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 14, 2019
Q1 2019
|
Human Investing LLC
|
SELL
|
- |
-2Closed |
$98.9 - $101
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-8.69KClosed |
$430K - $439K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-161KClosed |
$7.97M - $8.14M
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.03KClosed |
$150K - $153K
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
205New |
$10.1K - $10.4K
|
205
$10.4K
|
|
|
Apr 19, 2019
Q1 2019
|
Asset Dedication, LLC
|
SELL
|
- |
-8.95KClosed |
$443K - $452K
|
0
$0
|
|
|
Apr 16, 2019
Q1 2019
|
Busey Wealth Management
|
SELL
|
- |
-37.7KClosed |
$1.87M - $1.91M
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-10.4KClosed |
$516K - $527K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Oct 11, 2019
Q4 2018
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-12.7KClosed |
$627K - $632K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Scharf Investments, LLC
|
SELL
|
- |
-16.8KClosed |
$828K - $834K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-930Closed |
$45.8K - $46.1K
|
0
$0
|
|
|
Jan 23, 2019
Q4 2018
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-7.94KClosed |
$391K - $394K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
22.3KNew |
$1.1M - $1.11M
|
22.3K
$1.13M
|
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2.29KClosed |
$113K - $114K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.07KNew |
$53.1K - $53.4K
|
1.07K
$54.4K
|
|
|
Oct 24, 2018
Q3 2018
|
Avondale Wealth Management
|
SELL
|
- |
-92Closed |
$4.55K - $4.58K
|
0
$0
|
|
|
Oct 15, 2018
Q3 2018
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-7.44KClosed |
$368K - $371K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-16.6KClosed |
$822K - $828K
|
0
$0
|
|
| Q1 2018 | |||||||
|
Jan 03, 2024
Q1 2018
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
6.3K+ 2625.0% |
$313K - $316K
|
6.54K
$331K
|
|
|
May 10, 2018
Q1 2018
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-5.02KClosed |
$249K - $252K
|
0
$0
|
|
|
May 04, 2018
Q1 2018
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.27KClosed |
$212K - $215K
|
0
$0
|
|
|
May 02, 2018
Q1 2018
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.69KClosed |
$83.9K - $85K
|
0
$0
|
|
|
Apr 20, 2018
Q1 2018
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-70.1KClosed |
$3.48M - $3.52M
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 13, 2018
Q4 2017
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-4KClosed |
$201K - $202K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 13, 2017
Q3 2017
|
Estate Counselors, LLC
|
SELL
|
- |
-36KClosed |
$1.82M - $1.82M
|
0
$0
|
|
|
Nov 09, 2017
Q3 2017
|
Davidson Investment Advisors
|
SELL
|
- |
-2.81KClosed |
$142K - $142K
|
0
$0
|
|