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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Barings LLC
|
SELL
|
- |
-2.97K- 27.36% |
$145K - $146K
|
7.88K
$392K
|
|
|
Jul 31, 2024
Q2 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-3.09K- 9.36% |
$151K - $152K
|
30K
$1.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.51K- 8.53% |
$171K - $173K
|
37.7K
$1.87M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.63K- 27.78% |
$177K - $179K
|
9.43K
$469K
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-3.7K- 3.4% |
$181K - $183K
|
105K
$5.23M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.03K- 49.02% |
$197K - $199K
|
4.19K
$209K
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-4.65K- 11.05% |
$227K - $229K
|
37.4K
$1.86M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.65K- 3.0% |
$227K - $229K
|
150K
$7.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.71K- 10.77% |
$230K - $232K
|
39K
$1.94M
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-5.09K- 1.51% |
$248K - $251K
|
333K
$16.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-5.09K- 13.46% |
$248K - $251K
|
32.7K
$1.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-5.82K- 6.38% |
$284K - $287K
|
85.5K
$4.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.55K- 6.49% |
$319K - $323K
|
94.4K
$4.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-6.9K- 2.22% |
$337K - $340K
|
304K
$15.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-7.88K- 18.51% |
$384K - $388K
|
34.7K
$1.72M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-11K- 1.08% |
$534K - $540K
|
1M
$49.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.8K- 1.61% |
$622K - $628K
|
782K
$38.9M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.5K- 5.83% |
$657K - $665K
|
218K
$10.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.2K- 5.15% |
$788K - $797K
|
298K
$14.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-17.9K- 61.63% |
$873K - $882K
|
11.1K
$554K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-24.7K- 21.05% |
$1.2M - $1.22M
|
92.5K
$4.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-30.2K- 51.35% |
$1.47M - $1.49M
|
28.6K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-45.4K- 30.9% |
$2.21M - $2.24M
|
102K
$5.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-48.5K- 76.48% |
$2.37M - $2.39M
|
14.9K
$743K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-57.2K- 4.58% |
$2.79M - $2.82M
|
1.19M
$59.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-65.2K- 97.1% |
$3.18M - $3.21M
|
1.94K
$96.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-71.7K- 12.54% |
$3.49M - $3.53M
|
500K
$24.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-88.3K- 27.93% |
$4.31M - $4.35M
|
228K
$11.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-88.5K- 87.0% |
$4.32M - $4.36M
|
13.2K
$658K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-118K- 41.38% |
$5.76M - $5.82M
|
167K
$8.33M
|
|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-132K- 100.0% |
$6.45M - $6.52M
|
1
$49.8
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-193K- 85.97% |
$9.41M - $9.51M
|
31.5K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-526K- 19.18% |
$25.7M - $25.9M
|
2.22M
$110M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-526K- 19.18% |
$25.7M - $25.9M
|
2.22M
$110M
|
|
|
Aug 08, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-23.1M- 98.4% |
$1.13B - $1.14B
|
375K
$18.6M
|