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 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.85K- 27.11% |
$90.4K - $91.2K
|
4.97K
$247K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.91K- 6.65% |
$93.4K - $94.2K
|
26.8K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2K- 8.5% |
$97.9K - $98.7K
|
21.5K
$1.07M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.09K- 25.68% |
$103K - $103K
|
6.06K
$301K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.1K- 7.66% |
$103K - $104K
|
25.3K
$1.26M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.15K- 5.67% |
$105K - $106K
|
35.8K
$1.78M
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.21K- 2.76% |
$108K - $109K
|
77.7K
$3.86M
|
|
|
Apr 19, 2024
Q1 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-2.36K- 6.66% |
$115K - $116K
|
33.1K
$1.64M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.38K- 5.28% |
$117K - $117K
|
42.7K
$2.13M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.56K- 2.3% |
$125K - $126K
|
108K
$5.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.61K- 12.1% |
$128K - $129K
|
19K
$943K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.72K- 24.83% |
$133K - $134K
|
8.23K
$409K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-2.85K- 15.74% |
$140K - $141K
|
15.3K
$759K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.35K- 5.23% |
$164K - $166K
|
60.8K
$3.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3.38K- 16.41% |
$166K - $167K
|
17.2K
$857K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.92K- 4.47% |
$192K - $194K
|
83.9K
$4.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.22K- 2.65% |
$207K - $208K
|
155K
$7.72M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.39K- 44.42% |
$215K - $216K
|
5.49K
$273K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-4.88K- 11.42% |
$239K - $241K
|
37.8K
$1.88M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.47K- 11.02% |
$268K - $270K
|
44.2K
$2.2M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-5.93K- 21.79% |
$290K - $293K
|
21.3K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.46KClosed |
$317K - $319K
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.98K- 16.83% |
$342K - $345K
|
34.5K
$1.72M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.77K- 11.66% |
$381K - $384K
|
58.9K
$2.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-9.25K- 47.18% |
$453K - $456K
|
10.4K
$515K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.6K- 19.44% |
$517K - $521K
|
43.8K
$2.18M
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-11.8K- 3.37% |
$578K - $582K
|
338K
$16.8M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-13.2K- 9.01% |
$649K - $654K
|
134K
$6.66M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-14.9K- 12.02% |
$729K - $734K
|
109K
$5.42M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-15.4K- 13.69% |
$754K - $760K
|
97.1K
$4.83M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-16K- 13.69% |
$784K - $791K
|
101K
$5.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-16.1K- 14.86% |
$788K - $794K
|
92.2K
$4.59M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-26.1K- 7.62% |
$1.28M - $1.29M
|
316K
$15.7M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-26.9K- 52.63% |
$1.32M - $1.33M
|
24.2K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-33.4K- 5.53% |
$1.64M - $1.65M
|
572K
$28.4M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35.2K- 10.08% |
$1.72M - $1.74M
|
314K
$15.6M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-42.3K- 7.88% |
$2.07M - $2.09M
|
494K
$24.6M
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-45.4K- 10.46% |
$2.22M - $2.24M
|
389K
$19.3M
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-56.2K- 19.88% |
$2.75M - $2.78M
|
227K
$11.3M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-61K- 30.55% |
$2.99M - $3.01M
|
139K
$6.89M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-77.5K- 74.41% |
$3.79M - $3.83M
|
26.7K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-106K- 12.47% |
$5.2M - $5.24M
|
745K
$37.1M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-128K- 35.52% |
$6.25M - $6.3M
|
232K
$11.5M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-196K- 97.62% |
$9.62M - $9.69M
|
4.8K
$239K
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-199K- 57.55% |
$9.76M - $9.83M
|
147K
$7.31M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-234K- 33.95% |
$11.5M - $11.6M
|
455K
$22.7M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-268K- 8.91% |
$13.1M - $13.3M
|
2.74M
$136M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-268K- 8.91% |
$13.1M - $13.3M
|
2.74M
$136M
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-976K- 97.11% |
$47.8M - $48.2M
|
29K
$1.44M
|