Purchases and Sales Made in Q1 2025 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 2025. 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, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
567K+ 157.49% |
$28.1M - $28.5M
|
927K
$46.7M
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
216K+ 47.31% |
$10.7M - $10.8M
|
672K
$33.8M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
193K+ 1506.54% |
$9.56M - $9.69M
|
205K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
146K+ 63.63% |
$7.22M - $7.32M
|
374K
$18.9M
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
128KNew |
$6.36M - $6.45M
|
128K
$6.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
128K+ 20.28% |
$6.35M - $6.44M
|
760K
$38.3M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
126K+ 12.38% |
$6.24M - $6.33M
|
1.14M
$57.6M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
87.3KNew |
$4.33M - $4.39M
|
87.3K
$4.4M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
78.5KNew |
$3.9M - $3.95M
|
78.5K
$3.96M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
74.4KNew |
$3.69M - $3.74M
|
74.4K
$3.75M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
67.4K+ 544.8% |
$3.34M - $3.39M
|
79.8K
$4.02M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
60.5K+ 11.32% |
$3M - $3.04M
|
595K
$30M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
51.9K+ 6.48% |
$2.58M - $2.61M
|
854K
$43M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
49.1K+ 42.41% |
$2.44M - $2.47M
|
165K
$8.31M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
48.4K+ 5.99% |
$2.4M - $2.43M
|
856K
$43.1M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
45.1K+ 22.09% |
$2.24M - $2.27M
|
249K
$12.6M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
44.3K+ 33.06% |
$2.2M - $2.23M
|
178K
$8.98M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
41.7K+ 378.41% |
$2.07M - $2.1M
|
52.7K
$2.66M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
38.4K+ 3.61% |
$1.9M - $1.93M
|
1.1M
$55.6M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
36K+ 17.96% |
$1.79M - $1.81M
|
237K
$11.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
32.9K+ 3.93% |
$1.63M - $1.65M
|
870K
$43.8M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
29.8K+ 2.77% |
$1.48M - $1.5M
|
1.1M
$55.6M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
27.7K+ 14.05% |
$1.37M - $1.39M
|
225K
$11.3M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
24.7K+ 10.65% |
$1.22M - $1.24M
|
256K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.1K+ 367.67% |
$1.04M - $1.06M
|
26.8K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
19.7KNew |
$979K - $992K
|
19.7K
$994K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
19.4K+ 8.36% |
$962K - $975K
|
252K
$12.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
18.1K+ 4.86% |
$896K - $908K
|
390K
$19.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.9K+ 9.51% |
$886K - $898K
|
206K
$10.4M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
17.8KNew |
$883K - $895K
|
17.8K
$897K
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
17.3K+ 21.36% |
$859K - $870K
|
98.3K
$4.95M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.9K+ 3.19% |
$840K - $851K
|
547K
$27.6M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.9KNew |
$840K - $851K
|
16.9K
$853K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.5K+ 17.62% |
$818K - $829K
|
110K
$5.54M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
15.8K+ 45.85% |
$782K - $792K
|
50.1K
$2.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
15.6K+ 7.79% |
$772K - $782K
|
215K
$10.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
14KNew |
$693K - $703K
|
14K
$704K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
13.9K+ 3.41% |
$692K - $701K
|
423K
$21.3M
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
12.9K+ 4.51% |
$638K - $646K
|
298K
$15M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.9K+ 5.43% |
$589K - $597K
|
231K
$11.6M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.8K+ 38.53% |
$584K - $592K
|
42.4K
$2.13M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
11.7KNew |
$579K - $587K
|
11.7K
$588K
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
10.7K+ 57.38% |
$532K - $539K
|
29.4K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.4KNew |
$516K - $523K
|
10.4K
$524K
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
10.4KNew |
$515K - $522K
|
10.4K
$523K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.1K+ 245.56% |
$500K - $507K
|
14.2K
$715K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
9.34K+ 6.24% |
$463K - $470K
|
159K
$8.02M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.03K+ 7.34% |
$448K - $454K
|
132K
$6.65M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
7.89K+ 98.15% |
$391K - $397K
|
15.9K
$802K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.89K+ 98.12% |
$391K - $397K
|
15.9K
$802K
|