Valeo Financial Advisors, LLC Ishares Short Term National Mu Transaction History

Valeo Financial Advisors, LLC

  • $4.36 Billion
  • Q3 2025

A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 2,923 shares of SUB stock, worth $311,328. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,923
Previous 2,532 15.44%
Holding current value
$311,328
Previous $269,000 15.99%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 03, 2025
BUY
$106.17 - $107.3 $41,512 - $41,954
391 Added 15.44%
2,923 $312,000
Q2 2025

Jul 22, 2025
BUY
$104.77 - $106.34 $265,277 - $269,252
2,532 New
2,532 $269,000
Q3 2020

Oct 28, 2020
SELL
$107.69 - $108.53 $123,843 - $124,809
-1,150 Closed
0 $0
Q1 2020

Apr 13, 2020
BUY
$97.45 - $107.63 $112,067 - $123,774
1,150 New
1,150 $122,000
Q3 2018

Nov 01, 2018
SELL
$104.57 - $105.31 $18,299 - $18,429
-175 Closed
0 $0
Q3 2017

Nov 14, 2017
BUY
$105.97 - $106.11 $18,544 - $18,569
175
175 $19,000

Others Institutions Holding SUB

# of Institutions
950
Shares Held
75.7M
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
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