White Lighthouse Investment Management Inc. Ishares 0 5 Year Investment Gr Transaction History

White Lighthouse Investment Management Inc.

$556 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2018 Jan 23, 2019	SELL	$49.2 - $49.57 $390,648 - $393,585	-7,940 Closed	0 $0
Q3 2018 Oct 24, 2018	SELL	$49.51 - $49.81 $37,132 - $37,357	-750 Reduced 8.63%	7,940 $394,000
Q1 2018 Apr 12, 2018	BUY	$49.61 - $50.23 $3,026 - $3,064	61 Added 0.71%	8,690 $432,000
Q4 2017 Jan 10, 2018	BUY	$50.17 - $50.6 $432,916 - $436,627	8,629	8,629 $434,000

Others Institutions Holding SLQD

# of Institutions

245

Shares Held

25.3M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.21M
Shares

$110 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.83M
Shares

$91.1 Million
0.02% of portfolio
Ubs Group Ag

1.22M
Shares

$60.6 Million
0.01% of portfolio
Farmers & Merchants Investments Inc

1.01M
Shares

$50.3 Million
1.6% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

969K
Shares

$48.1 Million
0.07% of portfolio

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About ISHARES 0-5 YEAR INVESTMENT GR

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