Disciplined Investments, LLC Ishares 0 5 Year Investment Gr Transaction History

Disciplined Investments, LLC

  • $195 Million
  • Q3 2024

A detailed history of Disciplined Investments, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Disciplined Investments, LLC holds 13,505 shares of SLQD stock, worth $673,089. This represents 0.35% of its overall portfolio holdings.

Number of Shares
13,505
Previous 17,230 21.62%
Holding current value
$673,089
Previous $848,000 19.69%
% of portfolio
0.35%
Previous 0.47%

Shares

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

Nov 04, 2024
SELL
$49.07 - $50.44 $182,785 - $187,889
-3,725 Reduced 21.62%
13,505 $681,000
Q2 2024

Aug 09, 2024
BUY
$48.75 - $49.28 $243 - $246
5 Added 0.03%
17,230 $848,000
Q1 2024

Apr 15, 2024
SELL
$48.97 - $49.36 $165,616 - $166,935
-3,382 Reduced 16.41%
17,225 $847,000
Q4 2023

Jan 12, 2024
BUY
$47.66 - $49.2 $137,117 - $141,548
2,877 Added 16.23%
20,607 $1.01 Million
Q3 2023

Nov 14, 2023
SELL
$47.89 - $48.35 $33,139 - $33,458
-692 Reduced 3.76%
17,730 $851,000
Q2 2023

Jul 10, 2023
BUY
$48.08 - $48.64 $31,252 - $31,616
650 Added 3.66%
18,422 $888,000
Q1 2023

May 10, 2023
SELL
$47.6 - $48.55 $8,996 - $9,175
-189 Reduced 1.05%
17,772 $861,000
Q4 2022

Feb 01, 2023
BUY
$46.96 - $48.14 $181,782 - $186,349
3,871 Added 27.47%
17,961 $859,000
Q3 2022

Nov 03, 2022
SELL
$47.28 - $49.07 $9,314 - $9,666
-197 Reduced 1.38%
14,090 $668,000
Q2 2022

Aug 09, 2022
BUY
$47.87 - $49.29 $14,073 - $14,491
294 Added 2.1%
14,287 $692,000
Q1 2022

Apr 22, 2022
BUY
$49.19 - $51.02 $312,405 - $324,028
6,351 Added 83.11%
13,993 $691,000
Q4 2021

Jan 20, 2022
BUY
$50.99 - $51.69 $101 - $103
2 Added 0.03%
7,642 $390,000
Q3 2021

Nov 09, 2021
SELL
$51.65 - $51.91 $31,661 - $31,820
-613 Reduced 7.43%
7,640 $395,000
Q2 2021

Aug 02, 2021
BUY
$51.69 - $51.96 $89,785 - $90,254
1,737 Added 26.66%
8,253 $428,000
Q1 2021

May 12, 2021
SELL
$51.61 - $52.18 $6,141 - $6,209
-119 Reduced 1.79%
6,516 $337,000
Q4 2020

Feb 12, 2021
BUY
$51.98 - $52.22 $21,467 - $21,566
413 Added 6.64%
6,635 $346,000
Q3 2020

Nov 05, 2020
BUY
$52.04 - $52.29 $104 - $104
2 Added 0.03%
6,222 $324,000
Q2 2020

Aug 13, 2020
BUY
$49.8 - $52.12 $9,312 - $9,746
187 Added 3.1%
6,220 $324,000
Q1 2020

May 19, 2020
SELL
$45.15 - $51.71 $541 - $620
-12 Reduced 0.2%
6,033 $303,000
Q4 2019

May 19, 2020
BUY
$50.91 - $51.22 $307,750 - $309,624
6,045 New
6,045 $309,000

Others Institutions Holding SLQD

# of Institutions
243
Shares Held
25.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES 0-5 YEAR INVESTMENT GR

SLQD Quotes by TradingView
  • Ticker SLQD
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