A detailed history of Lji Wealth Management, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Lji Wealth Management, LLC holds 890,854 shares of SLQD stock, worth $44.4 Million. This represents 9.18% of its overall portfolio holdings.

Number of Shares
890,854
Previous 839,649 6.1%
Holding current value
$44.4 Million
Previous $41.4 Billion 8.64%
% of portfolio
9.18%
Previous 9.14%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

BUY
$49.07 - $50.44 $2.51 Million - $2.58 Million
51,205 Added 6.1%
890,854 $44.9 Billion
Q2 2024

Aug 12, 2024

BUY
$48.75 - $49.28 $3.23 Million - $3.27 Million
66,315 Added 8.58%
839,649 $41.4 Billion
Q1 2024

May 15, 2024

BUY
$48.97 - $49.36 $1.91 Million - $1.93 Million
39,037 Added 5.32%
773,334 $38.1 Billion
Q4 2023

Feb 13, 2024

BUY
$47.66 - $49.2 $231,865 - $239,358
4,865 Added 0.67%
734,297 $36.1 Billion
Q3 2023

Feb 02, 2024

BUY
$47.89 - $48.35 $884,240 - $892,734
18,464 Added 2.6%
729,432 $35 Billion
Q2 2023

Feb 02, 2024

BUY
$48.08 - $48.64 $992,130 - $1 Million
20,635 Added 2.99%
710,968 $34.3 Billion
Q1 2023

Feb 02, 2024

BUY
$47.6 - $48.55 $1.07 Million - $1.09 Million
22,461 Added 3.36%
690,333 $33.5 Billion
Q4 2022

Jan 02, 2024

BUY
$46.96 - $48.14 $31.4 Million - $32.2 Million
667,872 New
667,872 $32 Billion

Others Institutions Holding SLQD

About ISHARES 0-5 YEAR INVESTMENT GR


  • Ticker SLQD
  • Sector ETFs
  • Industry ETFs
More about SLQD
Track This Portfolio

Track Lji Wealth Management, LLC Portfolio

Follow Lji Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lji Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lji Wealth Management, LLC with notifications on news.