Gds Wealth Management Ishares 0 5 Year Investment Gr Transaction History

Gds Wealth Management

$1.02 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 19, 2023	SELL	$47.89 - $48.35 $957 - $967	-20 Reduced 0.33%	6,073 $291,000
Q2 2023 Jul 27, 2023	SELL	$48.08 - $48.64 $16,491 - $16,683	-343 Reduced 5.33%	6,093 $293,000
Q1 2023 May 10, 2023	SELL	$47.6 - $48.55 $8.59 Million - $8.76 Million	-180,506 Reduced 96.56%	6,436 $312,000
Q4 2022 Jan 26, 2023	SELL	$46.96 - $48.14 $3.05 Million - $3.13 Million	-65,013 Reduced 25.8%	186,942 $0
Q3 2022 Oct 20, 2022	BUY	$47.28 - $49.07 $283,159 - $293,880	5,989 Added 2.43%	251,955 $11.9 Million
Q2 2022 Aug 05, 2022	SELL	$47.87 - $49.29 $667,499 - $687,299	-13,944 Reduced 5.36%	245,966 $11.9 Million
Q1 2022 Aug 05, 2022	BUY	$49.19 - $51.02 $818,915 - $849,380	16,648 Added 6.84%	259,910 $12.7 Million
Q4 2021 Aug 05, 2022	BUY	$50.99 - $51.69 $12.4 Million - $12.6 Million	243,262 New	243,262 $12.4 Million

Others Institutions Holding SLQD

# of Institutions

242

Shares Held

24.7M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.22M
Shares

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

1.73M
Shares

$86 Million
0.02% of portfolio
Ubs Group Ag

1.19M
Shares

$59.3 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

$48.2 Million
0.07% of portfolio

About ISHARES 0-5 YEAR INVESTMENT GR

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