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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-33.6K- 72.83% |
$1.69M - $1.71M
|
12.5K
$634K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
472+ 3.69% |
$23.7K - $24K
|
13.3K
$672K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-48.6K- 63.23% |
$2.45M - $2.47M
|
28.3K
$1.43M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-41.7K- 97.22% |
$2.09M - $2.12M
|
1.19K
$60.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
26.7K+ 8.73% |
$1.34M - $1.36M
|
332K
$16.8M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.85K- 4.64% |
$495K - $501K
|
203K
$10.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-3.87K- 15.51% |
$195K - $197K
|
21.1K
$1.07M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-634- 10.54% |
$31.9K - $32.2K
|
5.38K
$273K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-120K- 35.08% |
$6.02M - $6.09M
|
221K
$11.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-145- 0.64% |
$7.29K - $7.37K
|
22.5K
$1.14M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.6K- 55.93% |
$332K - $336K
|
5.2K
$263K
|
|
|
Nov 04, 2025
Q3 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-900- 15.75% |
$45.3K - $45.8K
|
4.82K
$244K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.45K+ 7.32% |
$72.9K - $73.7K
|
21.3K
$1.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-30.2K- 38.04% |
$1.52M - $1.53M
|
49.1K
$2.49M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-181K- 28.8% |
$9.09M - $9.2M
|
447K
$22.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
21.1K+ 445.99% |
$1.06M - $1.07M
|
25.8K
$1.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20.3K- 10.14% |
$1.02M - $1.03M
|
180K
$9.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
100+ 1.01% |
$5.03K - $5.09K
|
9.98K
$505K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
500New |
$25.1K - $25.4K
|
500
$25.3K
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-153- 0.96% |
$7.69K - $7.78K
|
15.8K
$800K
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3.35K- 29.71% |
$168K - $170K
|
7.91K
$401K
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
847+ 109.86% |
$42.6K - $43.1K
|
1.62K
$82K
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
3.01K+ 8.54% |
$151K - $153K
|
38.3K
$1.94M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-150- 4.91% |
$7.54K - $7.63K
|
2.91K
$147K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-501- 3.73% |
$25.2K - $25.5K
|
12.9K
$656K
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-39- 0.31% |
$1.96K - $1.98K
|
12.7K
$641K
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
32.4K+ 2.89% |
$1.63M - $1.65M
|
1.15M
$58.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-347- 0.35% |
$17.5K - $17.6K
|
99.3K
$5.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.42K- 24.93% |
$71.4K - $72.2K
|
4.28K
$217K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
312+ 2.09% |
$15.7K - $15.9K
|
15.2K
$770K
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-6.87K- 23.49% |
$345K - $349K
|
22.4K
$1.13M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.09K- 95.55% |
$55K - $55.6K
|
51
$2.58K
|
|
|
Oct 27, 2025
Q3 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
2.8K+ 23.33% |
$141K - $142K
|
14.8K
$750K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.38K+ 11.92% |
$120K - $121K
|
22.3K
$1.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
27New |
$1.36K - $1.37K
|
27
$1.37K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-3K- 29.22% |
$151K - $153K
|
7.27K
$368K
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
9.39K+ 4.11% |
$472K - $478K
|
238K
$12.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
SELL
|
- |
-2- 0.04% |
$101 - $102
|
5.06K
$256K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.02K+ 56.41% |
$152K - $154K
|
8.37K
$424K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.2K- 7.25% |
$565K - $571K
|
144K
$7.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
13.3K+ 8.91% |
$668K - $676K
|
162K
$8.22M
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
70+ 0.64% |
$3.52K - $3.56K
|
11K
$555K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.96KNew |
$199K - $202K
|
3.96K
$201K
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-24.5K- 10.92% |
$1.23M - $1.25M
|
200K
$10.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
500+ 13.56% |
$25.1K - $25.4K
|
4.19K
$212K
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
305K+ 119.08% |
$15.3M - $15.5M
|
560K
$28.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
109+ 0.92% |
$5.48K - $5.54K
|
11.9K
$605K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
217+ 1.0% |
$10.9K - $11K
|
21.9K
$1.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-20.1K- 1.99% |
$1.01M - $1.02M
|
988K
$50.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.58KNew |
$331K - $335K
|
6.58K
$333K
|
|