Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-221K- 43.64% |
$11M - $11.2M
|
285K
$14.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-201K- 97.62% |
$9.99M - $10.1M
|
4.9K
$249K
|
|
|
Aug 14, 2025
Q2 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-197K- 87.63% |
$9.81M - $9.97M
|
27.8K
$1.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-175K- 63.95% |
$8.72M - $8.86M
|
98.8K
$5.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-121K- 48.08% |
$6.02M - $6.12M
|
131K
$6.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-113K- 45.39% |
$5.63M - $5.72M
|
136K
$6.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-109K- 29.07% |
$5.42M - $5.5M
|
266K
$13.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-86.5K- 46.49% |
$4.31M - $4.38M
|
99.6K
$5.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-45.9K- 27.83% |
$2.28M - $2.32M
|
119K
$6.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-42.3K- 5.56% |
$2.1M - $2.14M
|
717K
$36.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-40.7K- 1.77% |
$2.03M - $2.06M
|
2.26M
$115M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-23.1K- 2.24% |
$1.15M - $1.17M
|
1.01M
$51.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-20.2K- 38.26% |
$1.01M - $1.02M
|
32.6K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-20.1K- 1.83% |
$1M - $1.02M
|
1.08M
$55M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-16.2K- 11.81% |
$807K - $820K
|
121K
$6.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.7K- 17.94% |
$780K - $792K
|
71.6K
$3.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-15.2K- 2.2% |
$756K - $768K
|
676K
$34.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-14.9K- 73.6% |
$743K - $755K
|
5.35K
$272K
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-14.8K- 55.94% |
$738K - $750K
|
11.7K
$593K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14.3K- 18.81% |
$713K - $725K
|
61.8K
$3.14M
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-11.9K- 52.26% |
$593K - $603K
|
10.9K
$553K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-10.7K- 10.26% |
$533K - $541K
|
93.5K
$4.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-8.8K- 23.12% |
$438K - $445K
|
29.2K
$1.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-7.87K- 32.58% |
$392K - $398K
|
16.3K
$827K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.82K- 3.55% |
$390K - $396K
|
212K
$10.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-7.62K- 8.46% |
$379K - $385K
|
82.4K
$4.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-7.57K- 7.7% |
$377K - $383K
|
90.8K
$4.61M
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
SELL
|
- |
-7.53K- 20.19% |
$375K - $381K
|
29.7K
$1.51M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.46K- 35.67% |
$371K - $377K
|
13.4K
$683K
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-7.45K- 59.57% |
$371K - $377K
|
5.06K
$257K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-7.07K- 5.81% |
$352K - $358K
|
115K
$5.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-6.95K- 23.69% |
$346K - $352K
|
22.4K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-6.91K- 25.77% |
$344K - $350K
|
19.9K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-6.19K- 4.99% |
$308K - $313K
|
118K
$5.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-5.59K- 14.79% |
$278K - $283K
|
32.2K
$1.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.56K- 2.71% |
$277K - $281K
|
200K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.12K- 2.22% |
$255K - $259K
|
226K
$11.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.91K- 11.6% |
$245K - $249K
|
37.4K
$1.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.17K- 2.62% |
$208K - $211K
|
155K
$7.86M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-4.16K- 7.85% |
$207K - $210K
|
48.8K
$2.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-3.65K- 9.39% |
$182K - $185K
|
35.2K
$1.79M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.58K- 22.96% |
$178K - $181K
|
12K
$610K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.58K- 35.77% |
$178K - $181K
|
6.42K
$326K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.35K- 41.36% |
$167K - $170K
|
4.75K
$241K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.99K- 32.33% |
$149K - $151K
|
6.26K
$318K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-2.72K- 2.59% |
$135K - $138K
|
102K
$5.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.59K- 5.17% |
$129K - $131K
|
47.5K
$2.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
SELL
|
- |
-2.48K- 32.86% |
$123K - $125K
|
5.06K
$257K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.37K- 5.59% |
$118K - $120K
|
40K
$2.03M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.14K- 5.78% |
$106K - $108K
|
34.9K
$1.77M
|