Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
74New |
$3.54K - $3.65K
|
74
$3.68K
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
67+ 6.73% |
$3.21K - $3.3K
|
1.06K
$52.8K
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
36+ 0.19% |
$1.72K - $1.77K
|
19.4K
$965K
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
36+ 0.19% |
$1.72K - $1.77K
|
19.4K
$965K
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
13+ 0.1% |
$622 - $641
|
12.8K
$636K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6New |
$287 - $296
|
6
$299
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6+ 0.08% |
$287 - $296
|
7.6K
$378K
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.04% |
$95.7 - $98.6
|
4.54K
$226K
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1+ 0.02% |
$47.9 - $49.3
|
6K
$298K
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-12- 2.04% |
$574 - $591
|
576
$28.7K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-20Closed |
$957 - $986
|
0
$0
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-33- 0.03% |
$1.58K - $1.63K
|
124K
$6.19M
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-38- 1.18% |
$1.82K - $1.87K
|
3.2K
$159K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-41- 4.62% |
$1.96K - $2.02K
|
846
$42.1K
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-44- 5.91% |
$2.11K - $2.17K
|
701
$34.9K
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-73- 0.41% |
$3.49K - $3.6K
|
17.7K
$879K
|
|
Jul 22, 2022
Q2 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-79- 0.21% |
$3.78K - $3.89K
|
37K
$1.84M
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-150- 10.2% |
$7.18K - $7.39K
|
1.32K
$65.7K
|
|
Aug 03, 2022
Q2 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-164- 2.93% |
$7.85K - $8.08K
|
5.43K
$270K
|
|
Jul 15, 2022
Q2 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-200- 1.48% |
$9.57K - $9.86K
|
13.3K
$663K
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-259- 0.48% |
$12.4K - $12.8K
|
53.5K
$2.66M
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
SELL
|
- |
-265- 25.36% |
$12.7K - $13.1K
|
780
$38.8K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-349- 12.49% |
$16.7K - $17.2K
|
2.45K
$122K
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-400Closed |
$19.1K - $19.7K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-422- 1.98% |
$20.2K - $20.8K
|
20.9K
$1.04M
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-480- 8.78% |
$23K - $23.7K
|
4.99K
$248K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-503- 0.53% |
$24.1K - $24.8K
|
94.1K
$4.68M
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-574Closed |
$27.5K - $28.3K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-628- 5.29% |
$30.1K - $31K
|
11.2K
$559K
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-684- 7.36% |
$32.7K - $33.7K
|
8.6K
$428K
|
|
Aug 12, 2022
Q2 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-805Closed |
$38.5K - $39.7K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Wills Financial Group, Inc.
|
SELL
|
- |
-844- 6.01% |
$40.4K - $41.6K
|
13.2K
$657K
|
|
Aug 10, 2022
Q2 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-922- 0.36% |
$44.1K - $45.4K
|
258K
$12.9M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-924- 15.07% |
$44.2K - $45.5K
|
5.21K
$259K
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1K- 22.1% |
$47.9K - $49.3K
|
3.53K
$175K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1KClosed |
$47.9K - $49.3K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.06KClosed |
$50.8K - $52.3K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
SELL
|
- |
-1.16K- 9.6% |
$55.3K - $56.9K
|
10.9K
$541K
|
|
Jul 08, 2022
Q2 2022
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-1.33K- 13.61% |
$63.5K - $65.4K
|
8.43K
$419K
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.4K- 0.45% |
$67K - $69K
|
310K
$15.4M
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.43K- 4.72% |
$68.2K - $70.2K
|
28.8K
$1.43M
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-1.43K- 9.01% |
$68.4K - $70.4K
|
14.4K
$718K
|
|
Aug 08, 2022
Q2 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.52K- 3.81% |
$72.9K - $75K
|
38.4K
$1.91M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.74K- 3.01% |
$83.3K - $85.8K
|
56.2K
$2.79M
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.75K- 28.6% |
$83.9K - $86.4K
|
4.38K
$218K
|
|
Jul 20, 2022
Q2 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.77K- 17.49% |
$84.9K - $87.4K
|
8.37K
$416K
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.79K- 13.81% |
$85.6K - $88.2K
|
11.2K
$555K
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-2KClosed |
$95.7K - $98.6K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-2K- 8.36% |
$95.7K - $98.6K
|
21.9K
$1.09M
|