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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1- 0.53% |
$47.9 - $48.4
|
187
$9.42K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-246K- 33.5% |
$11.8M - $12M
|
489K
$24.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-107K- 94.55% |
$5.12M - $5.18M
|
6.14K
$309K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.61K- 9.85% |
$222K - $224K
|
42.2K
$2.13M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.8K- 21.58% |
$86.5K - $87.6K
|
6.54K
$330K
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-935- 16.09% |
$45K - $45.5K
|
4.88K
$246K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-768- 71.98% |
$36.9K - $37.4K
|
299
$15.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-417- 8.05% |
$20K - $20.3K
|
4.76K
$240K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-280Closed |
$13.5K - $13.6K
|
0
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-150- 1.2% |
$7.21K - $7.3K
|
12.3K
$621K
|
|
| Q1 2023 | |||||||
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-377K- 97.84% |
$18M - $18.3M
|
8.33K
$419K
|
|
|
May 15, 2023
Q1 2023
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-90K- 77.59% |
$4.28M - $4.37M
|
26K
$1.31M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-2.79K- 46.97% |
$133K - $135K
|
3.15K
$159K
|
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-587- 12.33% |
$27.9K - $28.5K
|
4.18K
$210K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-200- 99.5% |
$9.52K - $9.71K
|
1
$50.4
|
|
|
Apr 25, 2023
Q1 2023
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-193- 0.7% |
$9.19K - $9.37K
|
27.4K
$1.38M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-176- 13.9% |
$8.38K - $8.54K
|
1.09K
$54.9K
|
|
| Q4 2022 | |||||||
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-29.8K- 18.76% |
$1.4M - $1.44M
|
129K
$6.51M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-18.7K- 76.21% |
$880K - $902K
|
5.85K
$295K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-7.59K- 59.28% |
$356K - $365K
|
5.21K
$263K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.68K- 99.81% |
$126K - $129K
|
5
$252
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-980- 5.67% |
$46K - $47.2K
|
16.3K
$821K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-360- 35.02% |
$16.9K - $17.3K
|
668
$33.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-360- 26.47% |
$16.9K - $17.3K
|
1K
$50.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-281- 3.4% |
$13.2K - $13.5K
|
7.98K
$402K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-258- 91.81% |
$12.1K - $12.4K
|
23
$1.16K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-76- 1.28% |
$3.57K - $3.66K
|
5.86K
$295K
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-58- 1.15% |
$2.72K - $2.79K
|
5K
$252K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-167K- 14.53% |
$7.91M - $8.21M
|
984K
$49.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
SELL
|
- |
-10.5K- 35.53% |
$497K - $516K
|
19.1K
$961K
|
|
|
Nov 14, 2022
Q3 2022
|
Wills Financial Group, Inc.
|
SELL
|
- |
-6.86K- 52.0% |
$325K - $337K
|
6.34K
$319K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-4.13K- 11.56% |
$195K - $203K
|
31.6K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-3.6K- 17.47% |
$170K - $177K
|
17K
$857K
|
|
|
Oct 11, 2022
Q3 2022
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-1.33K- 15.74% |
$62.7K - $65.1K
|
7.1K
$358K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-1.12K- 20.59% |
$52.8K - $54.8K
|
4.31K
$217K
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-484- 8.07% |
$22.9K - $23.7K
|
5.51K
$278K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-447- 42.09% |
$21.1K - $21.9K
|
615
$31K
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-206- 4.57% |
$9.74K - $10.1K
|
4.3K
$217K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-56- 14.18% |
$2.65K - $2.75K
|
339
$17.1K
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-423KClosed |
$20.3M - $20.9M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-157KClosed |
$7.49M - $7.71M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-34.2KClosed |
$1.64M - $1.69M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-13.9KClosed |
$666K - $686K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-11.6K- 13.75% |
$556K - $573K
|
72.8K
$3.67M
|
|
|
Jul 22, 2022
Q2 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-10.6KClosed |
$509K - $524K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-8.84KClosed |
$423K - $436K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-5.32KClosed |
$255K - $262K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-4.61K- 26.03% |
$221K - $227K
|
13.1K
$661K
|
|
|
Jul 27, 2022
Q2 2022
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-4.61KClosed |
$221K - $227K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-4.06KClosed |
$194K - $200K
|
0
$0
|
|