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

Ae Wealth Management LLC

$10.4 Billion
Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Ae Wealth Management LLC holds 1,529 shares of SLQD stock, worth $77,183. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,529

Previous 1,428 7.07%

Holding current value

$77,183

Previous $71,000 7.04%

% of portfolio

0.0%

Previous 0.0%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$49.6 - $50.28 $5,009 - $5,078	101 Added 7.07%	1,529 $76,000
Q4 2024 Feb 13, 2025	BUY	$49.58 - $50.28 $70,800 - $71,799	1,428 New	1,428 $71,000
Q2 2024 Aug 12, 2024	BUY	$48.75 - $49.28 $662,561 - $669,764	13,591 New	13,591 $669,000
Q4 2023 Feb 14, 2024	SELL	$47.66 - $49.2 $11.9 Million - $12.3 Million	-250,290 Reduced 51.87%	232,248 $11.4 Million
Q3 2023 Oct 11, 2023	BUY	$47.89 - $48.35 $692,154 - $698,802	14,453 Added 3.09%	482,538 $23.2 Million
Q2 2023 Jul 10, 2023	SELL	$48.08 - $48.64 $116,449 - $117,806	-2,422 Reduced 0.51%	468,085 $22.6 Million
Q1 2023 Apr 14, 2023	SELL	$47.6 - $48.55 $6.78 Million - $6.92 Million	-142,532 Reduced 23.25%	470,507 $22.8 Million
Q4 2022 Jan 31, 2023	BUY	$46.96 - $48.14 $340,460 - $349,015	7,250 Added 1.2%	613,039 $29.3 Million
Q3 2022 Oct 25, 2022	BUY	$47.28 - $49.07 $9.44 Million - $9.8 Million	199,687 Added 49.17%	605,789 $28.7 Million
Q2 2022 Aug 03, 2022	BUY	$47.87 - $49.29 $1.12 Million - $1.16 Million	23,455 Added 6.13%	406,102 $19.7 Million
Q1 2022 Apr 18, 2022	BUY	$49.19 - $51.02 $2.01 Million - $2.09 Million	40,933 Added 11.98%	382,647 $18.9 Million
Q4 2021 Jan 20, 2022	BUY	$50.99 - $51.69 $4.38 Million - $4.45 Million	85,997 Added 33.63%	341,714 $17.4 Million
Q3 2021 Nov 01, 2021	SELL	$51.65 - $51.91 $3 Million - $3.02 Million	-58,123 Reduced 18.52%	255,717 $13.2 Million
Q2 2021 Jul 21, 2021	BUY	$51.69 - $51.96 $6.04 Million - $6.07 Million	116,786 Added 59.27%	313,840 $16.3 Million
Q1 2021 Apr 27, 2021	BUY	$51.61 - $52.18 $6.42 Million - $6.49 Million	124,399 Added 171.22%	197,054 $10.2 Million
Q4 2020 Feb 01, 2021	BUY	$51.98 - $52.22 $286,565 - $287,888	5,513 Added 8.21%	72,655 $3.79 Million
Q3 2020 Nov 06, 2020	BUY	$52.04 - $52.29 $156,848 - $157,602	3,014 Added 4.7%	67,142 $3.5 Million
Q2 2020 Aug 05, 2020	BUY	$49.8 - $52.12 $538,885 - $563,990	10,821 Added 20.3%	64,128 $3.34 Million
Q1 2020 May 07, 2020	SELL	$45.15 - $51.71 $387,838 - $444,188	-8,590 Reduced 13.88%	53,307 $2.67 Million
Q4 2019 Jan 15, 2020	BUY	$50.91 - $51.22 $585,159 - $588,722	11,494 Added 22.8%	61,897 $3.16 Million
Q3 2019 Nov 05, 2019	SELL	$50.71 - $51.24 $231,288 - $233,705	-4,561 Reduced 8.3%	50,403 $2.58 Million
Q2 2019 Jul 22, 2019	BUY	$50.23 - $50.97 $1.49 Million - $1.52 Million	29,749 Added 117.98%	54,964 $2.8 Million
Q1 2019 May 14, 2019	BUY	$49.47 - $50.51 $1.25 Million - $1.27 Million	25,215 New	25,215 $1.27 Million

Others Institutions Holding SLQD

# of Institutions

258

Shares Held

29.5M

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 Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Account

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