Hutchens & Kramer Investment Management Group, LLC Ishares 0 5 Year Investment Gr Transaction History

Hutchens & Kramer Investment Management Group, LLC

$162 Million
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 18, 2023	SELL	$48.08 - $48.64 $44,954 - $45,478	-935 Reduced 16.09%	4,877 $235,000
Q1 2023 Apr 10, 2023	SELL	$47.6 - $48.55 $139,991 - $142,785	-2,941 Reduced 33.6%	5,812 $281,000
Q4 2022 Jan 31, 2023	BUY	$46.96 - $48.14 $798 - $818	17 Added 0.19%	8,753 $418,000
Q3 2022 Nov 14, 2022	SELL	$47.28 - $49.07 $48,887 - $50,738	-1,034 Reduced 10.58%	8,736 $416,000
Q2 2022 Aug 15, 2022	SELL	$47.87 - $49.29 $182,145 - $187,548	-3,805 Reduced 28.03%	9,770 $475,000
Q4 2021 May 16, 2022	BUY	$50.99 - $51.69 $692,189 - $701,691	13,575 New	13,575 $670,000

Others Institutions Holding SLQD

# of Institutions

242

Shares Held

24.7M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.22M
Shares

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

1.73M
Shares

$86 Million
0.02% of portfolio
Ubs Group Ag

1.19M
Shares

$59.3 Million
0.01% of portfolio
Farmers & Merchants Investments Inc

1.01M
Shares

$50.4 Million
1.6% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

969K
Shares

$48.2 Million
0.07% of portfolio

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About ISHARES 0-5 YEAR INVESTMENT GR

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