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

Tci Wealth Advisors, Inc.

$1.12 Billion
Q3 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

245

Shares Held

25.3M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.21M
Shares

$110 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.83M
Shares

$91 Million
0.02% of portfolio
Ubs Group Ag

1.22M
Shares

$60.6 Million
0.01% of portfolio
Farmers & Merchants Investments Inc

1.01M
Shares

$50.3 Million
1.6% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

969K
Shares

$48.1 Million
0.07% of portfolio

About ISHARES 0-5 YEAR INVESTMENT GR

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