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

Wiser Wealth Management, Inc

$354 Million
Q4 2024

A detailed history of Wiser Wealth Management, Inc transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Wiser Wealth Management, Inc holds 371,727 shares of SLQD stock, worth $18.5 Million. This represents 5.22% of its overall portfolio holdings.

Number of Shares

371,727

Previous 356,672 4.22%

Holding current value

$18.5 Million

Previous $18 Million 2.8%

% of portfolio

5.22%

Previous 5.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$49.58 - $50.28 $746,426 - $756,965	15,055 Added 4.22%	371,727 $18.5 Million
Q3 2024 Oct 03, 2024	BUY	$49.07 - $50.44 $189,999 - $195,303	3,872 Added 1.1%	356,672 $18 Million
Q2 2024 Jul 22, 2024	BUY	$48.75 - $49.28 $1.11 Million - $1.12 Million	22,718 Added 6.88%	352,800 $17.4 Million
Q1 2024 Apr 19, 2024	BUY	$48.97 - $49.36 $725,441 - $731,219	14,814 Added 4.7%	330,082 $16.2 Million
Q4 2023 Jan 05, 2024	BUY	$47.66 - $49.2 $1.11 Million - $1.14 Million	23,224 Added 7.95%	315,268 $15.5 Million
Q3 2023 Oct 19, 2023	BUY	$47.89 - $48.35 $439,390 - $443,611	9,175 Added 3.24%	292,044 $14 Million
Q2 2023 Aug 01, 2023	BUY	$48.08 - $48.64 $184,002 - $186,145	3,827 Added 1.37%	282,869 $13.6 Million
Q1 2023 May 05, 2023	BUY	$47.6 - $48.55 $13.3 Million - $13.5 Million	279,042 New	279,042 $13.5 Million

Others Institutions Holding SLQD

# of Institutions

253

Shares Held

28.7M

Call Options Held

Put Options Held

View Full List

About ISHARES 0-5 YEAR INVESTMENT GR

Ticker SLQD
Sector ETFs
Industry ETFs

More about SLQD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wiser Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wiser Wealth Management, Inc with notifications on news.

Account

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