Claraphi Advisory Network, LLC Ishares 0 5 Year Investment Gr Transaction History

Claraphi Advisory Network, LLC

$248 Million
Q4 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 13, 2020	SELL	$50.91 - $51.22 $6,923 - $6,965	-136 Closed	0 $0
Q3 2019 Nov 08, 2019	BUY	$50.71 - $51.24 $6,896 - $6,968	136 New	136 $7,000

Others Institutions Holding SLQD

# of Institutions

243

Shares Held

25.2M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.21M
Shares

$110 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.83M
Shares

$91.3 Million
0.02% of portfolio
Ubs Group Ag

1.22M
Shares

$60.7 Million
0.01% of portfolio
Farmers & Merchants Investments Inc

1.01M
Shares

$50.4 Million
1.6% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

969K
Shares

$48.3 Million
0.07% of portfolio

About ISHARES 0-5 YEAR INVESTMENT GR

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