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
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1K- 78.8% |
$49.6K - $50.3K
|
269
$13.5K
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-898- 5.86% |
$44.5K - $45.2K
|
14.4K
$723K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-770- 2.41% |
$38.2K - $38.7K
|
31.2K
$1.57M
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-728- 9.79% |
$36.1K - $36.6K
|
6.71K
$337K
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-680- 12.29% |
$33.7K - $34.2K
|
4.85K
$244K
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-627- 0.27% |
$31.1K - $31.5K
|
232K
$11.6M
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-523- 2.42% |
$25.9K - $26.3K
|
21.1K
$1.06M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-501- 3.04% |
$24.8K - $25.2K
|
16K
$801K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-468- 3.67% |
$23.2K - $23.5K
|
12.3K
$616K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-408- 0.19% |
$20.2K - $20.5K
|
219K
$11M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-312- 7.06% |
$15.5K - $15.7K
|
4.11K
$206K
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-293- 3.6% |
$14.5K - $14.7K
|
7.84K
$393K
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-288- 4.6% |
$14.3K - $14.5K
|
5.97K
$300K
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-267- 1.91% |
$13.2K - $13.4K
|
13.7K
$690K
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-254- 0.59% |
$12.6K - $12.8K
|
43.1K
$2.16M
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-168- 3.01% |
$8.33K - $8.45K
|
5.42K
$272K
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-140- 1.93% |
$6.94K - $7.04K
|
7.13K
$358K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-137- 1.07% |
$6.79K - $6.89K
|
12.6K
$634K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 10.89% |
$4.96K - $5.03K
|
818
$41K
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-83- 16.57% |
$4.12K - $4.17K
|
418
$21K
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-49- 81.67% |
$2.43K - $2.46K
|
11
$552
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-48- 85.71% |
$2.38K - $2.41K
|
8
$401
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-48- 0.27% |
$2.38K - $2.41K
|
17.7K
$889K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-30- 0.37% |
$1.49K - $1.51K
|
8.04K
$403K
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-29- 0.36% |
$1.44K - $1.46K
|
8.04K
$403K
|
|
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
$1.14M
|
|
Q3 2024 | |||||||
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-33.5K- 32.99% |
$1.64M - $1.69M
|
68K
$3.41M
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-5.74K- 51.53% |
$282K - $290K
|
5.4K
$271K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.47K- 63.96% |
$121K - $125K
|
1.39K
$69.9K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.17K- 51.62% |
$106K - $109K
|
2.03K
$102K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.01K- 4.71% |
$98.7K - $101K
|
40.7K
$2.04M
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-900- 40.91% |
$44.2K - $45.4K
|
1.3K
$65.2K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-887- 11.82% |
$43.5K - $44.7K
|
6.62K
$332K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-763- 39.25% |
$37.4K - $38.5K
|
1.18K
$59.3K
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-735- 13.06% |
$36.1K - $37.1K
|
4.89K
$246K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-576- 0.61% |
$28.3K - $29.1K
|
93.1K
$4.67M
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-408- 2.23% |
$20K - $20.6K
|
17.9K
$899K
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-284- 4.69% |
$13.9K - $14.3K
|
5.77K
$290K
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-222- 1.99% |
$10.9K - $11.2K
|
10.9K
$549K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-210- 4.57% |
$10.3K - $10.6K
|
4.39K
$220K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-181- 48.53% |
$8.88K - $9.13K
|
192
$9.63K
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-107- 2.54% |
$5.25K - $5.4K
|
4.11K
$206K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 33.33% |
$4.91K - $5.04K
|
200
$10K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-59- 36.65% |
$2.9K - $2.98K
|
102
$5.12K
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-38- 30.16% |
$1.86K - $1.92K
|
88
$4.42K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-132K- 100.0% |
$6.45M - $6.52M
|
1
$50.2
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-30.2K- 51.35% |
$1.47M - $1.49M
|
28.6K
$1.44M
|
|
Aug 13, 2024
Q2 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-7.88K- 18.51% |
$384K - $388K
|
34.7K
$1.74M
|
|
Aug 08, 2024
Q2 2024
|
Barings LLC
|
SELL
|
- |
-2.97K- 27.36% |
$145K - $146K
|
7.88K
$396K
|