Lji Wealth Management, LLC Ishares 0 5 Year Investment Gr Transaction History

Lji Wealth Management, LLC

$508 Billion
Q4 2024

A detailed history of Lji Wealth Management, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Lji Wealth Management, LLC holds 1,074,587 shares of SLQD stock, worth $53.8 Million. This represents 10.53% of its overall portfolio holdings.

Number of Shares

1,074,587

Previous 890,854 20.62%

Holding current value

$53.8 Million

Previous $44.9 Billion 18.97%

% of portfolio

10.53%

Previous 9.18%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$49.58 - $50.28 $9.11 Million - $9.24 Million	183,733 Added 20.62%	1,074,587 $53.4 Billion
Q3 2024 Nov 06, 2024	BUY	$49.07 - $50.44 $2.51 Million - $2.58 Million	51,205 Added 6.1%	890,854 $44.9 Billion
Q2 2024 Aug 12, 2024	BUY	$48.75 - $49.28 $3.23 Million - $3.27 Million	66,315 Added 8.58%	839,649 $41.4 Billion
Q1 2024 May 15, 2024	BUY	$48.97 - $49.36 $1.91 Million - $1.93 Million	39,037 Added 5.32%	773,334 $38.1 Billion
Q4 2023 Feb 13, 2024	BUY	$47.66 - $49.2 $231,865 - $239,358	4,865 Added 0.67%	734,297 $36.1 Billion
Q3 2023 Feb 02, 2024	BUY	$47.89 - $48.35 $884,240 - $892,734	18,464 Added 2.6%	729,432 $35 Billion
Q2 2023 Feb 02, 2024	BUY	$48.08 - $48.64 $992,130 - $1 Million	20,635 Added 2.99%	710,968 $34.3 Billion
Q1 2023 Feb 02, 2024	BUY	$47.6 - $48.55 $1.07 Million - $1.09 Million	22,461 Added 3.36%	690,333 $33.5 Billion
Q4 2022 Jan 02, 2024	BUY	$46.96 - $48.14 $31.4 Million - $32.2 Million	667,872 New	667,872 $32 Billion

Others Institutions Holding SLQD

# of Institutions

250

Shares Held

28.5M

Call Options Held

Put Options Held

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About ISHARES 0-5 YEAR INVESTMENT GR

Ticker SLQD
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Lji Wealth Management, LLC Ishares 0 5 Year Investment Gr Transaction History