Allworth Financial LP Ishares 0 5 Year Investment Gr Transaction History

Allworth Financial LP

$22 Billion
Q3 2025

A detailed history of Allworth Financial LP transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Allworth Financial LP holds 5,019 shares of SLQD stock, worth $254,262. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,019

Previous 5,019 -0.0%

Holding current value

$254,262

Previous $253,000 0.79%

% of portfolio

0.0%

Previous 0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$49.79 - $50.59 $149,370 - $151,770	3,000 Added 148.59%	5,019 $253,000
Q1 2025 Apr 30, 2025	BUY	$49.6 - $50.28 $91,561 - $92,816	1,846 Added 1067.05%	2,019 $101,000
Q4 2024 Jan 30, 2025	BUY	$49.58 - $50.28 $8,577 - $8,698	173 New	173 $8,000
Q3 2023 Oct 31, 2023	SELL	$47.89 - $48.35 $209,087 - $211,096	-4,366 Closed	0 $0
Q2 2023 Jul 18, 2023	BUY	$48.08 - $48.64 $9,519 - $9,630	198 Added 4.75%	4,366 $210,000

Q1 2023 Apr 18, 2023	BUY	$47.6 - $48.55 $13,137 - $13,399	276 Added 7.09%	4,168 $202,000
Q2 2022 Jul 13, 2022	BUY	$47.87 - $49.29 $14,073 - $14,491	294 Added 8.17%	3,892 $189,000
Q1 2022 Apr 22, 2022	SELL	$49.19 - $51.02 $24,004 - $24,897	-488 Reduced 11.94%	3,598 $178,000
Q4 2021 Jan 21, 2022	SELL	$50.99 - $51.69 $23,098 - $23,415	-453 Reduced 9.98%	4,086 $209,000
Q3 2021 Nov 02, 2021	BUY	$51.65 - $51.91 $50,720 - $50,975	982 Added 27.61%	4,539 $235,000
Q1 2021 Apr 29, 2021	BUY	$51.61 - $52.18 $35,765 - $36,160	693 Added 24.2%	3,557 $184,000
Q4 2020 Jan 26, 2021	BUY	$51.98 - $52.22 $8,004 - $8,041	154 Added 5.68%	2,864 $150,000
Q3 2020 Nov 03, 2020	BUY	$52.04 - $52.29 $8,534 - $8,575	164 Added 6.44%	2,710 $141,000
Q2 2020 Jul 24, 2020	SELL	$49.8 - $52.12 $24,302 - $25,434	-488 Reduced 16.08%	2,546 $133,000
Q1 2020 Apr 17, 2020	BUY	$45.15 - $51.71 $27,676 - $31,698	613 Added 25.32%	3,034 $152,000
Q4 2019 Jan 16, 2020	BUY	$50.91 - $51.22 $9,723 - $9,783	191 Added 8.57%	2,421 $124,000
Q3 2019 Oct 09, 2019	BUY	$50.71 - $51.24 $3,296 - $3,330	65 Added 3.0%	2,230 $114,000
Q2 2019 Jul 25, 2019	BUY	$50.23 - $50.97 $6,228 - $6,320	124 Added 6.08%	2,165 $110,000
Q1 2019 May 07, 2019	BUY	$49.47 - $50.51 $14,593 - $14,900	295 Added 16.9%	2,041 $103,000
Q4 2018 Feb 11, 2019	SELL	$49.2 - $49.57 $27,453 - $27,660	-558 Reduced 24.22%	1,746 $86,000
Q3 2018 Oct 30, 2018	SELL	$49.51 - $49.81 $36,587 - $36,809	-739 Reduced 24.29%	2,304 $114,000
Q2 2018 Aug 08, 2018	BUY	$49.49 - $49.85 $21,973 - $22,133	444 Added 17.08%	3,043 $151,000
Q1 2018 May 02, 2018	BUY	$49.61 - $50.23 $13,890 - $14,064	280 Added 12.07%	2,599 $129,000
Q4 2017 Feb 22, 2018	BUY	$50.17 - $50.6 $17,007 - $17,153	339 Added 17.12%	2,319 $117,000
Q3 2017 Oct 12, 2017	BUY	$50.59 - $50.62 $22,158 - $22,171	438 Added 28.4%	1,980 $100,000
Q2 2017 Aug 07, 2017	BUY	N/A	1,542	1,542 $78,000

Others Institutions Holding SLQD

# of Institutions

267

Shares Held

32M

Call Options Held

Put Options Held

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About ISHARES 0-5 YEAR INVESTMENT GR

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Allworth Financial LP Ishares 0 5 Year Investment Gr Transaction History