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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.39K- 30.92% |
$362K - $372K
|
16.5K
$822K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-59- 36.65% |
$2.9K - $2.98K
|
102
$5.08K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
186+ 1.09% |
$9.13K - $9.38K
|
17.2K
$857K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3.73K- 21.62% |
$183K - $188K
|
13.5K
$673K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
7.55KNew |
$370K - $381K
|
7.55K
$376K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-715- 16.88% |
$35.1K - $36.1K
|
3.52K
$175K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
889+ 12.39% |
$43.6K - $44.8K
|
8.07K
$402K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-10.1K- 13.07% |
$495K - $509K
|
67.1K
$3.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
27.6K+ 65.46% |
$1.36M - $1.39M
|
69.8K
$3.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.67K- 3.4% |
$229K - $236K
|
133K
$6.6M
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-3.06K- 16.65% |
$150K - $154K
|
15.3K
$763K
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-5.74K- 51.53% |
$282K - $290K
|
5.4K
$269K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-74- 0.45% |
$3.63K - $3.73K
|
16.5K
$820K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.18K+ 3.28% |
$107K - $110K
|
68.6K
$3.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
7.98K+ 3.32% |
$391K - $402K
|
248K
$12.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
15.4K+ 16.01% |
$754K - $775K
|
111K
$5.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.4K- 4.29% |
$68.8K - $70.8K
|
31.3K
$1.56M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.13K+ 9.95% |
$153K - $158K
|
34.5K
$1.72M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.7K- 2.57% |
$132K - $136K
|
103K
$5.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
378+ 4.25% |
$18.5K - $19.1K
|
9.28K
$462K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.93K+ 94.14% |
$193K - $198K
|
8.11K
$404K
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
461+ 1.59% |
$22.6K - $23.3K
|
29.4K
$1.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
817+ 7.47% |
$40.1K - $41.2K
|
11.8K
$586K
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.03K+ 4.72% |
$50.4K - $51.8K
|
22.8K
$1.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
1.39K+ 16.09% |
$68K - $69.9K
|
10K
$498K
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.61K+ 12.94% |
$78.8K - $81K
|
14K
$698K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
500New |
$24.5K - $25.2K
|
500
$24.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
15.2K+ 16.48% |
$748K - $769K
|
108K
$5.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
945+ 2.47% |
$46.4K - $47.7K
|
39.2K
$1.95M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
23.8K+ 6.66% |
$1.17M - $1.2M
|
381K
$19M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.9K- 58.75% |
$1.08M - $1.11M
|
15.4K
$766K
|
|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-1.1K- 1.0% |
$54.2K - $55.7K
|
109K
$5.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-720- 0.95% |
$35.3K - $36.3K
|
75.3K
$3.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-267- 1.48% |
$13.1K - $13.5K
|
17.8K
$885K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
12.6K+ 1.26% |
$619K - $636K
|
1.01M
$50.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
12.3KNew |
$604K - $620K
|
12.3K
$613K
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-645- 9.89% |
$31.7K - $32.5K
|
5.88K
$293K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.34K+ 22.47% |
$115K - $118K
|
12.7K
$634K
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
122+ 0.79% |
$5.99K - $6.15K
|
15.6K
$775K
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
5.59K+ 7.47% |
$274K - $282K
|
80.4K
$4.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
37+ 0.9% |
$1.82K - $1.87K
|
4.14K
$206K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.58K+ 7.55% |
$77.5K - $79.7K
|
22.5K
$1.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-107- 2.54% |
$5.25K - $5.4K
|
4.11K
$205K
|
|
|
Oct 22, 2024
Q3 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
9K+ 2.4% |
$442K - $454K
|
384K
$19.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-877- 2.93% |
$43K - $44.2K
|
29.1K
$1.45M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.3K+ 5.46% |
$260K - $267K
|
102K
$5.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-23.3K- 19.98% |
$1.15M - $1.18M
|
93.4K
$4.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-257- 1.88% |
$12.6K - $13K
|
13.4K
$669K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-100K- 13.49% |
$4.91M - $5.04M
|
642K
$31.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-11K- 13.94% |
$541K - $556K
|
68.1K
$3.39M
|