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 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.06K+ 2.02% |
$52.3K - $54.2K
|
53.8K
$2.67M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.06KNew |
$52.2K - $54.2K
|
1.06K
$52.7K
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
950+ 1.34% |
$46.7K - $48.5K
|
71.9K
$3.57M
|
|
May 16, 2022
Q1 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
848+ 4.29% |
$41.7K - $43.3K
|
20.6K
$1.02M
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
830+ 107.24% |
$40.8K - $42.3K
|
1.6K
$79.6K
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
780+ 11.94% |
$38.4K - $39.8K
|
7.32K
$363K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
776+ 0.83% |
$38.2K - $39.6K
|
94.6K
$4.7M
|
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
766+ 1.09% |
$37.7K - $39.1K
|
70.9K
$3.52M
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
510+ 3.32% |
$25.1K - $26K
|
15.9K
$787K
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
413+ 108.12% |
$20.3K - $21.1K
|
795
$39.5K
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
406+ 68.93% |
$20K - $20.7K
|
995
$49.4K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
395+ 80.28% |
$19.4K - $20.2K
|
887
$44K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
349+ 14.27% |
$17.2K - $17.8K
|
2.79K
$139K
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
281+ 5.52% |
$13.8K - $14.3K
|
5.37K
$267K
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
206+ 29.06% |
$10.1K - $10.5K
|
915
$45.4K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
145New |
$7.13K - $7.4K
|
145
$7.2K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
113+ 28.25% |
$5.56K - $5.77K
|
513
$25.5K
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
102New |
$5.02K - $5.2K
|
102
$5.06K
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
52New |
$2.56K - $2.65K
|
52
$2.58K
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
20New |
$984 - $1.02K
|
20
$993
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
13+ 3.06% |
$639 - $663
|
438
$21.7K
|
|
Apr 14, 2022
Q1 2022
|
Sterling Investment Advisors LLC
|
BUY
|
- |
11+ 0.24% |
$541 - $561
|
4.61K
$229K
|
|
Apr 27, 2022
Q1 2022
|
Demars Financial Group, LLC
|
BUY
|
- |
3+ 0.03% |
$148 - $153
|
10.6K
$528K
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
3+ 0.02% |
$148 - $153
|
13K
$643K
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 1.82% |
$49.2 - $51
|
56
$2.78K
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-27- 0.64% |
$1.33K - $1.38K
|
4.22K
$210K
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-40- 4.79% |
$1.97K - $2.04K
|
795
$39.5K
|
|
May 02, 2022
Q1 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-79- 1.39% |
$3.89K - $4.03K
|
5.59K
$278K
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-80- 1.2% |
$3.94K - $4.08K
|
6.57K
$326K
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-85- 1.84% |
$4.18K - $4.34K
|
4.53K
$225K
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-90Closed |
$4.43K - $4.59K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-97Closed |
$4.77K - $4.95K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-102Closed |
$5.02K - $5.2K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-159- 1.54% |
$7.82K - $8.11K
|
10.1K
$503K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-274- 1.24% |
$13.5K - $14K
|
21.8K
$1.08M
|
|
May 13, 2022
Q1 2022
|
Wills Financial Group, Inc.
|
SELL
|
- |
-300- 2.09% |
$14.8K - $15.3K
|
14K
$697K
|
|
Apr 28, 2022
Q1 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-300- 1.39% |
$14.8K - $15.3K
|
21.3K
$1.06M
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-329- 0.45% |
$16.2K - $16.8K
|
73.5K
$3.65M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-333- 0.99% |
$16.4K - $17K
|
33.5K
$1.66M
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-385- 34.07% |
$18.9K - $19.6K
|
745
$37K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-400- 26.51% |
$19.7K - $20.4K
|
1.11K
$55.1K
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-472- 7.95% |
$23.2K - $24.1K
|
5.47K
$271K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-488- 11.94% |
$24K - $24.9K
|
3.6K
$179K
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-579- 3.16% |
$28.5K - $29.5K
|
17.7K
$881K
|
|
Apr 19, 2022
Q1 2022
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-597- 5.77% |
$29.4K - $30.5K
|
9.75K
$484K
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-636- 51.96% |
$31.3K - $32.4K
|
588
$29.2K
|
|
May 09, 2022
Q1 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-673- 3.63% |
$33.1K - $34.3K
|
17.9K
$887K
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-683- 2.21% |
$33.6K - $34.8K
|
30.2K
$1.5M
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-696Closed |
$34.2K - $35.5K
|
0
$0
|