Kerntke Otto Mc Glone Wealth Management Group Ishares Short Term National Mu Transaction History

Kerntke Otto Mc Glone Wealth Management Group

$118 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 04, 2021	SELL	$107.66 - $108.01 $216,396 - $217,100	-2,010 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$107.56 - $108.22 $215 - $216	2 Added 0.1%	2,010 $217,000
Q4 2020 Feb 12, 2021	BUY	$107.6 - $108.11 $216,060 - $217,084	2,008 New	2,008 $217,000

Others Institutions Holding SUB

# of Institutions

828

Shares Held

68.6M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

7.1M
Shares

$747 Million
0.06% of portfolio
Mercer Global Advisors Inc Denver, CO

6.31M
Shares

$664 Million
1.47% of portfolio
Envestnet Asset Management Inc

5.98M
Shares

$629 Million
0.21% of portfolio
Morgan Stanley New York, NY

3.63M
Shares

$382 Million
0.03% of portfolio
Sei Investments CO Oaks, PA

2.64M
Shares

$278 Million
0.38% of portfolio

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About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
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