Integrated Wealth Concepts LLC Ishares 0 5 Year Investment Gr Transaction History

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 13,292 shares of SLQD stock, worth $669,385. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,292
Previous 10,741 23.75%
Holding current value
$669,385
Previous $534,000 25.09%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$49.6 - $50.28 $126,529 - $128,264
2,551 Added 23.75%
13,292 $668,000
Q4 2024

Feb 14, 2025
SELL
$49.58 - $50.28 $55,380 - $56,162
-1,117 Reduced 9.42%
10,741 $534,000
Q3 2024

Nov 14, 2024
BUY
$49.07 - $50.44 $92,840 - $95,432
1,892 Added 18.98%
11,858 $597,000
Q2 2024

Aug 14, 2024
BUY
$48.75 - $49.28 $58,646 - $59,283
1,203 Added 13.73%
9,966 $490,000
Q1 2024

May 15, 2024
BUY
$48.97 - $49.36 $48,284 - $48,668
986 Added 12.68%
8,763 $431,000
Q4 2023

Feb 13, 2024
BUY
$47.66 - $49.2 $10,485 - $10,824
220 Added 2.91%
7,777 $382,000
Q3 2023

Nov 15, 2023
BUY
$47.89 - $48.35 $45,208 - $45,642
944 Added 14.27%
7,557 $362,000
Q2 2023

Aug 15, 2023
BUY
$48.08 - $48.64 $78,178 - $79,088
1,626 Added 32.6%
6,613 $318,000
Q1 2023

May 03, 2023
BUY
$47.6 - $48.55 $237,381 - $242,118
4,987 New
4,987 $242,000
Q2 2022

Aug 08, 2022
SELL
$47.87 - $49.29 $644,904 - $664,034
-13,472 Closed
0 $0
Q1 2022

May 12, 2022
BUY
$49.19 - $51.02 $662,687 - $687,341
13,472 New
13,472 $665,000

Others Institutions Holding SLQD

# of Institutions
261
Shares Held
29.9M
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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