Purchases and Sales Made in Q2 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.97K+ 11.42% |
$143K - $145K
|
29K
$1.44M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
2.84K+ 5.08% |
$137K - $138K
|
58.8K
$2.93M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.72K+ 3.24% |
$131K - $132K
|
86.6K
$4.32M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.82K+ 1.4% |
$87.4K - $88.4K
|
132K
$6.57M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.63K+ 32.6% |
$78.2K - $79.1K
|
6.61K
$330K
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.61K+ 2.73% |
$77.6K - $78.5K
|
60.8K
$3.03M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.27K+ 1.32% |
$61.1K - $61.8K
|
97.3K
$4.85M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.23K+ 1.6% |
$58.9K - $59.6K
|
77.8K
$3.88M
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.14K+ 1.54% |
$55K - $55.6K
|
75.2K
$3.75M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.01KNew |
$48.5K - $49K
|
1.01K
$50.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
916+ 3.37% |
$44K - $44.6K
|
28.1K
$1.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
650+ 3.66% |
$31.3K - $31.6K
|
18.4K
$918K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
467New |
$22.5K - $22.7K
|
467
$23.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
450+ 45.0% |
$21.6K - $21.9K
|
1.45K
$72.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
414New |
$19.9K - $20.1K
|
414
$20.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
348+ 696.0% |
$16.7K - $16.9K
|
398
$19.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
257+ 0.99% |
$12.4K - $12.5K
|
26.3K
$1.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
250New |
$12K - $12.2K
|
250
$12.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
217+ 0.89% |
$10.4K - $10.6K
|
24.7K
$1.23M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
198+ 4.75% |
$9.52K - $9.63K
|
4.37K
$218K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
158+ 1.49% |
$7.6K - $7.69K
|
10.7K
$535K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
145+ 48.33% |
$6.97K - $7.05K
|
445
$22.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
142New |
$6.83K - $6.91K
|
142
$7.08K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
121New |
$5.82K - $5.89K
|
121
$6.03K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
106+ 0.11% |
$5.1K - $5.16K
|
101K
$5.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
100+ 0.45% |
$4.81K - $4.86K
|
22.5K
$1.12M
|
|
|
Aug 07, 2023
Q2 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
83+ 1.44% |
$3.99K - $4.04K
|
5.85K
$292K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
57New |
$2.74K - $2.77K
|
57
$2.84K
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
45+ 0.69% |
$2.16K - $2.19K
|
6.59K
$329K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
44New |
$2.12K - $2.14K
|
44
$2.19K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
40+ 0.52% |
$1.92K - $1.95K
|
7.79K
$388K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
37+ 194.74% |
$1.78K - $1.8K
|
56
$2.79K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
23+ 0.46% |
$1.11K - $1.12K
|
5.02K
$250K
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
19+ 0.34% |
$914 - $924
|
5.56K
$277K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18+ 48.65% |
$865 - $876
|
55
$2.74K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
4New |
$192 - $195
|
4
$199
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4+ 0.01% |
$192 - $195
|
34.3K
$1.71M
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3+ 0.03% |
$144 - $146
|
11.7K
$583K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3- 3.57% |
$144 - $146
|
81
$4.04K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3- 3.57% |
$144 - $146
|
81
$4.04K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3- -0.0% |
$144 - $146
|
97.2K
$4.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-11- 3.56% |
$529 - $535
|
298
$14.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-61- 0.8% |
$2.93K - $2.97K
|
7.56K
$377K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-70- 12.41% |
$3.37K - $3.4K
|
494
$24.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-74- 0.97% |
$3.56K - $3.6K
|
7.54K
$376K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-77- 0.12% |
$3.7K - $3.75K
|
65.4K
$3.26M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-100- 1.46% |
$4.81K - $4.86K
|
6.75K
$336K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-117- 13.28% |
$5.63K - $5.69K
|
764
$38.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-126- 1.55% |
$6.06K - $6.13K
|
8.02K
$400K
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-140- 1.39% |
$6.73K - $6.81K
|
9.94K
$496K
|