Roth Financial Partners LLC Ishares Short Term National Mu Transaction History

Roth Financial Partners LLC

  • $251 Million
  • Q4 2024

A detailed history of Roth Financial Partners LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Roth Financial Partners LLC holds 5,163 shares of SUB stock, worth $546,606. This represents 0.22% of its overall portfolio holdings.

Number of Shares
5,163
Previous 2,223 132.25%
Holding current value
$546,606
Previous $236,000 130.51%
% of portfolio
0.22%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$104.94 - $106.2 $308,523 - $312,228
2,940 Added 132.25%
5,163 $544,000
Q3 2024

Jan 14, 2025
SELL
$104.3 - $106.3 $313,421 - $319,431
-3,005 Reduced 58.2%
2,158 $229,000
Q2 2024

Jul 03, 2024
BUY
$104.04 - $104.8 $231,280 - $232,970
2,223 New
2,223 $232,000
Q3 2022

Oct 07, 2022
SELL
$102.59 - $105.4 $729,107 - $749,077
-7,107 Reduced 64.29%
3,947 $405,000
Q2 2022

Jul 11, 2022
BUY
$103.31 - $104.87 $1.14 Million - $1.16 Million
11,054 New
11,054 $1.16 Million

Others Institutions Holding SUB

# of Institutions
898
Shares Held
71.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES SHORT-TERM NATIONAL MU

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