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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-7.59K- 59.28% |
$356K - $365K
|
5.21K
$260K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.68K- 99.81% |
$126K - $129K
|
5
$249
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.69KNew |
$267K - $274K
|
5.69K
$283K
|
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
29.3KNew |
$1.38M - $1.41M
|
29.3K
$1.46M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-18.7K- 76.21% |
$880K - $902K
|
5.85K
$292K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6K+ 62.51% |
$282K - $289K
|
15.6K
$778K
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
402+ 3.19% |
$18.9K - $19.4K
|
13K
$649K
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
146+ 0.27% |
$6.86K - $7.03K
|
53.6K
$2.67M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
992+ 3.5% |
$46.6K - $47.8K
|
29.3K
$1.46M
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-58- 1.15% |
$2.72K - $2.79K
|
5K
$249K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-980- 5.67% |
$46K - $47.2K
|
16.3K
$812K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-29.8K- 18.76% |
$1.4M - $1.44M
|
129K
$6.44M
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
BUY
|
- |
11.4K+ 194.75% |
$537K - $550K
|
17.3K
$862K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-76- 1.28% |
$3.57K - $3.66K
|
5.86K
$292K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-360- 26.47% |
$16.9K - $17.3K
|
1K
$49.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-258- 91.81% |
$12.1K - $12.4K
|
23
$1.15K
|
|
| Q3 2022 | |||||||
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
400+ 8.97% |
$18.9K - $19.6K
|
4.86K
$242K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.25K+ 83.33% |
$59.1K - $61.3K
|
2.75K
$137K
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-484- 8.07% |
$22.9K - $23.7K
|
5.51K
$275K
|
|
|
Nov 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
5.9KNew |
$279K - $289K
|
5.9K
$294K
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.27KNew |
$202K - $209K
|
4.27K
$213K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-3.6K- 17.47% |
$170K - $177K
|
17K
$848K
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
452KNew |
$21.4M - $22.2M
|
452K
$22.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-447- 42.09% |
$21.1K - $21.9K
|
615
$30.7K
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-167K- 14.53% |
$7.91M - $8.21M
|
984K
$49.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
678+ 8.81% |
$32.1K - $33.3K
|
8.37K
$417K
|
|
|
Nov 14, 2022
Q3 2022
|
Wills Financial Group, Inc.
|
SELL
|
- |
-6.86K- 52.0% |
$325K - $337K
|
6.34K
$316K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
200+ 0.34% |
$9.46K - $9.81K
|
59.5K
$2.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.66KNew |
$267K - $278K
|
5.66K
$282K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-56- 14.18% |
$2.65K - $2.75K
|
339
$16.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
989+ 11.0% |
$46.8K - $48.5K
|
9.98K
$497K
|
|
|
Nov 10, 2022
Q3 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.22MNew |
$57.6M - $59.8M
|
1.22M
$60.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
SELL
|
- |
-10.5K- 35.53% |
$497K - $516K
|
19.1K
$951K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
205+ 0.81% |
$9.69K - $10.1K
|
25.4K
$1.27M
|
|
|
Nov 08, 2022
Q3 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
376KNew |
$17.8M - $18.4M
|
376K
$18.7M
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-1.12K- 20.59% |
$52.8K - $54.8K
|
4.31K
$215K
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
BUY
|
- |
13K+ 31.13% |
$613K - $637K
|
54.7K
$2.72M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-206- 4.57% |
$9.74K - $10.1K
|
4.3K
$214K
|
|
|
Oct 11, 2022
Q3 2022
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-1.33K- 15.74% |
$62.7K - $65.1K
|
7.1K
$354K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-4.13K- 11.56% |
$195K - $203K
|
31.6K
$1.58M
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
1.56KNew |
$73.8K - $76.6K
|
1.56K
$77.8K
|
|
|
Oct 05, 2022
Q3 2022
|
Centric Wealth Management
|
BUY
|
- |
1.28K+ 28.42% |
$60.5K - $62.8K
|
5.78K
$288K
|
|
| Q2 2022 | |||||||
|
Aug 25, 2022
Q2 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-3.36KClosed |
$161K - $166K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-400Closed |
$19.1K - $19.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-8.84KClosed |
$423K - $436K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.95K+ 42.13% |
$141K - $146K
|
9.96K
$496K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-4.61K- 26.03% |
$221K - $227K
|
13.1K
$654K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-157KClosed |
$7.49M - $7.71M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-34.2KClosed |
$1.64M - $1.69M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-2KClosed |
$95.7K - $98.6K
|
0
$0
|
|