Fonville Wealth Management LLC Ishares 0 5 Year Investment Gr Transaction History

Fonville Wealth Management LLC

  • $252 Billion
  • Q2 2024

A detailed history of Fonville Wealth Management LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Fonville Wealth Management LLC holds 38,268 shares of SLQD stock, worth $1.93 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
38,268
Previous 38,396 0.33%
Holding current value
$1.93 Million
Previous $1.89 Billion 0.27%
% of portfolio
0.75%
Previous 0.84%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
$48.75 - $49.28 $6,240 - $6,307
-128 Reduced 0.33%
38,268 $1.88 Billion
Q1 2024

Apr 26, 2024
BUY
$48.97 - $49.36 $69,194 - $69,745
1,413 Added 3.82%
38,396 $1.89 Billion
Q4 2023

Jan 31, 2024
BUY
$47.66 - $49.2 $1.76 Million - $1.82 Million
36,983 New
36,983 $1.82 Billion

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

SLQD Quotes by TradingView
  • Ticker SLQD
  • Sector ETFs
  • Industry ETFs
More about SLQD
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