L.M. Kohn & Company Ishares 0 5 Year Investment Gr Transaction History

L.M. Kohn & Company

$359 Million
Q2 2025

A detailed history of L.M. Kohn & Company transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, L.M. Kohn & Company holds 5,715 shares of SLQD stock, worth $290,322. This represents 0.08% of its overall portfolio holdings.

Number of Shares

5,715

Holding current value

$290,322

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 01, 2025	BUY	$49.79 - $50.59 $284,549 - $289,121	5,715 New	5,715 $289,000

Others Institutions Holding SLQD

# of Institutions

265

Shares Held

31.5M

Call Options Held

Put Options Held

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
Lpl Financial LLC Fort Mill, SC

1.23M
Shares

$62.4 Million
0.02% of portfolio
Lji Wealth Management, LLC Indianapolis, IN

1.12M
Shares

$56.9 Million
9.87% of portfolio
Ubs Group Ag

1.1M
Shares

$56.1 Million
0.01% of portfolio

View Full List

About ISHARES 0-5 YEAR INVESTMENT GR

Ticker SLQD
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