Purchases and Sales Made in Q4 2025 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 2025. 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 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
326K+ 18.63% |
$16.5M - $16.6M
|
2.08M
$105M
|
|
|
Jan 21, 2026
Q4 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
52K+ 7.61% |
$2.63M - $2.65M
|
736K
$37.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
49.1K+ 6.12% |
$2.48M - $2.5M
|
850K
$43.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
38.7K+ 129.42% |
$1.96M - $1.97M
|
68.6K
$3.47M
|
|
|
Jan 12, 2026
Q4 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
13.9K+ 3.09% |
$701K - $706K
|
463K
$23.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
11.4K+ 25.58% |
$578K - $582K
|
56.1K
$2.84M
|
|
|
Jan 16, 2026
Q4 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
11.3K+ 31.43% |
$572K - $576K
|
47.3K
$2.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
7.12KNew |
$360K - $362K
|
7.12K
$360K
|
|
|
Jan 27, 2026
Q4 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.38K+ 4.57% |
$120K - $121K
|
54.4K
$2.76M
|
|
|
Jan 22, 2026
Q4 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.02K+ 3.59% |
$102K - $103K
|
58.3K
$2.95M
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.71K+ 9.56% |
$86.5K - $87.1K
|
19.6K
$993K
|
|
|
Jan 26, 2026
Q4 2025
|
American Wealth Advisors, LLC
Johns Creek, GA |
BUY
|
- |
1.36K+ 3.33% |
$68.9K - $69.3K
|
42.3K
$2.14M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
492+ 2.1% |
$24.9K - $25.1K
|
23.9K
$1.21M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
343New |
$17.4K - $17.5K
|
343
$17.4K
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
323+ 1.3% |
$16.3K - $16.5K
|
25.2K
$1.28M
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
BUY
|
- |
153+ 0.78% |
$7.74K - $7.79K
|
19.9K
$1.01M
|
|
|
Jan 23, 2026
Q4 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
3+ 1.34% |
$152 - $153
|
227
$11.5K
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
BUY
|
- |
1+ 0.01% |
$50.6 - $50.9
|
8.07K
$409K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-25- 0.35% |
$1.26K - $1.27K
|
7.14K
$362K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-42- 0.36% |
$2.12K - $2.14K
|
11.6K
$586K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-66- 4.2% |
$3.34K - $3.36K
|
1.5K
$76.2K
|
|
|
Jan 27, 2026
Q4 2025
|
Portus Wealth Advisors, LLC
Charlotte, NC |
SELL
|
- |
-117- 0.26% |
$5.92K - $5.96K
|
45.2K
$2.29M
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-384- 5.45% |
$19.4K - $19.6K
|
6.67K
$338K
|
|
|
Jan 15, 2026
Q4 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-430- 3.05% |
$21.8K - $21.9K
|
13.7K
$693K
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-524- 10.14% |
$26.5K - $26.7K
|
4.64K
$235K
|
|
|
Jan 20, 2026
Q4 2025
|
Semitam Bonam LLC
Goshen, NY |
SELL
|
- |
-632- 11.34% |
$32K - $32.2K
|
4.94K
$250K
|
|
|
Jan 23, 2026
Q4 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-1.18K- 8.79% |
$59.6K - $60K
|
12.2K
$619K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.2K- 88.14% |
$111K - $112K
|
296
$15K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.21K- 3.58% |
$162K - $164K
|
86.6K
$4.39M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3.54K- 3.79% |
$179K - $180K
|
89.9K
$4.55M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-3.95K- 4.04% |
$200K - $201K
|
93.9K
$4.76M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.29K- 16.66% |
$318K - $320K
|
31.5K
$1.59M
|
|
|
Jan 23, 2026
Q4 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-7.05K- 4.51% |
$356K - $359K
|
149K
$7.55M
|
|
|
Jan 27, 2026
Q4 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-14.7K- 18.54% |
$741K - $746K
|
64.4K
$3.26M
|
|
|
Jan 23, 2026
Q4 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-24.4K- 29.64% |
$1.23M - $1.24M
|
57.9K
$2.93M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-95.3K- 87.3% |
$4.82M - $4.85M
|
13.9K
$702K
|
|
|
Jan 23, 2026
Q4 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-402K- 46.31% |
$20.3M - $20.5M
|
466K
$23.6M
|
|