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

Heritage Wealth Management, LLC

  • $177 Million
  • Q2 2024

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
SELL
$48.97 - $49.36 $5,141 - $5,182
-105 Reduced 0.5%
21,100 $1.04 Million
Q4 2023

Feb 06, 2024
SELL
$47.66 - $49.2 $3.77 Million - $3.89 Million
-79,145 Reduced 78.87%
21,205 $1.04 Million
Q4 2022

Feb 13, 2023
BUY
$46.96 - $48.14 $2.34 Million - $2.4 Million
49,851 Added 98.72%
100,350 $4.8 Million
Q3 2022

Nov 14, 2022
BUY
$47.28 - $49.07 $273,703 - $284,066
5,789 Added 12.95%
50,499 $2.39 Million
Q2 2022

Aug 15, 2022
SELL
$47.87 - $49.29 $443,754 - $456,918
-9,270 Reduced 17.17%
44,710 $2.17 Million
Q1 2022

Aug 15, 2022
BUY
$49.19 - $51.02 $636,371 - $660,045
12,937 Added 31.52%
53,980 $2.66 Million
Q3 2021

Nov 10, 2021
BUY
$51.65 - $51.91 $230,359 - $231,518
4,460 Added 12.19%
41,043 $2.12 Million
Q2 2021

Aug 11, 2021
BUY
$51.69 - $51.96 $383,384 - $385,387
7,417 Added 25.43%
36,583 $1.9 Million
Q1 2021

Jul 16, 2021
BUY
$51.61 - $52.18 $1.51 Million - $1.52 Million
29,166 New
29,166 $1.51 Million

Others Institutions Holding SLQD

# of Institutions
242
Shares Held
24.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES 0-5 YEAR INVESTMENT GR

SLQD Quotes by TradingView
  • Ticker SLQD
  • Sector ETFs
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More about SLQD
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