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 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.46KClosed |
$74.4K - $75.5K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.53K- 4.7% |
$78.2K - $79.3K
|
31.1K
$1.55M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.54K- 7.1% |
$78.7K - $79.8K
|
20.2K
$1M
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
SELL
|
- |
-1.67K- 17.86% |
$84.9K - $86.1K
|
7.66K
$380K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.69K- 5.93% |
$86.3K - $87.5K
|
26.9K
$1.33M
|
|
|
Feb 08, 2022
Q4 2021
|
Wolff Financial Management LLC
|
SELL
|
- |
-1.72K- 1.18% |
$87.4K - $88.6K
|
143K
$7.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-2.04KClosed |
$104K - $105K
|
0
$0
|
|
|
Apr 24, 2024
Q4 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-2.17K- 2.32% |
$111K - $112K
|
91.5K
$4.54M
|
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-2.27K- 12.47% |
$116K - $117K
|
15.9K
$791K
|
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
SELL
|
- |
-2.34K- 3.23% |
$119K - $121K
|
69.9K
$3.47M
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-2.5K- 35.17% |
$128K - $129K
|
4.61K
$229K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
SELL
|
- |
-2.59K- 11.61% |
$132K - $134K
|
19.7K
$979K
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.74K- 25.53% |
$140K - $142K
|
8K
$397K
|
|
|
Feb 03, 2022
Q4 2021
|
Hms Capital Management, LLC
|
SELL
|
- |
-3.08K- 3.02% |
$157K - $159K
|
98.7K
$4.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-3.22K- 22.99% |
$164K - $166K
|
10.8K
$535K
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-3.71K- 71.39% |
$189K - $192K
|
1.49K
$73.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-4.2K- 23.68% |
$214K - $217K
|
13.5K
$672K
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
SELL
|
- |
-4.25KClosed |
$217K - $220K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Demars Financial Group, LLC
|
SELL
|
- |
-4.42K- 29.36% |
$225K - $228K
|
10.6K
$528K
|
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-4.52KClosed |
$230K - $233K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.43K- 10.45% |
$277K - $281K
|
46.6K
$2.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.67K- 7.4% |
$289K - $293K
|
71K
$3.53M
|
|
|
Feb 11, 2022
Q4 2021
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-5.69K- 8.34% |
$290K - $294K
|
62.5K
$3.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.94K- 3.54% |
$303K - $307K
|
162K
$8.04M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-6.78K- 36.23% |
$346K - $351K
|
11.9K
$593K
|
|
|
Feb 14, 2022
Q4 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-6.79K- 33.7% |
$346K - $351K
|
13.3K
$663K
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
SELL
|
- |
-7.12K- 20.81% |
$363K - $368K
|
27.1K
$1.35M
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-8.12KClosed |
$414K - $420K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8.25KClosed |
$421K - $426K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-8.32K- 53.59% |
$424K - $430K
|
7.21K
$358K
|
|
|
Jan 18, 2022
Q4 2021
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-9.05K- 46.37% |
$461K - $468K
|
10.5K
$520K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-9.46K- 98.93% |
$482K - $489K
|
102
$5.07K
|
|
|
Jan 18, 2022
Q4 2021
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-9.87K- 43.79% |
$503K - $510K
|
12.7K
$629K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-10.4K- 49.92% |
$529K - $536K
|
10.4K
$517K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.9K- 24.47% |
$558K - $566K
|
33.8K
$1.68M
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
SELL
|
- |
-13.2K- 32.21% |
$671K - $680K
|
27.7K
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-15.9KClosed |
$809K - $820K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-19.1K- 21.58% |
$972K - $985K
|
69.2K
$3.44M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.6K- 20.33% |
$999K - $1.01M
|
76.8K
$3.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-21K- 25.68% |
$1.07M - $1.09M
|
60.9K
$3.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-21.5K- 2.58% |
$1.09M - $1.11M
|
809K
$40.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-22KClosed |
$1.12M - $1.14M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-26.5KClosed |
$1.35M - $1.37M
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-27.3K- 90.24% |
$1.39M - $1.41M
|
2.96K
$147K
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-27.8K- 73.63% |
$1.42M - $1.44M
|
9.95K
$494K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-33.5K- 19.04% |
$1.71M - $1.73M
|
143K
$7.08M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-37.3K- 18.18% |
$1.9M - $1.93M
|
168K
$8.34M
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-44.3K- 7.71% |
$2.26M - $2.29M
|
530K
$26.3M
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-47.1K- 30.45% |
$2.4M - $2.44M
|
108K
$5.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-56.1K- 99.78% |
$2.86M - $2.9M
|
121
$6.01K
|