Arkadios Wealth Advisors Ishares 0 5 Year Investment Gr Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

A detailed history of Arkadios Wealth Advisors transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Arkadios Wealth Advisors holds 12,738 shares of SLQD stock, worth $634,352. This represents 0.04% of its overall portfolio holdings.

Number of Shares

12,738

Previous 10,401 22.47%

Holding current value

$634,352

Previous $512,000 25.39%

% of portfolio

0.04%

Previous 0.04%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$49.07 - $50.44 $114,676 - $117,878	2,337 Added 22.47%	12,738 $642,000
Q2 2024 Jul 29, 2024	BUY	$48.75 - $49.28 $507,048 - $512,561	10,401 New	10,401 $512,000
Q2 2023 Jul 26, 2023	SELL	$48.08 - $48.64 $56,205 - $56,860	-1,169 Reduced 20.14%	4,636 $223,000
Q1 2023 May 02, 2023	SELL	$47.6 - $48.55 $14,375 - $14,662	-302 Reduced 4.95%	5,805 $281,000
Q4 2022 Jan 11, 2023	SELL	$46.96 - $48.14 $39,117 - $40,100	-833 Reduced 12.0%	6,107 $0
Q3 2022 Oct 21, 2022	SELL	$47.28 - $49.07 $1.41 Million - $1.46 Million	-29,829 Reduced 81.13%	6,940 $329,000
Q2 2022 Jul 14, 2022	BUY	$47.87 - $49.29 $625,277 - $643,825	13,062 Added 55.1%	36,769 $1.78 Million
Q1 2022 May 02, 2022	BUY	$49.19 - $51.02 $198,825 - $206,222	4,042 Added 20.55%	23,707 $1.17 Million
Q4 2021 Feb 03, 2022	BUY	$50.99 - $51.69 $563,388 - $571,122	11,049 Added 128.24%	19,665 $1 Million
Q3 2021 Oct 19, 2021	BUY	$51.65 - $51.91 $279,736 - $281,144	5,416 Added 169.25%	8,616 $445,000
Q2 2021 Jul 28, 2021	BUY	$51.69 - $51.96 $130,207 - $130,887	2,519 Added 369.9%	3,200 $165,000
Q1 2021 Apr 26, 2021	BUY	$51.61 - $52.18 $19,663 - $19,880	381 Added 127.0%	681 $35,000
Q4 2020 Feb 09, 2021	BUY	$51.98 - $52.22 $15,593 - $15,666	300 New	300 $15,000

Others Institutions Holding SLQD

# of Institutions

243

Shares Held

25.2M

Call Options Held

Put Options Held

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About ISHARES 0-5 YEAR INVESTMENT GR

Ticker SLQD
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Arkadios Wealth Advisors Ishares 0 5 Year Investment Gr Transaction History