Gerber Kawasaki Wealth & Investment Management Ishares 0 5 Year Investment Gr Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.16 Billion
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 11, 2022	SELL	$50.99 - $51.69 $50 - $51	-1 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$51.65 - $51.91 $51 - $51	1 New	1 $1,000
Q1 2018 May 08, 2018	SELL	$49.61 - $50.23 $294,187 - $297,863	-5,930 Closed	0 $0
Q4 2017 Feb 06, 2018	SELL	$50.17 - $50.6 $80,272 - $80,960	-1,600 Reduced 21.25%	5,930 $298,000
Q3 2017 Nov 13, 2017	BUY	$50.59 - $50.62 $1,517 - $1,518	30 Added 0.4%	7,530 $380,000
Q2 2017 Aug 09, 2017	BUY	N/A	7,500	7,500 $378,000

Others Institutions Holding SLQD

# of Institutions

245

Shares Held

25.3M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.21M
Shares

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

1.83M
Shares

$91 Million
0.02% of portfolio
Ubs Group Ag

1.22M
Shares

$60.6 Million
0.01% of portfolio
Farmers & Merchants Investments Inc

1.01M
Shares

$50.3 Million
1.6% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

969K
Shares

$48.1 Million
0.07% of portfolio

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About ISHARES 0-5 YEAR INVESTMENT GR

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