Warren Averett Asset Management, LLC Ishares 0 5 Year Investment Gr Transaction History

Warren Averett Asset Management, LLC

  • $6.36 Billion
  • Q4 2024

A detailed history of Warren Averett Asset Management, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 103,290 shares of SLQD stock, worth $5.18 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
103,290
Previous 95,032 8.69%
Holding current value
$5.18 Million
Previous $4.79 Million 7.2%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Feb 14, 2025
BUY
$49.58 - $50.28 $409,431 - $415,212
8,258 Added 8.69%
103,290 $5.14 Million
Q3 2024

Nov 14, 2024
SELL
$49.07 - $50.44 $3.4 Million - $3.49 Million
-69,235 Reduced 42.15%
95,032 $4.79 Million
Q2 2024

Aug 14, 2024
BUY
$48.75 - $49.28 $433,582 - $438,296
8,894 Added 5.72%
164,267 $8.09 Million
Q1 2024

May 15, 2024
BUY
$48.97 - $49.36 $7.61 Million - $7.67 Million
155,373 New
155,373 $7.65 Million

Others Institutions Holding SLQD

# of Institutions
258
Shares Held
28.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES 0-5 YEAR INVESTMENT GR

SLQD Quotes by TradingView
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