Investments & Financial Planning, LLC Ishares Short Term National Mu Transaction History

Investments & Financial Planning, LLC

  • $158 Million
  • Q3 2024

A detailed history of Investments & Financial Planning, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 2,655 shares of SUB stock, worth $280,208. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,655
Previous 2,695 1.48%
Holding current value
$280,208
Previous $281,000 -0.0%
% of portfolio
0.18%
Previous 0.19%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$104.3 - $106.3 $4,172 - $4,252
-40 Reduced 1.48%
2,655 $281,000
Q2 2024

Jul 18, 2024
SELL
$104.04 - $104.8 $13,525 - $13,624
-130 Reduced 4.6%
2,695 $281,000
Q1 2024

May 03, 2024
SELL
$104.73 - $105.42 $56,973 - $57,348
-544 Reduced 16.15%
2,825 $295,000
Q4 2023

Jan 18, 2024
SELL
$102.62 - $105.46 $8,620 - $8,858
-84 Reduced 2.43%
3,369 $355,000
Q3 2023

Oct 18, 2023
SELL
$102.82 - $104.26 $34,341 - $34,822
-334 Reduced 8.82%
3,453 $355,000
Q2 2023

Jul 18, 2023
SELL
$103.24 - $105.0 $42,638 - $43,365
-413 Reduced 9.83%
3,787 $393,000
Q1 2023

May 02, 2023
SELL
$103.3 - $105.14 $34,398 - $35,011
-333 Reduced 7.35%
4,200 $439,000
Q4 2022

Feb 28, 2023
BUY
$102.5 - $104.49 $113,365 - $115,565
1,106 Added 32.27%
4,533 $472,000
Q2 2022

Aug 11, 2022
BUY
$103.31 - $104.87 $15,083 - $15,311
146 Added 4.45%
3,427 $359,000
Q1 2022

May 09, 2022
SELL
$104.46 - $107.34 $12,430 - $12,773
-119 Reduced 3.5%
3,281 $343,000
Q4 2021

Feb 11, 2022
BUY
$107.24 - $107.56 $364,616 - $365,704
3,400 New
3,400 $360,000

Others Institutions Holding SUB

# of Institutions
826
Shares Held
68.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES SHORT-TERM NATIONAL MU

SUB Quotes by TradingView
  • Ticker SUB
  • Sector ETFs
  • Industry ETFs
More about SUB
Track This Portfolio

Track Investments & Financial Planning, LLC Portfolio

Follow Investments & Financial Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Investments & Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Investments & Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email