A detailed history of Aspen Wealth Strategies, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Aspen Wealth Strategies, LLC holds 4,877 shares of SUB stock, worth $514,718. This represents 0.33% of its overall portfolio holdings.

Number of Shares
4,877
Previous 4,929 1.05%
Holding current value
$514,718
Previous $518 Million 0.02%
% of portfolio
0.33%
Previous 0.36%

Shares

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

Oct 28, 2024

SELL
$104.3 - $106.3 $5,423 - $5,527
-52 Reduced 1.05%
4,877 $518 Million
Q2 2024

Jul 19, 2024

BUY
$104.04 - $104.8 $1,872 - $1,886
18 Added 0.37%
4,929 $518 Million
Q1 2024

May 13, 2024

BUY
$104.73 - $105.42 $8,483 - $8,539
81 Added 1.68%
4,911 $514 Million
Q4 2023

Jan 30, 2024

BUY
$102.62 - $105.46 $7,799 - $8,014
76 Added 1.6%
4,830 $509 Million
Q3 2023

Nov 01, 2023

BUY
$102.82 - $104.26 $24,471 - $24,813
238 Added 5.27%
4,754 $489 Million
Q1 2023

May 11, 2023

BUY
$103.3 - $105.14 $466,502 - $474,812
4,516 New
4,516 $473 Million

Others Institutions Holding SUB

About ISHARES SHORT-TERM NATIONAL MU


  • Ticker SUB
  • Sector ETFs
  • Industry ETFs
More about SUB
Track This Portfolio

Track Aspen Wealth Strategies, LLC Portfolio

Follow Aspen Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aspen Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aspen Wealth Strategies, LLC with notifications on news.