A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 9,281 shares of SLQD stock, worth $462,008. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,281
Previous 8,903 4.25%
Holding current value
$462,008
Previous $438 Million 6.74%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$49.07 - $50.44 $18,548 - $19,066
378 Added 4.25%
9,281 $468 Million
Q2 2024

Jul 30, 2024

BUY
$48.75 - $49.28 $31,297 - $31,637
642 Added 7.77%
8,903 $438 Million
Q1 2024

May 07, 2024

SELL
$48.97 - $49.36 $15,376 - $15,499
-314 Reduced 3.66%
8,261 $407 Million
Q4 2023

Apr 15, 2024

BUY
$47.66 - $49.2 $408,684 - $421,890
8,575 New
8,575 $422 Million

Others Institutions Holding SLQD

About ISHARES 0-5 YEAR INVESTMENT GR


  • Ticker SLQD
  • Sector ETFs
  • Industry ETFs
More about SLQD
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, 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 Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.