Free Trial

iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) Institutional Ownership

iShares 0-5 Year Investment Grade Corporate Bond ETF logo
$49.62 +0.04 (+0.08%)
(As of 12/20/2024 05:16 PM ET)

Institutional Ownership Changes (13F Filings) for iShares 0-5 Year Investment Grade Corporate Bond ETF (NASDAQ:SLQD)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$24.51M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$10.25M
Get SLQD Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares 0-5 Year Investment Grade Corporate Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SLQD Institutional Buying and Selling by Quarter

iShares 0-5 Year Investment Grade Corporate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/13/2024 BNP Paribas Financial Markets2,721$137K0.0%+58.7%0.006%
11/13/2024 Private Trust Co. NA4,390$221K0.0%-4.6%0.010%
11/5/2024 Prime Capital Investment Advisors LLC7,438$375K0.0%-21.1%0.018%
10/28/2024 Creative Financial Designs Inc. ADV380,695$19.20M1.6%+6.7%0.904%
10/28/2024 Rosenberg Matthew Hamilton107,720$5.43M1.4%+16.5%0.256%
10/25/2024 Farmers & Merchants Investments Inc.1,012,704$51.07M1.6%+1.3%2.405%
10/24/2024 Arkadios Wealth Advisors12,738$642K0.0%+22.5%0.030%
10/22/2024 Sierra Capital LLC93,436$4.71M0.6%-20.0%0.222%
10/16/2024 Greenup Street Wealth Management LLC334,335$16.86M3.5%+10.0%0.797%
10/15/2024 NBC Securities Inc.2,029$102K0.0%-51.6%0.005%
8/12/2024 Waterloo Capital L.P.91,738$4.52M0.5%+340.9%0.212%
8/7/2024 Ashton Thomas Private Wealth LLC2,523$124K0.0%N/A0.006%
8/5/2024 Farmers & Merchants Investments Inc.1,000,099$49.26M1.6%-1.1%2.312%
8/3/2024 9258 Wealth Management LLC6,057$298K0.0%-9.4%0.014%
8/1/2024 TIAA Trust National Association504,976$24.87M0.1%+2.2%1.173%
8/1/2024 Summit Financial LLC90,503$4.46M0.2%-1.8%0.210%
7/30/2024 Atlas Capital Advisors LLC1,148$57K0.0%N/A0.003%
7/30/2024 Argent Advisors Inc.34,957$1.72M0.7%-3.7%0.081%
7/29/2024 Arkadios Wealth Advisors10,401$512K0.0%N/A0.024%
7/27/2024 Rosenberg Matthew Hamilton92,482$4.54M1.3%-21.1%0.215%
7/26/2024 Sierra Capital LLC116,771$5.75M0.8%+11.2%0.271%
7/11/2024Strategic Advocates LLC18,363$904K0.4%+2.4%0.043%
5/21/2024 LRI Investments LLC1,960$96K0.0%N/A0.005%
5/17/2024 Comerica Bank15,259$751K0.0%-15.7%0.035%
5/15/2024 Fairview Capital Investment Management LLC91,300$4.49M0.3%-0.5%0.212%
5/15/2024 LRI Investments LLC1,960$96K0.0%N/A0.005%
5/10/2024 TIAA Trust National Association494,105$24.33M0.1%-7.9%1.149%
5/2/2024 Argent Advisors Inc.36,305$1.79M0.7%+4.7%0.084%
5/1/2024 BNP Paribas Financial Markets1,339$66K0.0%-86.5%0.003%
4/30/2024 Camden National Bank242,186$11.92M2.1%+0.1%0.563%
4/29/2024 Sierra Capital LLC105,036$5.17M0.7%+37.7%0.244%
4/25/2024 Summit Financial LLC92,203$4.54M0.3%-14.9%0.215%
4/25/2024 Christopher J. Hasenberg Inc632$31K0.0%N/A0.001%
4/18/2024 Farmers & Merchants Investments Inc.1,011,062$49.76M1.7%+0.2%2.357%
4/5/2024 NBC Securities Inc.8,227$414K0.0%-24.8%0.018%
4/3/2024Strategic Advocates LLC17,937$883K0.3%+4.5%0.040%
2/14/2024 Vermillion & White Wealth Management Group LLC831$41K0.0%N/A0.002%
2/13/2024 Fairview Capital Investment Management LLC91,750$4.51M0.3%+5.2%0.205%
2/12/2024 Partners Capital Investment Group LLP282,946$13.92M0.3%-2.7%0.634%
2/12/2024 Camden National Bank241,938$11.90M2.2%-2.5%0.542%
Trump’s Sending THIS Crypto Higher on Purpose (Ad)

