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 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.25K- 89.41% |
$62K - $62.9K
|
148
$7.5K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
100+ 1.25% |
$4.96K - $5.03K
|
8.09K
$410K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 50.0% |
$4.96K - $5.03K
|
100
$5.07K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
103+ 1287.5% |
$5.11K - $5.18K
|
111
$5.62K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-275- 4.03% |
$13.6K - $13.8K
|
6.55K
$332K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
31+ 6.2% |
$1.54K - $1.56K
|
531
$26.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.03K- 3.55% |
$51.1K - $51.8K
|
28K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-200- 34.78% |
$9.92K - $10.1K
|
375
$19K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
418New |
$20.7K - $21K
|
418
$21.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-1.57K- 20.03% |
$77.8K - $78.9K
|
6.27K
$317K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-473- 9.74% |
$23.5K - $23.8K
|
4.38K
$222K
|
|
| Q4 2024 | |||||||
|
Aug 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.87K- 46.2% |
$192K - $195K
|
4.51K
$228K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-49- 81.67% |
$2.43K - $2.46K
|
11
$557
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
4.4KNew |
$218K - $221K
|
4.4K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
15.8KNew |
$786K - $797K
|
15.8K
$803K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-83- 16.57% |
$4.12K - $4.17K
|
418
$21.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.04KNew |
$300K - $304K
|
6.04K
$306K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
116KNew |
$5.77M - $5.85M
|
116K
$5.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
25.3KNew |
$1.26M - $1.27M
|
25.3K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1K- 78.8% |
$49.6K - $50.3K
|
269
$13.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.28K+ 26.24% |
$162K - $165K
|
15.8K
$798K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-523- 2.42% |
$25.9K - $26.3K
|
21.1K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2New |
$99.2 - $101
|
2
$101
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
65.5KNew |
$3.25M - $3.3M
|
65.5K
$3.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 10.89% |
$4.96K - $5.03K
|
818
$41.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
150+ 2.93% |
$7.44K - $7.54K
|
5.27K
$267K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
8+ 0.13% |
$397 - $402
|
5.99K
$304K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-25- 1.18% |
$1.24K - $1.26K
|
2.1K
$106K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
567+ 8.94% |
$28.1K - $28.5K
|
6.91K
$350K
|
|
|
Jan 23, 2025
Q4 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
11.9K+ 3.1% |
$589K - $597K
|
396K
$20M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
58+ 1.09% |
$2.88K - $2.92K
|
5.38K
$273K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-8.55K- 63.65% |
$424K - $430K
|
4.88K
$247K
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
279KNew |
$13.9M - $14M
|
279K
$14.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.2KNew |
$208K - $211K
|
4.2K
$213K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
7+ 0.15% |
$347 - $352
|
4.53K
$229K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
37New |
$1.82K - $1.87K
|
37
$1.87K
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-735- 13.06% |
$36.1K - $37.1K
|
4.89K
$248K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-284- 4.69% |
$13.9K - $14.3K
|
5.77K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
6.14KNew |
$301K - $310K
|
6.14K
$311K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-181- 48.53% |
$8.88K - $9.13K
|
192
$9.73K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
5.1KNew |
$250K - $257K
|
5.1K
$259K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.47K- 63.96% |
$121K - $125K
|
1.39K
$70.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-900- 40.91% |
$44.2K - $45.4K
|
1.3K
$65.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
62New |
$3.04K - $3.13K
|
62
$3.14K
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-5.74K- 51.53% |
$282K - $290K
|
5.4K
$274K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-107- 2.54% |
$5.25K - $5.4K
|
4.11K
$208K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.3K+ 3.34% |
$1.54M - $1.58M
|
969K
$49.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-576- 0.61% |
$28.3K - $29.1K
|
93.1K
$4.72M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.01K- 4.71% |
$98.7K - $101K
|
40.7K
$2.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
175New |
$8.59K - $8.83K
|
175
$8.87K
|
|