Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
68.1K+ 10.14% |
$3.39M - $3.44M
|
740K
$37.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.4K+ 28.03% |
$715K - $726K
|
65.5K
$3.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.9K+ 69.47% |
$94.6K - $96.1K
|
4.64K
$234K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
280+ 6.06% |
$13.9K - $14.2K
|
4.9K
$247K
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
105+ 0.9% |
$5.23K - $5.31K
|
11.8K
$596K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-33- 22.0% |
$1.64K - $1.67K
|
117
$5.89K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-181- 28.46% |
$9.01K - $9.16K
|
455
$22.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
SELL
|
- |
-193- 23.54% |
$9.61K - $9.76K
|
627
$31.6K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-1.72K- 6.74% |
$85.8K - $87.2K
|
23.9K
$1.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-7.62K- 8.46% |
$379K - $385K
|
82.4K
$4.15M
|