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 |
---|---|---|---|---|---|---|---|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2M+ 4902.59% |
$99.8M - $101M
|
2.05M
$103M
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
173K+ 157.22% |
$8.62M - $8.75M
|
283K
$14.3M
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
149K+ 186.96% |
$7.43M - $7.55M
|
229K
$11.6M
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
117K+ 271.09% |
$5.85M - $5.94M
|
161K
$8.12M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
113K+ 920.93% |
$5.63M - $5.72M
|
125K
$6.33M
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
111K+ 117.67% |
$5.53M - $5.62M
|
205K
$10.4M
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
104K+ 44.12% |
$5.2M - $5.28M
|
341K
$17.2M
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
101K+ 253.9% |
$5.01M - $5.09M
|
140K
$7.08M
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
85.1K+ 7.44% |
$4.24M - $4.3M
|
1.23M
$62M
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
76.6K+ 8.81% |
$3.82M - $3.88M
|
947K
$47.8M
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
68.1K+ 10.14% |
$3.39M - $3.44M
|
740K
$37.4M
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
55K+ 10.06% |
$2.74M - $2.78M
|
602K
$30.4M
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
38K+ 30.24% |
$1.89M - $1.92M
|
164K
$8.27M
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
32.5K+ 5.46% |
$1.62M - $1.64M
|
628K
$31.7M
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32K+ 297.28% |
$1.59M - $1.62M
|
42.8K
$2.16M
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
31.4K+ 3.67% |
$1.57M - $1.59M
|
888K
$44.8M
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
30.8K+ 173.08% |
$1.53M - $1.56M
|
48.6K
$2.46M
|
|
Aug 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
27.5K+ 2.96% |
$1.37M - $1.39M
|
954K
$48.2M
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
26.6K+ 50.44% |
$1.32M - $1.34M
|
79.3K
$4.01M
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
26.3K+ 133.5% |
$1.31M - $1.33M
|
46.1K
$2.33M
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
22.7KNew |
$1.13M - $1.15M
|
22.7K
$1.15M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
22.1K+ 2.04% |
$1.1M - $1.12M
|
1.1M
$55.8M
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
BUY
|
- |
19.6K+ 248.5% |
$975K - $991K
|
27.5K
$1.39M
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
19.4K+ 4.58% |
$965K - $981K
|
443K
$22.4M
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
16.5K+ 1.49% |
$820K - $833K
|
1.12M
$56.6M
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
15.8K+ 19.81% |
$787K - $800K
|
95.6K
$4.83M
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
14.8K+ 126.94% |
$738K - $750K
|
26.5K
$1.34M
|
|
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
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
13.8K+ 5.4% |
$689K - $700K
|
270K
$13.7M
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.6K+ 46.99% |
$627K - $637K
|
39.4K
$1.99M
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
12.4K+ 31.43% |
$616K - $626K
|
51.8K
$2.61M
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
12.2K+ 3.14% |
$609K - $619K
|
402K
$20.3M
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
12.2KNew |
$605K - $615K
|
12.2K
$614K
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.3K+ 79.93% |
$565K - $574K
|
25.5K
$1.29M
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.5KNew |
$523K - $532K
|
10.5K
$531K
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
10.2K+ 52.88% |
$508K - $516K
|
29.5K
$1.49M
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
9.12K+ 4.24% |
$454K - $462K
|
224K
$11.3M
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
BUY
|
- |
8.72K+ 6.54% |
$434K - $441K
|
142K
$7.18M
|
|
Aug 12, 2025
Q2 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
7.87K+ 2.64% |
$392K - $398K
|
306K
$15.4M
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.47K+ 5.65% |
$372K - $378K
|
140K
$7.05M
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
7.47KNew |
$372K - $378K
|
7.47K
$377K
|
|
Aug 13, 2025
Q2 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
7.26K+ 5.04% |
$361K - $367K
|
151K
$7.64M
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.75K+ 4.11% |
$286K - $291K
|
146K
$7.36M
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
5.73KNew |
$285K - $290K
|
5.73K
$289K
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
5.72KNew |
$285K - $289K
|
5.72K
$289K
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.59K+ 33.65% |
$278K - $283K
|
22.2K
$1.12M
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
5.57KNew |
$277K - $282K
|
5.57K
$282K
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.07KNew |
$253K - $257K
|
5.07K
$256K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.03K+ 13.29% |
$250K - $254K
|
42.8K
$2.16M
|