Tucker Asset Management LLC Ishares 0 5 Year Investment Gr Transaction History

Tucker Asset Management LLC

$458 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 11, 2023	BUY	$47.6 - $48.55 $10,948 - $11,166	230 Added 442.31%	282 $13.7 Million
Q3 2022 May 11, 2023	BUY	$47.28 - $49.07 $47 - $49	1 Added 0.22%	450 $21.3 Million
Q2 2022 May 11, 2023	BUY	$47.87 - $49.29 $19,004 - $19,568	397 Added 763.46%	449 $21.8 Million
Q1 2022 May 11, 2023	BUY	$49.19 - $51.02 $2,557 - $2,653	52 New	52 $2.57 Million
Q4 2021 May 11, 2023	SELL	$50.99 - $51.69 $11,727 - $11,888	-230 Reduced 81.56%	52 $2.66 Million
Q3 2021 Aug 10, 2023	SELL	$51.65 - $51.91 $826 - $830	-16 Reduced 34.04%	31 $1.59 Million
Q1 2021 Aug 10, 2023	SELL	$51.61 - $52.18 $12,128 - $12,262	-235 Reduced 83.33%	47 $2.43 Million
Q4 2020 Jun 07, 2023	SELL	$51.98 - $52.22 $12,059 - $12,115	-232 Reduced 82.27%	50 $2.61 Million

Others Institutions Holding SLQD

# of Institutions

243

Shares Held

25.2M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.21M
Shares

$110 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.83M
Shares

$91.3 Million
0.02% of portfolio
Ubs Group Ag

1.22M
Shares

$60.7 Million
0.01% of portfolio
Farmers & Merchants Investments Inc

1.01M
Shares

$50.4 Million
1.6% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

969K
Shares

$48.3 Million
0.07% of portfolio

About ISHARES 0-5 YEAR INVESTMENT GR

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