9258 Wealth Management, LLC Ishares 0 5 Year Investment Gr Transaction History

9258 Wealth Management, LLC

  • $664 Million
  • Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 5,773 shares of SLQD stock, worth $292,460. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,773
Previous 6,057 4.69%
Holding current value
$292,460
Previous $298,000 2.35%
% of portfolio
0.04%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$49.07 - $50.44 $13,935 - $14,324
-284 Reduced 4.69%
5,773 $291,000
Q2 2024

Aug 02, 2024
SELL
$48.75 - $49.28 $30,663 - $30,997
-629 Reduced 9.41%
6,057 $298,000
Q2 2023

Aug 08, 2023
SELL
$48.08 - $48.64 $66,013 - $66,782
-1,373 Reduced 17.04%
6,686 $322,000
Q1 2023

May 03, 2023
SELL
$47.6 - $48.55 $8,948 - $9,127
-188 Reduced 2.28%
8,059 $390,000
Q4 2022

Feb 03, 2023
SELL
$46.96 - $48.14 $11,223 - $11,505
-239 Reduced 2.82%
8,247 $394,000
Q3 2022

Nov 08, 2022
SELL
$47.28 - $49.07 $126,568 - $131,360
-2,677 Reduced 23.98%
8,486 $402,000
Q2 2022

Aug 04, 2022
SELL
$47.87 - $49.29 $85,639 - $88,179
-1,789 Reduced 13.81%
11,163 $541,000
Q1 2022

May 13, 2022
BUY
$49.19 - $51.02 $147 - $153
3 Added 0.02%
12,952 $639,000
Q4 2021

Feb 11, 2022
BUY
$50.99 - $51.69 $55,579 - $56,342
1,090 Added 9.19%
12,949 $661,000
Q3 2021

Nov 12, 2021
BUY
$51.65 - $51.91 $160,528 - $161,336
3,108 Added 35.52%
11,859 $613,000
Q2 2021

Aug 13, 2021
BUY
$51.69 - $51.96 $452,339 - $454,701
8,751 New
8,751 $454,000

Others Institutions Holding SLQD

# of Institutions
267
Shares Held
32M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES 0-5 YEAR INVESTMENT GR

SLQD Quotes by TradingView
  • Ticker SLQD
  • Sector ETFs
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More about SLQD
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