Alterna Wealth Management, Inc Ishares 0 5 Year Investment Gr Transaction History

Alterna Wealth Management, Inc

  • $115 Million
  • Q4 2024

A detailed history of Alterna Wealth Management, Inc transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 115,788 shares of SLQD stock, worth $5.78 Million. This represents 4.99% of its overall portfolio holdings.

Number of Shares
115,788
Previous 111,366 3.97%
Holding current value
$5.78 Million
Previous $5.62 Million 2.55%
% of portfolio
4.99%
Previous 5.21%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$49.58 - $50.28 $219,242 - $222,338
4,422 Added 3.97%
115,788 $5.76 Million
Q3 2024

Oct 30, 2024
BUY
$49.07 - $50.44 $753,960 - $775,010
15,365 Added 16.01%
111,366 $5.62 Million
Q2 2024

Jul 12, 2024
BUY
$48.75 - $49.28 $1.87 Million - $1.89 Million
38,269 Added 66.29%
96,001 $4.73 Million
Q1 2024

May 03, 2024
BUY
$48.97 - $49.36 $83,102 - $83,763
1,697 Added 3.03%
57,732 $2.84 Million
Q4 2023

Feb 06, 2024
BUY
$47.66 - $49.2 $948,576 - $979,227
19,903 Added 55.08%
56,035 $2.76 Million
Q3 2023

Nov 13, 2023
BUY
$47.89 - $48.35 $313,248 - $316,257
6,541 Added 22.1%
36,132 $1.73 Million
Q2 2023

Aug 10, 2023
BUY
$48.08 - $48.64 $696,823 - $704,939
14,493 Added 95.99%
29,591 $1.43 Million
Q1 2023

May 26, 2023
BUY
$47.6 - $48.55 $718,664 - $733,007
15,098 New
15,098 $731,000
Q1 2022

May 12, 2022
SELL
$49.19 - $51.02 $1.05 Million - $1.09 Million
-21,311 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$50.99 - $51.69 $458,757 - $465,054
8,997 Added 73.06%
21,311 $1.09 Million
Q3 2020

Oct 19, 2020
SELL
$52.04 - $52.29 $110,532 - $111,063
-2,124 Reduced 14.71%
12,314 $642,000
Q2 2020

Jul 27, 2020
BUY
$49.8 - $52.12 $719,012 - $752,508
14,438 New
14,438 $753,000
Q1 2019

May 13, 2019
SELL
$49.47 - $50.51 $564,056 - $575,915
-11,402 Closed
0 $0
Q4 2018

Mar 04, 2019
BUY
$49.2 - $49.57 $560,978 - $565,197
11,402 New
11,402 $565,000

Others Institutions Holding SLQD

# of Institutions
256
Shares Held
28.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES 0-5 YEAR INVESTMENT GR

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