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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
SELL
|
- |
-193- 23.54% |
$9.61K - $9.76K
|
627
$31.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-43- 2.15% |
$2.14K - $2.18K
|
1.96K
$99.3K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-42- 2.57% |
$2.09K - $2.12K
|
1.59K
$80.6K
|
|
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-8- 0.02% |
$398 - $405
|
40.4K
$2.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2- 2.86% |
$99.6 - $101
|
68
$3.44K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-168K- 97.61% |
$8.33M - $8.44M
|
4.11K
$208K
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-15.1K- 70.48% |
$749K - $759K
|
6.32K
$320K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15.1K- 70.48% |
$749K - $759K
|
6.32K
$320K
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-1.57K- 20.03% |
$77.8K - $78.9K
|
6.27K
$317K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.25K- 89.41% |
$62K - $62.9K
|
148
$7.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.03K- 3.55% |
$51.1K - $51.8K
|
28K
$1.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-473- 9.74% |
$23.5K - $23.8K
|
4.38K
$222K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-275- 4.03% |
$13.6K - $13.8K
|
6.55K
$332K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-200- 34.78% |
$9.92K - $10.1K
|
375
$19K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 50.0% |
$4.96K - $5.03K
|
100
$5.07K
|
|
| Q4 2024 | |||||||
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-8.55K- 63.65% |
$424K - $430K
|
4.88K
$247K
|
|
|
Aug 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.87K- 46.2% |
$192K - $195K
|
4.51K
$228K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1K- 78.8% |
$49.6K - $50.3K
|
269
$13.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-523- 2.42% |
$25.9K - $26.3K
|
21.1K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 10.89% |
$4.96K - $5.03K
|
818
$41.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-83- 16.57% |
$4.12K - $4.17K
|
418
$21.2K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-49- 81.67% |
$2.43K - $2.46K
|
11
$557
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-25- 1.18% |
$1.24K - $1.26K
|
2.1K
$106K
|
|
| Q3 2024 | |||||||
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-5.74K- 51.53% |
$282K - $290K
|
5.4K
$274K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.47K- 63.96% |
$121K - $125K
|
1.39K
$70.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.01K- 4.71% |
$98.7K - $101K
|
40.7K
$2.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-900- 40.91% |
$44.2K - $45.4K
|
1.3K
$65.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-735- 13.06% |
$36.1K - $37.1K
|
4.89K
$248K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-576- 0.61% |
$28.3K - $29.1K
|
93.1K
$4.72M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-284- 4.69% |
$13.9K - $14.3K
|
5.77K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-181- 48.53% |
$8.88K - $9.13K
|
192
$9.73K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-107- 2.54% |
$5.25K - $5.4K
|
4.11K
$208K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-132K- 100.0% |
$6.45M - $6.52M
|
1
$50.7
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-30.2K- 51.35% |
$1.47M - $1.49M
|
28.6K
$1.45M
|
|
|
Oct 10, 2025
Q2 2024
|
Delta Wealth Advisors LLC
Indianapolis, IN |
SELL
|
- |
-6.38KClosed |
$311K - $315K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-636- 10.5% |
$31K - $31.3K
|
5.42K
$275K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-433- 82.48% |
$21.1K - $21.3K
|
92
$4.66K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-431- 3.2% |
$21K - $21.2K
|
13K
$661K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-16- 1.93% |
$780 - $788
|
815
$41.3K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.39K- 44.42% |
$215K - $216K
|
5.49K
$278K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.85K- 27.11% |
$90.4K - $91.2K
|
4.97K
$252K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-550- 89.43% |
$26.9K - $27.1K
|
65
$3.29K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-479- 9.01% |
$23.5K - $23.6K
|
4.84K
$245K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-105- 0.5% |
$5.14K - $5.18K
|
21.1K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-55Closed |
$2.69K - $2.71K
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-9- 0.02% |
$441 - $444
|
39.1K
$1.98M
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-31.4K- 72.12% |
$1.5M - $1.55M
|
12.1K
$615K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-6.64K- 2.63% |
$317K - $327K
|
246K
$12.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-3.05K- 40.68% |
$145K - $150K
|
4.45K
$225K
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.25K- 3.3% |
$59.6K - $61.5K
|
36.7K
$1.86M
|
|