Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
526K+ 23.74% |
$25.8M - $26M
|
2.74M
$136M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
437K+ 143.67% |
$21.4M - $21.6M
|
742K
$36.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
375KNew |
$18.4M - $18.5M
|
375K
$18.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
257K+ 40.5% |
$12.6M - $12.7M
|
891K
$44.2M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
240K+ 898.71% |
$11.7M - $11.8M
|
266K
$13.2M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
155KNew |
$7.61M - $7.67M
|
155K
$7.72M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
134K+ 12.04% |
$6.58M - $6.63M
|
1.25M
$62.1M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
126KNew |
$6.17M - $6.22M
|
126K
$6.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
102K+ 82.26% |
$4.99M - $5.03M
|
226K
$11.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
85.2K+ 804.67% |
$4.17M - $4.2M
|
95.8K
$4.76M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
81.6KNew |
$3.99M - $4.03M
|
81.6K
$4.05M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
71.7K+ 14.34% |
$3.51M - $3.54M
|
572K
$28.4M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
70.4K+ 261.46% |
$3.45M - $3.48M
|
97.3K
$4.83M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
62.8K+ 98.73% |
$3.08M - $3.1M
|
126K
$6.28M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
55.4K+ 38.79% |
$2.71M - $2.73M
|
198K
$9.85M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
47.1K+ 42.53% |
$2.31M - $2.33M
|
158K
$7.85M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
46.1K+ 33.64% |
$2.26M - $2.27M
|
183K
$9.09M
|
|
|
May 15, 2024
Q1 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
43.3K+ 20.69% |
$2.12M - $2.14M
|
253K
$12.6M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
41.2KNew |
$2.02M - $2.03M
|
41.2K
$2.05M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
40K+ 55.03% |
$1.96M - $1.98M
|
113K
$5.6M
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
39.5K+ 14.57% |
$1.94M - $1.95M
|
311K
$15.4M
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
39K+ 5.32% |
$1.91M - $1.93M
|
773K
$38.4M
|
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
37.5K+ 103.73% |
$1.83M - $1.85M
|
73.6K
$3.65M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
36.7KNew |
$1.8M - $1.81M
|
36.7K
$1.82M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
36.5K+ 2.2% |
$1.79M - $1.8M
|
1.69M
$84.1M
|
|
|
May 15, 2024
Q1 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
31.2KNew |
$1.53M - $1.54M
|
31.2K
$1.55M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31K+ 4.06% |
$1.52M - $1.53M
|
794K
$39.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
28.7K+ 37.69% |
$1.41M - $1.42M
|
105K
$5.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
27.3K+ 22.18% |
$1.34M - $1.35M
|
151K
$7.48M
|
|
|
May 15, 2024
Q1 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
26.9KNew |
$1.32M - $1.33M
|
26.9K
$1.34M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
25.8K+ 8.17% |
$1.26M - $1.27M
|
342K
$17M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
23.1KNew |
$1.13M - $1.14M
|
23.1K
$1.15M
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
21.2KNew |
$1.04M - $1.05M
|
21.2K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
20.8KNew |
$1.02M - $1.03M
|
20.8K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
17.4K+ 9.94% |
$852K - $859K
|
192K
$9.56M
|
|
|
Apr 19, 2024
Q1 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
14.8K+ 4.7% |
$725K - $731K
|
330K
$16.4M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
13.1KNew |
$642K - $647K
|
13.1K
$652K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
13.1KNew |
$639K - $644K
|
13.1K
$649K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.1K+ 6.17% |
$639K - $644K
|
225K
$11.2M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
9.58K+ 8.93% |
$469K - $473K
|
117K
$5.81M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
9.32K+ 124.45% |
$456K - $460K
|
16.8K
$834K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.11K+ 46.72% |
$446K - $450K
|
28.6K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
8.85K+ 24.95% |
$433K - $437K
|
44.3K
$2.2M
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
7.66K+ 3.34% |
$375K - $378K
|
237K
$11.8M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.08K+ 12.54% |
$347K - $349K
|
63.5K
$3.15M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.61K+ 2.37% |
$324K - $326K
|
286K
$14.2M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.28K+ 9.81% |
$308K - $310K
|
70.3K
$3.49M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.87KNew |
$287K - $290K
|
5.87K
$292K
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
5.7K+ 4.5% |
$279K - $281K
|
132K
$6.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
5.7KNew |
$279K - $281K
|
5.7K
$283K
|