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 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
6.34K+ 5.52% |
$319K - $322K
|
121K
$6.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
6.3K+ 6.16% |
$317K - $320K
|
109K
$5.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
5.76K+ 25.36% |
$289K - $293K
|
28.4K
$1.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.75KNew |
$289K - $292K
|
5.75K
$291K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.58K+ 11.49% |
$281K - $284K
|
54.2K
$2.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
5.31K+ 114.56% |
$267K - $270K
|
9.95K
$504K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.22K+ 35.6% |
$263K - $266K
|
19.9K
$1.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
4.75K+ 15.21% |
$239K - $242K
|
36K
$1.82M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.47KNew |
$225K - $227K
|
4.47K
$227K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.41K+ 4.61% |
$222K - $224K
|
100K
$5.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.4K+ 4.45% |
$221K - $224K
|
103K
$5.23M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.96KNew |
$199K - $202K
|
3.96K
$201K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.7K+ 1.64% |
$186K - $188K
|
229K
$11.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.36K+ 8.97% |
$169K - $171K
|
40.8K
$2.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.02K+ 56.41% |
$152K - $154K
|
8.37K
$424K
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
3.01K+ 8.54% |
$151K - $153K
|
38.3K
$1.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
2.91K+ 2.23% |
$146K - $148K
|
133K
$6.76M
|
|
|
Oct 27, 2025
Q3 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
2.8K+ 23.33% |
$141K - $142K
|
14.8K
$750K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.51K+ 3.28% |
$126K - $128K
|
79K
$4M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.38K+ 11.92% |
$120K - $121K
|
22.3K
$1.13M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.2K+ 742.91% |
$111K - $112K
|
2.5K
$126K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.11K+ 8.64% |
$106K - $107K
|
26.5K
$1.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
1.72K+ 5.93% |
$86.5K - $87.5K
|
30.8K
$1.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
1.55K+ 1.03% |
$78K - $78.9K
|
153K
$7.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.55K+ 5.2% |
$77.7K - $78.6K
|
31.3K
$1.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.45K+ 7.32% |
$72.9K - $73.7K
|
21.3K
$1.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
1.32KNew |
$66.3K - $67K
|
1.32K
$66.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.27KNew |
$64K - $64.7K
|
1.27K
$64.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.24K+ 7.47% |
$62.5K - $63.2K
|
17.9K
$906K
|
|
|
Nov 14, 2025
Q3 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.14K+ 4.76% |
$57.5K - $58.1K
|
25.2K
$1.27M
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.1KNew |
$55.3K - $55.9K
|
1.1K
$55.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
850+ 1.06% |
$42.7K - $43.2K
|
81.1K
$4.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
847+ 109.86% |
$42.6K - $43.1K
|
1.62K
$82K
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
802+ 1.07% |
$40.3K - $40.8K
|
76K
$3.85M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
667+ 13.13% |
$33.5K - $33.9K
|
5.75K
$291K
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
598+ 0.76% |
$30.1K - $30.4K
|
79.5K
$4.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
509+ 7.78% |
$25.6K - $25.9K
|
7.05K
$357K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
500New |
$25.1K - $25.4K
|
500
$25.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
500+ 13.56% |
$25.1K - $25.4K
|
4.19K
$212K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
472+ 3.69% |
$23.7K - $24K
|
13.3K
$672K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
452+ 8.65% |
$22.7K - $23K
|
5.68K
$288K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
447+ 3.12% |
$22.5K - $22.7K
|
14.8K
$749K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
403New |
$20.3K - $20.5K
|
403
$20.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
364+ 4.08% |
$18.3K - $18.5K
|
9.3K
$471K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
312+ 2.09% |
$15.7K - $15.9K
|
15.2K
$770K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
309+ 0.6% |
$15.5K - $15.7K
|
52.1K
$2.64M
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
284+ 0.88% |
$14.3K - $14.4K
|
32.5K
$1.65M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
269New |
$13.5K - $13.7K
|
269
$13.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
264+ 5.38% |
$13.3K - $13.4K
|
5.17K
$262K
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
251+ 1.44% |
$12.6K - $12.8K
|
17.7K
$896K
|
|