Grand Wealth Management, LLC Ishares 0 5 Year Investment Gr Transaction History

Grand Wealth Management, LLC

$171 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 25, 2022	SELL	$47.87 - $49.29 $160,747 - $165,515	-3,358 Closed	0 $0
Q1 2022 Aug 25, 2022	BUY	$49.19 - $51.02 $165,180 - $171,325	3,358 New	3,358 $166,000

Others Institutions Holding SLQD

# of Institutions

245

Shares Held

25.3M

Call Options Held

0

Put Options Held

0

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

About ISHARES 0-5 YEAR INVESTMENT GR

Ticker SLQD
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