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

Birchcreek Wealth Management, LLC

  • $174 Million
  • Q2 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 23, 2023
BUY
$47.89 - $48.35 $383 - $386
8 Added 0.17%
4,692 $225,000
Q2 2023

Jul 20, 2023
BUY
$48.08 - $48.64 $225,206 - $227,829
4,684 New
4,684 $225,000
Q4 2022

Feb 06, 2023
SELL
$46.96 - $48.14 $226,112 - $231,794
-4,815 Reduced 52.55%
4,347 $208,000
Q3 2022

Nov 14, 2022
SELL
$47.28 - $49.07 $89,217 - $92,595
-1,887 Reduced 17.08%
9,162 $434,000
Q2 2022

Aug 12, 2022
SELL
$47.87 - $49.29 $202,011 - $208,003
-4,220 Reduced 27.64%
11,049 $535,000
Q1 2022

May 13, 2022
BUY
$49.19 - $51.02 $149,439 - $154,998
3,038 Added 24.84%
15,269 $754,000
Q4 2021

Feb 09, 2022
BUY
$50.99 - $51.69 $197,484 - $200,195
3,873 Added 46.34%
12,231 $624,000
Q3 2021

Nov 16, 2021
BUY
$51.65 - $51.91 $72,413 - $72,777
1,402 Added 20.16%
8,358 $432,000
Q2 2021

Aug 16, 2021
BUY
$51.69 - $51.96 $1,809 - $1,818
35 Added 0.51%
6,956 $361,000
Q1 2021

May 17, 2021
SELL
$51.61 - $52.18 $96,768 - $97,837
-1,875 Reduced 21.32%
6,921 $358,000
Q4 2020

Jan 28, 2021
BUY
$51.98 - $52.22 $457,216 - $459,327
8,796 New
8,796 $459,000

Others Institutions Holding SLQD

# of Institutions
240
Shares Held
24.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES 0-5 YEAR INVESTMENT GR

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