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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-168K- 97.61% |
$8.33M - $8.44M
|
4.11K
$206K
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-54.3K- 79.79% |
$2.69M - $2.73M
|
13.8K
$691K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-52.2K- 40.24% |
$2.59M - $2.62M
|
77.5K
$3.89M
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-47.9K- 20.47% |
$2.38M - $2.41M
|
186K
$9.35M
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-34.9K- 13.35% |
$1.73M - $1.75M
|
227K
$11.4M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-31.2K- 4.33% |
$1.55M - $1.57M
|
691K
$34.7M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-27.7K- 1.19% |
$1.37M - $1.39M
|
2.3M
$115M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-27.2K- 68.88% |
$1.35M - $1.37M
|
12.3K
$616K
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-21K- 13.27% |
$1.04M - $1.06M
|
137K
$6.89M
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-20K- 64.51% |
$993K - $1.01M
|
11K
$553K
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-19.4K- 36.15% |
$960K - $974K
|
34.2K
$1.72M
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-17.9K- 1.71% |
$887K - $900K
|
1.03M
$51.8M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-16.1K- 49.17% |
$797K - $807K
|
16.6K
$834K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15.1K- 70.48% |
$749K - $759K
|
6.32K
$317K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.9K- 8.62% |
$588K - $596K
|
126K
$6.31M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-10.8K- 0.99% |
$535K - $542K
|
1.08M
$54.3M
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-10.6K- 30.55% |
$527K - $535K
|
24.2K
$1.21M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.6K- 19.99% |
$525K - $532K
|
42.3K
$2.13M
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-8.52K- 18.3% |
$423K - $428K
|
38K
$1.91M
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-7.97K- 8.13% |
$395K - $401K
|
90.1K
$4.52M
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-7.47K- 5.68% |
$370K - $375K
|
124K
$6.22M
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-7.39K- 5.72% |
$366K - $371K
|
122K
$6.12M
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-7.23K- 4.91% |
$358K - $363K
|
140K
$7.03M
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-6.93K- 8.42% |
$344K - $348K
|
75.4K
$3.79M
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-6.89K- 23.58% |
$342K - $346K
|
22.3K
$1.12M
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.92K- 13.54% |
$294K - $298K
|
37.8K
$1.9M
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-5.85K- 13.66% |
$290K - $294K
|
37K
$1.86M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.14K- 6.33% |
$255K - $259K
|
76.1K
$3.82M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.68K- 30.31% |
$232K - $235K
|
10.8K
$541K
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-4.58K- 4.17% |
$227K - $230K
|
105K
$5.28M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-3.77K- 13.34% |
$187K - $189K
|
24.5K
$1.23M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.36K- 3.17% |
$166K - $169K
|
103K
$5.15M
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.35K- 1.21% |
$166K - $168K
|
274K
$13.8M
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.21K- 71.25% |
$159K - $161K
|
1.3K
$65K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.97K- 3.05% |
$147K - $149K
|
94.3K
$4.74M
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.61K- 4.04% |
$129K - $131K
|
62K
$3.11M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.32K- 16.2% |
$115K - $116K
|
12K
$601K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-2.23K- 57.76% |
$111K - $112K
|
1.63K
$82K
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.18K- 5.06% |
$108K - $109K
|
40.9K
$2.05M
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1.85K- 2.25% |
$91.8K - $93K
|
80.3K
$4.03M
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-1.57K- 20.03% |
$77.8K - $78.9K
|
6.27K
$315K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.28K- 31.83% |
$63.3K - $64.2K
|
2.74K
$137K
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-1.26K- 0.94% |
$62.7K - $63.6K
|
133K
$6.7M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.26K- 7.13% |
$62.6K - $63.5K
|
16.5K
$826K
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.25K- 89.41% |
$62K - $62.9K
|
148
$7.43K
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.24K- 9.04% |
$61.7K - $62.5K
|
12.5K
$628K
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.21K- 1.14% |
$59.8K - $60.6K
|
104K
$5.23M
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1.19K- 4.4% |
$59.2K - $60K
|
25.9K
$1.3M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.18KClosed |
$58.6K - $59.4K
|
0
$0
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.03K- 3.55% |
$51.1K - $51.8K
|
28K
$1.41M
|