Discover the coin set to explode before 2025! Trump could trigger THIS crypto coin…

2/8/2024 Greenup Street Wealth Management LLC271,324$13.35M3.7%+9.2%0.608%
2/8/2024 Laffer Tengler Investments Inc.23,241$1.14M0.3%+25.1%0.052%
2/7/2024Strategic Advocates LLC17,157$844K0.4%+21.3%0.038%
2/7/2024 NBC Securities Inc.10,944$538K0.1%-46.7%0.025%
2/7/2024 Cary Street Partners Investment Advisory LLC42,702$2.10M0.1%-6.3%0.096%
2/7/2024 BNP Paribas Financial Markets9,918$488K0.0%+4,049.8%0.022%
2/6/2024 Summit Financial LLC108,294$5.33M0.3%+0.8%0.243%
2/5/2024 Cary Street Partners Investment Advisory LLC30,790$1.57M0.5%-32.4%0.069%
1/30/2024 Sierra Capital LLC76,287$3.75M0.6%+5.2%0.171%
1/24/2024 Private Trust Co. NA3,786$186K0.0%+87.8%0.008%
1/23/2024 Farmers & Merchants Investments Inc.1,009,315$49.66M1.8%-2.4%2.255%
1/23/2024 TIAA Trust National Association536,361$26.39M0.1%+50.2%1.199%
1/19/2024 True Link Financial Advisors LLC10,815$532K0.1%-6.1%0.024%
1/19/2024 Life Planning Partners Inc30,548$1.50M1.5%N/A0.068%
1/16/2024 Rosenberg Matthew Hamilton118,244$5.82M1.8%-1.1%0.264%
1/10/2024 Creative Financial Designs Inc. ADV315,874$15.54M1.6%+1.1%0.702%
11/15/2023 Ameriprise Financial Inc.1,855,973$89.22M0.0%+16.4%3.932%
11/13/2023 Cary Street Partners Investment Advisory LLC45,558$2.19M0.1%-11.3%0.097%
11/13/2023 Bramshill Investments LLC179,238$8.60M1.0%-1.8%0.380%
11/13/2023 Financial Engines Advisors L.L.C.153,966$7.39M0.0%-1.7%0.326%
11/9/2023 Argent Advisors Inc.36,795$1.77M0.8%+1.3%0.078%
11/8/2023 Greenup Street Wealth Management LLC248,563$11.93M3.9%+106.0%0.527%
11/8/2023 Janney Montgomery Scott LLC7,292$350K0.0%-3.3%0.015%
11/7/2023 Summit Financial LLC107,464$5.16M0.4%+5.2%0.228%
11/4/2023 NBC Securities Inc.20,531$985K0.1%N/A0.043%
11/4/2023 Camden National Bank248,086$11.91M2.4%-2.1%0.526%
10/31/2023 Sierra Capital LLC72,518$3.48M0.6%+0.6%0.154%
10/27/2023 TIAA Trust National Association357,127$17.14M0.1%N/A0.750%
10/25/2023 Farmers & Merchants Investments Inc.1,033,608$49.61M1.9%-7.2%2.171%
10/25/2023 Buffington Mohr McNeal92,440$4.44M1.0%-41.5%0.194%
10/18/2023 Private Trust Co. NA2,016$97K0.0%+406.5%0.004%
10/11/2023 Rosenberg Matthew Hamilton119,605$5.74M1.9%-27.5%0.246%
8/14/2023 Partners Capital Investment Group LLP295,244$14.23M0.3%+23.4%0.582%
8/11/2023 Baird Financial Group Inc.132,584$6.39M0.0%+32.0%0.261%
8/11/2023 Summit Financial LLC102,110$4.92M0.4%+644.2%0.201%
8/11/2023 Financial Engines Advisors L.L.C.156,559$7.55M0.0%+6.1%0.308%
8/10/2023 Cary Street Partners Investment Advisory LLC51,386$2.48M0.2%-6.1%0.101%
8/9/2023 Camden National Bank253,483$12.22M2.4%-0.1%0.499%
8/8/2023 American Money Management LLC47,498$2.29M0.6%-5.8%0.094%
8/8/2023 9258 Wealth Management LLC6,686$322K0.1%-17.0%0.013%
8/7/2023 Greenup Street Wealth Management LLC120,651$5.82M1.6%-10.5%0.238%
8/4/2023 Argent Advisors Inc.36,306$1.75M0.8%-12.6%0.072%
8/1/2023 Farmers & Merchants Investments Inc.1,113,909$53.70M2.0%-2.7%2.195%
7/31/2023 Sierra Capital LLC72,121$3.48M0.6%+11.9%0.142%
7/31/2023TIAA FSB489,054$23.58M0.1%-33.5%0.964%
7/28/2023 Fort Washington Investment Advisors Inc. OH6,542$315K0.0%-21.6%0.013%
7/26/2023 Creative Financial Designs Inc. ADV279,018$13.45M1.6%+7.1%0.547%
7/25/2023 Buffington Mohr McNeal158,146$7.62M1.6%-4.7%0.310%
7/17/2023 GoalVest Advisory LLC1,008$49K0.0%N/A0.002%
7/10/2023 Disciplined Investments LLC18,422$888K0.5%+3.7%0.036%
Has Trump Finally Gone Too Far? (Ad)

