Summit Wealth Partners, LLC Ishares Short Term National Mu Transaction History

Summit Wealth Partners, LLC

  • $554 Billion
  • Q3 2025

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 3,949 shares of SUB stock, worth $420,607. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,949
Previous 3,424 15.33%
Holding current value
$420,607
Previous $364 Million 15.8%
% of portfolio
0.08%
Previous 0.07%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$106.17 - $107.3 $55,739 - $56,332
525 Added 15.33%
3,949 $422 Million
Q2 2025

Aug 11, 2025
BUY
$104.77 - $106.34 $942 - $957
9 Added 0.26%
3,424 $364 Million
Q1 2025

May 06, 2025
BUY
$105.3 - $106.24 $631 - $637
6 Added 0.18%
3,415 $361 Million
Q4 2024

Jan 27, 2025
BUY
$104.94 - $106.2 $1,154 - $1,168
11 Added 0.32%
3,409 $360 Million
Q3 2024

Oct 28, 2024
BUY
$104.3 - $106.3 $1,460 - $1,488
14 Added 0.41%
3,398 $361 Million
Q2 2024

Sep 11, 2024
BUY
$104.04 - $104.8 $1,872 - $1,886
18 Added 0.53%
3,384 $354 Million
Q1 2024

Sep 11, 2024
SELL
$104.73 - $105.42 $18,851 - $18,975
-180 Reduced 5.08%
3,366 $353 Million
Q4 2023

Sep 11, 2024
SELL
$102.62 - $105.46 $263,733 - $271,032
-2,570 Reduced 42.02%
3,546 $374 Million
Q3 2023

Sep 11, 2024
SELL
$102.82 - $104.26 $86,574 - $87,786
-842 Reduced 12.1%
6,116 $629 Million
Q2 2023

Sep 11, 2024
BUY
$103.24 - $105.0 $2,890 - $2,940
28 Added 0.4%
6,958 $724 Million
Q1 2023

Sep 11, 2024
BUY
$103.3 - $105.14 $2,066 - $2,102
20 Added 0.29%
6,930 $725 Million
Q4 2022

Sep 11, 2024
SELL
$102.5 - $104.49 $108,650 - $110,759
-1,060 Reduced 13.3%
6,910 $721 Million
Q3 2022

Sep 11, 2024
BUY
$102.59 - $105.4 $1,846 - $1,897
18 Added 0.23%
7,970 $818 Million
Q2 2022

Sep 11, 2024
BUY
$103.31 - $104.87 $821,521 - $833,926
7,952 New
7,952 $832 Million

Others Institutions Holding SUB

# of Institutions
949
Shares Held
75.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES SHORT-TERM NATIONAL MU

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