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 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
800New |
$37.6K - $38.5K
|
800
$39.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
585+ 11.05% |
$27.5K - $28.2K
|
5.88K
$293K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
564New |
$26.5K - $27.2K
|
564
$28.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
535+ 2.11% |
$25.1K - $25.8K
|
25.9K
$1.29M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
445+ 2.48% |
$20.9K - $21.4K
|
18.4K
$914K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
405+ 0.49% |
$19K - $19.5K
|
82.7K
$4.12M
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
402+ 3.19% |
$18.9K - $19.4K
|
13K
$648K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
321+ 171.66% |
$15.1K - $15.5K
|
508
$25.3K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
289+ 1.57% |
$13.6K - $13.9K
|
18.7K
$932K
|
|
|
Jan 10, 2023
Q4 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
226+ 0.83% |
$10.6K - $10.9K
|
27.6K
$1.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
200+ 20000.0% |
$9.39K - $9.63K
|
201
$10K
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
192+ 2.37% |
$9.02K - $9.24K
|
8.29K
$413K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
155New |
$7.28K - $7.46K
|
155
$7.71K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
155New |
$7.28K - $7.46K
|
155
$7.71K
|
|
|
Jan 31, 2023
Q4 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
146+ 2.29% |
$6.86K - $7.03K
|
6.52K
$324K
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
146+ 0.27% |
$6.86K - $7.03K
|
53.6K
$2.67M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
98+ 0.06% |
$4.6K - $4.72K
|
155K
$7.69M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
84New |
$3.94K - $4.04K
|
84
$4.18K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
75New |
$3.52K - $3.61K
|
75
$3.73K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
62New |
$2.91K - $2.98K
|
62
$3.08K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
62+ 0.77% |
$2.91K - $2.98K
|
8.11K
$403K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
48+ 0.2% |
$2.25K - $2.31K
|
23.5K
$1.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
30New |
$1.41K - $1.44K
|
30
$1.49K
|
|
|
Jan 24, 2023
Q4 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
25+ 0.53% |
$1.17K - $1.2K
|
4.76K
$237K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
20New |
$939 - $963
|
20
$995
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
17+ 0.19% |
$798 - $818
|
8.75K
$435K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 0.48% |
$93.9 - $96.3
|
423
$21K
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 1.79% |
$47 - $48.1
|
57
$2.84K
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-58- 1.15% |
$2.72K - $2.79K
|
5K
$249K
|
|
|
Feb 09, 2023
Q4 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-60- 0.26% |
$2.82K - $2.89K
|
22.6K
$1.12M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-61- 0.96% |
$2.86K - $2.94K
|
6.26K
$311K
|
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-65- 9.27% |
$3.05K - $3.13K
|
636
$31.6K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-72- 0.84% |
$3.38K - $3.47K
|
8.53K
$424K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-76- 1.28% |
$3.57K - $3.66K
|
5.86K
$291K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-152- 2.37% |
$7.14K - $7.32K
|
6.25K
$311K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-153- 3.07% |
$7.18K - $7.37K
|
4.83K
$240K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-181- 0.92% |
$8.5K - $8.71K
|
19.4K
$967K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-227- 0.06% |
$10.7K - $10.9K
|
355K
$17.7M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-239- 2.82% |
$11.2K - $11.5K
|
8.25K
$410K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-258- 91.81% |
$12.1K - $12.4K
|
23
$1.14K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-281- 3.4% |
$13.2K - $13.5K
|
7.98K
$397K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-346- 2.34% |
$16.2K - $16.7K
|
14.4K
$718K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-360- 35.02% |
$16.9K - $17.3K
|
668
$33.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-360- 26.47% |
$16.9K - $17.3K
|
1K
$49.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-411- 14.19% |
$19.3K - $19.8K
|
2.49K
$124K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-457- 0.77% |
$21.5K - $22K
|
59.1K
$2.94M
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-516- 91.49% |
$24.2K - $24.8K
|
48
$2.39K
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-677- 8.06% |
$31.8K - $32.6K
|
7.72K
$384K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-833- 12.0% |
$39.1K - $40.1K
|
6.11K
$304K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-962- 9.24% |
$45.2K - $46.3K
|
9.45K
$470K
|