Purchases and Sales Made in Q4 2022 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 2022. 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 21, 2023
Q4 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.22MNew |
$57.2M - $58.7M
|
1.22M
$60.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
907K+ 3506.66% |
$42.6M - $43.6M
|
933K
$46.3M
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
668KNew |
$31.4M - $32.2M
|
668K
$33.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
640K+ 4626.25% |
$30M - $30.8M
|
653K
$32.4M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
640K+ 4626.25% |
$30M - $30.8M
|
653K
$32.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
607K+ 29.56% |
$28.5M - $29.2M
|
2.66M
$132M
|
|
|
Feb 06, 2023
Q4 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
336KNew |
$15.8M - $16.2M
|
336K
$16.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
253K+ 20.82% |
$11.9M - $12.2M
|
1.47M
$72.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
186KNew |
$8.74M - $8.96M
|
186K
$9.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
179K+ 10.97% |
$8.39M - $8.6M
|
1.81M
$89.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
176KNew |
$8.25M - $8.46M
|
176K
$8.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
153KNew |
$7.19M - $7.37M
|
153K
$7.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
142K+ 33.77% |
$6.67M - $6.84M
|
563K
$27.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
136K+ 7.97% |
$6.41M - $6.57M
|
1.85M
$91.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
BUY
|
- |
127K+ 423.32% |
$5.97M - $6.12M
|
157K
$7.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
115KNew |
$5.4M - $5.53M
|
115K
$5.71M
|
|
|
Feb 07, 2023
Q4 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
115KNew |
$5.38M - $5.52M
|
115K
$5.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
115KNew |
$5.38M - $5.51M
|
115K
$5.68M
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
108KNew |
$5.08M - $5.21M
|
108K
$5.37M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
103K+ 29.36% |
$4.84M - $4.96M
|
454K
$22.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Divergent Wealth Advisors
|
BUY
|
- |
98.7KNew |
$4.63M - $4.75M
|
98.7K
$4.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
82.8KNew |
$3.89M - $3.99M
|
82.8K
$4.11M
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
73.6K+ 26.46% |
$3.46M - $3.54M
|
352K
$17.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
66.7K+ 112.14% |
$3.13M - $3.21M
|
126K
$6.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
64.7K+ 10.75% |
$3.04M - $3.11M
|
666K
$33.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
63.3K+ 353.07% |
$2.97M - $3.05M
|
81.2K
$4.03M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
63.3K+ 353.07% |
$2.97M - $3.05M
|
81.2K
$4.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
49.9K+ 98.72% |
$2.34M - $2.4M
|
100K
$4.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
45.5K+ 102.36% |
$2.14M - $2.19M
|
89.9K
$4.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
44.1K+ 25.91% |
$2.07M - $2.12M
|
215K
$10.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
42.4KNew |
$1.99M - $2.04M
|
42.4K
$2.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
41.8KNew |
$1.96M - $2.01M
|
41.8K
$2.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
40.5K+ 22.06% |
$1.9M - $1.95M
|
224K
$11.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
39.5K+ 30.72% |
$1.85M - $1.9M
|
168K
$8.35M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
37.8KNew |
$1.77M - $1.82M
|
37.8K
$1.88M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
33.5K+ 12.38% |
$1.57M - $1.61M
|
304K
$15.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
31.7KNew |
$1.49M - $1.53M
|
31.7K
$1.57M
|
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
29.3KNew |
$1.38M - $1.41M
|
29.3K
$1.46M
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
27.2K+ 263.88% |
$1.28M - $1.31M
|
37.6K
$1.86M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
27K+ 2.47% |
$1.27M - $1.3M
|
1.12M
$55.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
23.6KNew |
$1.11M - $1.14M
|
23.6K
$1.17M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
22.9KNew |
$1.08M - $1.1M
|
22.9K
$1.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Coombe, Bender & CO LLC
|
BUY
|
- |
21.9K+ 68.32% |
$1.03M - $1.06M
|
54.1K
$2.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
20.7K+ 21.36% |
$971K - $995K
|
117K
$5.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19.1KNew |
$895K - $918K
|
19.1K
$946K
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
16.1KNew |
$758K - $777K
|
16.1K
$801K
|
|
|
Jan 12, 2024
Q4 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
14.9K+ 295.09% |
$698K - $715K
|
19.9K
$988K
|
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
14.7K+ 2.48% |
$691K - $708K
|
607K
$30.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.5KNew |
$635K - $651K
|
13.5K
$671K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
11.7KNew |
$550K - $564K
|
11.7K
$582K
|