A detailed history of Warren Averett Asset Management, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 164,267 shares of SLQD stock, worth $8.17 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
164,267
Previous 155,373 5.72%
Holding current value
$8.17 Million
Previous $7.65 Million 5.79%
% of portfolio
0.16%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$48.75 - $49.28 $433,582 - $438,296
8,894 Added 5.72%
164,267 $8.09 Million
Q1 2024

May 15, 2024

BUY
$48.97 - $49.36 $7.61 Million - $7.67 Million
155,373 New
155,373 $7.65 Million

Others Institutions Holding SLQD

About ISHARES 0-5 YEAR INVESTMENT GR


  • Ticker SLQD
  • Sector ETFs
  • Industry ETFs
More about SLQD
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