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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-206- 4.57% |
$9.74K - $10.1K
|
4.3K
$218K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-4.13K- 11.56% |
$195K - $203K
|
31.6K
$1.6M
|
|
|
Oct 11, 2022
Q3 2022
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-1.33K- 15.74% |
$62.7K - $65.1K
|
7.1K
$360K
|
|
|
Oct 05, 2022
Q3 2022
|
Centric Wealth Management
|
BUY
|
- |
1.28K+ 28.42% |
$60.5K - $62.8K
|
5.78K
$293K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
1.56KNew |
$73.8K - $76.6K
|
1.56K
$79.1K
|
|
| Q2 2022 | |||||||
|
Oct 01, 2025
Q2 2022
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-1.03KClosed |
$49.1K - $50.5K
|
0
$0
|
|
|
Aug 25, 2022
Q2 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-3.36KClosed |
$161K - $166K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-400Closed |
$19.1K - $19.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-8.84KClosed |
$423K - $436K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-4.61K- 26.03% |
$221K - $227K
|
13.1K
$664K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-157KClosed |
$7.49M - $7.71M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-4.06KClosed |
$194K - $200K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-2KClosed |
$95.7K - $98.6K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-34.2KClosed |
$1.64M - $1.69M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2KNew |
$95.7K - $98.6K
|
2K
$101K
|
|
|
Aug 08, 2022
Q2 2022
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-11.6K- 13.75% |
$556K - $573K
|
72.8K
$3.69M
|
|
|
Aug 05, 2022
Q2 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-5.32KClosed |
$255K - $262K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-574Closed |
$27.5K - $28.3K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-2.24KClosed |
$107K - $110K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
90New |
$4.31K - $4.44K
|
90
$4.56K
|
|
|
Aug 01, 2022
Q2 2022
|
Bray Capital Advisors
|
BUY
|
- |
9.95K+ 568.29% |
$476K - $490K
|
11.7K
$592K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
392New |
$18.8K - $19.3K
|
392
$19.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Dagco, Inc.
|
SELL
|
- |
-3.08K- 2.17% |
$147K - $152K
|
139K
$7.04M
|
|
|
Jul 27, 2022
Q2 2022
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-423KClosed |
$20.3M - $20.9M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-4.61KClosed |
$221K - $227K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-13.9KClosed |
$666K - $686K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.46K+ 32.89% |
$69.9K - $72K
|
5.9K
$299K
|
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.4K- 0.45% |
$67K - $69K
|
310K
$15.7M
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-3.26K- 3.99% |
$156K - $161K
|
78.3K
$3.97M
|
|
|
Jul 22, 2022
Q2 2022
|
Arjuna Capital
|
BUY
|
- |
3.99KNew |
$191K - $197K
|
3.99K
$202K
|
|
|
Jul 22, 2022
Q2 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-10.6KClosed |
$509K - $524K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
74New |
$3.54K - $3.65K
|
74
$3.75K
|
|
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
BUY
|
- |
18.7KNew |
$897K - $923K
|
18.7K
$949K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1KClosed |
$47.9K - $49.3K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
4.22KNew |
$202K - $208K
|
4.22K
$214K
|
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-628- 5.29% |
$30.1K - $31K
|
11.2K
$570K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-20Closed |
$957 - $986
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 02, 2022
Q1 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-24.6K- 59.16% |
$1.21M - $1.25M
|
17K
$859K
|
|
|
May 17, 2022
Q1 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-30.3KClosed |
$1.49M - $1.55M
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
156KNew |
$7.69M - $7.98M
|
156K
$7.92M
|
|
|
May 16, 2022
Q1 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-4.93KClosed |
$242K - $251K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8KClosed |
$394K - $408K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-696Closed |
$34.2K - $35.5K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
109KNew |
$5.38M - $5.58M
|
109K
$5.54M
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-12.2KClosed |
$598K - $620K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-7.21KClosed |
$355K - $368K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
3.35K+ 66.17% |
$165K - $171K
|
8.41K
$426K
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-40- 4.79% |
$1.97K - $2.04K
|
795
$40.3K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-19.6KClosed |
$964K - $1M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-17.2KClosed |
$846K - $877K
|
0
$0
|
|