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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
93.7K+ 203.25% |
$4.6M - $4.72M
|
140K
$6.94M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-441- 4.42% |
$21.6K - $22.2K
|
9.53K
$473K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
21.7KNew |
$1.06M - $1.09M
|
21.7K
$1.08M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
128KNew |
$6.26M - $6.43M
|
128K
$6.33M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.4K+ 76.11% |
$558K - $573K
|
26.3K
$1.31M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.33K+ 3.03% |
$164K - $168K
|
113K
$5.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
163+ 21.59% |
$8K - $8.22K
|
918
$45.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.89K+ 18.98% |
$92.8K - $95.4K
|
11.9K
$589K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
983+ 0.45% |
$48.2K - $49.6K
|
219K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.8K+ 12.8% |
$577K - $593K
|
104K
$5.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
83+ 1.16% |
$4.07K - $4.19K
|
7.27K
$361K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 33.33% |
$4.91K - $5.04K
|
200
$9.93K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.19K- 6.12% |
$58.1K - $59.8K
|
18.2K
$903K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-121- 2.12% |
$5.94K - $6.1K
|
5.59K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.4K+ 10.7% |
$314K - $323K
|
66.2K
$3.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
82.4K+ 89.77% |
$4.04M - $4.15M
|
174K
$8.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
26.9K+ 2.25% |
$1.32M - $1.36M
|
1.22M
$60.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-69.2K- 42.15% |
$3.4M - $3.49M
|
95K
$4.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15.8K+ 2.01% |
$776K - $798K
|
804K
$40M
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-3.55K- 4.15% |
$174K - $179K
|
81.9K
$4.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
83.6K+ 40.64% |
$4.1M - $4.22M
|
289K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-72.6K- 49.33% |
$3.56M - $3.66M
|
74.6K
$3.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
501New |
$24.6K - $25.3K
|
501
$24.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
97.6K+ 63.17% |
$4.79M - $4.92M
|
252K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-24.7K- 4.94% |
$1.21M - $1.25M
|
475K
$23.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.5K+ 4.11% |
$73.8K - $75.8K
|
38.1K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-241- 0.56% |
$11.8K - $12.2K
|
42.6K
$2.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.4K- 0.52% |
$561K - $577K
|
2.21M
$110M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-119K- 14.17% |
$5.81M - $5.98M
|
718K
$35.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-17- 0.07% |
$834 - $857
|
23.2K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.67K+ 1.26% |
$131K - $135K
|
214K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
105K+ 6.08% |
$5.16M - $5.3M
|
1.83M
$91.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
20.9KNew |
$1.02M - $1.05M
|
20.9K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
160+ 3.76% |
$7.85K - $8.07K
|
4.42K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
26.4K+ 12.8% |
$1.3M - $1.33M
|
233K
$11.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.69K+ 4.84% |
$83K - $85.3K
|
36.6K
$1.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.67K- 30.69% |
$327K - $336K
|
15.1K
$748K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
28.2K+ 12.38% |
$1.38M - $1.42M
|
256K
$12.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.8K+ 0.36% |
$88.5K - $90.9K
|
507K
$25.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
37New |
$1.82K - $1.87K
|
37
$1.84K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-29K- 52.22% |
$1.42M - $1.46M
|
26.5K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.98KNew |
$294K - $302K
|
5.98K
$297K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-210- 4.57% |
$10.3K - $10.6K
|
4.39K
$218K
|
|
|
Nov 13, 2024
Q3 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
33.5K+ 11.56% |
$1.64M - $1.69M
|
324K
$16.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
917+ 3.3% |
$45K - $46.3K
|
28.7K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
2.59KNew |
$127K - $131K
|
2.59K
$129K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.9K+ 9.04% |
$633K - $651K
|
156K
$7.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.5K- 22.99% |
$123K - $126K
|
8.37K
$416K
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-42- 0.11% |
$2.06K - $2.12K
|
37.4K
$1.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
788+ 0.83% |
$38.7K - $39.7K
|
95.2K
$4.73M
|