A detailed history of Geo Wealth Management, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Geo Wealth Management, LLC holds 8,069 shares of SLQD stock, worth $403,611. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,069
Previous 7,180 12.38%
Holding current value
$403,611
Previous $353,000 15.01%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 12, 2024

BUY
$49.07 - $50.44 $43,623 - $44,841
889 Added 12.38%
8,069 $406,000
Q2 2024

Aug 12, 2024

BUY
$48.75 - $49.28 $34,905 - $35,284
716 Added 11.08%
7,180 $353,000
Q1 2024

May 15, 2024

SELL
$48.97 - $49.36 $316,542 - $319,063
-6,464 Closed
0 $0
Q1 2024

May 15, 2024

BUY
$48.97 - $49.36 $23,407 - $23,594
478 Added 7.99%
6,464 $318,000
Q4 2023

Feb 13, 2024

BUY
$47.66 - $49.2 $285,292 - $294,511
5,986 New
5,986 $294,000

Others Institutions Holding SLQD

About ISHARES 0-5 YEAR INVESTMENT GR


  • Ticker SLQD
  • Sector ETFs
  • Industry ETFs
More about SLQD
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