Lately, there's been a lot of buzz around a secret loophole executive insiders are using to make millions buying and selling their own stocks. It's so powerful ... so profitable ... that most people immediately assume this is just another example of Trump doing what's best for business executives. But surprisingly, this loophole has been on the books for many years and executives have been using it to make HUNDREDS of millions of dollars. And here's the good news.

Register For The Webinar To Discover
5/15/2023 Eldridge Investment Advisors Inc.30,924$1.50M0.5%-27.0%0.055%
5/12/2023Retirement Group LLC3,150$153K0.1%-47.0%0.006%
5/12/2023 Farmers & Merchants Investments Inc.1,144,788$55.50M2.2%+2.2%2.039%
5/11/2023 Colonial Trust Advisors132,855$6.44M0.8%+2.4%0.237%
5/11/2023 Bramshill Investments LLC185,820$9.01M1.1%N/A0.331%
5/11/2023 Colonial Trust Co SC83,901$4.07M1.0%+1.4%0.149%
5/11/2023 Edmond DE Rothschild Holding S.A.6,250$303K0.0%N/A0.011%
5/11/2023 One Capital Management LLC76,614$3.71M0.2%N/A0.136%
5/10/2023 American Money Management LLC50,408$2.44M0.6%-18.3%0.090%
5/9/2023 Archer Investment Corp3,273$159K0.1%+256.1%0.006%
(Data available from 1/1/2016 forward)

SLQD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SLQD shares?

During the previous two years, 56 institutional investors and hedge funds held shares of iShares 0-5 Year Investment Grade Corporate Bond ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($89.22M), Farmers & Merchants Investments Inc. ($51.07M), TIAA Trust National Association ($24.87M), TIAA FSB ($23.58M), Creative Financial Designs Inc. ADV ($19.20M), Greenup Street Wealth Management LLC ($16.86M), and Partners Capital Investment Group LLP ($13.92M).Learn more on SLQD's institutional investors.

Which institutional investors have been buying iShares 0-5 Year Investment Grade Corporate Bond ETF stock?

Of the 42 institutional investors that purchased iShares 0-5 Year Investment Grade Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TIAA Trust National Association ($547.23K), TIAA FSB ($396.76K), Greenup Street Wealth Management LLC ($292.29K), Ameriprise Financial Inc. ($260.98K), OLD Mission Capital LLC ($186.14K), Bramshill Investments LLC ($185.82K), and Sierra Capital LLC ($106.45K).

How much institutional buying is happening at iShares 0-5 Year Investment Grade Corporate Bond ETF?

Institutional investors have bought a total of 2,678,073 shares in the last 24 months. This purchase volume represents approximately $187.35M in transactions.

Which iShares 0-5 Year Investment Grade Corporate Bond ETF major shareholders have been selling company stock?

Of the 34 institutional investors that sold iShares 0-5 Year Investment Grade Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: TIAA FSB ($246.36K), Assetmark Inc. ($203.41K), Buffington Mohr McNeal ($171.59K), Farmers & Merchants Investments Inc. ($146.44K), Janney Montgomery Scott LLC ($89.54K), Rosenberg Matthew Hamilton ($71.33K), and TIAA Trust National Association ($42.26K).

How much institutional selling is happening at iShares 0-5 Year Investment Grade Corporate Bond ETF?

Institutional investors have sold a total of 1,237,934 shares in the last 24 months. This volume of shares sold represents approximately $84.44M in transactions.



This page (NASDAQ:SLQD) was last updated on 12/21/2024 by MarketBeat.com Staff
From Our Partners