Summit Financial, LLC Ishares 0 5 Year Investment Gr Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Summit Financial, LLC holds 140,741 shares of SLQD stock, worth $7.13 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

140,741

Previous 145,753 3.44%

Holding current value

$7.13 Million

Previous $7.37 Million 2.98%

% of portfolio

0.12%

Previous 0.17%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$50.29 - $50.86 $252,053 - $254,910	-5,012 Reduced 3.44%	140,741 $7.15 Million
Q2 2025 Aug 13, 2025	BUY	$49.79 - $50.59 $286,342 - $290,943	5,751 Added 4.11%	145,753 $7.37 Million
Q1 2025 May 14, 2025	SELL	$49.6 - $50.28 $358,360 - $363,273	-7,225 Reduced 4.91%	140,002 $7.04 Million
Q4 2024 Feb 12, 2025	BUY	$49.58 - $50.28 $482,562 - $489,375	9,733 Added 7.08%	147,227 $7.32 Million
Q3 2024 Nov 12, 2024	BUY	$49.07 - $50.44 $2.31 Million - $2.37 Million	46,991 Added 51.92%	137,494 $6.93 Million

Q2 2024 Jul 31, 2024	SELL	$48.75 - $49.28 $82,875 - $83,776	-1,700 Reduced 1.84%	90,503 $4.46 Million
Q1 2024 Apr 24, 2024	SELL	$48.97 - $49.36 $787,976 - $794,251	-16,091 Reduced 14.86%	92,203 $4.54 Million
Q4 2023 Feb 05, 2024	BUY	$47.66 - $49.2 $39,557 - $40,836	830 Added 0.77%	108,294 $5.33 Million
Q3 2023 Nov 07, 2023	BUY	$47.89 - $48.35 $256,403 - $258,865	5,354 Added 5.24%	107,464 $5.16 Million
Q2 2023 Aug 11, 2023	BUY	$48.08 - $48.64 $4.25 Million - $4.3 Million	88,389 Added 644.19%	102,110 $4.92 Million
Q1 2023 May 03, 2023	BUY	$47.6 - $48.55 $333 - $339	7 Added 0.05%	13,721 $665,000
Q4 2022 Feb 07, 2023	SELL	$46.96 - $48.14 $157,409 - $161,365	-3,352 Reduced 19.64%	13,714 $656,000
Q3 2022 Nov 15, 2022	SELL	$47.28 - $49.07 $28,651 - $29,736	-606 Reduced 3.43%	17,066 $809 Million
Q2 2022 Aug 12, 2022	SELL	$47.87 - $49.29 $3,494 - $3,598	-73 Reduced 0.41%	17,672 $856,000
Q1 2022 May 10, 2022	SELL	$49.19 - $51.02 $28,481 - $29,540	-579 Reduced 3.16%	17,745 $875,000
Q4 2021 Feb 07, 2022	BUY	$50.99 - $51.69 $247,964 - $251,368	4,863 Added 36.13%	18,324 $935,000
Q3 2021 Nov 08, 2021	SELL	$51.65 - $51.91 $123,340 - $123,961	-2,388 Reduced 15.07%	13,461 $695,000
Q2 2021 Aug 06, 2021	BUY	$51.69 - $51.96 $13,025 - $13,093	252 Added 1.62%	15,849 $821,000
Q1 2021 May 03, 2021	BUY	$51.61 - $52.18 $5,264 - $5,322	102 Added 0.66%	15,597 $807,000
Q4 2020 Feb 09, 2021	BUY	$51.98 - $52.22 $805,430 - $809,148	15,495 New	15,495 $809,000

Others Institutions Holding SLQD

# of Institutions

267

Shares Held

32M

Call Options Held

Put Options Held

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About ISHARES 0-5 YEAR INVESTMENT GR

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Summit Financial, LLC Ishares 0 5 Year Investment Gr Transaction History