Aletheian Wealth Advisors LLC Ishares Short Term National Mu Transaction History

Aletheian Wealth Advisors LLC

  • $163 Million
  • Q3 2024

A detailed history of Aletheian Wealth Advisors LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 4,955 shares of SUB stock, worth $521,612. This represents 0.32% of its overall portfolio holdings.

Number of Shares
4,955
Previous 4,935 0.41%
Holding current value
$521,612
Previous $515,000 2.14%
% of portfolio
0.32%
Previous 0.28%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$104.3 - $106.3 $2,086 - $2,126
20 Added 0.41%
4,955 $526,000
Q2 2024

Jul 26, 2024
BUY
$104.04 - $104.8 $2,601 - $2,620
25 Added 0.51%
4,935 $515,000
Q1 2024

Apr 15, 2024
BUY
$104.73 - $105.42 $69,121 - $69,577
660 Added 15.53%
4,910 $514,000
Q4 2023

Jan 05, 2024
BUY
$102.62 - $105.46 $40,842 - $41,973
398 Added 10.33%
4,250 $448,000
Q3 2023

Oct 04, 2023
SELL
$102.82 - $104.26 $207,079 - $209,979
-2,014 Reduced 34.33%
3,852 $396,000
Q2 2023

Jul 13, 2023
BUY
$103.24 - $105.0 $825 - $840
8 Added 0.14%
5,866 $610,000
Q1 2023

May 11, 2023
BUY
$103.3 - $105.14 $87,908 - $89,474
851 Added 17.0%
5,858 $613,000
Q4 2022

Jan 17, 2023
SELL
$102.5 - $104.49 $7,380 - $7,523
-72 Reduced 1.42%
5,007 $0
Q3 2022

Oct 14, 2022
SELL
$102.59 - $105.4 $16,209 - $16,653
-158 Reduced 3.02%
5,079 $521,000
Q2 2022

Jul 11, 2022
BUY
$103.31 - $104.87 $30,476 - $30,936
295 Added 5.97%
5,237 $548,000
Q1 2022

Apr 18, 2022
SELL
$104.46 - $107.34 $22,041 - $22,648
-211 Reduced 4.09%
4,942 $517,000
Q4 2021

Apr 12, 2022
BUY
$107.24 - $107.56 $552,607 - $554,256
5,153 New
5,153 $553,000

Others Institutions Holding SUB

# of Institutions
827
Shares Held
68.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES SHORT-TERM NATIONAL MU

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  • Ticker SUB
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