Balanced Rock Investment Advisor Ishares Short Term National Mu Transaction History
Balanced Rock Investment Advisor
- $126 Billion
- Q4 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 4,310 shares of SUB stock, worth $455,092. This represents 0.36% of its overall portfolio holdings.
Number of Shares
4,310
Previous 4,356
1.06%
Holding current value
$455,092
Previous $463 Million
1.72%
% of portfolio
0.36%
Previous 0.36%
Shares
5 transactions
Others Institutions Holding SUB
# of Institutions
902Shares Held
71.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.79MShares$822 Million0.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.25MShares$660 Million1.63% of portfolio
-
Envestnet Asset Management Inc6.25MShares$660 Million0.22% of portfolio
-
Morgan Stanley New York, NY3.5MShares$370 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.68MShares$283 Million0.38% of portfolio