Aspen Wealth Strategies, LLC Ishares Short Term National Mu Transaction History

Aspen Wealth Strategies, LLC

$156 Billion
Q4 2024

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 4,878 shares of SUB stock, worth $515,848. This represents 0.33% of its overall portfolio holdings.

Number of Shares

4,878

Previous 4,877 0.02%

Holding current value

$515,848

Previous $518 Million 0.65%

% of portfolio

0.33%

Previous 0.33%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$104.94 - $106.2 $104 - $106	1 Added 0.02%	4,878 $514 Million
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

# of Institutions

901

Shares Held

71.4M

Call Options Held

Put Options Held

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About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
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Aspen Wealth Strategies, LLC Ishares Short Term National Mu Transaction History