Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
770K+ 31.17% |
$39.3M - $39.8M
|
3.24M
$161M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
693K+ 711.68% |
$35.4M - $35.8M
|
791K
$39.3M
|
|
|
Jun 17, 2024
Q4 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
381KNew |
$19.4M - $19.7M
|
381K
$18.9M
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
377K+ 103.41% |
$19.2M - $19.5M
|
741K
$36.8M
|
|
|
Aug 05, 2022
Q4 2021
|
Gds Wealth Management
|
BUY
|
- |
243KNew |
$12.4M - $12.6M
|
243K
$12.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
170KNew |
$8.68M - $8.8M
|
170K
$8.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
140K+ 31.78% |
$7.12M - $7.21M
|
579K
$28.7M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
104KNew |
$5.29M - $5.36M
|
104K
$5.15M
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
87.7K+ 450.77% |
$4.47M - $4.54M
|
107K
$5.32M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
86K+ 33.63% |
$4.38M - $4.45M
|
342K
$17M
|
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
70.2KNew |
$3.58M - $3.63M
|
70.2K
$3.48M
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
62.6KNew |
$3.19M - $3.23M
|
62.6K
$3.11M
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
61.4K+ 7.2% |
$3.13M - $3.17M
|
914K
$45.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
54KNew |
$2.75M - $2.79M
|
54K
$2.68M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
53.9K+ 9.93% |
$2.75M - $2.78M
|
597K
$29.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
46.1KNew |
$2.35M - $2.39M
|
46.1K
$2.29M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
45.8KNew |
$2.34M - $2.37M
|
45.8K
$2.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
44.7K+ 7.81% |
$2.28M - $2.31M
|
617K
$30.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
41.4K+ 80.07% |
$2.11M - $2.14M
|
93.2K
$4.63M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
38.2K+ 18.27% |
$1.95M - $1.97M
|
247K
$12.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
36.5K+ 19.72% |
$1.86M - $1.89M
|
221K
$11M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
35.3KNew |
$1.8M - $1.83M
|
35.3K
$1.75M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.8K+ 10.11% |
$1.72M - $1.74M
|
368K
$18.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
32.3KNew |
$1.65M - $1.67M
|
32.3K
$1.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
31K+ 6.33% |
$1.58M - $1.6M
|
521K
$25.9M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
29.3KNew |
$1.49M - $1.51M
|
29.3K
$1.45M
|
|
|
Jan 27, 2022
Q4 2021
|
Buffington Mohr Mc Neal
|
BUY
|
- |
28.1K+ 8.73% |
$1.43M - $1.45M
|
350K
$17.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
27.1K+ 10.06% |
$1.38M - $1.4M
|
297K
$14.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
26.5K+ 3.98% |
$1.35M - $1.37M
|
693K
$34.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.4K+ 96.17% |
$1.35M - $1.37M
|
53.9K
$2.68M
|
|
|
Feb 15, 2022
Q4 2021
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
22.9KNew |
$1.17M - $1.18M
|
22.9K
$1.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
19.8KNew |
$1.01M - $1.02M
|
19.8K
$981K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
19.7K+ 7.43% |
$1M - $1.02M
|
284K
$14.1M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19.6KNew |
$1M - $1.01M
|
19.6K
$973K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
19.3KNew |
$985K - $999K
|
19.3K
$959K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
17.2KNew |
$877K - $889K
|
17.2K
$854K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
17.2KNew |
$877K - $889K
|
17.2K
$854K
|
|
|
Feb 14, 2022
Q4 2021
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
17KNew |
$865K - $877K
|
17K
$842K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
14.8K+ 27.55% |
$753K - $763K
|
68.3K
$3.39M
|
|
|
May 16, 2022
Q4 2021
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
13.6KNew |
$692K - $702K
|
13.6K
$674K
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
13K+ 11.04% |
$664K - $673K
|
131K
$6.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
12.7K+ 65.51% |
$646K - $655K
|
32K
$1.59M
|
|
|
Jan 28, 2022
Q4 2021
|
Lvz, Inc.
|
BUY
|
- |
12.6K+ 7.72% |
$644K - $652K
|
176K
$8.74M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.4KNew |
$632K - $641K
|
12.4K
$616K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
11K+ 128.24% |
$563K - $571K
|
19.7K
$976K
|
|
|
Feb 15, 2022
Q4 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
10.4K+ 17.67% |
$529K - $536K
|
69K
$3.43M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
9.01KNew |
$460K - $466K
|
9.01K
$448K
|
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
9K+ 73.06% |
$459K - $465K
|
21.3K
$1.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.75KNew |
$395K - $400K
|
7.75K
$385K
|
|
|
Feb 14, 2022
Q4 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
7.65K+ 6.83% |
$390K - $395K
|
120K
$5.94M
|