Edgemoor Investment Advisors, Inc. Ishares Short Term National Mu Transaction History

Edgemoor Investment Advisors, Inc.

$1.1 Billion
Q4 2024

A detailed history of Edgemoor Investment Advisors, Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Edgemoor Investment Advisors, Inc. holds 4,785 shares of SUB stock, worth $505,439. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,785

Previous 2,585 85.11%

Holding current value

$505,439

Previous $274,000 83.94%

% of portfolio

0.05%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$104.94 - $106.2 $230,868 - $233,640	2,200 Added 85.11%	4,785 $504,000
Q2 2024 Aug 07, 2024	BUY	$104.04 - $104.8 $268,943 - $270,908	2,585 New	2,585 $270,000
Q3 2023 Nov 09, 2023	SELL	$102.82 - $104.26 $62,720 - $63,598	-610 Reduced 15.7%	3,275 $336,000
Q2 2023 Aug 09, 2023	SELL	$103.24 - $105.0 $39,747 - $40,425	-385 Reduced 9.02%	3,885 $404,000
Q1 2023 May 09, 2023	SELL	$103.3 - $105.14 $49,584 - $50,467	-480 Reduced 10.11%	4,270 $446,000
Q3 2022 Nov 08, 2022	BUY	$102.59 - $105.4 $487,302 - $500,650	4,750 New	4,750 $488,000

Others Institutions Holding SUB

# of Institutions

902

Shares Held

71.3M

Call Options Held

Put Options Held

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About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
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Edgemoor Investment Advisors, Inc. Ishares Short Term National Mu Transaction History