4 J Wealth Management LLC Ishares 0 5 Year Investment Gr Transaction History

4 J Wealth Management LLC

$114 Million
Q3 2024

A detailed history of 4 J Wealth Management LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, 4 J Wealth Management LLC holds 15,316 shares of SLQD stock, worth $763,808. This represents 0.68% of its overall portfolio holdings.

Number of Shares

15,316

Previous 18,375 16.65%

Holding current value

$763,808

Previous $904,000 14.6%

% of portfolio

0.68%

Previous 0.84%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$49.07 - $50.44 $150,105 - $154,295	-3,059 Reduced 16.65%	15,316 $772,000
Q2 2024 Jul 17, 2024	SELL	$48.75 - $49.28 $77,025 - $77,862	-1,580 Reduced 7.92%	18,375 $904,000
Q1 2024 Apr 22, 2024	BUY	$48.97 - $49.36 $5,876 - $5,923	120 Added 0.6%	19,955 $982,000
Q4 2023 Jan 22, 2024	SELL	$47.66 - $49.2 $247,117 - $255,102	-5,185 Reduced 20.72%	19,835 $975,000
Q3 2023 Oct 24, 2023	BUY	$47.89 - $48.35 $49,087 - $49,558	1,025 Added 4.27%	25,020 $1.2 Million
Q1 2023 Apr 21, 2023	SELL	$47.6 - $48.55 $5,712 - $5,826	-120 Reduced 0.5%	23,995 $1.16 Million
Q4 2022 Jan 17, 2023	BUY	$46.96 - $48.14 $126,651 - $129,833	2,697 Added 12.59%	24,115 $0
Q3 2022 Oct 27, 2022	BUY	$47.28 - $49.07 $1.01 Million - $1.05 Million	21,418 New	21,418 $1.02 Million
Q2 2022 Aug 01, 2022	SELL	$47.87 - $49.29 $20,201 - $20,800	-422 Reduced 1.98%	20,852 $1.01 Million
Q1 2022 Apr 28, 2022	SELL	$49.19 - $51.02 $14,757 - $15,306	-300 Reduced 1.39%	21,274 $1.05 Million
Q4 2021 Jan 20, 2022	SELL	$50.99 - $51.69 $407 - $413	-8 Reduced 0.04%	21,574 $1.1 Million
Q3 2021 Oct 19, 2021	SELL	$51.65 - $51.91 $103,816 - $104,339	-2,010 Reduced 8.52%	21,582 $1.12 Million
Q2 2021 Jul 13, 2021	SELL	$51.69 - $51.96 $25,069 - $25,200	-485 Reduced 2.01%	23,592 $1.22 Million
Q1 2021 Apr 13, 2021	SELL	$51.61 - $52.18 $156,120 - $157,844	-3,025 Reduced 11.16%	24,077 $1.25 Million
Q4 2020 Jan 15, 2021	BUY	$51.98 - $52.22 $1.41 Million - $1.42 Million	27,102 New	27,102 $1.42 Million

Others Institutions Holding SLQD

# of Institutions

247

Shares Held

25.4M

Call Options Held

Put Options Held

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About ISHARES 0-5 YEAR INVESTMENT GR

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4 J Wealth Management LLC Ishares 0 5 Year Investment Gr Transaction History