34.84% |
$130K - $132K
|
4.92K
$246K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
661+ 0.61% |
$32.8K - $33.2K
|
110K
$5.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
7.69K+ 19.61% |
$381K - $387K
|
46.9K
$2.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-3.79K- 37.87% |
$188K - $190K
|
6.21K
$311K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.16K- 5.63% |
$156K - $159K
|
52.9K
$2.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
721+ 18.13% |
$35.7K - $36.3K
|
4.7K
$235K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2.36K+ 20.05% |
$117K - $119K
|
14.1K
$706K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.42K+ 3.97% |
$219K - $222K
|
116K
$5.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
631KNew |
$31.3M - $31.7M
|
631K
$31.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.71K+ 35.81% |
$135K - $136K
|
10.3K
$515K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
2.76K+ 18.01% |
$137K - $139K
|
18.1K
$905K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-898- 5.86% |
$44.5K - $45.2K
|
14.4K
$721K
|
|
|
Jan 23, 2025
Q4 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
11.9K+ 3.1% |
$589K - $597K
|
396K
$19.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
53.6KNew |
$2.66M - $2.69M
|
53.6K
$2.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
5.32KNew |
$264K - $267K
|
5.32K
$266K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
58+ 1.09% |
$2.88K - $2.92K
|
5.38K
$269K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-8.55K- 63.65% |
$424K - $430K
|
4.88K
$244K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
297K+ 88.87% |
$14.7M - $14.9M
|
631K
$31.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-4.47K- 4.36% |
$222K - $225K
|
98K
$4.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
279KNew |
$13.9M - $14M
|
279K
$14M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-288- 4.6% |
$14.3K - $14.5K
|
5.97K
$299K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
3.86K+ 1.67% |
$191K - $194K
|
234K
$11.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-3.67K- 23.61% |
$182K - $185K
|
11.9K
$595K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
31.3K+ 62.89% |
$1.55M - $1.57M
|
81K
$4.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.2KNew |
$208K - $211K
|
4.2K
$210K
|
|
|
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 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-48- 0.27% |
$2.38K - $2.41K
|
17.7K
$886K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.61K+ 106.11% |
$427K - $433K
|
16.7K
$836K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
100+ 1.03% |
$4.96K - $5.03K
|
9.79K
$489K
|
|
|
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 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-137- 1.07% |
$6.79K - $6.89K
|
12.6K
$632K
|