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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.21K- 1.14% |
$59.8K - $60.6K
|
104K
$5.25M
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.24K- 9.04% |
$61.7K - $62.5K
|
12.5K
$630K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.25K- 89.41% |
$62K - $62.9K
|
148
$7.46K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.26K- 7.13% |
$62.6K - $63.5K
|
16.5K
$829K
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-1.26K- 0.94% |
$62.7K - $63.6K
|
133K
$6.72M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.28K- 31.83% |
$63.3K - $64.2K
|
2.74K
$138K
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-1.57K- 20.03% |
$77.8K - $78.9K
|
6.27K
$316K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1.85K- 2.25% |
$91.8K - $93K
|
80.3K
$4.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.18K- 5.06% |
$108K - $109K
|
40.9K
$2.06M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-2.23K- 57.76% |
$111K - $112K
|
1.63K
$82.3K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.31K- 43.49% |
$115K - $116K
|
3.01K
$151K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.32K- 16.2% |
$115K - $116K
|
12K
$603K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.61K- 4.04% |
$129K - $131K
|
62K
$3.12M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.97K- 3.05% |
$147K - $149K
|
94.3K
$4.75M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.21K- 71.25% |
$159K - $161K
|
1.3K
$65.2K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.35K- 1.21% |
$166K - $168K
|
274K
$13.8M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.36K- 3.17% |
$166K - $169K
|
103K
$5.17M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-3.77K- 13.34% |
$187K - $189K
|
24.5K
$1.23M
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-4.58K- 4.17% |
$227K - $230K
|
105K
$5.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.68K- 30.31% |
$232K - $235K
|
10.8K
$542K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.14K- 6.33% |
$255K - $259K
|
76.1K
$3.84M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-5.85K- 13.66% |
$290K - $294K
|
37K
$1.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.92K- 13.54% |
$294K - $298K
|
37.8K
$1.91M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-6.89K- 23.58% |
$342K - $346K
|
22.3K
$1.12M
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-6.93K- 8.42% |
$344K - $348K
|
75.4K
$3.8M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-7.23K- 4.91% |
$358K - $363K
|
140K
$7.05M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-7.39K- 5.72% |
$366K - $371K
|
122K
$6.13M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-7.47K- 5.68% |
$370K - $375K
|
124K
$6.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-7.97K- 8.13% |
$395K - $401K
|
90.1K
$4.54M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-8.52K- 18.3% |
$423K - $428K
|
38K
$1.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.6K- 19.99% |
$525K - $532K
|
42.3K
$2.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-10.6K- 30.55% |
$527K - $535K
|
24.2K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-10.8K- 0.99% |
$535K - $542K
|
1.08M
$54.5M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.9K- 8.62% |
$588K - $596K
|
126K
$6.33M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15.1K- 70.48% |
$749K - $759K
|
6.32K
$318K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-16.1K- 49.17% |
$797K - $807K
|
16.6K
$837K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-17.9K- 1.71% |
$887K - $900K
|
1.03M
$52M
|
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-19.4K- 36.15% |
$960K - $974K
|
34.2K
$1.72M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-20K- 64.51% |
$993K - $1.01M
|
11K
$555K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-21K- 13.27% |
$1.04M - $1.06M
|
137K
$6.91M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-27.2K- 68.88% |
$1.35M - $1.37M
|
12.3K
$618K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-27.7K- 1.19% |
$1.37M - $1.39M
|
2.3M
$116M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-31.2K- 4.33% |
$1.55M - $1.57M
|
691K
$34.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-34.9K- 13.35% |
$1.73M - $1.75M
|
227K
$11.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-47.9K- 20.47% |
$2.38M - $2.41M
|
186K
$9.38M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-52.2K- 40.24% |
$2.59M - $2.62M
|
77.5K
$3.91M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-54.3K- 79.79% |
$2.69M - $2.73M
|
13.8K
$693K
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-168K- 97.61% |
$8.33M - $8.44M
|
4.11K
$207K
|