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

Whalen Wealth Management Inc.

  • $150 Billion
  • Q1 2025

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 98,345 shares of SLQD stock, worth $4.94 Million. This represents 3.3% of its overall portfolio holdings.

Number of Shares
98,345
Previous 81,035 21.36%
Holding current value
$4.94 Million
Previous $4.03 Billion 22.68%
% of portfolio
3.3%
Previous 2.79%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$49.6 - $50.28 $858,576 - $870,346
17,310 Added 21.36%
98,345 $4.94 Billion
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
261
Shares Held
29.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES 0-5 YEAR INVESTMENT GR

SLQD Quotes by TradingView
  • Ticker SLQD
  • Sector ETFs
  • Industry ETFs
More about SLQD
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