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
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.42K+ 50.58% |
$378K - $383K
|
22.1K
$1.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
7.22K+ 36.73% |
$368K - $373K
|
26.9K
$1.33M
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
6.52K+ 2.72% |
$333K - $337K
|
246K
$12.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.41KNew |
$327K - $331K
|
6.41K
$318K
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
6.28K+ 35.27% |
$320K - $325K
|
24.1K
$1.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
6.13KNew |
$312K - $317K
|
6.13K
$304K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.98KNew |
$305K - $309K
|
5.98K
$297K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.51K+ 8.08% |
$281K - $285K
|
73.8K
$3.66M
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.36K+ 1.36% |
$273K - $277K
|
401K
$19.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.28KNew |
$269K - $273K
|
5.28K
$262K
|
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
5.19KNew |
$264K - $268K
|
5.19K
$257K
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.86K+ 36.13% |
$248K - $251K
|
18.3K
$910K
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.66KNew |
$238K - $241K
|
4.66K
$231K
|
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.62KNew |
$236K - $239K
|
4.62K
$230K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.44K+ 42.3% |
$227K - $230K
|
14.9K
$742K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.35K+ 13.58% |
$222K - $225K
|
36.4K
$1.8M
|
|
|
Jan 14, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
4.3KNew |
$219K - $222K
|
4.3K
$213K
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.25KNew |
$217K - $220K
|
4.25K
$211K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
4.09K+ 19.22% |
$208K - $211K
|
25.4K
$1.26M
|
|
|
Jan 21, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
4.03KNew |
$206K - $208K
|
4.03K
$200K
|
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.87K+ 46.34% |
$197K - $200K
|
12.2K
$607K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.74K+ 14.79% |
$191K - $193K
|
29K
$1.44M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
3.72KNew |
$189K - $192K
|
3.72K
$184K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
3.37KNew |
$172K - $174K
|
3.37K
$167K
|
|
|
Feb 14, 2022
Q4 2021
|
Wills Financial Group, Inc.
|
BUY
|
- |
3.3K+ 29.82% |
$168K - $170K
|
14.3K
$712K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.19K+ 50.08% |
$163K - $165K
|
9.57K
$475K
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
2.66K+ 1330.0% |
$136K - $137K
|
2.86K
$142K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.59K+ 5.54% |
$132K - $134K
|
49.4K
$2.45M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.47KNew |
$126K - $128K
|
2.47K
$123K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
2.47KNew |
$126K - $128K
|
2.47K
$123K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.39K+ 2.62% |
$122K - $124K
|
93.8K
$4.66M
|
|
|
Jan 18, 2022
Q4 2021
|
Townsend & Associates, Inc
|
BUY
|
- |
2.35K+ 3.52% |
$120K - $122K
|
69.2K
$3.43M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.34K+ 13.71% |
$120K - $121K
|
19.4K
$965K
|
|
|
Jan 18, 2022
Q4 2021
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
2.23K+ 4.92% |
$114K - $115K
|
47.6K
$2.36M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.15K+ 4.73% |
$110K - $111K
|
47.6K
$2.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.15K+ 7.51% |
$110K - $111K
|
30.8K
$1.53M
|
|
|
Feb 08, 2022
Q4 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
2.11K+ 12.21% |
$107K - $109K
|
19.3K
$960K
|
|
|
Feb 04, 2022
Q4 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.82K+ 1.03% |
$92.9K - $94.1K
|
178K
$8.84M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.81K+ 9.93% |
$92.1K - $93.4K
|
20K
$993K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.59K+ 5.42% |
$81K - $82.1K
|
30.9K
$1.53M
|
|
|
Feb 02, 2022
Q4 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.44K+ 4.23% |
$73.6K - $74.6K
|
35.6K
$1.77M
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
1.44K+ 18.88% |
$73.3K - $74.3K
|
9.05K
$449K
|
|
|
Jan 19, 2022
Q4 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1.29K+ 13.12% |
$65.9K - $66.8K
|
11.1K
$553K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.29K+ 16.66% |
$65.7K - $66.6K
|
9.02K
$448K
|
|
|
Feb 15, 2022
Q4 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.1K+ 3.78% |
$56.2K - $57K
|
30.3K
$1.5M
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.09K+ 9.19% |
$55.6K - $56.3K
|
12.9K
$643K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
961+ 5.69% |
$49K - $49.7K
|
17.9K
$887K
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
696New |
$35.5K - $36K
|
696
$34.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
681+ 4.93% |
$34.7K - $35.2K
|
14.5K
$720K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
677+ 123.77% |
$34.5K - $35K
|
1.22K
$60.8K
|