Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-77.1K- 27.42% |
$3.82M - $3.88M
|
204K
$10.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-46.7K- 36.63% |
$2.32M - $2.35M
|
80.8K
$4.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-38.9K- 57.11% |
$1.93M - $1.96M
|
29.2K
$1.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-37.1K- 15.83% |
$1.84M - $1.86M
|
197K
$9.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-30.4K- 43.52% |
$1.51M - $1.53M
|
39.4K
$1.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-28.4K- 17.12% |
$1.41M - $1.43M
|
138K
$6.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-14.3K- 5.3% |
$709K - $719K
|
256K
$12.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-10.4K- 35.77% |
$516K - $523K
|
18.7K
$931K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.61K- 63.82% |
$477K - $483K
|
5.45K
$272K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-8.55K- 63.65% |
$424K - $430K
|
4.88K
$243K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-5.01K- 15.59% |
$248K - $252K
|
27.1K
$1.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-4.47K- 4.36% |
$222K - $225K
|
98K
$4.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-4.43K- 12.07% |
$219K - $222K
|
32.2K
$1.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.87K- 46.2% |
$192K - $195K
|
4.51K
$225K
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-3.79K- 37.87% |
$188K - $190K
|
6.21K
$310K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-3.67K- 23.61% |
$182K - $185K
|
11.9K
$592K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.16K- 5.63% |
$156K - $159K
|
52.9K
$2.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.8K- 2.12% |
$139K - $141K
|
130K
$6.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-2.8K- 18.59% |
$139K - $141K
|
12.3K
$611K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.63K- 34.84% |
$130K - $132K
|
4.92K
$245K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.31K- 2.14% |
$114K - $116K
|
105K
$5.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.21K- 13.42% |
$110K - $111K
|
14.3K
$712K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.92K- 14.19% |
$95K - $96.4K
|
11.6K
$578K
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-1.17K- 14.03% |
$58.1K - $58.9K
|
7.18K
$358K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-898- 5.86% |
$44.5K - $45.2K
|
14.4K
$719K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-770- 2.41% |
$38.2K - $38.7K
|
31.2K
$1.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-680- 12.29% |
$33.7K - $34.2K
|
4.85K
$242K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-523- 2.42% |
$25.9K - $26.3K
|
21.1K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-501- 3.04% |
$24.8K - $25.2K
|
16K
$796K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-468- 3.67% |
$23.2K - $23.5K
|
12.3K
$612K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-408- 0.19% |
$20.2K - $20.5K
|
219K
$10.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-293- 3.6% |
$14.5K - $14.7K
|
7.84K
$390K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-288- 4.6% |
$14.3K - $14.5K
|
5.97K
$298K
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-267- 1.91% |
$13.2K - $13.4K
|
13.7K
$685K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-254- 0.59% |
$12.6K - $12.8K
|
43.1K
$2.15M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-168- 3.01% |
$8.33K - $8.45K
|
5.42K
$270K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-137- 1.07% |
$6.79K - $6.89K
|
12.6K
$629K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 10.89% |
$4.96K - $5.03K
|
818
$40.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-48- 85.71% |
$2.38K - $2.41K
|
8
$399
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-48- 0.27% |
$2.38K - $2.41K
|
17.7K
$883K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-29- 0.36% |
$1.44K - $1.46K
|
8.04K
$401K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-25- 1.18% |
$1.24K - $1.26K
|
2.1K
$105K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-25- 0.11% |
$1.24K - $1.26K
|
22.7K
$1.13M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-119K- 14.17% |
$5.81M - $5.98M
|
718K
$35.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-88.4K- 32.32% |
$4.34M - $4.46M
|
185K
$9.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-72.6K- 49.33% |
$3.56M - $3.66M
|
74.6K
$3.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-69.2K- 42.15% |
$3.4M - $3.49M
|
95K
$4.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-33.5K- 32.99% |
$1.64M - $1.69M
|
68K
$3.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-29K- 52.22% |
$1.42M - $1.46M
|
26.5K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-24.7K- 4.94% |
$1.21M - $1.25M
|
475K
$23.7M
|
|