Pfg Advisors Ishares 0 5 Year Investment Gr Transaction History

Pfg Advisors

$1.55 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 27, 2023	BUY	$46.96 - $48.14 $46,584 - $47,754	992 Added 3.5%	29,316 $1.4 Million
Q3 2022 Oct 13, 2022	BUY	$47.28 - $49.07 $657,097 - $681,974	13,898 Added 96.34%	28,324 $1.34 Million
Q2 2022 Jul 13, 2022	SELL	$47.87 - $49.29 $68,406 - $70,435	-1,429 Reduced 9.01%	14,426 $699,000
Q1 2022 Apr 19, 2022	BUY	$49.19 - $51.02 $25,086 - $26,020	510 Added 3.32%	15,855 $783,000
Q4 2021 Jan 21, 2022	BUY	$50.99 - $51.69 $5,863 - $5,944	115 Added 0.76%	15,345 $783,000
Q3 2021 Nov 05, 2021	BUY	$51.65 - $51.91 $786,629 - $790,589	15,230 New	15,230 $787,000

Others Institutions Holding SLQD

# of Institutions

243

Shares Held

25.2M

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

$91.3 Million
0.02% of portfolio
Ubs Group Ag

1.22M
Shares

$60.7 Million
0.01% of portfolio
Farmers & Merchants Investments Inc

1.01M
Shares

$50.4 Million
1.6% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

969K
Shares

$48.3 Million
0.07% of portfolio

About ISHARES 0-5 YEAR INVESTMENT GR

Ticker SLQD
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