Pfg Advisors Ishares 0 5 Year Investment Gr Transaction History

Pfg Advisors

$1.45 Billion
Q2 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

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

Ticker SLQD
Sector ETFs
Industry ETFs

More about SLQD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pfg Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Pfg Advisors with notifications on news.