Private Wealth Management Group, LLC Ishares 0 5 Year Investment Gr Transaction History

Private Wealth Management Group, LLC

$271 Billion
Q1 2025

A detailed history of Private Wealth Management Group, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 15,993 shares of SLQD stock, worth $805,407. This represents 0.3% of its overall portfolio holdings.

Number of Shares

15,993

Previous 14,116 13.3%

Holding current value

$805,407

Previous $702 Million 14.53%

% of portfolio

0.3%

Previous 0.27%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$49.6 - $50.28 $93,099 - $94,375	1,877 Added 13.3%	15,993 $804 Million
Q4 2024 Jan 27, 2025	BUY	$49.58 - $50.28 $116,909 - $118,560	2,358 Added 20.05%	14,116 $702 Million
Q3 2024 Oct 29, 2024	BUY	$49.07 - $50.44 $40,090 - $41,209	817 Added 7.47%	11,758 $593 Million
Q2 2024 Aug 13, 2024	BUY	$48.75 - $49.28 $28,713 - $29,025	589 Added 5.69%	10,941 $539 Million
Q1 2024 Apr 30, 2024	SELL	$48.97 - $49.36 $452,825 - $456,431	-9,247 Reduced 47.18%	10,352 $510 Million
Q4 2023 Feb 08, 2024	BUY	$47.66 - $49.2 $934,088 - $964,270	19,599 New	19,599 $964 Million

Others Institutions Holding SLQD

# of Institutions

261

Shares Held

29.9M

Call Options Held

Put Options Held

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About ISHARES 0-5 YEAR INVESTMENT GR

Ticker SLQD
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Private Wealth Management Group, LLC Ishares 0 5 Year Investment Gr Transaction History