Tci Wealth Advisors, Inc. Ishares 0 5 Year Investment Gr Transaction History

Tci Wealth Advisors, Inc.

$1.01 Billion
Q2 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 29, 2022	BUY	$49.19 - $51.02 $639 - $663	13 Added 3.06%	438 $22,000
Q3 2021 Oct 29, 2021	SELL	$51.65 - $51.91 $22,106 - $22,217	-428 Reduced 50.18%	425 $22,000
Q2 2021 Aug 02, 2021	BUY	$51.69 - $51.96 $5,272 - $5,299	102 Added 13.58%	853 $44,000
Q1 2021 Apr 29, 2021	BUY	$51.61 - $52.18 $12,644 - $12,784	245 Added 48.42%	751 $39,000
Q4 2020 Jan 21, 2021	BUY	$51.98 - $52.22 $5,198 - $5,222	100 Added 24.63%	506 $26,000
Q2 2020 Jul 20, 2020	BUY	$49.8 - $52.12 $4,332 - $4,534	87 Added 27.27%	406 $21,000
Q1 2020 Apr 14, 2020	SELL	$45.15 - $51.71 $6,275 - $7,187	-139 Reduced 30.35%	319 $16,000
Q4 2019 Jan 27, 2020	SELL	$50.91 - $51.22 $865 - $870	-17 Reduced 3.58%	458 $23,000
Q3 2019 Oct 17, 2019	SELL	$50.71 - $51.24 $2,028 - $2,049	-40 Reduced 7.77%	475 $24,000
Q2 2019 Jul 23, 2019	BUY	$50.23 - $50.97 $2,310 - $2,344	46 Added 9.81%	515 $26,000
Q4 2018 Jan 17, 2019	SELL	$49.2 - $49.57 $64,796 - $65,283	-1,317 Reduced 73.74%	469 $23,000
Q2 2018 Jul 27, 2018	BUY	$49.49 - $49.85 $593 - $598	12 Added 0.68%	1,786 $89,000
Q4 2017 Feb 01, 2018	BUY	$50.17 - $50.6 $6,772 - $6,831	135 Added 8.24%	1,774 $89,000
Q2 2017 Aug 10, 2017	BUY	N/A	1,639	1,639 $83,000

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 Tci Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tci Wealth Advisors, Inc. with notifications on news.