A detailed history of Arete Wealth Advisors, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 2,016 shares of SUB stock, worth $212,667. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,016
Previous 2,266 11.03%
Holding current value
$212,667
Previous $237,000 9.7%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2024

SELL
$104.3 - $106.3 $26,075 - $26,575
-250 Reduced 11.03%
2,016 $214,000
Q2 2024

Aug 13, 2024

BUY
$104.04 - $104.8 $235,754 - $237,476
2,266 New
2,266 $237,000
Q4 2023

Feb 14, 2024

BUY
$102.62 - $105.46 $5,644 - $5,800
55 Added 2.45%
2,302 $242,000
Q3 2023

Oct 30, 2023

SELL
$102.82 - $104.26 $5,655 - $5,734
-55 Reduced 2.39%
2,247 $231,000
Q2 2023

Aug 09, 2023

BUY
$103.24 - $105.0 $5,678 - $5,775
55 Added 2.45%
2,302 $240,000
Q4 2022

Feb 06, 2023

SELL
$102.5 - $104.49 $156,005 - $159,033
-1,522 Reduced 40.38%
2,247 $234,000
Q3 2022

Nov 07, 2022

BUY
$102.59 - $105.4 $386,661 - $397,252
3,769 New
3,769 $387,000

Others Institutions Holding SUB

About ISHARES SHORT-TERM NATIONAL MU


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