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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
151New |
$7.2K - $7.43K
|
151
$7.52K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
112+ 3.7% |
$5.34K - $5.51K
|
3.14K
$157K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
82New |
$3.91K - $4.03K
|
82
$4.08K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
18.1KNew |
$869K - $877K
|
18.1K
$904K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.28K+ 73.58% |
$444K - $449K
|
21.9K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.29KNew |
$397K - $401K
|
8.29K
$413K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.95KNew |
$141K - $143K
|
2.95K
$147K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
508New |
$24.3K - $24.6K
|
508
$25.3K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
139New |
$6.66K - $6.72K
|
139
$6.92K
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
8+ 0.17% |
$383 - $387
|
4.69K
$234K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4+ 0.03% |
$192 - $193
|
11.7K
$583K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
20.7KNew |
$994K - $1.01M
|
20.7K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
10.3KNew |
$495K - $500K
|
10.3K
$512K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.23K+ 1.6% |
$58.9K - $59.6K
|
77.8K
$3.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
257+ 0.99% |
$12.4K - $12.5K
|
26.3K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
142New |
$6.83K - $6.91K
|
142
$7.07K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
44New |
$2.12K - $2.14K
|
44
$2.19K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
4New |
$192 - $195
|
4
$199
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
33.8KNew |
$1.61M - $1.64M
|
33.8K
$1.68M
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
6.25KNew |
$298K - $303K
|
6.25K
$311K
|
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
5.41K+ 1.61% |
$257K - $262K
|
342K
$17M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.33KNew |
$206K - $210K
|
4.33K
$216K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.89K+ 3.05% |
$90.1K - $91.9K
|
63.9K
$3.18M
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.83K+ 36.54% |
$87K - $88.7K
|
6.83K
$340K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
735New |
$35K - $35.7K
|
735
$36.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
354New |
$16.9K - $17.2K
|
354
$17.6K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
200New |
$9.52K - $9.71K
|
200
$9.96K
|
|
| Q4 2022 | |||||||
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
640K+ 4626.25% |
$30M - $30.8M
|
653K
$32.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
115KNew |
$5.4M - $5.53M
|
115K
$5.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
29.3KNew |
$1.38M - $1.41M
|
29.3K
$1.46M
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
BUY
|
- |
11.4K+ 194.75% |
$537K - $550K
|
17.3K
$861K
|
|
|
Feb 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
7.97KNew |
$374K - $384K
|
7.97K
$397K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6K+ 62.51% |
$282K - $289K
|
15.6K
$777K
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.69KNew |
$267K - $274K
|
5.69K
$283K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
4.76KNew |
$223K - $229K
|
4.76K
$237K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.9KNew |
$136K - $140K
|
2.9K
$144K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.51K+ 41.4% |
$70.7K - $72.5K
|
5.14K
$256K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
992+ 3.5% |
$46.6K - $47.8K
|
29.3K
$1.46M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
896+ 19.86% |
$42.1K - $43.1K
|
5.41K
$269K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
800New |
$37.6K - $38.5K
|
800
$39.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
402+ 3.19% |
$18.9K - $19.4K
|
13K
$648K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
155New |
$7.28K - $7.46K
|
155
$7.72K
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
146+ 0.27% |
$6.86K - $7.03K
|
53.6K
$2.67M
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
75New |
$3.52K - $3.61K
|
75
$3.74K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
62New |
$2.91K - $2.98K
|
62
$3.09K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.22MNew |
$57.6M - $59.8M
|
1.22M
$60.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
452KNew |
$21.4M - $22.2M
|
452K
$22.5M
|
|
|
Nov 08, 2022
Q3 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
376KNew |
$17.8M - $18.4M
|
376K
$18.7M
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
BUY
|
- |
13K+ 31.13% |
$613K - $637K
|
54.7K
$2.72M
|
|
|
Nov 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
5.9KNew |
$279K - $289K
|
5.9K
$294K
|
|