Free Trial

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

→ Shocking $16T Elon Musk Crypto Leak (From Crypto 101 Media) (Ad)
Free SLQD Stock Alerts
$49.13
0.00 (0.00%)
(As of 05/17/2024 ET)
Compare
Stock AnalysisChartDividendHeadlinesHoldingsOptions ChainOwnershipShort InterestSocial Media

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

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$62.25M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$32.09M
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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
4/3/2024 Strategic 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%
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%
2/7/2024 Strategic 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%
Elon’s New Device is About to Shock the World (Ad)

Using this device you see above… Elon Musk just tested a new type of A.I. that according to Wired Magazine will usher in… “The next step in human evolution.”

Click here to see the details because there’s a lot of money at stake.
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%
5/15/2023 Eldridge Investment Advisors Inc.30,924$1.50M0.5%-27.0%0.055%
5/12/2023 Retirement 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%
5/9/2023 Laffer Tengler Investments24,076$1.17M0.3%-19.1%0.043%
5/8/2023 Greenup Street Wealth Management LLC134,865$6.54M2.3%+470.9%0.240%
5/8/2023 Camden National Bank253,831$12.31M2.5%-0.8%0.452%
5/5/2023 Assetmark Inc.20,865$1.01M0.0%-90.7%0.037%
5/2/2023 Arkadios Wealth Advisors5,805$281K0.0%-4.9%0.010%
5/1/2023 Sierra Capital LLC64,443$3.12M0.5%+71.6%0.115%
4/28/2023 Janney Montgomery Scott LLC7,616$369K0.0%-90.7%0.013%
4/26/2023 Buffington Mohr McNeal165,974$8.05M1.8%-13.3%0.293%
4/25/2023 Creative Financial Designs Inc. ADV260,417$12.63M1.7%-11.3%0.461%
4/24/2023 Argent Advisors Inc.41,549$2.01M1.0%+38.5%0.074%
4/19/2023TIAA FSB735,414$35.65M0.1%+117.2%1.291%
4/17/2023 Rosenberg Matthew Hamilton182,640$8.85M2.9%+8.6%0.321%
3/6/2023 OLD Mission Capital LLC186,142$8.91M0.2%N/A0.310%
get a piece of the profit from this land (Ad)

This isn’t the prettiest land on earth. But it might be the most valuable. And you don’t have to own, lease, or rent any land.

Click here to see my #1 investment for 2024.
2/13/2023 Wealthspan Partners LLC9,175$439K0.4%-40.1%0.015%
2/10/2023 Fairview Capital Investment Management LLC88,200$4.22M0.3%-15.4%0.147%
2/10/2023CoreCap Advisors LLC7,981$382K0.0%-3.4%0.013%
2/10/2023 Laffer Tengler Investments29,755$1.42M0.4%+4.3%0.050%
2/10/2023 Camden National Bank255,997$12.25M2.6%-4.3%0.426%
2/8/2023 Sierra Capital LLC37,556$1.80M0.3%+263.9%0.062%
2/7/2023 Summit Financial LLC13,714$656K0.1%-19.6%0.023%
2/3/2023 Eldridge Investment Advisors Inc.42,368$2.03M0.7%N/A0.070%
2/3/2023 Archer Investment Corp919$44K0.0%N/A0.002%
2/3/2023 9258 Wealth Management LLC8,247$395K0.1%-2.8%0.014%
(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, 64 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), Advocacy Wealth Management Services LLC ($81.43M), Farmers & Merchants Investments Inc. ($49.76M), TIAA Trust National Association ($24.33M), TIAA FSB ($23.58M), New York State Common Retirement Fund ($17.82M), and Creative Financial Designs Inc. ADV ($15.54M).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 52 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: Advocacy Wealth Management Services LLC ($1.71M), TIAA Trust National Association ($536.36K), TIAA FSB ($396.76K), New York State Common Retirement Fund ($375.84K), Creative Financial Designs Inc. ADV ($317.77K), Greenup Street Wealth Management LLC ($261.91K), and Ameriprise Financial Inc. ($260.98K).

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

Institutional investors have bought a total of 5,592,779 shares in the last 24 months. This purchase volume represents approximately $477.49M in transactions.

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

Of the 37 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 ($371.23K), Buffington Mohr McNeal ($251.53K), Assetmark Inc. ($203.41K), Farmers & Merchants Investments Inc. ($135.47K), Janney Montgomery Scott LLC ($89.54K), Rosenberg Matthew Hamilton ($50.40K), 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 1,547,154 shares in the last 24 months. This volume of shares sold represents approximately $117.10M in transactions.


Related Companies:
This page (NASDAQ:SLQD) was last updated on 5/19/2024 by MarketBeat.com Staff

From Our Partners
CEO of Biggest AI Chipmaker Just Dropped a Bombshell…
Banyan Hill Publishing
[URGENT] DO NOT Touch These AI Stocks!
Weiss Ratings
Forget Bitcoin: This $8 Stock Is the Next Big Thing
Behind the Markets
Shocking $16T Elon Musk Crypto Leak
Crypto 101 Media
Dems have chosen Biden replacement?
Paradigm Press
Exposed: 10 CENT Crypto to Explode May 20th?
True Market Insiders
POTUS in ‘25 Not Biden/Trump, But
The Freeport Society
41 banks launch ‘crypto dollar’
Stansberry Research