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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.34K+ 22.47% |
$115K - $118K
|
12.7K
$634K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.18K+ 3.28% |
$107K - $110K
|
68.6K
$3.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.89K+ 18.98% |
$92.8K - $95.4K
|
11.9K
$591K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.8K+ 0.36% |
$88.5K - $90.9K
|
507K
$25.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.69K+ 4.84% |
$83K - $85.3K
|
36.6K
$1.83M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.61K+ 12.94% |
$78.8K - $81K
|
14K
$698K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.6K+ 14.87% |
$78.4K - $80.6K
|
12.3K
$615K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.58K+ 7.55% |
$77.5K - $79.7K
|
22.5K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.5K+ 4.11% |
$73.8K - $75.8K
|
38.1K
$1.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
1.39K+ 16.09% |
$68K - $69.9K
|
10K
$498K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.24K+ 19.62% |
$61K - $62.7K
|
7.58K
$377K
|
|
|
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
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
983+ 0.45% |
$48.2K - $49.6K
|
219K
$10.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
945+ 2.47% |
$46.4K - $47.7K
|
39.2K
$1.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
917+ 3.3% |
$45K - $46.3K
|
28.7K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
889+ 12.38% |
$43.6K - $44.8K
|
8.07K
$402K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
889+ 12.39% |
$43.6K - $44.8K
|
8.07K
$402K
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
860+ 1.07% |
$42.2K - $43.4K
|
81.5K
$4.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
817+ 7.47% |
$40.1K - $41.2K
|
11.8K
$586K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
788+ 0.83% |
$38.7K - $39.7K
|
95.2K
$4.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
780+ 315.79% |
$38.3K - $39.3K
|
1.03K
$51.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
606+ 0.26% |
$29.7K - $30.6K
|
234K
$11.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
547+ 25.56% |
$26.8K - $27.6K
|
2.69K
$134K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
501New |
$24.6K - $25.3K
|
501
$24.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
500New |
$24.5K - $25.2K
|
500
$24.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
461+ 1.59% |
$22.6K - $23.3K
|
29.4K
$1.46M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
443+ 0.26% |
$21.7K - $22.3K
|
168K
$8.36M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
414+ 1.79% |
$20.3K - $20.9K
|
23.5K
$1.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
378+ 4.25% |
$18.5K - $19.1K
|
9.28K
$462K
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
300+ 0.95% |
$14.7K - $15.1K
|
32K
$1.59M
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
282+ 1.48% |
$13.8K - $14.2K
|
19.3K
$961K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
220+ 20.09% |
$10.8K - $11.1K
|
1.32K
$65.5K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
189+ 0.89% |
$9.27K - $9.53K
|
21.4K
$1.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
186+ 1.09% |
$9.13K - $9.38K
|
17.2K
$857K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
175New |
$8.59K - $8.83K
|
175
$8.72K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
163+ 21.59% |
$8K - $8.22K
|
918
$45.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
160+ 3.76% |
$7.85K - $8.07K
|
4.42K
$220K
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
122+ 0.79% |
$5.99K - $6.15K
|
15.6K
$775K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
83+ 1.16% |
$4.07K - $4.19K
|
7.27K
$362K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
62New |
$3.04K - $3.13K
|
62
$3.09K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
37New |
$1.82K - $1.87K
|
37
$1.84K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
37+ 0.9% |
$1.82K - $1.87K
|
4.14K
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
15+ 0.01% |
$736 - $757
|
133K
$6.61M
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 1.69% |
$49.1 - $50.4
|
60
$2.99K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.02% |
$49.1 - $50.4
|
4.52K
$225K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
135K+ 100.0% |
$6.58M - $6.65M
|
270K
$13.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
128K+ 287.93% |
$6.22M - $6.29M
|
172K
$8.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
32.2KNew |
$1.57M - $1.58M
|
32.2K
$1.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
31.9KNew |
$1.55M - $1.57M
|
31.9K
$1.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
21.5K+ 14.28% |
$1.05M - $1.06M
|
172K
$8.57M
|
|