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 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
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.03K- 4.22% |
$50.9K - $51.6K
|
23.3K
$1.18M
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-929- 5.62% |
$46.1K - $46.7K
|
15.6K
$786K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-885- 21.35% |
$43.9K - $44.5K
|
3.26K
$164K
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-800- 16.33% |
$39.7K - $40.2K
|
4.1K
$207K
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-758- 2.6% |
$37.6K - $38.1K
|
28.4K
$1.43M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-670- 90.54% |
$33.2K - $33.7K
|
70
$3.53K
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-660- 9.84% |
$32.7K - $33.2K
|
6.05K
$305K
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-656- 2.39% |
$32.5K - $33K
|
26.8K
$1.35M
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-619- 1.63% |
$30.7K - $31.1K
|
37.3K
$1.88M
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-497- 6.56% |
$24.7K - $25K
|
7.08K
$357K
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-473- 9.74% |
$23.5K - $23.8K
|
4.38K
$221K
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-461- 2.36% |
$22.9K - $23.2K
|
19.1K
$960K
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-450- 1.16% |
$22.3K - $22.6K
|
38.2K
$1.93M
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-450- 7.25% |
$22.3K - $22.6K
|
5.76K
$290K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-371- 4.38% |
$18.4K - $18.7K
|
8.1K
$408K
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-370- 6.2% |
$18.4K - $18.6K
|
5.6K
$282K
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-349- 3.01% |
$17.3K - $17.5K
|
11.2K
$566K
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-275- 4.03% |
$13.6K - $13.8K
|
6.55K
$330K
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-228- 2.09% |
$11.3K - $11.5K
|
10.7K
$539K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-222- 2.34% |
$11K - $11.2K
|
9.25K
$466K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-213- 1.74% |
$10.6K - $10.7K
|
12.1K
$607K
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-210- 1.71% |
$10.4K - $10.6K
|
12.1K
$607K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-200- 34.78% |
$9.92K - $10.1K
|
375
$18.9K
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-176- 0.33% |
$8.73K - $8.85K
|
52.8K
$2.66M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-133- 0.31% |
$6.6K - $6.69K
|
43K
$2.17M
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-132- 0.35% |
$6.55K - $6.64K
|
37.8K
$1.9M
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-109- 0.93% |
$5.41K - $5.48K
|
11.6K
$585K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 50.0% |
$4.96K - $5.03K
|
100
$5.04K
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-85- 1.57% |
$4.22K - $4.27K
|
5.34K
$269K
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-84- 0.48% |
$4.17K - $4.22K
|
17.3K
$873K
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-74- 0.36% |
$3.67K - $3.72K
|
20.3K
$1.02M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-46- 1.0% |
$2.28K - $2.31K
|
4.57K
$230K
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-35- 0.15% |
$1.74K - $1.76K
|
23.5K
$1.18M
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-5- 0.03% |
$248 - $251
|
14.4K
$726K
|
|
Q4 2024 | |||||||
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-46.7K- 36.63% |
$2.32M - $2.35M
|
80.8K
$4.07M
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-45.8K- 18.37% |
$2.27M - $2.3M
|
204K
$10.3M
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-14.3K- 5.3% |
$709K - $719K
|
256K
$12.9M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-8.55K- 63.65% |
$424K - $430K
|
4.88K
$246K
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-1.41K- 54.44% |
$69.9K - $70.9K
|
1.18K
$59.4K
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1K- 78.8% |
$49.6K - $50.3K
|
269
$13.6K
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-523- 2.42% |
$25.9K - $26.3K
|
21.1K
$1.06M
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-140- 1.93% |
$6.94K - $7.04K
|
7.13K
$359K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 10.89% |
$4.96K - $5.03K
|
818
$41.2K
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-83- 16.57% |
$4.12K - $4.17K
|
418
$21.1K
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-49- 81.67% |
$2.43K - $2.46K
|
11
$554
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-25- 1.18% |
$1.24K - $1.26K
|
2.1K
$106K
|
|
Q3 2024 | |||||||
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-5.74K- 51.53% |
$282K - $290K
|
5.4K
$272K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.47K- 63.96% |
$121K - $125K
|
1.39K
$70.2K
|