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

Birchcreek Wealth Management, LLC

  • $152 Million
  • Q3 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
245
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
Track This Portfolio

Track Birchcreek Wealth Management, LLC Portfolio

Follow Birchcreek Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Birchcreek Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Birchcreek Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email