Tpg Financial Advisors, LLC Ishares 0 5 Year Investment Gr Transaction History

Tpg Financial Advisors, LLC

$189 Million
Q4 2023

A detailed history of Tpg Financial Advisors, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Tpg Financial Advisors, LLC holds 10,028 shares of SLQD stock, worth $505,812. This represents 0.26% of its overall portfolio holdings.

Number of Shares

10,028

Previous 10,289 2.54%

Holding current value

$505,812

Previous $493,000 -0.0%

% of portfolio

0.26%

Previous 0.27%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 09, 2024	SELL	$47.66 - $49.2 $12,439 - $12,841	-261 Reduced 2.54%	10,028 $493,000
Q3 2023 Oct 17, 2023	SELL	$47.89 - $48.35 $594,841 - $600,555	-12,421 Reduced 54.69%	10,289 $493,000
Q2 2023 Jul 13, 2023	SELL	$48.08 - $48.64 $2.61 Million - $2.64 Million	-54,280 Reduced 70.5%	22,710 $1.09 Million
Q4 2022 Jan 30, 2023	BUY	$46.96 - $48.14 $503,880 - $516,542	10,730 Added 16.19%	76,990 $3.68 Million
Q3 2022 Oct 11, 2022	BUY	$47.28 - $49.07 $263,822 - $273,810	5,580 Added 9.2%	66,260 $3.14 Million
Q2 2022 Jul 11, 2022	BUY	$47.87 - $49.29 $2.09 Million - $2.15 Million	43,649 Added 256.29%	60,680 $2.94 Million
Q1 2022 Apr 14, 2022	BUY	$49.19 - $51.02 $626,434 - $649,739	12,735 Added 296.44%	17,031 $841,000
Q4 2021 Jan 14, 2022	BUY	$50.99 - $51.69 $219,053 - $222,060	4,296 New	4,296 $219,000

Others Institutions Holding SLQD

# of Institutions

240

Shares Held

24.8M

Call Options Held

Put Options Held

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About ISHARES 0-5 YEAR INVESTMENT GR

Ticker SLQD
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Tpg Financial Advisors, LLC Ishares 0 5 Year Investment Gr Transaction History