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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-8.55K- 63.65% |
$424K - $430K
|
4.88K
$243K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-4.47K- 4.36% |
$222K - $225K
|
98K
$4.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-3.67K- 23.61% |
$182K - $185K
|
11.9K
$593K
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-2.8K- 18.59% |
$139K - $141K
|
12.3K
$611K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.31K- 2.14% |
$114K - $116K
|
105K
$5.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-770- 2.41% |
$38.2K - $38.7K
|
31.2K
$1.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-680- 12.29% |
$33.7K - $34.2K
|
4.85K
$242K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-468- 3.67% |
$23.2K - $23.5K
|
12.3K
$612K
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-293- 3.6% |
$14.5K - $14.7K
|
7.84K
$391K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-288- 4.6% |
$14.3K - $14.5K
|
5.97K
$298K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-254- 0.59% |
$12.6K - $12.8K
|
43.1K
$2.15M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-168- 3.01% |
$8.33K - $8.45K
|
5.42K
$270K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-137- 1.07% |
$6.79K - $6.89K
|
12.6K
$630K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-48- 0.27% |
$2.38K - $2.41K
|
17.7K
$883K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-25- 0.11% |
$1.24K - $1.26K
|
22.7K
$1.13M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-119K- 14.17% |
$5.81M - $5.98M
|
718K
$35.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-100K- 13.49% |
$4.91M - $5.04M
|
642K
$32M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-88.4K- 32.32% |
$4.34M - $4.46M
|
185K
$9.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-72.6K- 49.33% |
$3.56M - $3.66M
|
74.6K
$3.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-69.2K- 42.15% |
$3.4M - $3.49M
|
95K
$4.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-33.5K- 32.99% |
$1.64M - $1.69M
|
68K
$3.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-29K- 52.22% |
$1.42M - $1.46M
|
26.5K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-24.7K- 4.94% |
$1.21M - $1.25M
|
475K
$23.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-23.3K- 19.98% |
$1.15M - $1.18M
|
93.4K
$4.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.9K- 58.75% |
$1.08M - $1.11M
|
15.4K
$767K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-21.4K- 11.4% |
$1.05M - $1.08M
|
166K
$8.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-19K- 60.4% |
$934K - $960K
|
12.5K
$622K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.5K- 5.53% |
$808K - $831K
|
281K
$14M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-16.1K- 47.06% |
$789K - $811K
|
18.1K
$901K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-12.4K- 3.71% |
$607K - $624K
|
320K
$16M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.4K- 0.52% |
$561K - $577K
|
2.21M
$110M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-11K- 13.94% |
$541K - $556K
|
68.1K
$3.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-10.1K- 13.07% |
$495K - $509K
|
67.1K
$3.34M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.39K- 30.92% |
$362K - $372K
|
16.5K
$823K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.68K- 55.07% |
$328K - $337K
|
5.45K
$272K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.67K- 30.69% |
$327K - $336K
|
15.1K
$751K
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-5.74K- 51.53% |
$282K - $290K
|
5.4K
$269K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.67K- 3.4% |
$229K - $236K
|
133K
$6.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.35K- 11.15% |
$214K - $220K
|
34.7K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.28K- 18.69% |
$210K - $216K
|
18.6K
$929K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.05K- 2.69% |
$199K - $204K
|
146K
$7.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3.73K- 21.62% |
$183K - $188K
|
13.5K
$673K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-3.55K- 4.15% |
$174K - $179K
|
81.9K
$4.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.52K- 0.45% |
$173K - $177K
|
778K
$38.8M
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-3.06K- 16.65% |
$150K - $154K
|
15.3K
$764K
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-3.04K- 16.53% |
$149K - $153K
|
15.3K
$764K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.96K- 2.38% |
$145K - $149K
|
122K
$6.06M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-2.94K- 6.89% |
$144K - $148K
|
39.7K
$1.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.5K- 22.99% |
$123K - $126K
|
8.37K
$417K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.47K- 63.96% |
$121K - $125K
|
1.39K
$69.4K
|
|