Baron Silver Stevens Financial Advisors, LLC Ishares Short Term National Mu Transaction History

Baron Silver Stevens Financial Advisors, LLC

$569 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	SELL	$103.24 - $105.0 $198,324 - $201,705	-1,921 Reduced 24.69%	5,859 $609,000
Q1 2023 Apr 18, 2023	SELL	$103.3 - $105.14 $122,513 - $124,696	-1,186 Reduced 13.23%	7,780 $814,000
Q4 2022 Jan 30, 2023	BUY	$102.5 - $104.49 $919,015 - $936,857	8,966 New	8,966 $934,000

Others Institutions Holding SUB

# of Institutions

827

Shares Held

68.5M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

7.1M
Shares

$749 Million
0.06% of portfolio
Mercer Global Advisors Inc Denver, CO

6.31M
Shares

$666 Million
1.47% of portfolio
Envestnet Asset Management Inc

5.98M
Shares

$630 Million
0.21% of portfolio
Morgan Stanley New York, NY

3.63M
Shares

$383 Million
0.03% of portfolio
Sei Investments CO Oaks, PA

2.64M
Shares

$279 Million
0.38% of portfolio

View Full List

About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
Sector ETFs
Industry ETFs

More about SUB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Baron Silver Stevens Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baron Silver Stevens Financial Advisors, LLC with notifications on news.

Account