Petix & Botte CO Ishares 0 5 Year Investment Gr Transaction History

Petix & Botte CO

$372 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 03, 2024	BUY	$48.97 - $49.36 $275,652 - $277,847	5,629 New	5,629 $277,000

Others Institutions Holding SLQD

# of Institutions

259

Shares Held

28.5M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.33M
Shares

$117 Million
0.01% of portfolio
Ubs Group Ag

1.09M
Shares

$54.8 Million
0.01% of portfolio
Lji Wealth Management, LLC Indianapolis, IN

1.07M
Shares

$53.9 Million
10.53% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.06M
Shares

$53.4 Million
0.02% of portfolio
Farmers & Merchants Investments Inc

1.05M
Shares

$52.6 Million
1.66% of portfolio

About ISHARES 0-5 YEAR INVESTMENT GR

Ticker SLQD
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