Trail Ridge Investment Advisors, LLC Ishares 0 5 Year Investment Gr Transaction History
Trail Ridge Investment Advisors, LLC
- $214 Million
- Q3 2025
A detailed history of Trail Ridge Investment Advisors, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Trail Ridge Investment Advisors, LLC holds 76,009 shares of SLQD stock, worth $3.85 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
76,009
Previous 75,207
1.07%
Holding current value
$3.85 Million
Previous $3.8 Million
1.55%
% of portfolio
1.81%
Previous 1.93%
Shares
16 transactions
Others Institutions Holding SLQD
# of Institutions
265Shares Held
32MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.32MShares$117 Million0.01% of portfolio
-
Allspring Global Investments Holdings, LLC1.75MShares$88.7 Million0.16% of portfolio
-
Lji Wealth Management, LLC Indianapolis, IN1.15MShares$58.4 Million10.23% of portfolio
-
Ubs Group Ag1.12MShares$56.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.11MShares$56.4 Million0.02% of portfolio