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 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
156+ 2.75% |
$7.64K - $7.7K
|
5.84K
$290K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
152+ 51.35% |
$7.44K - $7.5K
|
448
$22.3K
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
120+ 0.6% |
$5.88K - $5.92K
|
20K
$993K
|
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
75+ 0.49% |
$3.67K - $3.7K
|
15.4K
$767K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
62+ 0.12% |
$3.04K - $3.06K
|
53.8K
$2.68M
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
50+ 0.6% |
$2.45K - $2.47K
|
8.39K
$417K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
36+ 0.57% |
$1.76K - $1.78K
|
6.32K
$314K
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
36+ 0.57% |
$1.76K - $1.78K
|
6.32K
$314K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
35+ 166.67% |
$1.71K - $1.73K
|
56
$2.79K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
3+ 0.6% |
$147 - $148
|
504
$25.1K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.02% |
$49 - $49.4
|
5.7K
$284K
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 1.72% |
$49 - $49.4
|
59
$2.94K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3- 3.7% |
$147 - $148
|
78
$3.88K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-9- 0.03% |
$441 - $444
|
28.6K
$1.42M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-9- 0.02% |
$441 - $444
|
39.1K
$1.95M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-55Closed |
$2.69K - $2.71K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-100- 2.94% |
$4.9K - $4.94K
|
3.3K
$164K
|
|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-105- 0.34% |
$5.14K - $5.18K
|
30.4K
$1.51M
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-105- 0.5% |
$5.14K - $5.18K
|
21.1K
$1.05M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
SELL
|
- |
-124- 1.69% |
$6.07K - $6.12K
|
7.22K
$359K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-125- 0.12% |
$6.12K - $6.17K
|
103K
$5.1M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-145- 32.58% |
$7.1K - $7.16K
|
300
$14.9K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-149- 59.84% |
$7.3K - $7.35K
|
100
$4.98K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-150- 4.68% |
$7.35K - $7.4K
|
3.06K
$152K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-169- 57.29% |
$8.28K - $8.34K
|
126
$6.27K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-181- 1.52% |
$8.86K - $8.93K
|
11.7K
$583K
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-200- 3.49% |
$9.79K - $9.87K
|
5.53K
$275K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-223- 36.26% |
$10.9K - $11K
|
392
$19.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-272- 4.12% |
$13.3K - $13.4K
|
6.33K
$315K
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-298- 0.7% |
$14.6K - $14.7K
|
42K
$2.09M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-314- 3.66% |
$15.4K - $15.5K
|
8.26K
$411K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-415- 8.29% |
$20.3K - $20.5K
|
4.59K
$228K
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-450- 0.49% |
$22K - $22.2K
|
91.3K
$4.54M
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-463- 9.3% |
$22.7K - $22.9K
|
4.51K
$225K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-479- 9.01% |
$23.5K - $23.6K
|
4.84K
$241K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-511- 7.03% |
$25K - $25.2K
|
6.76K
$336K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-550- 89.43% |
$26.9K - $27.1K
|
65
$3.23K
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-583- 4.39% |
$28.5K - $28.8K
|
12.7K
$632K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-805- 12.01% |
$39.4K - $39.7K
|
5.9K
$293K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-881- 19.02% |
$43.1K - $43.5K
|
3.75K
$187K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-894- 15.77% |
$43.8K - $44.1K
|
4.78K
$238K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-929- 4.24% |
$45.5K - $45.9K
|
21K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.01K- 2.17% |
$49.5K - $49.9K
|
45.4K
$2.26M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.06K- 7.31% |
$52K - $52.4K
|
13.5K
$670K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.1K- 0.93% |
$53.8K - $54.2K
|
117K
$5.83M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.19K- 4.63% |
$58.4K - $58.9K
|
24.6K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.21K- 4.58% |
$59.1K - $59.6K
|
25.2K
$1.25M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.37K- 3.09% |
$66.8K - $67.4K
|
42.8K
$2.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.53K- 15.05% |
$74.9K - $75.5K
|
8.63K
$429K
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-1.66K- 3.68% |
$81.2K - $81.9K
|
43.4K
$2.16M
|