Bwm Planning, LLC Ishares Short Term National Mu Transaction History

Bwm Planning, LLC

$230 Billion
Q4 2024

A detailed history of Bwm Planning, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Bwm Planning, LLC holds 6,542 shares of SUB stock, worth $693,124. This represents 0.3% of its overall portfolio holdings.

Number of Shares

6,542

Holding current value

$693,124

% of portfolio

0.3%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 22, 2025	BUY	$104.94 - $106.2 $686,517 - $694,760	6,542 New	6,542 $690 Million

Others Institutions Holding SUB

# of Institutions

855

Shares Held

75.1M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

7.1M
Shares

$752 Million
0.06% of portfolio
Mercer Global Advisors Inc Denver, CO

6.31M
Shares

$669 Million
1.47% of portfolio
Envestnet Asset Management Inc

5.98M
Shares

$633 Million
0.21% of portfolio
Life Planning Partners, Inc

5.97M
Shares

$633 Million
4.65% of portfolio
Morgan Stanley New York, NY

3.63M
Shares

$385 Million
0.03% of portfolio

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About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
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