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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-763- 39.25% |
$37.4K - $38.5K
|
1.18K
$58.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-735- 13.06% |
$36.1K - $37.1K
|
4.89K
$243K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-720- 0.95% |
$35.3K - $36.3K
|
75.3K
$3.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-715- 16.88% |
$35.1K - $36.1K
|
3.52K
$175K
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-699- 7.92% |
$34.3K - $35.3K
|
8.13K
$404K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-674- 1.8% |
$33.1K - $34K
|
36.9K
$1.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-645- 9.89% |
$31.7K - $32.5K
|
5.88K
$292K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-576- 0.61% |
$28.3K - $29.1K
|
93.1K
$4.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-516- 3.9% |
$25.3K - $26K
|
12.7K
$631K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-441- 4.42% |
$21.6K - $22.2K
|
9.53K
$473K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-408- 2.23% |
$20K - $20.6K
|
17.9K
$890K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-400- 4.93% |
$19.6K - $20.2K
|
7.72K
$383K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-340- 0.96% |
$16.7K - $17.1K
|
35.1K
$1.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-320- 1.22% |
$15.7K - $16.1K
|
25.8K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-284- 4.69% |
$13.9K - $14.3K
|
5.77K
$287K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-267- 1.48% |
$13.1K - $13.5K
|
17.8K
$882K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-257- 1.88% |
$12.6K - $13K
|
13.4K
$667K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-241- 0.56% |
$11.8K - $12.2K
|
42.6K
$2.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-222- 1.99% |
$10.9K - $11.2K
|
10.9K
$543K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-210- 4.57% |
$10.3K - $10.6K
|
4.39K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-181- 48.53% |
$8.88K - $9.13K
|
192
$9.53K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-157- 2.86% |
$7.7K - $7.92K
|
5.33K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-121- 2.12% |
$5.94K - $6.1K
|
5.59K
$277K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-107- 2.54% |
$5.25K - $5.4K
|
4.11K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 33.33% |
$4.91K - $5.04K
|
200
$9.93K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-74- 0.45% |
$3.63K - $3.73K
|
16.5K
$818K
|
|
|
Nov 07, 2024
Q3 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-63- 0.75% |
$3.09K - $3.18K
|
8.36K
$415K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-59- 36.65% |
$2.9K - $2.98K
|
102
$5.06K
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-42- 0.11% |
$2.06K - $2.12K
|
37.4K
$1.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-38- 30.16% |
$1.86K - $1.92K
|
88
$4.37K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-17- 0.07% |
$834 - $857
|
23.2K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-7- 0.12% |
$343 - $353
|
5.83K
$290K
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-5- 0.02% |
$245 - $252
|
25.3K
$1.26M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-132K- 100.0% |
$6.45M - $6.52M
|
1
$49.7
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-30.2K- 51.35% |
$1.47M - $1.49M
|
28.6K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-7.88K- 18.51% |
$384K - $388K
|
34.7K
$1.72M
|
|
|
Aug 08, 2024
Q2 2024
|
Barings LLC
|
SELL
|
- |
-2.97K- 27.36% |
$145K - $146K
|
7.88K
$391K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-636- 10.5% |
$31K - $31.3K
|
5.42K
$269K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-433- 82.48% |
$21.1K - $21.3K
|
92
$4.57K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-431- 3.2% |
$21K - $21.2K
|
13K
$648K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-400- 15.84% |
$19.5K - $19.7K
|
2.13K
$106K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-152- 33.93% |
$7.41K - $7.49K
|
296
$14.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-35- 44.87% |
$1.71K - $1.72K
|
43
$2.13K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-33- 2.8% |
$1.61K - $1.63K
|
1.15K
$56.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-16- 1.93% |
$780 - $788
|
815
$40.5K
|
|
| 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
$240K
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-200- 3.49% |
$9.79K - $9.87K
|
5.53K
$275K
|
|