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

Tpg Financial Advisors, LLC

$240 Million
Q2 2025

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 16, 2025	SELL	$49.6 - $50.28 $77,822 - $78,889	-1,569 Reduced 20.03%	6,266 $315,000
Q4 2024 Jan 13, 2025	SELL	$49.58 - $50.28 $14,526 - $14,732	-293 Reduced 3.6%	7,835 $389,000
Q3 2024 Oct 16, 2024	SELL	$49.07 - $50.44 $34,299 - $35,257	-699 Reduced 7.92%	8,128 $409,000
Q2 2024 Oct 16, 2024	SELL	$48.75 - $49.28 $58,548 - $59,185	-1,201 Reduced 11.98%	8,827 $434,000
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

264

Shares Held

31.5M

Call Options Held

0

Put Options Held

0

About ISHARES 0-5 YEAR INVESTMENT GR

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