Gerber Kawasaki Wealth & Investment Management Ishares Short Term National Mu Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.16 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	BUY	$102.59 - $105.4 $3.08 Million - $3.16 Million	30,000 New	30,000 $3.08 Million
Q3 2021 Nov 15, 2021	SELL	$107.57 - $108.06 $242,032 - $243,135	-2,250 Closed	0 $0
Q2 2021 Aug 11, 2021	BUY	$107.66 - $108.01 $242,235 - $243,022	2,250 New	2,250 $242,000

Others Institutions Holding SUB

# of Institutions

840

Shares Held

69.2M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

7.1M
Shares

$750 Million
0.06% of portfolio
Mercer Global Advisors Inc Denver, CO

6.31M
Shares

$667 Million
1.47% of portfolio
Envestnet Asset Management Inc

5.98M
Shares

$631 Million
0.21% of portfolio
Morgan Stanley New York, NY

3.63M
Shares

$384 Million
0.03% of portfolio
Sei Investments CO Oaks, PA

2.64M
Shares

$279 Million
0.38% of portfolio

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About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
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