9258 Wealth Management, LLC Ishares Short Term National Mu Transaction History

9258 Wealth Management, LLC

$664 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 03, 2024	BUY	$104.73 - $105.42 $3,246 - $3,268	31 Added 1.34%	2,340 $245,000
Q4 2023 Feb 06, 2024	SELL	$102.62 - $105.46 $49,462 - $50,831	-482 Reduced 17.27%	2,309 $243,000
Q3 2023 Nov 08, 2023	SELL	$102.82 - $104.26 $6,374 - $6,464	-62 Reduced 2.17%	2,791 $287,000
Q2 2023 Aug 08, 2023	SELL	$103.24 - $105.0 $5,162 - $5,250	-50 Reduced 1.72%	2,853 $296,000
Q1 2023 May 03, 2023	BUY	$103.3 - $105.14 $5,991 - $6,098	58 Added 2.04%	2,903 $303,000
Q4 2022 Feb 03, 2023	BUY	$102.5 - $104.49 $25,727 - $26,226	251 Added 9.68%	2,845 $296,000
Q3 2022 Nov 08, 2022	BUY	$102.59 - $105.4 $266,118 - $273,407	2,594 New	2,594 $266,000
Q1 2020 May 05, 2020	SELL	$97.45 - $107.63 $207,763 - $229,467	-2,132 Closed	0 $0
Q4 2019 Feb 06, 2020	BUY	$106.44 - $106.81 $226,930 - $227,718	2,132 New	2,132 $228,000

Others Institutions Holding SUB

# of Institutions

823

Shares Held

69.3M

Call Options Held

0

Put Options Held

0

About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
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