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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
BUY
|
- |
11.4K+ 194.75% |
$537K - $550K
|
17.3K
$859K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.4K+ 40.51% |
$536K - $550K
|
39.6K
$1.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
11.1K+ 9.89% |
$523K - $536K
|
124K
$6.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
11.1KNew |
$520K - $533K
|
11.1K
$549K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
10.8K+ 16.62% |
$508K - $520K
|
75.8K
$3.76M
|
|
|
Jan 30, 2023
Q4 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
10.7K+ 16.19% |
$504K - $517K
|
77K
$3.82M
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10.4K+ 42.2% |
$489K - $501K
|
35.1K
$1.74M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
10.1KNew |
$477K - $488K
|
10.1K
$504K
|
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
9.74K+ 5.76% |
$457K - $469K
|
179K
$8.88M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.41K+ 30.96% |
$442K - $453K
|
39.8K
$1.98M
|
|
|
Jan 31, 2023
Q4 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
9.39K+ 4.5% |
$441K - $452K
|
218K
$10.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
8.36K+ 4.54% |
$392K - $402K
|
192K
$9.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
8.3K+ 36.71% |
$390K - $399K
|
30.9K
$1.53M
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
8.17K+ 38.63% |
$384K - $393K
|
29.3K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
7.97KNew |
$374K - $384K
|
7.97K
$396K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
7.25K+ 1.2% |
$340K - $349K
|
613K
$30.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
6.44K+ 990.77% |
$302K - $310K
|
7.09K
$352K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.35K+ 13.14% |
$298K - $306K
|
54.7K
$2.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6.13KNew |
$288K - $295K
|
6.13K
$304K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6K+ 62.51% |
$282K - $289K
|
15.6K
$775K
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.69KNew |
$267K - $274K
|
5.69K
$282K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.12KNew |
$240K - $246K
|
5.12K
$254K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
4.8K+ 418.78% |
$225K - $231K
|
5.94K
$295K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
4.76KNew |
$223K - $229K
|
4.76K
$236K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.53KNew |
$213K - $218K
|
4.53K
$225K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.44K+ 9.81% |
$209K - $214K
|
49.7K
$2.47M
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
4.25KNew |
$199K - $204K
|
4.25K
$211K
|
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.18KNew |
$196K - $201K
|
4.18K
$207K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.89KNew |
$183K - $187K
|
3.89K
$193K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3.87K+ 27.47% |
$182K - $186K
|
18K
$892K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.81K+ 7.14% |
$179K - $183K
|
57.2K
$2.84M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.35K+ 114.87% |
$157K - $161K
|
6.27K
$311K
|
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
3.27K+ 12.76% |
$154K - $157K
|
28.9K
$1.43M
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
3.26K+ 4.51% |
$153K - $157K
|
75.5K
$3.75M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.9KNew |
$136K - $140K
|
2.9K
$144K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2.88K+ 697.82% |
$135K - $139K
|
3.3K
$164K
|
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
2.7K+ 12.59% |
$127K - $130K
|
24.1K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.66K+ 1.44% |
$125K - $128K
|
187K
$9.28M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.51K+ 10.69% |
$118K - $121K
|
26K
$1.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.3K+ 6.2% |
$108K - $111K
|
39.5K
$1.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
2K+ 7.93% |
$94K - $96.4K
|
27.3K
$1.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.8K+ 1.55% |
$84.3K - $86.5K
|
118K
$5.85M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.78K+ 229.92% |
$83.4K - $85.4K
|
2.55K
$126K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.51K+ 15.14% |
$71.1K - $72.8K
|
11.5K
$571K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.51K+ 41.4% |
$70.7K - $72.5K
|
5.14K
$255K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.23K+ 4.3% |
$57.7K - $59.1K
|
29.8K
$1.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.15K+ 4.56% |
$53.9K - $55.3K
|
26.3K
$1.31M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
992+ 3.5% |
$46.6K - $47.8K
|
29.3K
$1.46M
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
919New |
$43.2K - $44.2K
|
919
$45.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
896+ 19.86% |
$42.1K - $43.1K
|
5.41K
$269K
|