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 49,919 shares of SUB stock, worth $5.27 Million. This represents 2.09% of its overall portfolio holdings.

Number of Shares
49,919
Previous 52,966 5.75%
Holding current value
$5.27 Million
Previous $5.54 Billion 4.27%
% of portfolio
2.09%
Previous 2.4%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES SHORT-TERM NATIONAL MU


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

Track Private Wealth Management Group, LLC Portfolio

Follow Private Wealth Management Group, 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 Private Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Management Group, LLC with notifications on news.