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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
323+ 1.3% |
$16.3K - $16.5K
|
25.2K
$1.28M
|
|
| Q3 2025 | |||||||
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
916K+ 109.6% |
$46M - $46.6M
|
1.75M
$88.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
395K+ 1781.72% |
$19.9M - $20.1M
|
418K
$21.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
361K+ 2970.15% |
$18.2M - $18.4M
|
373K
$18.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
305K+ 119.08% |
$15.3M - $15.5M
|
560K
$28.4M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
179K+ 63.37% |
$9.02M - $9.12M
|
462K
$23.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
151K+ 21.07% |
$7.6M - $7.68M
|
868K
$44M
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
135KNew |
$6.81M - $6.88M
|
135K
$6.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
103KNew |
$5.17M - $5.23M
|
103K
$5.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
98.6KNew |
$4.96M - $5.01M
|
98.6K
$4.99M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
97.9KNew |
$4.92M - $4.98M
|
97.9K
$4.96M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
97.2K+ 11.38% |
$4.89M - $4.94M
|
951K
$48.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
92.7K+ 48.48% |
$4.66M - $4.72M
|
284K
$14.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
85.7KNew |
$4.31M - $4.36M
|
85.7K
$4.34M
|
|
|
Nov 13, 2025
Q3 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
67KNew |
$3.37M - $3.41M
|
67K
$3.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
62.6K+ 1233.15% |
$3.15M - $3.18M
|
67.6K
$3.43M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
61.3K+ 8.28% |
$3.08M - $3.12M
|
801K
$40.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
58.5K+ 2.59% |
$2.94M - $2.97M
|
2.32M
$117M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
49.4K+ 5.56% |
$2.48M - $2.51M
|
937K
$47.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
47.1K+ 11.71% |
$2.37M - $2.39M
|
449K
$22.8M
|
|
|
Nov 20, 2025
Q3 2025
|
Portus Wealth Advisors, LLC
Charlotte, NC |
BUY
|
- |
45.3KNew |
$2.28M - $2.3M
|
45.3K
$2.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
44K+ 92.61% |
$2.21M - $2.24M
|
91.6K
$4.64M
|
|
|
Nov 12, 2025
Q3 2025
|
American Wealth Advisors, LLC
Johns Creek, GA |
BUY
|
- |
40.9KNew |
$2.06M - $2.08M
|
40.9K
$2.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Sierra Capital LLC
|
BUY
|
- |
39.6K+ 27.88% |
$1.99M - $2.01M
|
182K
$9.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
37.1K+ 31.21% |
$1.87M - $1.89M
|
156K
$7.91M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
33.2K+ 5.09% |
$1.67M - $1.69M
|
684K
$34.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
32.4K+ 2.89% |
$1.63M - $1.65M
|
1.15M
$58.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
27.2K+ 29.92% |
$1.37M - $1.38M
|
118K
$5.97M
|
|
|
Nov 06, 2025
Q3 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
26.7K+ 8.73% |
$1.34M - $1.36M
|
332K
$16.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
24.6K+ 2.6% |
$1.24M - $1.25M
|
971K
$49.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
24.3K+ 37.0% |
$1.22M - $1.23M
|
89.8K
$4.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
21.1K+ 445.99% |
$1.06M - $1.07M
|
25.8K
$1.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
20.8K+ 4.7% |
$1.05M - $1.06M
|
464K
$23.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
15.9K+ 5.9% |
$802K - $811K
|
286K
$14.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
15.1K+ 51.29% |
$761K - $770K
|
44.6K
$2.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.8K+ 6.72% |
$694K - $702K
|
219K
$11.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
13.3K+ 8.91% |
$668K - $676K
|
162K
$8.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
12.9K+ 1.35% |
$650K - $658K
|
967K
$49M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
11.8K+ 1.07% |
$592K - $599K
|
1.12M
$56.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
11.3K+ 6.88% |
$567K - $573K
|
175K
$8.87M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
10.5K+ 48.77% |
$528K - $534K
|
32K
$1.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.76K+ 13.63% |
$491K - $497K
|
81.4K
$4.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
9.39K+ 4.11% |
$472K - $478K
|
238K
$12.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
8.08KNew |
$407K - $411K
|
8.08K
$410K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
7.83K+ 6.65% |
$394K - $398K
|
125K
$6.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
7.8KNew |
$392K - $397K
|
7.8K
$395K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
7.45K+ 15.25% |
$375K - $379K
|
56.3K
$2.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.17K+ 11.99% |
$360K - $365K
|
67K
$3.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.99K+ 4.35% |
$352K - $356K
|
168K
$8.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.58KNew |
$331K - $335K
|
6.58K
$333K
|
|