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 |
---|---|---|---|---|---|---|---|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$51 - $51.7
|
0
$0
|
|
Q3 2021 | |||||||
Oct 12, 2021
Q3 2021
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-163KClosed |
$8.42M - $8.46M
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Federal Reserve Bank Of New York
|
SELL
|
- |
-96KClosed |
$4.96M - $4.98M
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-22.8KClosed |
$1.18M - $1.19M
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-10.8KClosed |
$559K - $562K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Dearborn Partners LLC
|
SELL
|
- |
-6.36KClosed |
$328K - $330K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-5.3KClosed |
$274K - $275K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-4.43KClosed |
$229K - $230K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-2.2KClosed |
$113K - $114K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-1.28KClosed |
$66.3K - $66.6K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.22KClosed |
$63K - $63.3K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-395Closed |
$20.4K - $20.5K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-95Closed |
$4.91K - $4.93K
|
0
$0
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-16- 34.04% |
$826 - $831
|
31
$1.57K
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-7Closed |
$362 - $363
|
0
$0
|
|
Q2 2021 | |||||||
Jul 29, 2021
Q2 2021
|
Banco Santander, S.A.
|
SELL
|
- |
-135KClosed |
$6.97M - $7M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-68.1KClosed |
$3.52M - $3.54M
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-17KClosed |
$880K - $884K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-7.47KClosed |
$386K - $388K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
SELL
|
- |
-4.29KClosed |
$222K - $223K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.09KClosed |
$56.1K - $56.4K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-567Closed |
$29.3K - $29.5K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-547Closed |
$28.3K - $28.4K
|
0
$0
|
|
Q1 2021 | |||||||
May 10, 2021
Q1 2021
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-15.8KClosed |
$818K - $827K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-12.5KClosed |
$643K - $650K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-12.4KClosed |
$639K - $647K
|
0
$0
|
|
May 28, 2021
Q1 2021
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-6.79KClosed |
$350K - $354K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-5.01KClosed |
$258K - $261K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4.61KClosed |
$238K - $241K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.36KClosed |
$122K - $123K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-1.82K- 18.67% |
$93.7K - $94.8K
|
7.91K
$402K
|
|
May 14, 2021
Q1 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.23KClosed |
$63.7K - $64.4K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-762Closed |
$39.3K - $39.8K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-489Closed |
$25.2K - $25.5K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-405Closed |
$20.9K - $21.1K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-145Closed |
$7.48K - $7.57K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-58Closed |
$2.99K - $3.03K
|
0
$0
|
|
Q4 2020 | |||||||
Sep 23, 2021
Q4 2020
|
Systelligence, LLC
|
SELL
|
- |
-62.8KClosed |
$3.27M - $3.28M
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-19.2KClosed |
$1M - $1M
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-4.38KClosed |
$227K - $228K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1KClosed |
$52K - $52.2K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-715Closed |
$37.2K - $37.3K
|
0
$0
|
|
Q3 2020 | |||||||
Oct 13, 2020
Q3 2020
|
Brookstone Capital Management
|
SELL
|
- |
-9.47KClosed |
$493K - $495K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Kcs Wealth Advisory
|
SELL
|
- |
-8.7KClosed |
$453K - $455K
|
0
$0
|
|
Nov 04, 2020
Q3 2020
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-7.85KClosed |
$408K - $410K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-4.8KClosed |
$250K - $251K
|
0
$0
|
|
Oct 06, 2020
Q3 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-42Closed |
$2.19K - $2.2K
|
0
$0
|
|
Q2 2020 | |||||||
Jul 16, 2020
Q2 2020
|
Monument Capital Management
|
SELL
|
- |
-31.8KClosed |
$1.58M - $1.66M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-12.3KClosed |
$611K - $640K
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-10.6KClosed |
$529K - $553K
|
0
$0
|