Purchases and Sales Made in Q1 2022 in Ishares 0 5 Year Investment Gr (SLQD)
This table provides information about the institutional ownership of Ishares 0 5 Year Investment Gr (SLQD) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES 0-5 YEAR INVESTMENT GR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
687K+ 92.68% |
$33.8M - $35M
|
1.43M
$70.9M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
455K+ 2570.78% |
$22.4M - $23.2M
|
473K
$23.5M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
437K+ 13.49% |
$21.5M - $22.3M
|
3.68M
$183M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
292K+ 74.6% |
$14.4M - $14.9M
|
684K
$34M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
240K+ 41.52% |
$11.8M - $12.3M
|
819K
$40.7M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
160K+ 131957.84% |
$7.85M - $8.15M
|
160K
$7.93M
|
|
|
May 17, 2022
Q1 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
156KNew |
$7.69M - $7.98M
|
156K
$7.77M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
136K+ 22.87% |
$6.71M - $6.96M
|
733K
$36.4M
|
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
134KNew |
$6.58M - $6.83M
|
134K
$6.64M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
116K+ 14.3% |
$5.69M - $5.9M
|
925K
$45.9M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
114K+ 80.1% |
$5.62M - $5.82M
|
257K
$12.7M
|
|
|
May 13, 2022
Q1 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
110K+ 824.48% |
$5.41M - $5.61M
|
123K
$6.13M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
109KNew |
$5.38M - $5.58M
|
109K
$5.43M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
88.3K+ 39.85% |
$4.34M - $4.5M
|
310K
$15.4M
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
64.6K+ 200.01% |
$3.18M - $3.29M
|
96.8K
$4.81M
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
62K+ 2167.03% |
$3.05M - $3.16M
|
64.8K
$3.22M
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
60.8K+ 6.66% |
$2.99M - $3.1M
|
975K
$48.4M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
59.5K+ 125.0% |
$2.93M - $3.04M
|
107K
$5.32M
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
56K+ 13.98% |
$2.76M - $2.86M
|
457K
$22.7M
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
55.6K+ 51.85% |
$2.73M - $2.84M
|
163K
$8.08M
|
|
|
May 10, 2022
Q1 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
51K+ 9.79% |
$2.51M - $2.6M
|
572K
$28.4M
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
49.8KNew |
$2.45M - $2.54M
|
49.8K
$2.47M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
49.6K+ 13.47% |
$2.44M - $2.53M
|
417K
$20.7M
|
|
|
May 02, 2022
Q1 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
44.1KNew |
$2.17M - $2.25M
|
44.1K
$2.19M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
43.2K+ 140.36% |
$2.12M - $2.2M
|
73.9K
$3.67M
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
BUY
|
- |
41.2K+ 455.35% |
$2.03M - $2.1M
|
50.3K
$2.5M
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
41.1K+ 228.08% |
$2.02M - $2.1M
|
59.2K
$2.94M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
40.9K+ 11.98% |
$2.01M - $2.09M
|
383K
$19M
|
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
39.7K+ 7.49% |
$1.95M - $2.03M
|
570K
$28.3M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
38.5K+ 197.76% |
$1.89M - $1.96M
|
57.9K
$2.87M
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
37.8K+ 149.19% |
$1.86M - $1.93M
|
63.2K
$3.14M
|
|
|
May 16, 2022
Q1 2022
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
BUY
|
- |
34.2KNew |
$1.68M - $1.75M
|
34.2K
$1.7M
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
33.6KNew |
$1.65M - $1.71M
|
33.6K
$1.67M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32.1K+ 119.28% |
$1.58M - $1.64M
|
58.9K
$2.93M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
25.8K+ 42.28% |
$1.27M - $1.31M
|
86.7K
$4.3M
|
|
|
May 06, 2022
Q1 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
24.6K+ 144.88% |
$1.21M - $1.25M
|
41.5K
$2.06M
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
22.2K+ 7.82% |
$1.09M - $1.13M
|
307K
$15.2M
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
20.6K+ 19.85% |
$1.01M - $1.05M
|
124K
$6.17M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20.3KNew |
$1M - $1.04M
|
20.3K
$1.01M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20K+ 68.78% |
$982K - $1.02M
|
49K
$2.43M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
19.3KNew |
$952K - $987K
|
19.3K
$961K
|
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
19K+ 30.39% |
$935K - $970K
|
81.6K
$4.05M
|
|
|
Apr 12, 2022
Q1 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
18.5K+ 38.91% |
$911K - $945K
|
66.1K
$3.28M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
18.2K+ 146.65% |
$895K - $928K
|
30.6K
$1.52M
|
|
|
Aug 05, 2022
Q1 2022
|
Gds Wealth Management
|
BUY
|
- |
16.6K+ 6.84% |
$819K - $849K
|
260K
$12.9M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.2K+ 80.23% |
$796K - $826K
|
36.4K
$1.81M
|
|
|
May 10, 2022
Q1 2022
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
15.2K+ 21.96% |
$748K - $776K
|
84.4K
$4.19M
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
14.1K+ 10.75% |
$693K - $719K
|
145K
$7.21M
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
13.8K+ 12.8% |
$678K - $703K
|
121K
$6.03M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.5KNew |
$663K - $687K
|
13.5K
$669K
|