A detailed history of 1620 Investment Advisors, Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, 1620 Investment Advisors, Inc. holds 20,076 shares of SUB stock, worth $2.12 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares
20,076
Previous 22,451 10.58%
Holding current value
$2.12 Million
Previous $2.35 Million 9.2%
% of portfolio
1.71%
Previous 1.93%

Shares

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

Oct 25, 2024

SELL
$104.3 - $106.3 $247,712 - $252,462
-2,375 Reduced 10.58%
20,076 $2.13 Million
Q2 2024

Jul 23, 2024

BUY
$104.04 - $104.8 $178,844 - $180,151
1,719 Added 8.29%
22,451 $2.35 Million
Q1 2024

May 13, 2024

BUY
$104.73 - $105.42 $15,500 - $15,602
148 Added 0.72%
20,732 $2.17 Million
Q4 2023

Feb 09, 2024

BUY
$102.62 - $105.46 $73,373 - $75,403
715 Added 3.6%
20,584 $2.17 Million
Q3 2023

Nov 09, 2023

SELL
$102.82 - $104.26 $135,002 - $136,893
-1,313 Reduced 6.2%
19,869 $2.04 Million
Q2 2023

Aug 14, 2023

BUY
$103.24 - $105.0 $47,696 - $48,510
462 Added 2.23%
21,182 $2.2 Million
Q1 2023

May 10, 2023

BUY
$103.3 - $105.14 $313,825 - $319,415
3,038 Added 17.18%
20,720 $2.17 Million
Q4 2022

Feb 13, 2023

BUY
$102.5 - $104.49 $695,975 - $709,487
6,790 Added 62.34%
17,682 $1.84 Million
Q3 2022

Nov 14, 2022

BUY
$102.59 - $105.4 $156,962 - $161,262
1,530 Added 16.34%
10,892 $1.12 Million
Q2 2022

Aug 09, 2022

BUY
$103.31 - $104.87 $195,979 - $198,938
1,897 Added 25.41%
9,362 $980,000
Q4 2021

May 16, 2022

BUY
$107.24 - $107.56 $800,546 - $802,935
7,465 New
7,465 $802,000

Others Institutions Holding SUB

About ISHARES SHORT-TERM NATIONAL MU


  • Ticker SUB
  • Sector ETFs
  • Industry ETFs
More about SUB
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