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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
68.1K+ 10.14% |
$3.39M - $3.44M
|
740K
$37.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.4K+ 28.03% |
$715K - $726K
|
65.5K
$3.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
14.2K+ 2.23% |
$707K - $718K
|
651K
$32.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
12.2K+ 3.14% |
$609K - $619K
|
402K
$20.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.03K+ 13.29% |
$250K - $254K
|
42.8K
$2.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
2.85K+ 10.05% |
$142K - $144K
|
31.2K
$1.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.17K+ 2.92% |
$108K - $110K
|
76.5K
$3.86M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.9K+ 69.47% |
$94.6K - $96.1K
|
4.64K
$234K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.67K+ 10.48% |
$83.1K - $84.4K
|
17.6K
$888K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.27K+ 36.93% |
$63K - $64K
|
4.69K
$237K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
934+ 19.27% |
$46.5K - $47.3K
|
5.78K
$292K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
411+ 7.34% |
$20.5K - $20.8K
|
6.01K
$304K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
280+ 6.06% |
$13.9K - $14.2K
|
4.9K
$248K
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
105+ 0.9% |
$5.23K - $5.31K
|
11.8K
$597K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
51+ 0.59% |
$2.54K - $2.58K
|
8.74K
$441K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
12+ 0.18% |
$597 - $607
|
6.54K
$330K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
567K+ 157.49% |
$28.1M - $28.5M
|
927K
$46.8M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
193K+ 1506.54% |
$9.56M - $9.69M
|
205K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
146K+ 63.63% |
$7.22M - $7.32M
|
374K
$18.9M
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
128KNew |
$6.36M - $6.45M
|
128K
$6.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
128K+ 20.28% |
$6.35M - $6.44M
|
760K
$38.3M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
126K+ 12.38% |
$6.24M - $6.33M
|
1.14M
$57.7M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
87.3KNew |
$4.33M - $4.39M
|
87.3K
$4.41M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
78.5KNew |
$3.9M - $3.95M
|
78.5K
$3.97M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
67.4K+ 544.8% |
$3.34M - $3.39M
|
79.8K
$4.03M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
60.5K+ 11.32% |
$3M - $3.04M
|
595K
$30.1M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
51.9K+ 6.48% |
$2.58M - $2.61M
|
854K
$43.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
49.1K+ 42.41% |
$2.44M - $2.47M
|
165K
$8.32M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
48.4K+ 5.99% |
$2.4M - $2.43M
|
856K
$43.2M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
44.3K+ 33.06% |
$2.2M - $2.23M
|
178K
$9M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
41.7K+ 378.41% |
$2.07M - $2.1M
|
52.7K
$2.66M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
38.4K+ 3.61% |
$1.9M - $1.93M
|
1.1M
$55.7M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
36K+ 17.96% |
$1.79M - $1.81M
|
237K
$11.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
32.9K+ 3.93% |
$1.63M - $1.65M
|
870K
$43.9M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
29.8K+ 2.77% |
$1.48M - $1.5M
|
1.1M
$55.7M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
27.7K+ 14.05% |
$1.37M - $1.39M
|
225K
$11.3M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
24.7K+ 10.65% |
$1.22M - $1.24M
|
256K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.1K+ 367.67% |
$1.04M - $1.06M
|
26.8K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
19.7KNew |
$979K - $992K
|
19.7K
$996K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
19.4K+ 8.36% |
$962K - $975K
|
252K
$12.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.9K+ 9.51% |
$886K - $898K
|
206K
$10.4M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
17.8KNew |
$883K - $895K
|
17.8K
$898K
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
17.3K+ 21.36% |
$859K - $870K
|
98.3K
$4.96M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.9K+ 3.19% |
$840K - $851K
|
547K
$27.6M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.5K+ 17.62% |
$818K - $829K
|
110K
$5.56M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
15.8K+ 45.85% |
$782K - $792K
|
50.1K
$2.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
15.6K+ 7.79% |
$772K - $782K
|
215K
$10.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
14KNew |
$693K - $703K
|
14K
$706K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
13.9K+ 3.41% |
$692K - $701K
|
423K
$21.4M
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
12.9K+ 4.51% |
$638K - $646K
|
298K
$15M
|
|