Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-3.06K- 16.65% |
$150K - $154K
|
15.3K
$763K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.52K- 0.45% |
$173K - $177K
|
778K
$38.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-3.55K- 4.15% |
$174K - $179K
|
81.9K
$4.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3.73K- 21.62% |
$183K - $188K
|
13.5K
$673K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.05K- 2.69% |
$199K - $204K
|
146K
$7.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.28K- 18.69% |
$210K - $216K
|
18.6K
$929K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.35K- 11.15% |
$214K - $220K
|
34.7K
$1.73M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.67K- 3.4% |
$229K - $236K
|
133K
$6.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-5.74K- 51.53% |
$282K - $290K
|
5.4K
$269K
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-6.66K- 11.8% |
$327K - $336K
|
49.7K
$2.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.67K- 30.69% |
$327K - $336K
|
15.1K
$750K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.68K- 55.07% |
$328K - $337K
|
5.45K
$271K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.39K- 30.92% |
$362K - $372K
|
16.5K
$822K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-10.1K- 13.07% |
$495K - $509K
|
67.1K
$3.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-11K- 13.94% |
$541K - $556K
|
68.1K
$3.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.4K- 0.52% |
$561K - $577K
|
2.21M
$110M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-12.4K- 3.71% |
$607K - $624K
|
320K
$16M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-13.5K- 51.36% |
$662K - $680K
|
12.8K
$636K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-16.1K- 47.06% |
$789K - $811K
|
18.1K
$901K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.5K- 5.53% |
$808K - $831K
|
281K
$14M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-19K- 60.4% |
$934K - $960K
|
12.5K
$622K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-21.4K- 11.4% |
$1.05M - $1.08M
|
166K
$8.27M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.9K- 58.75% |
$1.08M - $1.11M
|
15.4K
$767K
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-23.3K- 19.98% |
$1.15M - $1.18M
|
93.4K
$4.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-24.7K- 4.94% |
$1.21M - $1.25M
|
475K
$23.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-29K- 52.22% |
$1.42M - $1.46M
|
26.5K
$1.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-33.5K- 32.99% |
$1.64M - $1.69M
|
68K
$3.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-69.2K- 42.15% |
$3.4M - $3.49M
|
95K
$4.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-72.6K- 49.33% |
$3.56M - $3.66M
|
74.6K
$3.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-88.4K- 32.32% |
$4.34M - $4.46M
|
185K
$9.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-100K- 13.49% |
$4.91M - $5.04M
|
642K
$32M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-119K- 14.17% |
$5.81M - $5.98M
|
718K
$35.8M
|