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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
91+ 0.93% |
$4.51K - $4.58K
|
9.88K
$498K
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
78+ 0.23% |
$3.87K - $3.92K
|
34.7K
$1.75M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
68+ 0.35% |
$3.37K - $3.42K
|
19.5K
$983K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
60New |
$2.98K - $3.02K
|
60
$3.02K
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
51+ 0.22% |
$2.53K - $2.56K
|
22.8K
$1.15M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
43+ 2.19% |
$2.13K - $2.16K
|
2K
$101K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
31+ 6.2% |
$1.54K - $1.56K
|
531
$26.8K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
12New |
$595 - $603
|
12
$605
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
8+ 0.04% |
$397 - $402
|
22K
$1.11M
|
|
| Q4 2024 | |||||||
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
279KNew |
$13.9M - $14M
|
279K
$14.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
194K+ 30.21% |
$9.61M - $9.75M
|
835K
$42.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
116KNew |
$5.77M - $5.85M
|
116K
$5.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
65.5KNew |
$3.25M - $3.3M
|
65.5K
$3.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
25.3KNew |
$1.26M - $1.27M
|
25.3K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
15.8KNew |
$786K - $797K
|
15.8K
$798K
|
|
|
Jan 23, 2025
Q4 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
11.9K+ 3.1% |
$589K - $597K
|
396K
$19.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.04KNew |
$300K - $304K
|
6.04K
$304K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.54K+ 6.04% |
$225K - $228K
|
79.8K
$4.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
4.4KNew |
$218K - $221K
|
4.4K
$222K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.2KNew |
$208K - $211K
|
4.2K
$212K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.28K+ 26.24% |
$162K - $165K
|
15.8K
$794K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
2.76K+ 18.01% |
$137K - $139K
|
18.1K
$911K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
627+ 22.99% |
$31.1K - $31.5K
|
3.35K
$169K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
567+ 8.94% |
$28.1K - $28.5K
|
6.91K
$348K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
467+ 4.9% |
$23.2K - $23.5K
|
9.99K
$503K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
150+ 2.93% |
$7.44K - $7.54K
|
5.27K
$266K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
111+ 1.9% |
$5.5K - $5.58K
|
5.94K
$299K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
58+ 1.09% |
$2.88K - $2.92K
|
5.38K
$271K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
8+ 0.13% |
$397 - $402
|
5.99K
$302K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
7+ 0.15% |
$347 - $352
|
4.53K
$228K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2New |
$99.2 - $101
|
2
$101
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 1.67% |
$49.6 - $50.3
|
61
$3.07K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
190KNew |
$9.34M - $9.6M
|
190K
$9.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.3K+ 3.34% |
$1.54M - $1.58M
|
969K
$48.8M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
6.14KNew |
$301K - $310K
|
6.14K
$309K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
6.08KNew |
$299K - $307K
|
6.08K
$307K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
5.1KNew |
$250K - $257K
|
5.1K
$257K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
547+ 25.56% |
$26.8K - $27.6K
|
2.69K
$135K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
220+ 20.09% |
$10.8K - $11.1K
|
1.32K
$66.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
175New |
$8.59K - $8.83K
|
175
$8.82K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
62New |
$3.04K - $3.13K
|
62
$3.12K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
37New |
$1.82K - $1.87K
|
37
$1.86K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
21.5K+ 14.28% |
$1.05M - $1.06M
|
172K
$8.67M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.41KNew |
$312K - $316K
|
6.41K
$323K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
774+ 2.76% |
$37.7K - $38.1K
|
28.8K
$1.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
586New |
$28.6K - $28.9K
|
586
$29.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
108New |
$5.27K - $5.32K
|
108
$5.44K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
100New |
$4.88K - $4.93K
|
100
$5.04K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
84New |
$4.1K - $4.14K
|
84
$4.23K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
34+ 0.91% |
$1.66K - $1.68K
|
3.79K
$191K
|
|