Fonville Wealth Management LLC Ishares 0 5 Year Investment Gr Transaction History

Fonville Wealth Management LLC

  • $289 Billion
  • Q3 2024

A detailed history of Fonville Wealth Management LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Fonville Wealth Management LLC holds 39,213 shares of SLQD stock, worth $1.96 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
39,213
Previous 38,268 2.47%
Holding current value
$1.96 Million
Previous $1.88 Billion 4.92%
% of portfolio
0.68%
Previous 0.75%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$49.07 - $50.44 $46,371 - $47,665
945 Added 2.47%
39,213 $1.98 Billion
Q2 2024

Jul 30, 2024
SELL
$48.75 - $49.28 $6,240 - $6,307
-128 Reduced 0.33%
38,268 $1.88 Billion
Q1 2024

Apr 26, 2024
BUY
$48.97 - $49.36 $69,194 - $69,745
1,413 Added 3.82%
38,396 $1.89 Billion
Q4 2023

Jan 31, 2024
BUY
$47.66 - $49.2 $1.76 Million - $1.82 Million
36,983 New
36,983 $1.82 Billion

Others Institutions Holding SLQD

# of Institutions
244
Shares Held
25.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES 0-5 YEAR INVESTMENT GR

SLQD Quotes by TradingView
  • Ticker SLQD
  • Sector ETFs
  • Industry ETFs
More about SLQD
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