Archvest Wealth Advisors, Inc. Ishares Short Term National Mu Transaction History

Archvest Wealth Advisors, Inc.

$166 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	SELL	$104.04 - $104.8 $236,170 - $237,896	-2,270 Reduced 41.28%	3,229 $337,000
Q1 2024 Apr 29, 2024	SELL	$104.73 - $105.42 $494,011 - $497,266	-4,717 Reduced 46.17%	5,499 $575,000
Q4 2023 Jan 16, 2024	SELL	$102.62 - $105.46 $6,465 - $6,643	-63 Reduced 0.61%	10,216 $1.08 Million
Q2 2023 Jul 17, 2023	SELL	$103.24 - $105.0 $23,022 - $23,415	-223 Reduced 2.12%	10,279 $1.07 Million
Q1 2023 May 02, 2023	BUY	$103.3 - $105.14 $58,984 - $60,034	571 Added 5.75%	10,502 $1.1 Million
Q4 2022 Feb 03, 2023	SELL	$102.5 - $104.49 $27,265 - $27,794	-266 Reduced 2.61%	9,931 $1.04 Million
Q3 2022 Nov 09, 2022	BUY	$102.59 - $105.4 $195,946 - $201,314	1,910 Added 23.05%	10,197 $1.05 Million
Q2 2022 Jul 26, 2022	SELL	$103.31 - $104.87 $4,855 - $4,928	-47 Reduced 0.56%	8,287 $867,000
Q1 2022 May 03, 2022	SELL	$104.46 - $107.34 $835 - $858	-8 Reduced 0.1%	8,334 $872,000
Q4 2021 Feb 14, 2022	BUY	$107.24 - $107.56 $894,596 - $897,265	8,342 New	8,342 $896,000

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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