Balanced Rock Investment Advisor Ishares Short Term National Mu Transaction History
Balanced Rock Investment Advisor
- $119 Billion
- Q2 2024
A detailed history of Balanced Rock Investment Advisor transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 4,515 shares of SUB stock, worth $476,513. This represents 0.4% of its overall portfolio holdings.
Number of Shares
4,515
Previous 5,480
17.61%
Holding current value
$476,513
Previous $574 Million
17.75%
% of portfolio
0.4%
Previous 0.49%
Shares
3 transactions
Others Institutions Holding SUB
# of Institutions
824Shares Held
67.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.99MShares$738 Million0.07% of portfolio
-
Envestnet Asset Management Inc6.19MShares$653 Million0.23% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.04MShares$638 Million1.6% of portfolio
-
Morgan Stanley New York, NY3.6MShares$380 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.52MShares$266 Million0.38% of portfolio