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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2022
Q2 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-5.32KClosed |
$255K - $262K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-2.24KClosed |
$107K - $110K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
90New |
$4.31K - $4.44K
|
90
$4.5K
|
|
|
Aug 01, 2022
Q2 2022
|
Bray Capital Advisors
|
BUY
|
- |
9.95K+ 568.29% |
$476K - $490K
|
11.7K
$585K
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.32KClosed |
$350K - $361K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
392New |
$18.8K - $19.3K
|
392
$19.6K
|
|
|
Jul 28, 2022
Q2 2022
|
Dagco, Inc.
|
SELL
|
- |
-3.08K- 2.17% |
$147K - $152K
|
139K
$6.95M
|
|
|
Jul 27, 2022
Q2 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-13.9KClosed |
$666K - $686K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.46K+ 32.89% |
$69.9K - $72K
|
5.9K
$295K
|
|
|
Jul 27, 2022
Q2 2022
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-4.61KClosed |
$221K - $227K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-423KClosed |
$20.3M - $20.9M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.4K- 0.45% |
$67K - $69K
|
310K
$15.5M
|
|
|
Jul 22, 2022
Q2 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-10.6KClosed |
$509K - $524K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-3.26K- 3.99% |
$156K - $161K
|
78.3K
$3.92M
|
|
|
Jul 22, 2022
Q2 2022
|
Arjuna Capital
|
BUY
|
- |
3.99KNew |
$191K - $197K
|
3.99K
$200K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
74New |
$3.54K - $3.65K
|
74
$3.7K
|
|
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
BUY
|
- |
18.7KNew |
$897K - $923K
|
18.7K
$937K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1KClosed |
$47.9K - $49.3K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-628- 5.29% |
$30.1K - $31K
|
11.2K
$562K
|
|
|
Jul 11, 2022
Q2 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
4.22KNew |
$202K - $208K
|
4.22K
$211K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-20Closed |
$957 - $986
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 02, 2022
Q1 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-24.6K- 59.16% |
$1.21M - $1.25M
|
17K
$849K
|
|
|
May 17, 2022
Q1 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
156KNew |
$7.69M - $7.98M
|
156K
$7.82M
|
|
|
May 17, 2022
Q1 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-30.3KClosed |
$1.49M - $1.55M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-696Closed |
$34.2K - $35.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8KClosed |
$394K - $408K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-4.93KClosed |
$242K - $251K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-12.2KClosed |
$598K - $620K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
109KNew |
$5.38M - $5.58M
|
109K
$5.47M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-7.21KClosed |
$355K - $368K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
3.35K+ 66.17% |
$165K - $171K
|
8.41K
$421K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-19.6KClosed |
$964K - $1M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-40- 4.79% |
$1.97K - $2.04K
|
795
$39.8K
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-17.2KClosed |
$846K - $877K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-10.4KClosed |
$512K - $531K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Conning Inc.
|
SELL
|
- |
-115KClosed |
$5.68M - $5.89M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
413+ 108.12% |
$20.3K - $21.1K
|
795
$39.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-3.81KClosed |
$187K - $194K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-17.2KClosed |
$846K - $877K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
13+ 3.06% |
$639 - $663
|
438
$21.9K
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-45.8KClosed |
$2.25M - $2.34M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-11.1KClosed |
$548K - $568K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-10.8KClosed |
$530K - $550K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-10.5KClosed |
$515K - $534K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
145New |
$7.13K - $7.4K
|
145
$7.25K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-2.47KClosed |
$121K - $126K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-15.9KClosed |
$809K - $820K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-102Closed |
$5.2K - $5.27K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$51 - $51.7
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-2.04KClosed |
$104K - $105K
|
0
$0
|
|