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 7,180 shares of SLQD stock, worth $359,359. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,180
Previous 6,464 11.08%
Holding current value
$359,359
Previous $318,000 11.01%
% of portfolio
0.02%
Previous 0.01%

Shares

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