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 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
120KNew |
$6.24M - $6.27M
|
120K
$5.98M
|
|
| Q3 2020 | |||||||
|
Nov 09, 2020
Q3 2020
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-4.8KClosed |
$250K - $251K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-7.85KClosed |
$408K - $410K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Kcs Wealth Advisory
|
SELL
|
- |
-8.7KClosed |
$453K - $455K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Brookstone Capital Management
|
SELL
|
- |
-9.47KClosed |
$493K - $495K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-42Closed |
$2.19K - $2.2K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-6.42K- 77.06% |
$319K - $334K
|
1.91K
$95.1K
|
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-116Closed |
$5.78K - $6.05K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
10.3KNew |
$514K - $538K
|
10.3K
$514K
|
|
|
Aug 14, 2020
Q2 2020
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-12.3KClosed |
$611K - $640K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-4.3KClosed |
$214K - $224K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-175Closed |
$8.72K - $9.12K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-758Closed |
$37.7K - $39.5K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-4KClosed |
$199K - $208K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Monument Capital Management
|
SELL
|
- |
-31.8KClosed |
$1.58M - $1.66M
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-7.97KClosed |
$397K - $416K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Flc Capital Advisors
|
SELL
|
- |
-8.38KClosed |
$417K - $437K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-9.22KClosed |
$459K - $481K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-691Closed |
$34.4K - $36K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-10.6KClosed |
$529K - $553K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 05, 2020
Q1 2020
|
Aspiriant, LLC
|
SELL
|
- |
-9.33KClosed |
$421K - $483K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-5.32KClosed |
$240K - $275K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 13, 2020
Q4 2019
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-136Closed |
$6.92K - $6.97K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-5.99KClosed |
$305K - $307K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 24, 2019
Q3 2019
|
Trust CO Of Vermont
|
SELL
|
- |
-362Closed |
$18.4K - $18.5K
|
0
$0
|
|
|
Oct 22, 2019
Q3 2019
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-5Closed |
$254 - $256
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2.33KClosed |
$117K - $119K
|
0
$0
|
|
|
Jul 09, 2019
Q2 2019
|
Stone House Investment Management, LLC
|
SELL
|
- |
-3.49KClosed |
$175K - $178K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Jun 17, 2024
Q1 2019
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
222KNew |
$11M - $11.2M
|
222K
$11.1M
|
|
|
May 15, 2019
Q1 2019
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-12.1KClosed |
$597K - $609K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-15.9KClosed |
$786K - $802K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Human Investing LLC
|
SELL
|
- |
-2Closed |
$98.9 - $101
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-8.69KClosed |
$430K - $439K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.03KClosed |
$150K - $153K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-161KClosed |
$7.97M - $8.14M
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
205New |
$10.1K - $10.4K
|
205
$10.2K
|
|
|
Apr 19, 2019
Q1 2019
|
Asset Dedication, LLC
|
SELL
|
- |
-8.95KClosed |
$443K - $452K
|
0
$0
|
|
|
Apr 16, 2019
Q1 2019
|
Busey Wealth Management
|
SELL
|
- |
-37.7KClosed |
$1.87M - $1.91M
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-10.4KClosed |
$516K - $527K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Oct 11, 2019
Q4 2018
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-12.7KClosed |
$627K - $632K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Scharf Investments, LLC
|
SELL
|
- |
-16.8KClosed |
$828K - $834K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Citizens Financial Group Inc
|
SELL
|
- |
-202Closed |
$9.94K - $10K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-200Closed |
$9.84K - $9.91K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-930Closed |
$45.8K - $46.1K
|
0
$0
|
|
|
Jan 23, 2019
Q4 2018
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-7.94KClosed |
$391K - $394K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.07KNew |
$53.1K - $53.4K
|
1.07K
$53.4K
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
22.3KNew |
$1.1M - $1.11M
|
22.3K
$1.11M
|
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2.29KClosed |
$113K - $114K
|
0
$0
|
|
|
Oct 24, 2018
Q3 2018
|
Avondale Wealth Management
|
SELL
|
- |
-92Closed |
$4.55K - $4.58K
|
0
$0
|
|
|
Oct 15, 2018
Q3 2018
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-7.44KClosed |
$368K - $371K
|
0
$0
|
|