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 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-1.42M- 97.99% |
$70.4M - $71.4M
|
29.1K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.03M- 55.94% |
$50.9M - $51.6M
|
808K
$40.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-246K- 97.73% |
$12.2M - $12.4M
|
5.73K
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-162K- 50.63% |
$8.04M - $8.16M
|
158K
$7.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-127K- 10.41% |
$6.29M - $6.38M
|
1.09M
$54.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-77.1K- 27.42% |
$3.82M - $3.88M
|
204K
$10.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-58.3K- 37.48% |
$2.89M - $2.93M
|
97.3K
$4.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-54K- 66.29% |
$2.68M - $2.72M
|
27.5K
$1.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-46.7K- 36.63% |
$2.32M - $2.35M
|
80.8K
$4.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-38.9K- 57.11% |
$1.93M - $1.96M
|
29.2K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-37.1K- 15.83% |
$1.84M - $1.86M
|
197K
$9.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-30.4K- 43.52% |
$1.51M - $1.53M
|
39.4K
$1.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-28.4K- 17.12% |
$1.41M - $1.43M
|
138K
$6.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-27.4K- 10.69% |
$1.36M - $1.38M
|
229K
$11.4M
|
|
|
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 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-13.9K- 14.6% |
$689K - $699K
|
81.3K
$4.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.1K- 4.18% |
$599K - $608K
|
277K
$13.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-10.4K- 35.77% |
$516K - $523K
|
18.7K
$930K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10K- 9.66% |
$496K - $503K
|
93.6K
$4.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.61K- 63.82% |
$477K - $483K
|
5.45K
$271K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-8.55K- 63.65% |
$424K - $430K
|
4.88K
$243K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.4K- 9.67% |
$317K - $322K
|
59.8K
$2.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.82K- 4.16% |
$288K - $292K
|
134K
$6.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-5.01K- 15.59% |
$248K - $252K
|
27.1K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.89K- 18.58% |
$242K - $246K
|
21.4K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-4.47K- 4.36% |
$222K - $225K
|
98K
$4.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-4.43K- 12.07% |
$219K - $222K
|
32.2K
$1.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.87K- 46.2% |
$192K - $195K
|
4.51K
$224K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-3.87K- 0.76% |
$192K - $194K
|
503K
$25M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-3.79K- 37.87% |
$188K - $190K
|
6.21K
$309K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-3.67K- 23.61% |
$182K - $185K
|
11.9K
$592K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.47K- 2.62% |
$172K - $174K
|
129K
$6.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.16K- 5.63% |
$156K - $159K
|
52.9K
$2.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.8K- 2.12% |
$139K - $141K
|
130K
$6.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-2.8K- 18.59% |
$139K - $141K
|
12.3K
$610K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.63K- 34.84% |
$130K - $132K
|
4.92K
$245K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.48K- 3.7% |
$123K - $125K
|
64.6K
$3.21M
|
|
|
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
$711K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.11K- 11.31% |
$105K - $106K
|
16.5K
$823K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.94K- 5.59% |
$96.1K - $97.4K
|
32.8K
$1.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.92K- 14.19% |
$95K - $96.4K
|
11.6K
$577K
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-1.83K- 4.6% |
$90.6K - $91.9K
|
37.9K
$1.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.48K- 5.71% |
$73.1K - $74.2K
|
24.4K
$1.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-1.41K- 54.44% |
$69.9K - $70.9K
|
1.18K
$58.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-1.17K- 14.03% |
$58.1K - $58.9K
|
7.18K
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.12K- 9.42% |
$55.4K - $56.2K
|
10.7K
$535K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1K- 78.8% |
$49.6K - $50.3K
|
269
$13.4K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-898- 5.86% |
$44.5K - $45.2K
|
14.4K
$718K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-770- 2.41% |
$38.2K - $38.7K
|
31.2K
$1.55M
|