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 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
101+ 7.07% |
$5.01K - $5.08K
|
1.53K
$77K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
100+ 1.25% |
$4.96K - $5.03K
|
8.09K
$408K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
91+ 0.93% |
$4.51K - $4.58K
|
9.88K
$498K
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
78+ 0.23% |
$3.87K - $3.92K
|
34.7K
$1.75M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
68+ 0.35% |
$3.37K - $3.42K
|
19.5K
$983K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
60New |
$2.98K - $3.02K
|
60
$3.02K
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
51+ 0.22% |
$2.53K - $2.56K
|
22.8K
$1.15M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
43+ 2.19% |
$2.13K - $2.16K
|
2K
$101K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
31+ 6.2% |
$1.54K - $1.56K
|
531
$26.8K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
25+ 0.29% |
$1.24K - $1.26K
|
8.69K
$438K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
12New |
$595 - $603
|
12
$605
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
8+ 0.04% |
$397 - $402
|
22K
$1.11M
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-5- 0.03% |
$248 - $251
|
14.4K
$726K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-35- 0.15% |
$1.74K - $1.76K
|
23.5K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-46- 1.0% |
$2.28K - $2.31K
|
4.57K
$230K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-74- 0.36% |
$3.67K - $3.72K
|
20.3K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-84- 0.48% |
$4.17K - $4.22K
|
17.3K
$873K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-85- 1.57% |
$4.22K - $4.27K
|
5.34K
$269K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 50.0% |
$4.96K - $5.03K
|
100
$5.04K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-109- 0.93% |
$5.41K - $5.48K
|
11.6K
$585K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-132- 0.35% |
$6.55K - $6.64K
|
37.8K
$1.9M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-133- 0.31% |
$6.6K - $6.69K
|
43K
$2.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-167- 1.41% |
$8.28K - $8.4K
|
11.7K
$590K
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-176- 0.33% |
$8.73K - $8.85K
|
52.8K
$2.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-200- 34.78% |
$9.92K - $10.1K
|
375
$18.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-210- 1.71% |
$10.4K - $10.6K
|
12.1K
$607K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-213- 1.74% |
$10.6K - $10.7K
|
12.1K
$607K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-222- 2.34% |
$11K - $11.2K
|
9.25K
$466K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-228- 2.09% |
$11.3K - $11.5K
|
10.7K
$539K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-275- 4.03% |
$13.6K - $13.8K
|
6.55K
$330K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-349- 3.01% |
$17.3K - $17.5K
|
11.2K
$566K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-370- 6.2% |
$18.4K - $18.6K
|
5.6K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-371- 4.38% |
$18.4K - $18.7K
|
8.1K
$408K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-450- 1.16% |
$22.3K - $22.6K
|
38.2K
$1.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-450- 7.25% |
$22.3K - $22.6K
|
5.76K
$290K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-461- 2.36% |
$22.9K - $23.2K
|
19.1K
$960K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-473- 9.74% |
$23.5K - $23.8K
|
4.38K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-497- 6.56% |
$24.7K - $25K
|
7.08K
$357K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-619- 1.63% |
$30.7K - $31.1K
|
37.3K
$1.88M
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-656- 2.39% |
$32.5K - $33K
|
26.8K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-660- 9.84% |
$32.7K - $33.2K
|
6.05K
$305K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-670- 90.54% |
$33.2K - $33.7K
|
70
$3.53K
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-758- 2.6% |
$37.6K - $38.1K
|
28.4K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-800- 16.33% |
$39.7K - $40.2K
|
4.1K
$207K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-885- 21.35% |
$43.9K - $44.5K
|
3.26K
$164K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-929- 5.62% |
$46.1K - $46.7K
|
15.6K
$786K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.03K- 4.22% |
$50.9K - $51.6K
|
23.3K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.03K- 3.55% |
$51.1K - $51.8K
|
28K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.18KClosed |
$58.6K - $59.4K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1.19K- 4.4% |
$59.2K - $60K
|
25.9K
$1.31M
|