Purchases and Sales Made in Q1 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
397K+ 117.16% |
$18.9M - $19.3M
|
735K
$36.5M
|
|
|
May 05, 2023
Q1 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
279KNew |
$13.3M - $13.5M
|
279K
$13.9M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
258K+ 17.6% |
$12.3M - $12.5M
|
1.72M
$85.6M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
208K+ 189.58% |
$9.91M - $10.1M
|
318K
$15.8M
|
|
|
May 11, 2023
Q1 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
186KNew |
$8.85M - $9.02M
|
186K
$9.23M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
166K+ 24.93% |
$7.9M - $8.06M
|
832K
$41.3M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
130K+ 160.25% |
$6.19M - $6.32M
|
211K
$10.5M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
130K+ 160.25% |
$6.19M - $6.32M
|
211K
$10.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
119K+ 6.41% |
$5.65M - $5.76M
|
1.97M
$97.7M
|
|
|
May 08, 2023
Q1 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
111K+ 470.88% |
$5.3M - $5.4M
|
135K
$6.7M
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
110K+ 680.54% |
$5.23M - $5.33M
|
126K
$6.26M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
95K+ 16.88% |
$4.52M - $4.61M
|
658K
$32.6M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
94.6K+ 3.56% |
$4.5M - $4.59M
|
2.75M
$137M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
86.6K+ 329.23% |
$4.12M - $4.2M
|
113K
$5.6M
|
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
86.2K+ 56.28% |
$4.1M - $4.18M
|
239K
$11.9M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
76.6KNew |
$3.65M - $3.72M
|
76.6K
$3.8M
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
63.9KNew |
$3.04M - $3.1M
|
63.9K
$3.18M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
63.9K+ 111.72% |
$3.04M - $3.1M
|
121K
$6.01M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
61.2K+ 39.59% |
$2.91M - $2.97M
|
216K
$10.7M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
42K+ 6.35% |
$2M - $2.04M
|
704K
$34.9M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
36.5K+ 191.58% |
$1.74M - $1.77M
|
55.6K
$2.76M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
36.3K+ 158.35% |
$1.73M - $1.76M
|
59.2K
$2.94M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
33.8KNew |
$1.61M - $1.64M
|
33.8K
$1.68M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
32.3K+ 2.85% |
$1.54M - $1.57M
|
1.17M
$57.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27.5K+ 40.06% |
$1.31M - $1.33M
|
96.1K
$4.77M
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
BUY
|
- |
26.9K+ 71.59% |
$1.28M - $1.31M
|
64.4K
$3.2M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
26.7K+ 88940.0% |
$1.27M - $1.3M
|
26.7K
$1.33M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.9K+ 7.29% |
$1.23M - $1.26M
|
381K
$18.9M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
24.6K+ 2.19% |
$1.17M - $1.19M
|
1.14M
$56.8M
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
22.5K+ 3.36% |
$1.07M - $1.09M
|
690K
$34.3M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21.6K+ 27.43% |
$1.03M - $1.05M
|
100K
$4.99M
|
|
|
Apr 17, 2023
Q1 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
19.5K+ 8.94% |
$928K - $947K
|
238K
$11.8M
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
19.4K+ 5.52% |
$924K - $943K
|
371K
$18.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
19.1K+ 112.05% |
$911K - $929K
|
36.2K
$1.8M
|
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
15.7K+ 8.81% |
$750K - $765K
|
195K
$9.66M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.2K+ 39.45% |
$725K - $739K
|
53.8K
$2.67M
|
|
|
May 12, 2023
Q1 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
15.1K+ 55.41% |
$719K - $733K
|
42.4K
$2.1M
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
15.1KNew |
$719K - $733K
|
15.1K
$750K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.8K+ 7.94% |
$706K - $720K
|
201K
$10M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.8K+ 1.57% |
$703K - $717K
|
956K
$47.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
14.5K+ 8.65% |
$692K - $706K
|
183K
$9.07M
|
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
11.6K+ 38.54% |
$550K - $561K
|
41.5K
$2.06M
|
|
|
Jan 12, 2024
Q1 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
10.8K+ 54.16% |
$513K - $523K
|
30.7K
$1.52M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
9.84K+ 48.67% |
$468K - $478K
|
30.1K
$1.49M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.11KNew |
$433K - $442K
|
9.11K
$452K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.01K+ 23.84% |
$429K - $437K
|
46.8K
$2.32M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.93K+ 16.96% |
$425K - $433K
|
61.6K
$3.06M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.44K+ 45.06% |
$402K - $410K
|
27.2K
$1.35M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.97KNew |
$332K - $339K
|
6.97K
$346K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.79K+ 71.86% |
$323K - $330K
|
16.2K
$807K
|