Willow Creek Wealth Management Inc. Ishares Short Term National Mu Transaction History
Willow Creek Wealth Management Inc.
- $1.15 Billion
- Q3 2025
A detailed history of Willow Creek Wealth Management Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 421,947 shares of SUB stock, worth $44.9 Million. This represents 3.92% of its overall portfolio holdings.
Number of Shares
421,947
Previous 381,277
10.67%
Holding current value
$44.9 Million
Previous $40.5 Million
11.13%
% of portfolio
3.92%
Previous 3.84%
Shares
12 transactions
Others Institutions Holding SUB
# of Institutions
959Shares Held
76.8MCall 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