Kovack Advisors, Inc. Ishares 0 5 Year Investment Gr Transaction History

Kovack Advisors, Inc.

$988 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	BUY	$49.58 - $50.28 $7,437 - $7,542	150 Added 2.93%	5,270 $262,000
Q2 2024 Aug 02, 2024	BUY	$48.75 - $49.28 $249,600 - $252,313	5,120 New	5,120 $252,000

Others Institutions Holding SLQD

# of Institutions

264

Shares Held

32.8M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.26M
Shares

$115 Million
0.01% of portfolio
Laurel Wealth Advisors LLC Charlotte, NC

2.05M
Shares

$104 Million
0.58% of portfolio
Allspring Global Investments Holdings, LLC

1.75M
Shares

$89.1 Million
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

1.23M
Shares

$62.5 Million
0.02% of portfolio
Lji Wealth Management, LLC Indianapolis, IN

1.12M
Shares

$57 Million
9.87% of portfolio

About ISHARES 0-5 YEAR INVESTMENT GR

Ticker SLQD
Sector ETFs
Industry ETFs

More about SLQD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kovack Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kovack Advisors, Inc. with notifications on news.