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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
5.38K+ 7.44% |
$264K - $266K
|
77.8K
$3.87M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.97K+ 5.14% |
$244K - $246K
|
102K
$5.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.78KNew |
$234K - $236K
|
4.78K
$238K
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.68K+ 3.38% |
$229K - $231K
|
143K
$7.12M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.15KNew |
$203K - $205K
|
4.15K
$206K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.49K+ 5.49% |
$171K - $172K
|
67.1K
$3.34M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.34K+ 10.32% |
$163K - $165K
|
35.6K
$1.77M
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3.04K+ 4.94% |
$149K - $150K
|
64.7K
$3.22M
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.45KNew |
$120K - $121K
|
2.45K
$122K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.16K+ 21.7% |
$106K - $107K
|
12.1K
$603K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.96KNew |
$96K - $96.7K
|
1.96K
$97.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.75K+ 0.17% |
$85.6K - $86.2K
|
1.01M
$50.3M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.71K+ 3.35% |
$83.5K - $84.2K
|
52.6K
$2.62M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.7K+ 3.03% |
$83.1K - $83.8K
|
57.7K
$2.87M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.65K+ 33.84% |
$80.7K - $81.3K
|
6.51K
$324K
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.62K+ 4.66% |
$79.1K - $79.8K
|
36.3K
$1.81M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.5KNew |
$73.6K - $74.1K
|
1.5K
$74.7K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.47K+ 6.32% |
$71.9K - $72.5K
|
24.7K
$1.23M
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.41K+ 3.82% |
$69.2K - $69.7K
|
38.4K
$1.91M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.21K+ 6.39% |
$59.3K - $59.8K
|
20.2K
$1M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.21K+ 4.52% |
$59.3K - $59.7K
|
28K
$1.39M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
1.19K+ 1.55% |
$58.1K - $58.6K
|
77.9K
$3.88M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.03K+ 5.64% |
$50.5K - $50.9K
|
19.3K
$962K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
986+ 12.68% |
$48.3K - $48.7K
|
8.76K
$436K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
862+ 160.22% |
$42.2K - $42.5K
|
1.4K
$69.7K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
816+ 7.0% |
$40K - $40.3K
|
12.5K
$620K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
800+ 7.36% |
$39.2K - $39.5K
|
11.7K
$581K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
782+ 5.79% |
$38.3K - $38.6K
|
14.3K
$711K
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
780+ 4.55% |
$38.2K - $38.5K
|
17.9K
$892K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
632New |
$30.9K - $31.2K
|
632
$31.4K
|
|
|
May 03, 2024
Q1 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
560+ 7.41% |
$27.4K - $27.6K
|
8.12K
$404K
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
515+ 2.15% |
$25.2K - $25.4K
|
24.4K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
478+ 7.99% |
$23.4K - $23.6K
|
6.46K
$322K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
445New |
$21.8K - $22K
|
445
$22.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
410+ 4.95% |
$20.1K - $20.2K
|
8.69K
$432K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
400+ 228.57% |
$19.6K - $19.7K
|
575
$28.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
400+ 4.32% |
$19.6K - $19.7K
|
9.66K
$480K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
365+ 2.41% |
$17.9K - $18K
|
15.5K
$772K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
307+ 3.4% |
$15K - $15.2K
|
9.34K
$465K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
275New |
$13.5K - $13.6K
|
275
$13.7K
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
270+ 4.96% |
$13.2K - $13.3K
|
5.72K
$284K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
266+ 3.5% |
$13K - $13.1K
|
7.87K
$391K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
250New |
$12.2K - $12.3K
|
250
$12.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
248+ 0.1% |
$12.1K - $12.2K
|
242K
$12M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
240+ 4.99% |
$11.8K - $11.8K
|
5.05K
$251K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
220+ 25.14% |
$10.8K - $10.9K
|
1.1K
$54.5K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
187New |
$9.16K - $9.23K
|
187
$9.3K
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
182+ 3.34% |
$8.91K - $8.98K
|
5.63K
$280K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
161New |
$7.88K - $7.95K
|
161
$8.01K
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
159+ 0.92% |
$7.79K - $7.85K
|
17.5K
$870K
|