Purchases and Sales Made in Q4 2024 in Ishares 0 5 Year Investment Gr (SLQD)
This table provides information about the institutional ownership of Ishares 0 5 Year Investment Gr (SLQD) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES 0-5 YEAR INVESTMENT GR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
1.42M+ 4828.49% |
$70.4M - $71.4M
|
1.45M
$72.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
631KNew |
$31.3M - $31.7M
|
631K
$31.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
297K+ 88.87% |
$14.7M - $14.9M
|
631K
$31.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
279KNew |
$13.9M - $14M
|
279K
$14M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
194K+ 30.21% |
$9.61M - $9.75M
|
835K
$41.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
184K+ 20.62% |
$9.11M - $9.24M
|
1.07M
$53.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
73.2K+ 106.68% |
$3.63M - $3.68M
|
142K
$7.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
53.6KNew |
$2.66M - $2.69M
|
53.6K
$2.68M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
42.8KNew |
$2.12M - $2.15M
|
42.8K
$2.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
36.4K+ 3.59% |
$1.81M - $1.83M
|
1.05M
$52.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
31.3K+ 62.89% |
$1.55M - $1.57M
|
81K
$4.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
15.1K+ 4.22% |
$746K - $757K
|
372K
$18.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
13.1K+ 5.27% |
$648K - $658K
|
261K
$13.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
11.9K+ 3.1% |
$589K - $597K
|
396K
$19.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.2K+ 26.63% |
$456K - $462K
|
43.7K
$2.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.61K+ 106.11% |
$427K - $433K
|
16.7K
$836K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
7.69K+ 19.61% |
$381K - $387K
|
46.9K
$2.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
5.64K+ 45.65% |
$279K - $283K
|
18K
$900K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
5.32KNew |
$264K - $267K
|
5.32K
$266K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.54K+ 6.04% |
$225K - $228K
|
79.8K
$3.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.42K+ 3.97% |
$219K - $222K
|
116K
$5.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.2KNew |
$208K - $211K
|
4.2K
$210K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
3.86K+ 1.67% |
$191K - $194K
|
234K
$11.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.48K+ 3.39% |
$172K - $175K
|
106K
$5.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.81KNew |
$139K - $141K
|
2.81K
$141K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.78K+ 13.01% |
$138K - $140K
|
24.2K
$1.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
2.76K+ 18.01% |
$137K - $139K
|
18.1K
$905K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.71K+ 35.81% |
$135K - $136K
|
10.3K
$515K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2.36K+ 20.05% |
$117K - $119K
|
14.1K
$706K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
721+ 18.13% |
$35.7K - $36.3K
|
4.7K
$235K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
661+ 0.61% |
$32.8K - $33.2K
|
110K
$5.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
567+ 8.94% |
$28.1K - $28.5K
|
6.91K
$345K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
385+ 1.34% |
$19.1K - $19.4K
|
29.1K
$1.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
173New |
$8.58K - $8.7K
|
173
$8.65K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
133+ 0.69% |
$6.59K - $6.69K
|
19.4K
$972K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
100+ 1.03% |
$4.96K - $5.03K
|
9.79K
$489K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
78+ 0.61% |
$3.87K - $3.92K
|
12.8K
$640K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
58+ 1.09% |
$2.88K - $2.92K
|
5.38K
$269K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
8+ 0.13% |
$397 - $402
|
5.99K
$300K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
7+ 0.15% |
$347 - $352
|
4.53K
$226K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$49.6 - $50.3
|
22.5K
$1.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 1.67% |
$49.6 - $50.3
|
61
$3.05K
|
|
|
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
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-48- 0.27% |
$2.38K - $2.41K
|
17.7K
$886K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-137- 1.07% |
$6.79K - $6.89K
|
12.6K
$632K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-168- 3.01% |
$8.33K - $8.45K
|
5.42K
$271K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-254- 0.59% |
$12.6K - $12.8K
|
43.1K
$2.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-267- 1.91% |
$13.2K - $13.4K
|
13.7K
$688K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-288- 4.6% |
$14.3K - $14.5K
|
5.97K
$299K
|