Latest Institutional Transactions on Ishares 0 5 Year Investment Gr (SLQD)
This table provides information on the latest institutional transactions involving Ishares 0 5 Year Investment Gr (SLQD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2026
Q4 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
3.95KNew |
$200K - $201K
|
3.95K
$200K
|
|
|
Jan 30, 2026
Q4 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-2.18K- 6.27% |
$110K - $111K
|
32.6K
$1.65M
|
|
|
Jan 30, 2026
Q4 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.18K+ 12.1% |
$161K - $162K
|
29.4K
$1.49M
|
|
|
Jan 30, 2026
Q4 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
8.06K+ 142.18% |
$408K - $410K
|
13.7K
$695K
|
|
|
Jan 30, 2026
Q4 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.11K- 6.43% |
$56.2K - $56.6K
|
16.2K
$818K
|
|
|
Jan 30, 2026
Q4 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-275- 0.68% |
$13.9K - $14K
|
40.2K
$2.03M
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-240- 3.92% |
$12.1K - $12.2K
|
5.89K
$298K
|
|
|
Jan 29, 2026
Q4 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
108New |
$5.46K - $5.5K
|
108
$5.47K
|
|
|
Jan 29, 2026
Q4 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
6.78K+ 151.63% |
$343K - $345K
|
11.3K
$570K
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.22K+ 3.83% |
$163K - $164K
|
87.3K
$4.42M
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
SELL
|
- |
-17.3K- 40.99% |
$877K - $883K
|
25K
$1.26M
|
|
|
Jan 29, 2026
Q4 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
461+ 8.02% |
$23.3K - $23.5K
|
6.21K
$314K
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
12.6K+ 1.13% |
$637K - $641K
|
1.13M
$57.2M
|
|
|
Jan 28, 2026
Q4 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
4.39K+ 5.77% |
$222K - $223K
|
80.4K
$4.07M
|
|
|
Jan 28, 2026
Q4 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-3.5K- 3.61% |
$177K - $178K
|
93.5K
$4.74M
|
|
|
Jan 28, 2026
Q4 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
43New |
$2.18K - $2.19K
|
43
$2.18K
|
|
|
Jan 28, 2026
Q4 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-64- 14.0% |
$3.24K - $3.26K
|
393
$19.9K
|
|
|
Jan 27, 2026
Q4 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.38K+ 4.57% |
$120K - $121K
|
54.4K
$2.76M
|
|
|
Jan 27, 2026
Q4 2025
|
Portus Wealth Advisors, LLC
Charlotte, NC |
SELL
|
- |
-117- 0.26% |
$5.92K - $5.96K
|
45.2K
$2.29M
|
|
|
Jan 27, 2026
Q4 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-14.7K- 18.54% |
$741K - $746K
|
64.4K
$3.26M
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
BUY
|
- |
1+ 0.01% |
$50.6 - $50.9
|
8.07K
$409K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-66- 4.2% |
$3.34K - $3.36K
|
1.5K
$76.2K
|
|
|
Jan 26, 2026
Q4 2025
|
American Wealth Advisors, LLC
Johns Creek, GA |
BUY
|
- |
1.36K+ 3.33% |
$68.9K - $69.3K
|
42.3K
$2.14M
|
|
|
Jan 23, 2026
Q4 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-402K- 46.31% |
$20.3M - $20.5M
|
466K
$23.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-1.18K- 8.79% |
$59.6K - $60K
|
12.2K
$619K
|
|
|
Jan 23, 2026
Q4 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-7.05K- 4.51% |
$356K - $359K
|
149K
$7.55M
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.71K+ 9.56% |
$86.5K - $87.1K
|
19.6K
$993K
|
|
|
Jan 23, 2026
Q4 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-24.4K- 29.64% |
$1.23M - $1.24M
|
57.9K
$2.93M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-95.3K- 87.3% |
$4.82M - $4.85M
|
13.9K
$702K
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-384- 5.45% |
$19.4K - $19.6K
|
6.67K
$338K
|
|
|
Jan 23, 2026
Q4 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
3+ 1.34% |
$152 - $153
|
227
$11.5K
|
|
|
Jan 22, 2026
Q4 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.02K+ 3.59% |
$102K - $103K
|
58.3K
$2.95M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.2K- 88.14% |
$111K - $112K
|
296
$15K
|
|
|
Jan 21, 2026
Q4 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
52K+ 7.61% |
$2.63M - $2.65M
|
736K
$37.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
49.1K+ 6.12% |
$2.48M - $2.5M
|
850K
$43.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-524- 10.14% |
$26.5K - $26.7K
|
4.64K
$235K
|
|
|
Jan 20, 2026
Q4 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
38.7K+ 129.42% |
$1.96M - $1.97M
|
68.6K
$3.47M
|
|
|
Jan 20, 2026
Q4 2025
|
Semitam Bonam LLC
Goshen, NY |
SELL
|
- |
-632- 11.34% |
$32K - $32.2K
|
4.94K
$250K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.29K- 16.66% |
$318K - $320K
|
31.5K
$1.59M
|
|
|
Jan 16, 2026
Q4 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
11.3K+ 31.43% |
$572K - $576K
|
47.3K
$2.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
326K+ 18.63% |
$16.5M - $16.6M
|
2.08M
$105M
|
|
|
Jan 15, 2026
Q4 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-430- 3.05% |
$21.8K - $21.9K
|
13.7K
$693K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
343New |
$17.4K - $17.5K
|
343
$17.4K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-25- 0.35% |
$1.26K - $1.27K
|
7.14K
$362K
|
|
|
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
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-3.95K- 4.04% |
$200K - $201K
|
93.9K
$4.76M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
11.4K+ 25.58% |
$578K - $582K
|
56.1K
$2.84M
|
|
|
Jan 12, 2026
Q4 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
13.9K+ 3.09% |
$701K - $706K
|
463K
$23.5M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-42- 0.36% |
$2.12K - $2.14K
|
11.6K
$586K
|
|