Mission Wealth Management, LP Ishares 0 5 Year Investment Gr Transaction History

Mission Wealth Management, LP

$4.1 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 04, 2018	SELL	$49.61 - $50.23 $212,033 - $214,683	-4,274 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	$50.59 - $50.62 $216,221 - $216,349	4,274	4,274 $216,000

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

Ticker SLQD
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