Latest Institutional Purchases of Ishares 0 5 Year Investment Gr (SLQD)
This list provides information on the latest institutional transactions involving Ishares 0 5 Year Investment Gr (SLQD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
150+ 2.93% |
$7.44K - $7.54K
|
5.27K
$263K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
133+ 0.69% |
$6.59K - $6.69K
|
19.4K
$971K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
111+ 1.9% |
$5.5K - $5.58K
|
5.94K
$297K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
100+ 1.03% |
$4.96K - $5.03K
|
9.79K
$489K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
78+ 0.61% |
$3.87K - $3.92K
|
12.8K
$639K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
59+ 0.38% |
$2.93K - $2.97K
|
15.4K
$771K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
58+ 1.09% |
$2.88K - $2.92K
|
5.38K
$269K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
23+ 0.07% |
$1.14K - $1.16K
|
35.1K
$1.75M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
8+ 0.13% |
$397 - $402
|
5.99K
$299K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
7+ 0.15% |
$347 - $352
|
4.53K
$226K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2New |
$99.2 - $101
|
2
$99.9
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 1.67% |
$49.6 - $50.3
|
61
$3.05K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$49.6 - $50.3
|
22.5K
$1.12M
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
190KNew |
$9.34M - $9.6M
|
190K
$9.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
69.6KNew |
$3.42M - $3.51M
|
69.6K
$3.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.3K+ 3.34% |
$1.54M - $1.58M
|
969K
$48.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
20.9KNew |
$1.02M - $1.05M
|
20.9K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
6.14KNew |
$301K - $310K
|
6.14K
$307K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
6.08KNew |
$299K - $307K
|
6.08K
$304K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
5.1KNew |
$250K - $257K
|
5.1K
$255K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
547+ 25.56% |
$26.8K - $27.6K
|
2.69K
$134K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
500New |
$24.5K - $25.2K
|
500
$25K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
414+ 1.79% |
$20.3K - $20.9K
|
23.5K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
220+ 20.09% |
$10.8K - $11.1K
|
1.32K
$65.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
175New |
$8.59K - $8.83K
|
175
$8.74K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
62New |
$3.04K - $3.13K
|
62
$3.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
37New |
$1.82K - $1.87K
|
37
$1.85K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
128K+ 287.93% |
$6.22M - $6.29M
|
172K
$8.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
21.5K+ 14.28% |
$1.05M - $1.06M
|
172K
$8.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.41KNew |
$312K - $316K
|
6.41K
$320K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.52KNew |
$123K - $124K
|
2.52K
$126K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
774+ 2.76% |
$37.7K - $38.1K
|
28.8K
$1.44M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
586New |
$28.6K - $28.9K
|
586
$29.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
108New |
$5.27K - $5.32K
|
108
$5.39K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
100New |
$4.88K - $4.93K
|
100
$4.99K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
84New |
$4.1K - $4.14K
|
84
$4.19K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
34+ 0.91% |
$1.66K - $1.68K
|
3.79K
$189K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
81.6KNew |
$3.99M - $4.03M
|
81.6K
$4.07M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
70.4K+ 261.46% |
$3.45M - $3.48M
|
97.3K
$4.86M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
47.1K+ 42.53% |
$2.31M - $2.33M
|
158K
$7.89M
|
|
|
May 15, 2024
Q1 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
26.9KNew |
$1.32M - $1.33M
|
26.9K
$1.34M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
13.1KNew |
$642K - $647K
|
13.1K
$655K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
5.7KNew |
$279K - $281K
|
5.7K
$285K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
5.63KNew |
$276K - $278K
|
5.63K
$281K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.78KNew |
$234K - $236K
|
4.78K
$238K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.15KNew |
$203K - $205K
|
4.15K
$207K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.45KNew |
$120K - $121K
|
2.45K
$122K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.96KNew |
$96K - $96.7K
|
1.96K
$97.9K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.47K+ 6.32% |
$71.9K - $72.5K
|
24.7K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
862+ 160.22% |
$42.2K - $42.5K
|
1.4K
$69.9K
|
|