Vertex Planning Partners, LLC Ishares Short Term National Mu Transaction History

Vertex Planning Partners, LLC

  • $453 Billion
  • Q4 2024

A detailed history of Vertex Planning Partners, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 9,109 shares of SUB stock, worth $961,819. This represents 0.21% of its overall portfolio holdings.

Number of Shares
9,109
Previous 7,799 16.8%
Holding current value
$961,819
Previous $828 Million 16.02%
% of portfolio
0.21%
Previous 0.2%

Shares

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

Feb 12, 2025
BUY
$104.94 - $106.2 $137,471 - $139,122
1,310 Added 16.8%
9,109 $961 Million
Q4 2022

Feb 06, 2023
BUY
$102.5 - $104.49 $799,397 - $814,917
7,799 New
7,799 $813 Million

Others Institutions Holding SUB

# of Institutions
902
Shares Held
71.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES SHORT-TERM NATIONAL MU

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