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 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.74KNew |
$321K - $327K
|
6.74K
$334K
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
6.25KNew |
$298K - $303K
|
6.25K
$310K
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.69KNew |
$271K - $276K
|
5.69K
$283K
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
5.54KNew |
$264K - $269K
|
5.54K
$275K
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
5.44KNew |
$259K - $264K
|
5.44K
$270K
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
5.41K+ 1.61% |
$257K - $262K
|
342K
$17M
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.18KNew |
$246K - $251K
|
5.18K
$257K
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
5.15K+ 9.53% |
$245K - $250K
|
59.2K
$2.94M
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
5.14K+ 46.44% |
$245K - $249K
|
16.2K
$804K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.12KNew |
$244K - $249K
|
5.12K
$254K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.99KNew |
$237K - $242K
|
4.99K
$248K
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.98K+ 16.97% |
$237K - $242K
|
34.3K
$1.7M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.84K+ 26.22% |
$231K - $235K
|
23.3K
$1.16M
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
4.64K+ 16.06% |
$221K - $225K
|
33.5K
$1.66M
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.33KNew |
$206K - $210K
|
4.33K
$215K
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.17KNew |
$199K - $203K
|
4.17K
$207K
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
4.17K+ 13.49% |
$198K - $202K
|
35.1K
$1.74M
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
4.1K+ 21.09% |
$195K - $199K
|
23.5K
$1.17M
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.14K+ 2.42% |
$149K - $152K
|
133K
$6.6M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.95KNew |
$141K - $143K
|
2.95K
$147K
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
2.35K+ 256.15% |
$112K - $114K
|
3.27K
$163K
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.23K+ 13.93% |
$106K - $108K
|
18.3K
$907K
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.89K+ 3.05% |
$90.1K - $91.9K
|
63.9K
$3.17M
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.83K+ 36.54% |
$87K - $88.7K
|
6.83K
$339K
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.65K+ 1.72% |
$78.4K - $80K
|
97.2K
$4.83M
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.52K+ 29.71% |
$72.4K - $73.8K
|
6.64K
$330K
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
1.23K+ 20.94% |
$58.6K - $59.8K
|
7.11K
$353K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.17K+ 1.42% |
$55.7K - $56.9K
|
83.9K
$4.17M
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.06K+ 1.27% |
$50.2K - $51.2K
|
83.9K
$4.16M
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.03K+ 4.4% |
$49.2K - $50.2K
|
24.5K
$1.22M
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1KNew |
$47.6K - $48.6K
|
1K
$49.7K
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
889+ 14.67% |
$42.3K - $43.2K
|
6.95K
$345K
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
870+ 14.56% |
$41.4K - $42.2K
|
6.85K
$340K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
775+ 1.96% |
$36.9K - $37.6K
|
40.2K
$2M
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
735New |
$35K - $35.7K
|
735
$36.5K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
553+ 0.82% |
$26.3K - $26.8K
|
68.2K
$3.39M
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
422+ 4.16% |
$20.1K - $20.5K
|
10.6K
$525K
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
354New |
$16.9K - $17.2K
|
354
$17.6K
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
296New |
$14.1K - $14.4K
|
296
$14.7K
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
293+ 4.69% |
$13.9K - $14.2K
|
6.55K
$325K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
276+ 7.09% |
$13.1K - $13.4K
|
4.17K
$207K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
244+ 375.38% |
$11.6K - $11.8K
|
309
$15.3K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
230+ 442.31% |
$10.9K - $11.2K
|
282
$14K
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
200New |
$9.52K - $9.71K
|
200
$9.93K
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
200+ 2.21% |
$9.52K - $9.71K
|
9.26K
$460K
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
178+ 0.69% |
$8.47K - $8.64K
|
26K
$1.29M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
107+ 2.75% |
$5.09K - $5.19K
|
4K
$199K
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
41+ 0.35% |
$1.95K - $1.99K
|
11.7K
$581K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
37New |
$1.76K - $1.8K
|
37
$1.84K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
37New |
$1.76K - $1.8K
|
37
$1.84K
|