Balanced Rock Investment Advisor Ishares Short Term National Mu Transaction History
Balanced Rock Investment Advisor
- $117 Billion
- Q1 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 5,480 shares of SUB stock, worth $575,509. This represents 0.49% of its overall portfolio holdings.
Number of Shares
5,480
Previous 8,354
34.4%
Holding current value
$575,509
Previous $881 Million
34.84%
% of portfolio
0.49%
Previous 0.78%
Shares
2 transactions
Others Institutions Holding SUB
# of Institutions
797Shares Held
67.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.65MShares$698 Million0.07% of portfolio
-
Envestnet Asset Management Inc5.96MShares$626 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO5.35MShares$561 Million1.59% of portfolio
-
Morgan Stanley New York, NY3.62MShares$380 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.52MShares$264 Million0.4% of portfolio