Wr Wealth Planners, LLC Ishares Short Term National Mu Transaction History

Wr Wealth Planners, LLC

  • $347 Million
  • Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 1,452 shares of SUB stock, worth $152,881. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,452
Previous 1,421 2.18%
Holding current value
$152,881
Previous $148,000 4.05%
% of portfolio
0.04%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$104.3 - $106.3 $3,233 - $3,295
31 Added 2.18%
1,452 $154,000
Q2 2024

Jul 31, 2024
BUY
$104.04 - $104.8 $104 - $104
1 Added 0.07%
1,421 $148,000
Q1 2024

Jul 31, 2024
SELL
$104.73 - $105.42 $69,540 - $69,998
-664 Reduced 31.86%
1,420 $148,000
Q4 2023

Jul 30, 2024
BUY
$102.62 - $105.46 $213,860 - $219,778
2,084 New
2,084 $219,000
Q3 2023

Aug 01, 2024
SELL
$102.82 - $104.26 $6,786 - $6,881
-66 Reduced 2.61%
2,459 $253 Million
Q2 2023

Aug 01, 2024
BUY
$103.24 - $105.0 $113,976 - $115,920
1,104 Added 77.69%
2,525 $263 Million
Q1 2023

Aug 01, 2024
BUY
$103.3 - $105.14 $114,663 - $116,705
1,110 Added 78.11%
2,531 $265 Million
Q4 2022

Oct 10, 2024
BUY
$102.5 - $104.49 $82,205 - $83,800
802 Added 44.38%
2,609 $272 Million
Q3 2022

Oct 10, 2024
BUY
$102.59 - $105.4 $39,599 - $40,684
386 Added 27.16%
1,807 $186 Million
Q2 2022

Oct 17, 2024
SELL
$103.31 - $104.87 $2,376 - $2,412
-23 Reduced 1.16%
1,952 $204 Million
Q1 2022

Oct 17, 2024
BUY
$104.46 - $107.34 $54,632 - $56,138
523 Added 36.02%
1,975 $207 Million

Others Institutions Holding SUB

# of Institutions
828
Shares Held
68.6M
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
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email