A detailed history of Archetype Wealth Partners transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Archetype Wealth Partners holds 23,341 shares of SUB stock, worth $2.47 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
23,341
Previous 23,873 2.23%
Holding current value
$2.47 Million
Previous $2.5 Million 0.68%
% of portfolio
0.36%
Previous 0.4%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$104.3 - $106.3 $55,487 - $56,551
-532 Reduced 2.23%
23,341 $2.48 Million
Q2 2024

Aug 15, 2024

SELL
$104.04 - $104.8 $18,623 - $18,759
-179 Reduced 0.74%
23,873 $2.5 Million
Q1 2024

May 14, 2024

SELL
$104.73 - $105.42 $232,710 - $234,243
-2,222 Reduced 8.46%
24,052 $2.52 Million
Q4 2023

Feb 14, 2024

BUY
$102.62 - $105.46 $499,964 - $513,801
4,872 Added 22.76%
26,274 $2.77 Million
Q3 2023

Nov 13, 2023

SELL
$102.82 - $104.26 $1.06 Million - $1.08 Million
-10,338 Reduced 32.57%
21,402 $2.2 Million
Q2 2023

Aug 14, 2023

SELL
$103.24 - $105.0 $4.88 Million - $4.97 Million
-47,295 Reduced 59.84%
31,740 $3.3 Million
Q1 2023

May 10, 2023

SELL
$103.3 - $105.14 $32,229 - $32,803
-312 Reduced 0.39%
79,035 $8.27 Million
Q4 2022

Feb 14, 2023

BUY
$102.5 - $104.49 $7.88 Million - $8.03 Million
76,883 Added 3120.25%
79,347 $8.27 Million
Q3 2022

Nov 14, 2022

BUY
$102.59 - $105.4 $252,781 - $259,705
2,464 New
2,464 $253,000

Others Institutions Holding SUB

About ISHARES SHORT-TERM NATIONAL MU


  • Ticker SUB
  • Sector ETFs
  • Industry ETFs
More about SUB
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