Purchases and Sales Made in Q2 2024 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 2024. 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, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
23.1M+ 6159.92% |
$1.13B - $1.14B
|
23.5M
$1.17B
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
333K+ 73.16% |
$16.2M - $16.4M
|
789K
$39.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
154KNew |
$7.53M - $7.61M
|
154K
$7.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
142K+ 2968.36% |
$6.94M - $7.02M
|
147K
$7.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
135K+ 100.0% |
$6.58M - $6.65M
|
270K
$13.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
128K+ 287.93% |
$6.22M - $6.29M
|
172K
$8.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
93K+ 82.51% |
$4.53M - $4.58M
|
206K
$10.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
91.6K+ 12.3% |
$4.47M - $4.51M
|
836K
$41.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
90.2K+ 92.82% |
$4.4M - $4.44M
|
187K
$9.32M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
80.1K+ 683.2% |
$3.9M - $3.95M
|
91.8K
$4.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
70.9K+ 340.9% |
$3.46M - $3.5M
|
91.7K
$4.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
66.3K+ 8.58% |
$3.23M - $3.27M
|
840K
$41.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
56.4KNew |
$2.75M - $2.78M
|
56.4K
$2.81M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
47K+ 5.27% |
$2.29M - $2.31M
|
938K
$46.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
38.3K+ 66.29% |
$1.87M - $1.89M
|
96K
$4.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
37.2K+ 14.73% |
$1.82M - $1.83M
|
290K
$14.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
35.4K+ 2.09% |
$1.73M - $1.75M
|
1.73M
$86M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
32.2KNew |
$1.57M - $1.58M
|
32.2K
$1.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
31.9KNew |
$1.55M - $1.57M
|
31.9K
$1.58M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
27.6K+ 180.66% |
$1.34M - $1.36M
|
42.8K
$2.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
23.4K+ 12.77% |
$1.14M - $1.15M
|
206K
$10.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
22.7K+ 6.88% |
$1.11M - $1.12M
|
353K
$17.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
21.5K+ 14.28% |
$1.05M - $1.06M
|
172K
$8.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
20.9K+ 98.35% |
$1.02M - $1.03M
|
42.2K
$2.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
18.1K+ 12.66% |
$883K - $893K
|
161K
$8.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
17.7K+ 4.56% |
$864K - $874K
|
406K
$20.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.3K+ 77.88% |
$796K - $805K
|
37.3K
$1.86M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
15.2K+ 4.46% |
$743K - $751K
|
357K
$17.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
15.1KNew |
$734K - $742K
|
15.1K
$749K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
14.3K+ 12.23% |
$697K - $704K
|
131K
$6.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
13.6KNew |
$663K - $670K
|
13.6K
$676K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13K+ 6.56% |
$634K - $641K
|
211K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.2K+ 154.57% |
$593K - $599K
|
20K
$997K
|
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
BUY
|
- |
11.7K+ 11.17% |
$572K - $578K
|
117K
$5.81M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
10.9K+ 2.2% |
$530K - $536K
|
505K
$25.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.8K+ 8.54% |
$526K - $532K
|
137K
$6.83M
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
10.7KNew |
$524K - $530K
|
10.7K
$535K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.4KNew |
$507K - $513K
|
10.4K
$517K
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
BUY
|
- |
10.3K+ 118.83% |
$504K - $509K
|
19K
$946K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.77K+ 11.64% |
$476K - $481K
|
93.7K
$4.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
9.42K+ 3.89% |
$459K - $464K
|
252K
$12.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
9.06K+ 4.71% |
$442K - $447K
|
201K
$10M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.89K+ 5.72% |
$434K - $438K
|
164K
$8.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
7.63K+ 7.44% |
$372K - $376K
|
110K
$5.48M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.34K+ 2.76% |
$358K - $362K
|
274K
$13.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
6.92K+ 3.05% |
$337K - $341K
|
234K
$11.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.41KNew |
$312K - $316K
|
6.41K
$319K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.69K+ 8.09% |
$277K - $280K
|
76K
$3.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.17KNew |
$252K - $255K
|
5.17K
$257K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.12KNew |
$250K - $252K
|
5.12K
$255K
|