Whalen Wealth Management Inc. Ishares 0 5 Year Investment Gr Transaction History

Whalen Wealth Management Inc.

  • $144 Billion
  • Q4 2024

A detailed history of Whalen Wealth Management Inc. transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 81,035 shares of SLQD stock, worth $4.06 Million. This represents 2.79% of its overall portfolio holdings.

Number of Shares
81,035
Previous 49,747 62.89%
Holding current value
$4.06 Million
Previous $2.51 Billion 60.67%
% of portfolio
2.79%
Previous 1.77%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$49.58 - $50.28 $1.55 Million - $1.57 Million
31,288 Added 62.89%
81,035 $4.03 Billion
Q3 2024

Nov 07, 2024
SELL
$49.07 - $50.44 $326,658 - $335,779
-6,657 Reduced 11.8%
49,747 $2.51 Billion
Q2 2024

Aug 01, 2024
BUY
$48.75 - $49.28 $2.75 Million - $2.78 Million
56,404 New
56,404 $2.78 Billion

Others Institutions Holding SLQD

# of Institutions
259
Shares Held
28.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES 0-5 YEAR INVESTMENT GR

SLQD Quotes by TradingView
  • Ticker SLQD
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More about SLQD
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