Steward Partners Investment Advisory, LLC Ishares 0 5 Year Investment Gr Transaction History

Steward Partners Investment Advisory, LLC

$10.6 Billion
Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 918 shares of SLQD stock, worth $45,597. This represents 0.0% of its overall portfolio holdings.

Number of Shares

918

Previous 755 21.59%

Holding current value

$45,597

Previous $37,000 24.32%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$49.07 - $50.44 $7,998 - $8,221	163 Added 21.59%	918 $46,000
Q4 2023 Feb 12, 2024	SELL	$47.66 - $49.2 $4,575 - $4,723	-96 Reduced 11.28%	755 $37,000
Q3 2023 Nov 13, 2023	BUY	$47.89 - $48.35 $4,166 - $4,206	87 Added 11.39%	851 $40,000
Q2 2023 Aug 14, 2023	SELL	$48.08 - $48.64 $5,625 - $5,690	-117 Reduced 13.28%	764 $36,000
Q1 2023 May 15, 2023	SELL	$47.6 - $48.55 $79,301 - $80,884	-1,666 Reduced 65.41%	881 $42,000
Q4 2022 Feb 15, 2023	BUY	$46.96 - $48.14 $83,354 - $85,448	1,775 Added 229.92%	2,547 $121,000
Q2 2021 Aug 13, 2021	BUY	$51.69 - $51.96 $33,856 - $34,033	655 Added 559.83%	772 $40,000
Q1 2021 May 14, 2021	BUY	$51.61 - $52.18 $980 - $991	19 Added 19.39%	117 $6,000
Q3 2020 Oct 30, 2020	SELL	$52.04 - $52.29 $8,222 - $8,261	-158 Reduced 61.72%	98 $5,000
Q4 2019 Jan 17, 2020	BUY	$50.91 - $51.22 $1,170 - $1,178	23 Added 9.87%	256 $13,000
Q2 2019 Jul 25, 2019	BUY	$50.23 - $50.97 $11,703 - $11,876	233 New	233 $11,000
Q4 2018 Jan 15, 2019	SELL	$49.2 - $49.57 $44,722 - $45,059	-909 Closed	0 $0
Q3 2018 Oct 23, 2018	BUY	$49.51 - $49.81 $396 - $398	8 Added 0.89%	909 $45,000
Q2 2018 Jul 20, 2018	BUY	$49.49 - $49.85 $44,590 - $44,914	901 New	901 $45,000

Others Institutions Holding SLQD

# of Institutions

245

Shares Held

25.3M

Call Options Held

Put Options Held

View Full List

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 Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Account

Steward Partners Investment Advisory, LLC Ishares 0 5 Year Investment Gr Transaction History