Koshinski Asset Management, Inc. Ishares 0 5 Year Investment Gr Transaction History

Koshinski Asset Management, Inc.

$1.13 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 12, 2022	SELL	$47.87 - $49.29 $47,870 - $49,290	-1,000 Closed	0 $0
Q3 2021 Oct 12, 2021	BUY	$51.65 - $51.91 $51,650 - $51,910	1,000 New	1,000 $51,000
Q1 2021 May 06, 2021	SELL	$51.61 - $52.18 $299,338 - $302,644	-5,800 Closed	0 $0
Q4 2020 Mar 30, 2021	BUY	$51.98 - $52.22 $135,148 - $135,772	2,600 Added 81.25%	5,800 $303,000
Q4 2020 Feb 05, 2021	SELL	$51.98 - $52.22 $1.29 Million - $1.29 Million	-24,751 Reduced 88.55%	3,200 $303,000
Q4 2020 Feb 02, 2021	BUY	$51.98 - $52.22 $1.05 Million - $1.05 Million	20,161 Added 258.81%	27,951 $10.5 Million
Q3 2020 Nov 16, 2020	SELL	$52.04 - $52.29 $19,775 - $19,870	-380 Reduced 4.65%	7,790 $406,000
Q1 2020 Apr 30, 2020	BUY	$45.15 - $51.71 $34,765 - $39,816	770 Added 10.41%	8,170 $410,000
Q4 2019 Jan 29, 2020	BUY	$50.91 - $51.22 $376,734 - $379,028	7,400 New	7,400 $378,000

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

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