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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2021
Q1 2021
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-6.79KClosed |
$350K - $354K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.36KClosed |
$122K - $123K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.23KClosed |
$63.7K - $64.4K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-489Closed |
$25.2K - $25.5K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-762Closed |
$39.3K - $39.8K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-12.4KClosed |
$639K - $647K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-405Closed |
$20.9K - $21.1K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4.61KClosed |
$238K - $241K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-15.8KClosed |
$818K - $827K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-145Closed |
$7.48K - $7.57K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-1.82K- 18.67% |
$93.7K - $94.8K
|
7.91K
$401K
|
|
|
Apr 27, 2021
Q1 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-5.01KClosed |
$258K - $261K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-58Closed |
$2.99K - $3.03K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Sep 05, 2023
Q4 2020
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Sep 23, 2021
Q4 2020
|
Systelligence, LLC
|
SELL
|
- |
-62.8KClosed |
$3.27M - $3.28M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-715Closed |
$37.2K - $37.3K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-4.38KClosed |
$227K - $228K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1KClosed |
$52K - $52.2K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
6KNew |
$312K - $313K
|
6K
$304K
|
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-19.2KClosed |
$1M - $1M
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
120KNew |
$6.24M - $6.27M
|
120K
$6.08M
|
|
| Q3 2020 | |||||||
|
Nov 09, 2020
Q3 2020
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-4.8KClosed |
$250K - $251K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-7.85KClosed |
$408K - $410K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Kcs Wealth Advisory
|
SELL
|
- |
-8.7KClosed |
$453K - $455K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Brookstone Capital Management
|
SELL
|
- |
-9.47KClosed |
$493K - $495K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-42Closed |
$2.19K - $2.2K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-6.42K- 77.06% |
$319K - $334K
|
1.91K
$96.8K
|
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-116Closed |
$5.78K - $6.05K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-4.3KClosed |
$214K - $224K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-12.3KClosed |
$611K - $640K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-175Closed |
$8.72K - $9.12K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-758Closed |
$37.7K - $39.5K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-4KClosed |
$199K - $208K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Monument Capital Management
|
SELL
|
- |
-31.8KClosed |
$1.58M - $1.66M
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-7.97KClosed |
$397K - $416K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Flc Capital Advisors
|
SELL
|
- |
-8.38KClosed |
$417K - $437K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-9.22KClosed |
$459K - $481K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-691Closed |
$34.4K - $36K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-10.6KClosed |
$529K - $553K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 05, 2020
Q1 2020
|
Aspiriant, LLC
|
SELL
|
- |
-9.33KClosed |
$421K - $483K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-5.32KClosed |
$240K - $275K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 13, 2020
Q4 2019
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-136Closed |
$6.92K - $6.97K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-5.99KClosed |
$305K - $307K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 24, 2019
Q3 2019
|
Trust CO Of Vermont
|
SELL
|
- |
-362Closed |
$18.4K - $18.5K
|
0
$0
|
|
|
Oct 22, 2019
Q3 2019
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-5Closed |
$254 - $256
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2.33KClosed |
$117K - $119K
|
0
$0
|
|
|
Jul 09, 2019
Q2 2019
|
Stone House Investment Management, LLC
|
SELL
|
- |
-3.49KClosed |
$175K - $178K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Jun 17, 2024
Q1 2019
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
222KNew |
$11M - $11.2M
|
222K
$11.3M
|
|
|
May 15, 2019
Q1 2019
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-12.1KClosed |
$597K - $609K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-15.9KClosed |
$786K - $802K
|
0
$0
|
|