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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.16K- 37.79% |
$150K - $153K
|
5.2K
$258K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-3.4K- 4.48% |
$162K - $165K
|
72.4K
$3.6M
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-3.5K- 3.97% |
$167K - $170K
|
84.7K
$4.21M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.3K- 7.86% |
$205K - $209K
|
50.4K
$2.5M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.84K- 20.78% |
$231K - $235K
|
18.5K
$917K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-5.4K- 8.8% |
$257K - $262K
|
55.9K
$2.78M
|
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-5.47K- 4.42% |
$260K - $265K
|
118K
$5.87M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.57K- 88.84% |
$265K - $270K
|
700
$34.8K
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-5.68K- 19.09% |
$270K - $276K
|
24.1K
$1.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-6.31K- 3.58% |
$300K - $306K
|
170K
$8.44M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.01K- 26.97% |
$334K - $341K
|
19K
$943K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.1K- 20.23% |
$386K - $393K
|
32K
$1.59M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-8.39K- 39.74% |
$399K - $407K
|
12.7K
$631K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9.44K- 65.36% |
$449K - $458K
|
5K
$248K
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-9.51K- 41.01% |
$453K - $462K
|
13.7K
$679K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.2K- 7.25% |
$483K - $493K
|
130K
$6.45M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.4K- 3.62% |
$493K - $503K
|
276K
$13.7M
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
SELL
|
- |
-11.3K- 18.27% |
$536K - $547K
|
50.4K
$2.5M
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-11.4K- 27.01% |
$545K - $556K
|
30.9K
$1.54M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13.6K- 34.3% |
$646K - $659K
|
26K
$1.29M
|
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-14K- 26.91% |
$668K - $681K
|
38.1K
$1.89M
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-14.9K- 24.97% |
$712K - $726K
|
44.9K
$2.23M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-15.9K- 22.54% |
$758K - $773K
|
54.7K
$2.72M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.2K- 4.01% |
$867K - $884K
|
436K
$21.6M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-20.5K- 32.84% |
$976K - $996K
|
42K
$2.08M
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-21.6K- 68.21% |
$1.03M - $1.05M
|
10.1K
$500K
|
|
|
Apr 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-25.5K- 13.3% |
$1.21M - $1.24M
|
166K
$8.24M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-25.5K- 20.26% |
$1.22M - $1.24M
|
101K
$4.99M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-26.2K- 97.94% |
$1.25M - $1.27M
|
551
$27.4K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-29.1K- 37.27% |
$1.38M - $1.41M
|
48.9K
$2.43M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-33.2K- 11.32% |
$1.58M - $1.61M
|
260K
$12.9M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-44.8K- 23.31% |
$2.13M - $2.18M
|
148K
$7.32M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-45.6K- 39.83% |
$2.17M - $2.21M
|
68.9K
$3.42M
|
|
|
Apr 24, 2023
Q1 2023
|
Divergent Wealth Advisors
|
SELL
|
- |
-56.6K- 57.33% |
$2.69M - $2.75M
|
42.1K
$2.09M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-58.5K- 27.27% |
$2.78M - $2.84M
|
156K
$7.75M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-65.4K- 72.77% |
$3.11M - $3.18M
|
24.5K
$1.22M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-69.5K- 21.26% |
$3.31M - $3.37M
|
257K
$12.8M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-73.8K- 79.99% |
$3.51M - $3.58M
|
18.5K
$917K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-74.2K- 90.69% |
$3.53M - $3.6M
|
7.62K
$378K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-86.3K- 73.52% |
$4.11M - $4.19M
|
31.1K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-90K- 77.59% |
$4.28M - $4.37M
|
26K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-128K- 10.53% |
$6.11M - $6.23M
|
1.09M
$54.1M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-128K- 68.67% |
$6.11M - $6.23M
|
58.5K
$2.91M
|
|
|
May 09, 2023
Q1 2023
|
Barings LLC
|
SELL
|
- |
-138K- 87.86% |
$6.57M - $6.7M
|
19.1K
$947K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-143K- 23.25% |
$6.78M - $6.92M
|
471K
$23.4M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-148K- 36.83% |
$7.04M - $7.18M
|
254K
$12.6M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-178K- 95.38% |
$8.45M - $8.62M
|
8.6K
$427K
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
SELL
|
- |
-181K- 96.56% |
$8.59M - $8.76M
|
6.44K
$320K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-203K- 90.7% |
$9.68M - $9.88M
|
20.9K
$1.04M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-377K- 97.84% |
$18M - $18.3M
|
8.33K
$413K
|