Purchases and Sales Made in Q4 2024 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 2024. 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 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
1.42M+ 4828.49% |
$70.4M - $71.4M
|
1.45M
$72.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.06MNew |
$52.8M - $53.5M
|
1.06M
$53.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
802KNew |
$39.8M - $40.3M
|
802K
$40.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
631KNew |
$31.3M - $31.7M
|
631K
$31.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
444K+ 3606.19% |
$22M - $22.3M
|
456K
$22.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
297K+ 88.87% |
$14.7M - $14.9M
|
631K
$31.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
279KNew |
$13.9M - $14M
|
279K
$14M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
239K+ 30.7% |
$11.8M - $12M
|
1.02M
$51M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
194K+ 30.21% |
$9.61M - $9.75M
|
835K
$41.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
184K+ 20.62% |
$9.11M - $9.24M
|
1.07M
$53.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
121K+ 5.47% |
$5.98M - $6.06M
|
2.33M
$117M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
116KNew |
$5.77M - $5.85M
|
116K
$5.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
73.2K+ 106.68% |
$3.63M - $3.68M
|
142K
$7.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
65.5KNew |
$3.25M - $3.3M
|
65.5K
$3.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
54.8K+ 11.52% |
$2.72M - $2.75M
|
530K
$26.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
53.6KNew |
$2.66M - $2.69M
|
53.6K
$2.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
53KNew |
$2.63M - $2.66M
|
53K
$2.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
46.6KNew |
$2.31M - $2.34M
|
46.6K
$2.34M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
42.8KNew |
$2.12M - $2.15M
|
42.8K
$2.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
41.2K+ 44.08% |
$2.04M - $2.07M
|
135K
$6.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
36.4K+ 11.26% |
$1.81M - $1.83M
|
360K
$18.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
36.4K+ 3.59% |
$1.81M - $1.83M
|
1.05M
$52.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
34.8KNew |
$1.73M - $1.75M
|
34.8K
$1.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
32.6K+ 4.05% |
$1.61M - $1.64M
|
837K
$42M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
31.3K+ 62.89% |
$1.55M - $1.57M
|
81K
$4.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
30K+ 2922.1% |
$1.49M - $1.51M
|
31K
$1.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
28.7K+ 7.55% |
$1.43M - $1.45M
|
409K
$20.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
28.2KNew |
$1.4M - $1.42M
|
28.2K
$1.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
27.4K+ 5.4% |
$1.36M - $1.38M
|
535K
$26.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
26.5K+ 15.25% |
$1.32M - $1.33M
|
201K
$10.1M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.7K+ 114.25% |
$1.28M - $1.29M
|
48.2K
$2.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
25.3KNew |
$1.26M - $1.27M
|
25.3K
$1.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
22KNew |
$1.09M - $1.1M
|
22K
$1.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
20.7K+ 11.56% |
$1.03M - $1.04M
|
200K
$10M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.9K+ 11.87% |
$988K - $1M
|
188K
$9.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19.8KNew |
$982K - $996K
|
19.8K
$994K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
16.2K+ 391.66% |
$804K - $815K
|
20.3K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
15.8KNew |
$786K - $797K
|
15.8K
$795K
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
15.1K+ 4.22% |
$746K - $757K
|
372K
$18.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14.6K+ 80.68% |
$723K - $733K
|
32.7K
$1.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
13.1K+ 5.27% |
$648K - $658K
|
261K
$13.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
12.2K+ 4.48% |
$606K - $614K
|
285K
$14.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
11.9K+ 3.1% |
$589K - $597K
|
396K
$19.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
11.7KNew |
$581K - $589K
|
11.7K
$588K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
9.81K+ 8.07% |
$486K - $493K
|
131K
$6.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
9.73K+ 7.08% |
$483K - $489K
|
147K
$7.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
9.68K+ 4.36% |
$480K - $487K
|
232K
$11.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.64K+ 8.5% |
$478K - $484K
|
123K
$6.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.2K+ 26.63% |
$456K - $462K
|
43.7K
$2.19M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
8.67KNew |
$430K - $436K
|
8.67K
$435K
|