North Rock Partners, LLC Ishares 0 5 Year Investment Gr Transaction History

North Rock Partners, LLC

$1.16 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 08, 2024	BUY	$47.66 - $49.2 $535,841 - $553,155	11,243 Added 122.3%	20,436 $1.01 Million
Q3 2023 Oct 24, 2023	BUY	$47.89 - $48.35 $440,252 - $444,481	9,193 New	9,193 $441,000

Others Institutions Holding SLQD

# of Institutions

240

Shares Held

24.8M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.22M
Shares

$112 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.73M
Shares

$87.2 Million
0.02% of portfolio
Ubs Group Ag

1.19M
Shares

$60.2 Million
0.01% of portfolio
Farmers & Merchants Investments Inc

1M
Shares

$50.4 Million
1.66% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

938K
Shares

$47.3 Million
0.07% of portfolio

About ISHARES 0-5 YEAR INVESTMENT GR

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