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 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
200+ 0.34% |
$9.46K - $9.81K
|
59.5K
$3.02M
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
BUY
|
- |
18.7KNew |
$897K - $923K
|
18.7K
$949K
|
|
|
Aug 01, 2022
Q2 2022
|
Bray Capital Advisors
|
BUY
|
- |
9.95K+ 568.29% |
$476K - $490K
|
11.7K
$592K
|
|
|
Jul 11, 2022
Q2 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
4.22KNew |
$202K - $208K
|
4.22K
$214K
|
|
|
Jul 22, 2022
Q2 2022
|
Arjuna Capital
|
BUY
|
- |
3.99KNew |
$191K - $197K
|
3.99K
$202K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2KNew |
$95.7K - $98.6K
|
2K
$101K
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.46K+ 32.89% |
$69.9K - $72K
|
5.9K
$299K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
392New |
$18.8K - $19.3K
|
392
$19.9K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
90New |
$4.31K - $4.44K
|
90
$4.56K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
74New |
$3.54K - $3.65K
|
74
$3.75K
|
|
| Q1 2022 | |||||||
|
May 17, 2022
Q1 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
156KNew |
$7.69M - $7.98M
|
156K
$7.92M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
109KNew |
$5.38M - $5.58M
|
109K
$5.54M
|
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
3.35K+ 66.17% |
$165K - $171K
|
8.41K
$426K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
413+ 108.12% |
$20.3K - $21.1K
|
795
$40.3K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
145New |
$7.13K - $7.4K
|
145
$7.35K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
13+ 3.06% |
$639 - $663
|
438
$22.2K
|
|
| Q4 2021 | |||||||
|
Jan 21, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
4.03KNew |
$206K - $208K
|
4.03K
$204K
|
|
|
Jan 31, 2022
Q4 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
300+ 17.62% |
$15.3K - $15.5K
|
2K
$101K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Abrdn PLC
|
BUY
|
- |
310KNew |
$16M - $16.1M
|
310K
$15.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10KNew |
$517K - $519K
|
10K
$507K
|
|
|
Nov 03, 2021
Q3 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
9.6KNew |
$496K - $498K
|
9.6K
$486K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.74KNew |
$141K - $142K
|
2.74K
$139K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
47New |
$2.43K - $2.44K
|
47
$2.38K
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
120KNew |
$6.24M - $6.27M
|
120K
$6.08M
|
|
|
Feb 01, 2021
Q4 2020
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
6KNew |
$312K - $313K
|
6K
$304K
|
|
|
Sep 05, 2023
Q4 2020
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2019 | |||||||
|
Jun 17, 2024
Q1 2019
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
222KNew |
$11M - $11.2M
|
222K
$11.3M
|
|
|
May 01, 2019
Q1 2019
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
205New |
$10.1K - $10.4K
|
205
$10.4K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
22.3KNew |
$1.1M - $1.11M
|
22.3K
$1.13M
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.07KNew |
$53.1K - $53.4K
|
1.07K
$54.4K
|
|
| Q1 2018 | |||||||
|
Jan 03, 2024
Q1 2018
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
6.3K+ 2625.0% |
$313K - $316K
|
6.54K
$331K
|
|