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 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
13.1K+ 5.33% |
$646K - $670K
|
259K
$12.9M
|
|
|
Apr 21, 2022
Q1 2022
|
Dagco, Inc.
|
BUY
|
- |
13K+ 10.08% |
$640K - $664K
|
142K
$7.05M
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
12.9K+ 31.52% |
$636K - $660K
|
54K
$2.68M
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
12.8K+ 859.33% |
$628K - $651K
|
14.2K
$707K
|
|
|
Apr 14, 2022
Q1 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
12.7K+ 296.44% |
$626K - $650K
|
17K
$846K
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.9KNew |
$586K - $608K
|
11.9K
$591K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
11.7K+ 43.45% |
$574K - $596K
|
38.5K
$1.91M
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
11.2KNew |
$550K - $571K
|
11.2K
$555K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.97K+ 20.18% |
$490K - $509K
|
59.4K
$2.95M
|
|
|
May 05, 2022
Q1 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
8.31K+ 2.8% |
$409K - $424K
|
305K
$15.1M
|
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
8.3KNew |
$408K - $424K
|
8.3K
$412K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.73K+ 1814.55% |
$380K - $394K
|
8.16K
$405K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.01KNew |
$345K - $357K
|
7.01K
$348K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.88K+ 1.91% |
$338K - $351K
|
367K
$18.2M
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6.35K+ 83.11% |
$312K - $324K
|
14K
$695K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
6.15K+ 19.23% |
$303K - $314K
|
38.2K
$1.89M
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6.13KNew |
$302K - $313K
|
6.13K
$304K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.13KNew |
$302K - $313K
|
6.13K
$304K
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.99KNew |
$295K - $306K
|
5.99K
$298K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.67K+ 3.87% |
$279K - $289K
|
152K
$7.57M
|
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
5.64KNew |
$277K - $288K
|
5.64K
$280K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.41K+ 27.98% |
$266K - $276K
|
24.7K
$1.23M
|
|
|
May 16, 2022
Q1 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
5.25K+ 4.39% |
$258K - $268K
|
125K
$6.2M
|
|
|
May 04, 2022
Q1 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
5.06KNew |
$249K - $258K
|
5.06K
$251K
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.81KNew |
$237K - $246K
|
4.81K
$239K
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.44KNew |
$218K - $226K
|
4.44K
$220K
|
|
|
Apr 26, 2022
Q1 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
4.37K+ 12.28% |
$215K - $223K
|
40K
$1.98M
|
|
|
May 06, 2022
Q1 2022
|
Weaver Consulting Group
|
BUY
|
- |
4.37K+ 57.02% |
$215K - $223K
|
12K
$597K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.05KNew |
$199K - $206K
|
4.05K
$201K
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.04K+ 20.55% |
$199K - $206K
|
23.7K
$1.18M
|
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
3.49K+ 10.41% |
$172K - $178K
|
37K
$1.84M
|
|
|
Aug 25, 2022
Q1 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
3.36KNew |
$165K - $171K
|
3.36K
$167K
|
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
3.35K+ 66.17% |
$165K - $171K
|
8.41K
$417K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.23KNew |
$159K - $165K
|
3.23K
$161K
|
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.04K+ 24.84% |
$149K - $155K
|
15.3K
$758K
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
2.68K+ 26.88% |
$132K - $136K
|
12.6K
$627K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.64K+ 14.09% |
$130K - $135K
|
21.4K
$1.06M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.61K+ 4.84% |
$128K - $133K
|
56.5K
$2.81M
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.43K+ 26.95% |
$119K - $124K
|
11.4K
$568K
|
|
|
May 12, 2022
Q1 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
2.35K+ 12.12% |
$115K - $120K
|
21.7K
$1.08M
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.24KNew |
$110K - $114K
|
2.24K
$111K
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.15K+ 10.73% |
$106K - $109K
|
22.1K
$1.1M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.12K+ 6.75% |
$104K - $108K
|
33.5K
$1.66M
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.05K+ 49.98% |
$101K - $105K
|
6.15K
$305K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.8K+ 2.32% |
$88.6K - $91.9K
|
79.5K
$3.95M
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.7KNew |
$83.7K - $86.8K
|
1.7K
$84.5K
|
|
|
May 04, 2022
Q1 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.5K+ 32.4% |
$73.7K - $76.4K
|
6.12K
$304K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.35K+ 116.65% |
$66.5K - $69K
|
2.51K
$125K
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.16K+ 17.94% |
$56.8K - $58.9K
|
7.59K
$377K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.06K+ 5.96% |
$52.3K - $54.3K
|
18.9K
$939K
|