Latest Institutional Purchases of Ishares 0 5 Year Investment Gr (SLQD)
This list provides information on the latest institutional transactions involving Ishares 0 5 Year Investment Gr (SLQD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
190KNew |
$9.34M - $9.6M
|
190K
$9.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
105K+ 6.08% |
$5.16M - $5.3M
|
1.83M
$91.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
101K+ 24.9% |
$4.96M - $5.1M
|
507K
$25.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
97.6K+ 63.17% |
$4.79M - $4.92M
|
252K
$12.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
93.7K+ 203.25% |
$4.6M - $4.72M
|
140K
$6.96M
|
|
|
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
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
82.4K+ 89.77% |
$4.04M - $4.15M
|
174K
$8.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
69.6KNew |
$3.42M - $3.51M
|
69.6K
$3.47M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
51.2K+ 6.1% |
$2.51M - $2.58M
|
891K
$44.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
47K+ 51.92% |
$2.31M - $2.37M
|
137K
$6.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
33.5K+ 11.56% |
$1.64M - $1.69M
|
324K
$16.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.3K+ 3.34% |
$1.54M - $1.58M
|
969K
$48.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
30.4K+ 9.99% |
$1.49M - $1.53M
|
334K
$16.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
28.2K+ 12.38% |
$1.38M - $1.42M
|
256K
$12.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
27.6K+ 65.46% |
$1.36M - $1.39M
|
69.8K
$3.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
26.9K+ 2.25% |
$1.32M - $1.36M
|
1.22M
$60.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
26.4K+ 12.8% |
$1.3M - $1.33M
|
233K
$11.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
23.8K+ 6.66% |
$1.17M - $1.2M
|
381K
$19M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
21.1K+ 8.4% |
$1.04M - $1.07M
|
273K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
20.9KNew |
$1.02M - $1.05M
|
20.9K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
20.6K+ 10.21% |
$1.01M - $1.04M
|
222K
$11.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
17.7K+ 11.0% |
$870K - $895K
|
179K
$8.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15.8K+ 2.01% |
$776K - $798K
|
804K
$40.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
15.4K+ 16.01% |
$754K - $775K
|
111K
$5.55M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
15.2K+ 16.48% |
$748K - $769K
|
108K
$5.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.9K+ 9.04% |
$633K - $651K
|
156K
$7.75M
|
|
|
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
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.8K+ 12.8% |
$577K - $593K
|
104K
$5.16M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.4K+ 76.11% |
$558K - $573K
|
26.3K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
11K+ 8.41% |
$541K - $556K
|
142K
$7.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
9K+ 2.4% |
$442K - $454K
|
384K
$19.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
7.98K+ 3.32% |
$391K - $402K
|
248K
$12.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
7.55KNew |
$370K - $381K
|
7.55K
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.4K+ 10.7% |
$314K - $323K
|
66.2K
$3.3M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
6.14KNew |
$301K - $310K
|
6.14K
$306K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
6.08KNew |
$299K - $307K
|
6.08K
$303K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.98KNew |
$294K - $302K
|
5.98K
$298K
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
5.59K+ 7.47% |
$274K - $282K
|
80.4K
$4.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.3K+ 5.46% |
$260K - $267K
|
102K
$5.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
5.1KNew |
$250K - $257K
|
5.1K
$254K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
4.23K+ 1.87% |
$208K - $213K
|
230K
$11.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.98KNew |
$195K - $201K
|
3.98K
$198K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.93K+ 94.14% |
$193K - $198K
|
8.11K
$404K
|
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
3.87K+ 1.1% |
$190K - $195K
|
357K
$17.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.35K+ 6.36% |
$165K - $169K
|
56.1K
$2.79M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.33K+ 3.03% |
$164K - $168K
|
113K
$5.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.13K+ 9.95% |
$153K - $158K
|
34.5K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.67K+ 1.26% |
$131K - $135K
|
214K
$10.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
2.59KNew |
$127K - $131K
|
2.59K
$129K
|