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 |
|---|---|---|---|---|---|---|---|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-49- 81.67% |
$2.43K - $2.46K
|
11
$551
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
467+ 4.9% |
$23.2K - $23.5K
|
9.99K
$501K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
8.67KNew |
$430K - $436K
|
8.67K
$434K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
627+ 22.99% |
$31.1K - $31.5K
|
3.35K
$168K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-13.9K- 14.6% |
$689K - $699K
|
81.3K
$4.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
116KNew |
$5.77M - $5.85M
|
116K
$5.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.33K+ 3.57% |
$66.1K - $67.1K
|
38.7K
$1.94M
|
|
|
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 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.1K- 4.18% |
$599K - $608K
|
277K
$13.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-127K- 10.41% |
$6.29M - $6.38M
|
1.09M
$54.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.12K- 9.42% |
$55.4K - $56.2K
|
10.7K
$538K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
802KNew |
$39.8M - $40.3M
|
802K
$40.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.1K+ 0.57% |
$203K - $206K
|
722K
$36.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
7.58K+ 5.33% |
$376K - $381K
|
150K
$7.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.26K+ 8.69% |
$409K - $415K
|
103K
$5.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-246K- 97.73% |
$12.2M - $12.4M
|
5.73K
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
7.58KNew |
$376K - $381K
|
7.58K
$380K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
59+ 0.38% |
$2.93K - $2.97K
|
15.4K
$774K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
54.8K+ 11.52% |
$2.72M - $2.75M
|
530K
$26.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.48KNew |
$222K - $225K
|
4.48K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
4.4KNew |
$218K - $221K
|
4.4K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.72K- 9.77% |
$185K - $187K
|
34.4K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
15.8KNew |
$786K - $797K
|
15.8K
$794K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-62.2K- 83.41% |
$3.09M - $3.13M
|
12.4K
$620K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-83- 16.57% |
$4.12K - $4.17K
|
418
$20.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.03K+ 55.51% |
$150K - $152K
|
8.47K
$424K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
570+ 1.34% |
$28.3K - $28.7K
|
43.2K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
36.4K+ 11.26% |
$1.81M - $1.83M
|
360K
$18M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.03M- 55.94% |
$50.9M - $51.6M
|
808K
$40.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-30.6K- 97.64% |
$1.52M - $1.54M
|
740
$37.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.04KNew |
$300K - $304K
|
6.04K
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
28.2KNew |
$1.4M - $1.42M
|
28.2K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
121K+ 5.47% |
$5.98M - $6.06M
|
2.33M
$117M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
9.68K+ 4.36% |
$480K - $487K
|
232K
$11.6M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-162K- 50.63% |
$8.04M - $8.16M
|
158K
$7.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-627- 0.27% |
$31.1K - $31.5K
|
232K
$11.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.43KNew |
$70.8K - $71.8K
|
1.43K
$71.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.62KNew |
$229K - $232K
|
4.62K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-27.4K- 10.69% |
$1.36M - $1.38M
|
229K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
26.5K+ 15.25% |
$1.32M - $1.33M
|
201K
$10M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.05K+ 15.26% |
$201K - $203K
|
30.6K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
23+ 0.07% |
$1.14K - $1.16K
|
35.1K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.31K+ 3.57% |
$64.8K - $65.7K
|
37.9K
$1.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-30- 0.37% |
$1.49K - $1.51K
|
8.04K
$403K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
279+ 1.2% |
$13.8K - $14K
|
23.5K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
9.81K+ 8.07% |
$486K - $493K
|
131K
$6.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.97K+ 1.06% |
$97.7K - $99.1K
|
187K
$9.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.85K+ 2.27% |
$240K - $244K
|
219K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.94K- 5.59% |
$96.1K - $97.4K
|
32.8K
$1.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.64K+ 8.5% |
$478K - $484K
|
123K
$6.16M
|