Balanced Rock Investment Advisor Ishares Short Term National Mu Transaction History
Balanced Rock Investment Advisor
- $126 Billion
- Q4 2024
A detailed history of Balanced Rock Investment Advisor transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 4,310 shares of SUB stock, worth $455,782. This represents 0.36% of its overall portfolio holdings.
Number of Shares
4,310
Previous 4,356
1.06%
Holding current value
$455,782
Previous $463 Million
1.72%
% of portfolio
0.36%
Previous 0.36%
Shares
5 transactions
Others Institutions Holding SUB
# of Institutions
901Shares Held
71.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.79MShares$824 Million0.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.25MShares$661 Million1.63% of portfolio
-
Envestnet Asset Management Inc6.25MShares$661 Million0.22% of portfolio
-
Morgan Stanley New York, NY3.5MShares$371 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.68MShares$283 Million0.38% of portfolio