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 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.71K- 10.77% |
$230K - $232K
|
39K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-4.65K- 11.05% |
$227K - $229K
|
37.4K
$1.86M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.63K- 27.78% |
$177K - $179K
|
9.43K
$469K
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.51K- 8.53% |
$171K - $173K
|
37.7K
$1.87M
|
|
|
Aug 08, 2024
Q2 2024
|
Barings LLC
|
SELL
|
- |
-2.97K- 27.36% |
$145K - $146K
|
7.88K
$392K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.51K- 10.36% |
$122K - $124K
|
21.7K
$1.08M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.5K- 20.04% |
$122K - $123K
|
9.97K
$496K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.24K- 8.91% |
$109K - $110K
|
22.9K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2.19K- 10.14% |
$107K - $108K
|
19.4K
$963K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.7K- 1.84% |
$82.9K - $83.8K
|
90.5K
$4.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.35K- 3.71% |
$65.7K - $66.4K
|
35K
$1.74M
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-1.23K- 35.77% |
$59.7K - $60.4K
|
2.2K
$109K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.15K- 0.86% |
$56.3K - $56.9K
|
133K
$6.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-963- 1.58% |
$46.9K - $47.5K
|
59.8K
$2.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-835- 1.84% |
$40.7K - $41.1K
|
44.6K
$2.22M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-800- 6.85% |
$39K - $39.4K
|
10.9K
$541K
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
SELL
|
- |
-769- 1.77% |
$37.5K - $37.9K
|
42.7K
$2.12M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-672- 2.74% |
$32.8K - $33.1K
|
23.9K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-636- 10.5% |
$31K - $31.3K
|
5.42K
$270K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-629- 9.41% |
$30.7K - $31K
|
6.06K
$301K
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-607- 2.27% |
$29.6K - $29.9K
|
26.2K
$1.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-433- 82.48% |
$21.1K - $21.3K
|
92
$4.58K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-431- 3.2% |
$21K - $21.2K
|
13K
$649K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-400- 15.84% |
$19.5K - $19.7K
|
2.13K
$106K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-337- 0.98% |
$16.4K - $16.6K
|
34.1K
$1.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-270- 3.22% |
$13.2K - $13.3K
|
8.12K
$404K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-187- 3.17% |
$9.12K - $9.22K
|
5.71K
$284K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-152- 33.93% |
$7.41K - $7.49K
|
296
$14.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-137- 0.37% |
$6.68K - $6.75K
|
36.6K
$1.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-37Closed |
$1.8K - $1.82K
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-35- 44.87% |
$1.71K - $1.72K
|
43
$2.14K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-33- 2.8% |
$1.61K - $1.63K
|
1.15K
$57K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-16- 1.93% |
$780 - $788
|
815
$40.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2- 0.02% |
$97.5 - $98.6
|
12.1K
$603K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.39K- 44.42% |
$215K - $216K
|
5.49K
$273K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.85K- 27.11% |
$90.4K - $91.2K
|
4.97K
$247K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-550- 89.43% |
$26.9K - $27.1K
|
65
$3.23K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-479- 9.01% |
$23.5K - $23.6K
|
4.84K
$241K
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-200- 3.49% |
$9.79K - $9.87K
|
5.53K
$275K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-169- 57.29% |
$8.28K - $8.34K
|
126
$6.27K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-150- 4.68% |
$7.35K - $7.4K
|
3.06K
$152K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-149- 59.84% |
$7.3K - $7.35K
|
100
$4.98K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-145- 32.58% |
$7.1K - $7.16K
|
300
$14.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-105- 0.5% |
$5.14K - $5.18K
|
21.1K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-100- 2.94% |
$4.9K - $4.94K
|
3.3K
$164K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-55Closed |
$2.69K - $2.71K
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-9- 0.02% |
$441 - $444
|
39.1K
$1.95M
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-31.4K- 72.12% |
$1.5M - $1.55M
|
12.1K
$604K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-6.64K- 2.63% |
$317K - $327K
|
246K
$12.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-4.14K- 18.41% |
$197K - $203K
|
18.3K
$912K
|
|