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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
558+ 5.73% |
$28.5K - $28.8K
|
10.3K
$511K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
447+ 7.46% |
$22.8K - $23.1K
|
6.44K
$320K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
441+ 7.24% |
$22.5K - $22.8K
|
6.54K
$324K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
426New |
$21.7K - $22K
|
426
$21.2K
|
|
|
Jan 27, 2022
Q4 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
415+ 1.25% |
$21.2K - $21.5K
|
33.5K
$1.67M
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
305+ 0.58% |
$15.6K - $15.8K
|
52.7K
$2.62M
|
|
|
Jan 31, 2022
Q4 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
300+ 17.62% |
$15.3K - $15.5K
|
2K
$99.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
115+ 0.76% |
$5.86K - $5.94K
|
15.3K
$762K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
97New |
$4.95K - $5.01K
|
97
$4.82K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
90New |
$4.59K - $4.65K
|
90
$4.47K
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
55New |
$2.8K - $2.84K
|
55
$2.73K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
41+ 0.5% |
$2.09K - $2.12K
|
8.29K
$412K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.68% |
$204 - $207
|
589
$29.2K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3+ 0.03% |
$153 - $155
|
10.4K
$518K
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$102 - $103
|
5.09K
$253K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.03% |
$102 - $103
|
7.64K
$379K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$51 - $51.7
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5- 0.2% |
$255 - $258
|
2.45K
$121K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-7- 0.6% |
$357 - $362
|
1.16K
$57.5K
|
|
|
Jan 20, 2022
Q4 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-8- 0.04% |
$408 - $414
|
21.6K
$1.07M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
SELL
|
- |
-10- 0.2% |
$510 - $517
|
5.06K
$251K
|
|
|
Jan 24, 2022
Q4 2021
|
Dagco, Inc.
|
SELL
|
- |
-42- 0.03% |
$2.14K - $2.17K
|
129K
$6.41M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-68- 0.64% |
$3.47K - $3.51K
|
10.6K
$527K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-100- 0.57% |
$5.1K - $5.17K
|
17.5K
$869K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-102Closed |
$5.2K - $5.27K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-111- 1.92% |
$5.66K - $5.74K
|
5.67K
$281K
|
|
|
Jan 12, 2022
Q4 2021
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-118- 1.13% |
$6.02K - $6.1K
|
10.4K
$514K
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-135- 3.22% |
$6.88K - $6.98K
|
4.06K
$202K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-213- 0.67% |
$10.9K - $11K
|
31.4K
$1.56M
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-230- 81.56% |
$11.7K - $11.9K
|
52
$2.58K
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-230- 0.36% |
$11.7K - $11.9K
|
63K
$3.13M
|
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
SELL
|
- |
-300Closed |
$15.3K - $15.5K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-380- 2.01% |
$19.4K - $19.6K
|
18.5K
$921K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-408- 34.52% |
$20.8K - $21.1K
|
774
$38.4K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-410- 9.09% |
$20.9K - $21.2K
|
4.1K
$204K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-425Closed |
$21.7K - $22K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-453- 9.98% |
$23.1K - $23.4K
|
4.09K
$203K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-487- 2.76% |
$24.8K - $25.2K
|
17.1K
$851K
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-549- 7.62% |
$28K - $28.4K
|
6.65K
$330K
|
|
|
Jan 25, 2022
Q4 2021
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-562- 10.88% |
$28.7K - $29K
|
4.6K
$228K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-564- 11.05% |
$28.8K - $29.2K
|
4.54K
$225K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-640- 3.43% |
$32.6K - $33.1K
|
18K
$896K
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-665- 11.26% |
$33.9K - $34.4K
|
5.24K
$260K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-707- 14.03% |
$36K - $36.5K
|
4.33K
$215K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-725- 0.38% |
$37K - $37.5K
|
189K
$9.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-755- 2.41% |
$38.5K - $39K
|
30.5K
$1.52M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-950- 16.61% |
$48.4K - $49.1K
|
4.77K
$237K
|
|
|
Jan 26, 2022
Q4 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1.09K- 11.01% |
$55.8K - $56.5K
|
8.84K
$439K
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.23K- 9.16% |
$62.5K - $63.3K
|
12.2K
$603K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.25K- 24.7% |
$63.7K - $64.6K
|
3.81K
$189K
|