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

Accurate Wealth Management, LLC

  • $486 Million
  • Q4 2024

A detailed history of Accurate Wealth Management, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 5,351 shares of SUB stock, worth $565,226. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,351
Previous 5,072 5.5%
Holding current value
$565,226
Previous $538,000 4.83%
% of portfolio
0.12%
Previous 0.12%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$104.94 - $106.2 $29,278 - $29,629
279 Added 5.5%
5,351 $564,000
Q3 2024

Oct 17, 2024
BUY
$104.3 - $106.3 $257,516 - $262,454
2,469 Added 94.85%
5,072 $538,000
Q2 2024

Jul 17, 2024
SELL
$104.04 - $104.8 $208 - $209
-2 Reduced 0.08%
2,603 $272,000
Q1 2024

Apr 22, 2024
BUY
$104.73 - $105.42 $10,368 - $10,436
99 Added 3.95%
2,605 $272,000
Q4 2023

Jan 12, 2024
SELL
$102.62 - $105.46 $10,364 - $10,651
-101 Reduced 3.87%
2,506 $264,000
Q3 2023

Oct 23, 2023
BUY
$102.82 - $104.26 $268,051 - $271,805
2,607 New
2,607 $268,000
Q4 2022

Jan 11, 2023
BUY
$102.5 - $104.49 $110,700 - $112,849
1,080 New
1,080 $0

Others Institutions Holding SUB

# of Institutions
902
Shares Held
71.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES SHORT-TERM NATIONAL MU

SUB Quotes by TradingView
  • Ticker SUB
  • Sector ETFs
  • Industry ETFs
More about SUB
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