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

Valeo Financial Advisors, LLC

$3.49 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 22, 2021	SELL	$51.69 - $51.96 $56,135 - $56,428	-1,086 Closed	0 $0
Q3 2019 Oct 15, 2019	BUY	$50.71 - $51.24 $55,071 - $55,646	1,086 New	1,086 $56,000

Others Institutions Holding SLQD

# of Institutions

240

Shares Held

24.8M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.22M
Shares

$112 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.73M
Shares

$87.2 Million
0.02% of portfolio
Ubs Group Ag

1.19M
Shares

$60.2 Million
0.01% of portfolio
Farmers & Merchants Investments Inc

1M
Shares

$50.4 Million
1.66% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

938K
Shares

$47.3 Million
0.07% of portfolio

About ISHARES 0-5 YEAR INVESTMENT GR

Ticker SLQD
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