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 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-34.7K- 19.83% |
$1.63M - $1.67M
|
140K
$6.97M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-38.9K- 33.29% |
$1.83M - $1.87M
|
78K
$3.88M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-42.1K- 9.84% |
$1.98M - $2.03M
|
386K
$19.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-46.1K- 40.2% |
$2.16M - $2.22M
|
68.6K
$3.41M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-62K- 15.94% |
$2.91M - $2.98M
|
327K
$16.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
SELL
|
- |
-65K- 25.8% |
$3.05M - $3.13M
|
187K
$9.3M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-69K- 74.74% |
$3.24M - $3.32M
|
23.3K
$1.16M
|
|
|
Jan 19, 2023
Q4 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-72.6K- 27.49% |
$3.41M - $3.49M
|
191K
$9.52M
|
|
|
Feb 06, 2023
Q4 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-97.8K- 65.23% |
$4.59M - $4.71M
|
52.1K
$2.59M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-107K- 23.95% |
$5.01M - $5.13M
|
339K
$16.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-181K- 38.72% |
$8.49M - $8.7M
|
286K
$14.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-269K- 22.24% |
$12.6M - $13M
|
941K
$46.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-591K- 84.33% |
$27.8M - $28.5M
|
110K
$5.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.43M- 61.14% |
$255M - $261M
|
3.45M
$172M
|