Beta Wealth Group, Inc. Ishares Short Term National Mu Transaction History

Beta Wealth Group, Inc.

$203 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	SELL	$102.82 - $104.26 $1.24 Million - $1.25 Million	-12,024 Reduced 69.12%	5,372 $552,000
Q2 2023 Aug 11, 2023	SELL	$103.24 - $105.0 $35,617 - $36,225	-345 Reduced 1.94%	17,396 $1.81 Million
Q1 2023 May 09, 2023	SELL	$103.3 - $105.14 $4.8 Million - $4.89 Million	-46,464 Reduced 72.37%	17,741 $1.86 Million
Q4 2022 Feb 10, 2023	SELL	$102.5 - $104.49 $64,267 - $65,515	-627 Reduced 0.97%	64,205 $6.69 Million
Q3 2022 Nov 01, 2022	SELL	$102.59 - $105.4 $86,791 - $89,168	-846 Reduced 1.29%	64,832 $6.66 Million
Q2 2022 Aug 05, 2022	BUY	$103.31 - $104.87 $6.55 Million - $6.65 Million	63,378 Added 2755.57%	65,678 $6.88 Million
Q2 2021 Aug 16, 2021	BUY	$107.66 - $108.01 $247,618 - $248,423	2,300 New	2,300 $248,000

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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