Private Wealth Management Group, LLC Ishares Short Term National Mu Transaction History

Private Wealth Management Group, LLC

$261 Billion
Q4 2024

A detailed history of Private Wealth Management Group, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 50,624 shares of SUB stock, worth $5.38 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares

50,624

Previous 49,919 1.41%

Holding current value

$5.38 Million

Previous $5.3 Billion 0.73%

% of portfolio

2.04%

Previous 2.09%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$104.94 - $106.2 $73,982 - $74,871	705 Added 1.41%	50,624 $5.34 Billion
Q3 2024 Oct 29, 2024	SELL	$104.3 - $106.3 $317,802 - $323,896	-3,047 Reduced 5.75%	49,919 $5.3 Billion
Q2 2024 Aug 13, 2024	SELL	$104.04 - $104.8 $110,906 - $111,716	-1,066 Reduced 1.97%	52,966 $5.54 Billion
Q1 2024 Apr 30, 2024	SELL	$104.73 - $105.42 $3.35 Million - $3.37 Million	-31,948 Reduced 37.16%	54,032 $5.66 Billion
Q4 2023 Feb 08, 2024	BUY	$102.62 - $105.46 $8.82 Million - $9.07 Million	85,980 New	85,980 $9.06 Billion

Others Institutions Holding SUB

# of Institutions

901

Shares Held

71.4M

Call Options Held

Put Options Held

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About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
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Private Wealth Management Group, LLC Ishares Short Term National Mu Transaction History