Vertex Planning Partners, LLC Ishares Short Term National Mu Transaction History

Vertex Planning Partners, LLC

$521 Billion
Q3 2025

A detailed history of Vertex Planning Partners, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 11,550 shares of SUB stock, worth $1.23 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

11,550

Previous 10,949 5.49%

Holding current value

$1.23 Million

Previous $1.16 Billion 5.93%

% of portfolio

0.24%

Previous 0.24%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 18, 2025	BUY	$106.17 - $107.3 $63,808 - $64,487	601 Added 5.49%	11,550 $1.23 Billion
Q2 2025 Aug 13, 2025	BUY	$104.77 - $106.34 $31,745 - $32,221	303 Added 2.85%	10,949 $1.16 Billion
Q1 2025 May 14, 2025	BUY	$105.3 - $106.24 $161,846 - $163,290	1,537 Added 16.87%	10,646 $1.12 Billion
Q4 2024 Feb 12, 2025	BUY	$104.94 - $106.2 $137,471 - $139,122	1,310 Added 16.8%	9,109 $961 Million
Q4 2022 Feb 06, 2023	BUY	$102.5 - $104.49 $799,397 - $814,917	7,799 New	7,799 $813 Million

Others Institutions Holding SUB

# of Institutions

949

Shares Held

75.7M

Call Options Held

Put Options Held

View Full List

About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
Sector ETFs
Industry ETFs

More about SUB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vertex Planning Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.

Account

Vertex Planning Partners, LLC Ishares Short Term National Mu Transaction History