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 $45,698. This represents 0.0% of its overall portfolio holdings.

Number of Shares

918

Previous 755 21.59%

Holding current value

$45,698

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

243

Shares Held

25.2M

Call Options Held

Put Options Held

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About ISHARES 0-5 YEAR INVESTMENT GR

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