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

Jgp Wealth Management, LLC

  • $813 Million
  • Q2 2025

A detailed history of Jgp Wealth Management, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 29,511 shares of SLQD stock, worth $1.49 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
29,511
Previous 19,303 52.88%
Holding current value
$1.49 Million
Previous $970,000 53.81%
% of portfolio
0.18%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$49.79 - $50.59 $508,256 - $516,422
10,208 Added 52.88%
29,511 $1.49 Million
Q1 2025

Apr 08, 2025
BUY
$49.6 - $50.28 $65,422 - $66,319
1,319 Added 7.33%
19,303 $970,000
Q4 2024

Jan 14, 2025
BUY
$49.58 - $50.28 $279,482 - $283,428
5,637 Added 45.65%
17,984 $894,000
Q3 2024

Oct 09, 2024
BUY
$49.07 - $50.44 $78,413 - $80,603
1,598 Added 14.87%
12,347 $622,000
Q2 2024

Jul 12, 2024
BUY
$48.75 - $49.28 $524,013 - $529,710
10,749 New
10,749 $529,000

Others Institutions Holding SLQD

# of Institutions
264
Shares Held
31.5M
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
  • Industry ETFs
More about SLQD
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