A detailed history of Capstone Capital Wealth Advisors transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Capstone Capital Wealth Advisors holds 4,629 shares of SUB stock, worth $488,220. This represents 0.43% of its overall portfolio holdings.

Number of Shares
4,629
Previous 4,884 5.22%
Holding current value
$488,220
Previous $512 Million 5.38%
% of portfolio
0.43%
Previous 0.44%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

SELL
$104.04 - $104.8 $26,530 - $26,724
-255 Reduced 5.22%
4,629 $484 Million
Q1 2024

Apr 18, 2024

SELL
$104.73 - $105.42 $173,642 - $174,786
-1,658 Reduced 25.34%
4,884 $512 Million
Q4 2023

Jan 23, 2024

BUY
$102.62 - $105.46 $671,340 - $689,919
6,542 New
6,542 $690 Million

Others Institutions Holding SUB

About ISHARES SHORT-TERM NATIONAL MU


  • Ticker SUB
  • Sector ETFs
  • Industry ETFs
More about SUB
Track This Portfolio

Track Capstone Capital Wealth Advisors Portfolio

Follow Capstone Capital Wealth Advisors 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 Capstone Capital Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Capstone Capital Wealth Advisors with notifications on news.