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
$72.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.06MNew |
$52.8M - $53.5M
|
1.06M
$53M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
631KNew |
$31.3M - $31.7M
|
631K
$31.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
444K+ 3606.19% |
$22M - $22.3M
|
456K
$22.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
297K+ 88.87% |
$14.7M - $14.9M
|
631K
$31.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
279KNew |
$13.9M - $14M
|
279K
$13.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
194K+ 30.21% |
$9.61M - $9.75M
|
835K
$41.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
184K+ 20.62% |
$9.11M - $9.24M
|
1.07M
$53.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
73.2K+ 106.68% |
$3.63M - $3.68M
|
142K
$7.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
65.5KNew |
$3.25M - $3.3M
|
65.5K
$3.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
53.6KNew |
$2.66M - $2.69M
|
53.6K
$2.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
53KNew |
$2.63M - $2.66M
|
53K
$2.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
46.6KNew |
$2.31M - $2.34M
|
46.6K
$2.32M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
42.8KNew |
$2.12M - $2.15M
|
42.8K
$2.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
41.2K+ 44.08% |
$2.04M - $2.07M
|
135K
$6.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
36.4K+ 3.59% |
$1.81M - $1.83M
|
1.05M
$52.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
34.8KNew |
$1.73M - $1.75M
|
34.8K
$1.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
31.3K+ 62.89% |
$1.55M - $1.57M
|
81K
$4.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
30K+ 2922.1% |
$1.49M - $1.51M
|
31K
$1.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
28.7K+ 7.55% |
$1.43M - $1.45M
|
409K
$20.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
27.4K+ 5.4% |
$1.36M - $1.38M
|
535K
$26.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
20.7K+ 11.56% |
$1.03M - $1.04M
|
200K
$9.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19.8KNew |
$982K - $996K
|
19.8K
$988K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
16.2K+ 391.66% |
$804K - $815K
|
20.3K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
15.1K+ 4.22% |
$746K - $757K
|
372K
$18.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14.6K+ 80.68% |
$723K - $733K
|
32.7K
$1.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
13.1K+ 5.27% |
$648K - $658K
|
261K
$13M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
12.2K+ 4.48% |
$606K - $614K
|
285K
$14.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
11.9K+ 3.1% |
$589K - $597K
|
396K
$19.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
11.7KNew |
$581K - $589K
|
11.7K
$584K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.2K+ 26.63% |
$456K - $462K
|
43.7K
$2.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.61K+ 106.11% |
$427K - $433K
|
16.7K
$833K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
7.69K+ 19.61% |
$381K - $387K
|
46.9K
$2.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.83K+ 4.66% |
$339K - $343K
|
153K
$7.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
5.64K+ 45.65% |
$279K - $283K
|
18K
$896K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
5.32KNew |
$264K - $267K
|
5.32K
$265K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.54K+ 6.04% |
$225K - $228K
|
79.8K
$3.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.42K+ 3.97% |
$219K - $222K
|
116K
$5.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.2KNew |
$208K - $211K
|
4.2K
$209K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
3.86K+ 1.67% |
$191K - $194K
|
234K
$11.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.48K+ 3.39% |
$172K - $175K
|
106K
$5.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.28K+ 26.24% |
$162K - $165K
|
15.8K
$785K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.81KNew |
$139K - $141K
|
2.81K
$140K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.78K+ 13.01% |
$138K - $140K
|
24.2K
$1.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
2.76K+ 18.01% |
$137K - $139K
|
18.1K
$901K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.71K+ 35.81% |
$135K - $136K
|
10.3K
$513K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2.36K+ 20.05% |
$117K - $119K
|
14.1K
$704K
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.87K+ 2.33% |
$92.8K - $94.1K
|
82.3K
$4.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.35K+ 7.42% |
$66.9K - $67.8K
|
19.5K
$973K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.28K+ 46.69% |
$63.3K - $64.2K
|
4.01K
$200K
|