Sheets Smith Wealth Management Ishares Short Term National Mu Transaction History
Sheets Smith Wealth Management
- $856 Million
- Q3 2025
A detailed history of Sheets Smith Wealth Management transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Sheets Smith Wealth Management holds 100,333 shares of SUB stock, worth $10.7 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
100,333
Previous 116,067
13.56%
Holding current value
$10.7 Million
Previous $12.3 Million
13.2%
% of portfolio
1.25%
Previous 1.48%
Shares
26 transactions
Others Institutions Holding SUB
# of Institutions
949Shares Held
75.7MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO7.77MShares$827 Million1.41% of portfolio
-
Bank Of America Corp Charlotte, NC7.53MShares$802 Million0.06% of portfolio
-
Morgan Stanley New York, NY6.49MShares$691 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA2.75MShares$293 Million0.33% of portfolio
-
Creative Planning Overland Park, KS2.75MShares$293 Million0.23% of portfolio