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 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-980- 5.67% |
$46K - $47.2K
|
16.3K
$811K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.08K- 34.59% |
$50.7K - $51.9K
|
2.04K
$101K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.47K- 57.93% |
$69K - $70.7K
|
1.07K
$53.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.5K- 8.55% |
$70.4K - $72.2K
|
16K
$798K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.56K- 15.75% |
$73.4K - $75.3K
|
8.36K
$416K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.63K- 21.2% |
$76.6K - $78.5K
|
6.06K
$302K
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.79K- 17.63% |
$83.8K - $85.9K
|
8.34K
$415K
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-1.79K- 16.95% |
$84K - $86.1K
|
8.76K
$436K
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2.01K- 17.16% |
$94.2K - $96.5K
|
9.68K
$482K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.13K- 3.12% |
$100K - $103K
|
66.1K
$3.29M
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.62K- 18.32% |
$123K - $126K
|
11.7K
$580K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.68K- 99.81% |
$126K - $129K
|
5
$249
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.83K- 18.23% |
$133K - $136K
|
12.7K
$631K
|
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-2.84K- 21.39% |
$133K - $137K
|
10.4K
$519K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.15K- 19.08% |
$148K - $151K
|
13.4K
$664K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.33K- 0.5% |
$156K - $160K
|
662K
$32.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-3.35K- 19.64% |
$157K - $161K
|
13.7K
$682K
|
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
SELL
|
- |
-3.48K- 34.83% |
$164K - $168K
|
6.52K
$324K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.82K- 1.28% |
$179K - $184K
|
294K
$14.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-4.06K- 8.51% |
$191K - $195K
|
43.6K
$2.17M
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-4.82K- 52.55% |
$226K - $232K
|
4.35K
$216K
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
SELL
|
- |
-4.85K- 7.29% |
$228K - $234K
|
61.7K
$3.07M
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-5.32K- 15.07% |
$250K - $256K
|
30K
$1.49M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.53K- 12.54% |
$260K - $266K
|
38.6K
$1.92M
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-5.9K- 3.24% |
$277K - $284K
|
176K
$8.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-6.15K- 40.13% |
$289K - $296K
|
9.18K
$456K
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-6.72K- 9.78% |
$316K - $324K
|
62K
$3.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-7.59K- 59.28% |
$356K - $365K
|
5.21K
$259K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-7.59K- 10.84% |
$357K - $366K
|
62.5K
$3.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-8.14K- 5.9% |
$382K - $392K
|
130K
$6.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.5K- 31.02% |
$492K - $505K
|
23.3K
$1.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-11.5K- 4.31% |
$541K - $555K
|
256K
$12.7M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-11.7K- 10.92% |
$550K - $564K
|
95.6K
$4.75M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-11.9K- 35.98% |
$557K - $571K
|
21.1K
$1.05M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-12.3K- 23.44% |
$576K - $590K
|
40.1K
$1.99M
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-12.5K- 16.94% |
$587K - $602K
|
61.3K
$3.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-13.7K- 6.82% |
$641K - $657K
|
187K
$9.29M
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-14.6K- 19.57% |
$684K - $701K
|
59.9K
$2.98M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.1K- 15.55% |
$707K - $725K
|
81.8K
$4.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-16K- 15.36% |
$751K - $770K
|
88.2K
$4.39M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-16.6K- 45.16% |
$782K - $801K
|
20.2K
$1.01M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-18.7K- 76.21% |
$880K - $902K
|
5.85K
$291K
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-19.9K- 53.81% |
$934K - $957K
|
17.1K
$849K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-21.5K- 23.35% |
$1.01M - $1.04M
|
70.7K
$3.51M
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-22.5K- 5.31% |
$1.06M - $1.09M
|
402K
$20M
|
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-22.7K- 49.51% |
$1.07M - $1.09M
|
23.2K
$1.15M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-25K- 2.15% |
$1.17M - $1.2M
|
1.13M
$56.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-25.7K- 27.56% |
$1.21M - $1.24M
|
67.7K
$3.37M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-29.8K- 18.76% |
$1.4M - $1.44M
|
129K
$6.43M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-31.6K- 27.47% |
$1.48M - $1.52M
|
83.3K
$4.15M
|