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 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-222- 1.99% |
$10.9K - $11.2K
|
10.9K
$545K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
175New |
$8.59K - $8.83K
|
175
$8.72K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
414+ 1.79% |
$20.3K - $20.9K
|
23.5K
$1.17M
|
|
| Q2 2024 | |||||||
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-431- 3.2% |
$21K - $21.2K
|
13K
$650K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
84New |
$4.1K - $4.14K
|
84
$4.19K
|
|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-132K- 100.0% |
$6.45M - $6.52M
|
1
$49.8
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
31.9KNew |
$1.55M - $1.57M
|
31.9K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.17KNew |
$252K - $255K
|
5.17K
$258K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
774+ 2.76% |
$37.7K - $38.1K
|
28.8K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.2K+ 154.57% |
$593K - $599K
|
20K
$998K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-16- 1.93% |
$780 - $788
|
815
$40.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-7.88K- 18.51% |
$384K - $388K
|
34.7K
$1.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-636- 10.5% |
$31K - $31.3K
|
5.42K
$270K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
34+ 0.91% |
$1.66K - $1.68K
|
3.79K
$189K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
13.6KNew |
$663K - $670K
|
13.6K
$677K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
21.5K+ 14.28% |
$1.05M - $1.06M
|
172K
$8.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
108New |
$5.27K - $5.32K
|
108
$5.38K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1K+ 371.75% |
$48.8K - $49.3K
|
1.27K
$63.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
128K+ 287.93% |
$6.22M - $6.29M
|
172K
$8.57M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
586New |
$28.6K - $28.9K
|
586
$29.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Barings LLC
|
SELL
|
- |
-2.97K- 27.36% |
$145K - $146K
|
7.88K
$393K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
100New |
$4.88K - $4.93K
|
100
$4.98K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.52KNew |
$123K - $124K
|
2.52K
$126K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-35- 44.87% |
$1.71K - $1.72K
|
43
$2.14K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-433- 82.48% |
$21.1K - $21.3K
|
92
$4.59K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-33- 2.8% |
$1.61K - $1.63K
|
1.15K
$57.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.15KNew |
$56K - $56.6K
|
1.15K
$57.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.41KNew |
$312K - $316K
|
6.41K
$319K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-30.2K- 51.35% |
$1.47M - $1.49M
|
28.6K
$1.43M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-152- 33.93% |
$7.41K - $7.49K
|
296
$14.8K
|
|
| Q1 2024 | |||||||
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-550- 89.43% |
$26.9K - $27.1K
|
65
$3.24K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-149- 59.84% |
$7.3K - $7.35K
|
100
$4.98K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.47K+ 6.32% |
$71.9K - $72.5K
|
24.7K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.39K- 44.42% |
$215K - $216K
|
5.49K
$274K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.85K- 27.11% |
$90.4K - $91.2K
|
4.97K
$248K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-479- 9.01% |
$23.5K - $23.6K
|
4.84K
$241K
|
|
|
May 15, 2024
Q1 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
26.9KNew |
$1.32M - $1.33M
|
26.9K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
70.4K+ 261.46% |
$3.45M - $3.48M
|
97.3K
$4.85M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
862+ 160.22% |
$42.2K - $42.5K
|
1.4K
$69.8K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-55Closed |
$2.69K - $2.71K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.96KNew |
$96K - $96.7K
|
1.96K
$97.7K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
47.1K+ 42.53% |
$2.31M - $2.33M
|
158K
$7.87M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
81.6KNew |
$3.99M - $4.03M
|
81.6K
$4.07M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-100- 2.94% |
$4.9K - $4.94K
|
3.3K
$164K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
13.1KNew |
$642K - $647K
|
13.1K
$654K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-150- 4.68% |
$7.35K - $7.4K
|
3.06K
$152K
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
36+ 0.57% |
$1.76K - $1.78K
|
6.32K
$315K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
36+ 0.57% |
$1.76K - $1.78K
|
6.32K
$315K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.15KNew |
$203K - $205K
|
4.15K
$207K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
5.63KNew |
$276K - $278K
|
5.63K
$281K
|
|