Purchases and Sales Made in Q4 2025 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 2025. 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 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
326K+ 18.63% |
$16.5M - $16.6M
|
2.08M
$105M
|
|
|
Jan 12, 2026
Q4 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
13.9K+ 3.09% |
$701K - $706K
|
463K
$23.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
11.4K+ 25.58% |
$578K - $582K
|
56.1K
$2.84M
|
|
|
Jan 16, 2026
Q4 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
11.3K+ 31.43% |
$572K - $576K
|
47.3K
$2.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
7.12KNew |
$360K - $362K
|
7.12K
$360K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
492+ 2.1% |
$24.9K - $25.1K
|
23.9K
$1.21M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
343New |
$17.4K - $17.5K
|
343
$17.4K
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
323+ 1.3% |
$16.3K - $16.5K
|
25.2K
$1.28M
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
BUY
|
- |
153+ 0.78% |
$7.74K - $7.79K
|
19.9K
$1.01M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-25- 0.35% |
$1.26K - $1.27K
|
7.14K
$362K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-42- 0.36% |
$2.12K - $2.14K
|
11.6K
$586K
|
|
|
Jan 15, 2026
Q4 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-430- 3.05% |
$21.8K - $21.9K
|
13.7K
$693K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.21K- 3.58% |
$162K - $164K
|
86.6K
$4.39M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3.54K- 3.79% |
$179K - $180K
|
89.9K
$4.55M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-3.95K- 4.04% |
$200K - $201K
|
93.9K
$4.76M
|
|