Topel & Distasi Wealth Management, LLC Ishares 0 5 Year Investment Gr Transaction History

Topel & Distasi Wealth Management, LLC

  • $241 Million
  • Q3 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 4,894 shares of SLQD stock, worth $243,623. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,894
Previous 5,629 13.06%
Holding current value
$243,623
Previous $277,000 11.19%
% of portfolio
0.1%
Previous 0.12%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$49.07 - $50.44 $36,066 - $37,073
-735 Reduced 13.06%
4,894 $246,000
Q1 2024

May 06, 2024
BUY
$48.97 - $49.36 $8,912 - $8,983
182 Added 3.34%
5,629 $277,000
Q3 2023

Nov 06, 2023
SELL
$47.89 - $48.35 $19,299 - $19,485
-403 Reduced 6.89%
5,447 $261,000
Q2 2023

Aug 07, 2023
BUY
$48.08 - $48.64 $3,990 - $4,037
83 Added 1.44%
5,850 $282,000
Q1 2023

May 12, 2023
SELL
$47.6 - $48.55 $35,890 - $36,606
-754 Reduced 11.56%
5,767 $279,000
Q4 2022

Jan 31, 2023
BUY
$46.96 - $48.14 $6,856 - $7,028
146 Added 2.29%
6,521 $312,000
Q3 2022

Nov 21, 2022
BUY
$47.28 - $49.07 $301,410 - $312,821
6,375 New
6,375 $304,000
Q2 2022

Aug 05, 2022
SELL
$47.87 - $49.29 $3.4 Million - $3.5 Million
-70,946 Closed
0 $0
Q1 2022

Apr 21, 2022
BUY
$49.19 - $51.02 $37,679 - $39,081
766 Added 1.09%
70,946 $3.5 Million
Q4 2021

Feb 23, 2022
BUY
$50.99 - $51.69 $3.58 Million - $3.63 Million
70,180 New
70,180 $3.58 Million

Others Institutions Holding SLQD

# of Institutions
243
Shares Held
25.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES 0-5 YEAR INVESTMENT GR

SLQD Quotes by TradingView
  • Ticker SLQD
  • Sector ETFs
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More about SLQD
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