Latest Institutional Purchases of Ishares 0 5 Year Investment Gr (SLQD)

SLQD Quotes by TradingView

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 14, 2023 Q4 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
2.9K
New
$136K - $140K
2.9K $145K
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
1.51K
+ 41.4%
$70.7K - $72.5K
5.14K $257K
Jan 27, 2023 Q4 2022
Pfg Advisors

BUY
 -
992
+ 3.5%
$46.6K - $47.8K
29.3K $1.46M
Feb 10, 2023 Q4 2022
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
896
+ 19.86%
$42.1K - $43.1K
5.41K $270K
Feb 14, 2023 Q4 2022
Patriot Investment Management Inc.

BUY
 -
800
New
$37.6K - $38.5K
800 $40K
Jan 30, 2023 Q4 2022
Security Financial Services, Inc.

BUY
 -
402
+ 3.19%
$18.9K - $19.4K
13K $650K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
155
New
$7.28K - $7.46K
155 $7.74K
Jan 27, 2023 Q4 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
146
+ 0.27%
$6.86K - $7.03K
53.6K $2.68M
Feb 10, 2023 Q4 2022
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
75
New
$3.52K - $3.61K
75 $3.75K
Feb 14, 2023 Q4 2022
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
62
New
$2.91K - $2.98K
62 $3.1K
Q3 2022
Nov 14, 2022 Q3 2022
Sei Investments CO

Oaks, PA
BUY
 -
452K
New
$21.4M - $22.2M
452K $22.6M
Nov 08, 2022 Q3 2022
New York State Common Retirement Fund

BUY
 -
376K
New
$17.8M - $18.4M
376K $18.8M
Oct 14, 2022 Q3 2022
Collective Family Office LLC

BUY
 -
13K
+ 31.13%
$613K - $637K
54.7K $2.73M
Nov 15, 2022 Q3 2022
Blue Edge Capital, LLC

Richmond, VA
BUY
 -
5.9K
New
$279K - $289K
5.9K $294K
Nov 14, 2022 Q3 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
5.66K
New
$267K - $278K
5.66K $282K
Nov 14, 2022 Q3 2022
Bokf, Na

Tulsa, OK
BUY
 -
4.27K
New
$202K - $209K
4.27K $213K
Oct 05, 2022 Q3 2022
American National Bank

BUY
 -
1.56K
New
$73.8K - $76.6K
1.56K $78K
Oct 05, 2022 Q3 2022
Centric Wealth Management

BUY
 -
1.28K
+ 28.42%
$60.5K - $62.8K
5.78K $289K
Nov 17, 2022 Q3 2022
Central Trust CO

Jefferson City, MO
BUY
 -
1.25K
+ 83.33%
$59.1K - $61.3K
2.75K $137K
Nov 10, 2022 Q3 2022
Endowment Wealth Management, Inc.

Appleton, WI
BUY
 -
989
+ 11.0%
$46.8K - $48.5K
9.98K $498K
Nov 14, 2022 Q3 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
678
+ 8.81%
$32.1K - $33.3K
8.37K $418K
Dec 28, 2022 Q3 2022
Headinvest, LLC

Portland, ME
BUY
 -
400
+ 8.97%
$18.9K - $19.6K
4.86K $243K
Nov 09, 2022 Q3 2022
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
205
+ 0.81%
$9.69K - $10.1K
25.4K $1.27M
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
BUY
 -
200
+ 0.34%
$9.46K - $9.81K
59.5K $2.97M
Q2 2022
Jul 15, 2022 Q2 2022
Five Oceans Advisors

BUY
 -
18.7K
New
$897K - $923K
18.7K $936K
Aug 01, 2022 Q2 2022
Bray Capital Advisors

BUY
 -
9.95K
+ 568.29%
$476K - $490K
11.7K $584K
Jul 11, 2022 Q2 2022
Prosperity Planning, Inc.

BUY
 -
4.22K
New
$202K - $208K
4.22K $211K
Jul 22, 2022 Q2 2022
Arjuna Capital

BUY
 -
3.99K
New
$191K - $197K
3.99K $199K
Aug 09, 2022 Q2 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
2K
New
$95.7K - $98.6K
2K $99.9K
Jul 27, 2022 Q2 2022
Clear Creek Financial Management, LLC

BUY
 -
1.46K
+ 32.89%
$69.9K - $72K
5.9K $295K
Jul 29, 2022 Q2 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
392
New
$18.8K - $19.3K
392 $19.6K
Aug 02, 2022 Q2 2022
First Horizon Advisors, Inc.

BUY
 -
90
New
$4.31K - $4.44K
90 $4.49K
Jul 19, 2022 Q2 2022
Heritage Financial Services, LLC

BUY
 -
74
New
$3.54K - $3.65K
74 $3.7K
Q1 2022
May 17, 2022 Q1 2022
Meiji Yasuda Life Insurance CO

Tokyo, M0
BUY
 -
156K
New
$7.69M - $7.98M
156K $7.81M
May 12, 2022 Q1 2022
Verity Asset Management, Inc.

Durham, NC
BUY
 -
109K
New
$5.38M - $5.58M
109K $5.46M
May 09, 2022 Q1 2022
Bank Of Nova Scotia

BUY
 -
3.35K
+ 66.17%
$165K - $171K
8.41K $420K
Apr 29, 2022 Q1 2022
Clearview Wealth Advisors LLC

BUY
 -
413
+ 108.12%
$20.3K - $21.1K
795 $39.7K
Apr 19, 2022 Q1 2022
Joseph P. Lucia & Associates, LLC

BUY
 -
145
New
$7.13K - $7.4K
145 $7.24K
Apr 29, 2022 Q1 2022
Tci Wealth Advisors, Inc.

BUY
 -
13
+ 3.06%
$639 - $663
438 $21.9K
Q4 2021
Jan 21, 2022 Q4 2021
Financial Council Asset Management Inc

BUY
 -
4.03K
New
$206K - $208K
4.03K $201K
Jan 31, 2022 Q4 2021
Bourgeon Capital Management LLC

BUY
 -
300
+ 17.62%
$15.3K - $15.5K
2K $100K
Q3 2021
Nov 15, 2021 Q3 2021
Abrdn PLC

BUY
 -
310K
New
$16M - $16.1M
310K $15.5M
Nov 05, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
10K
New
$517K - $519K
10K $499K
Nov 03, 2021 Q3 2021
Gfs Advisors, LLC

BUY
 -
9.6K
New
$496K - $498K
9.6K $479K
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
2.74K
New
$141K - $142K
2.74K $137K
Q2 2021
Aug 13, 2021 Q2 2021
Advisor Resource Council

BUY
 -
47
New
$2.43K - $2.44K
47 $2.35K
Q4 2020
Jan 12, 2021 Q4 2020
Mcia Inc

BUY
 -
120K
New
$6.24M - $6.27M
120K $5.99M
Feb 01, 2021 Q4 2020
Sheaff Brock Investment Advisors, LLC

BUY
 -
6K
New
$312K - $313K
6K $300K
Sep 05, 2023 Q4 2020
Artemis Wealth Advisors, LLC

BUY
 -
0
New
$0 - $0
0 $0

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