Bms Financial Advisors, LLC Ishares Short Term National Mu Transaction History

Bms Financial Advisors, LLC

  • $148 Million
  • Q2 2023

A detailed history of Bms Financial Advisors, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 1,949 shares of SUB stock, worth $204,060. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,949
Previous 3,028 35.63%
Holding current value
$204,060
Previous $316,000 36.08%
% of portfolio
0.14%
Previous 0.22%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 31, 2023
SELL
$103.24 - $105.0 $111,395 - $113,295
-1,079 Reduced 35.63%
1,949 $202,000
Q1 2023

Apr 10, 2023
SELL
$103.3 - $105.14 $7,024 - $7,149
-68 Reduced 2.2%
3,028 $316,000
Q4 2022

Jan 19, 2023
SELL
$102.64 - $104.49 $225,602 - $229,669
-2,198 Reduced 41.52%
3,096 $0
Q3 2022

Oct 17, 2022
BUY
$102.95 - $105.4 $219,077 - $224,291
2,128 Added 67.21%
5,294 $543,000
Q2 2022

Jul 11, 2022
BUY
$103.31 - $104.87 $35,641 - $36,180
345 Added 12.23%
3,166 $340,000
Q1 2022

May 11, 2022
SELL
$104.46 - $107.34 $36,978 - $37,998
-354 Reduced 11.15%
2,821 $295,000
Q4 2021

May 11, 2022
BUY
$107.24 - $107.56 $340,487 - $341,503
3,175 New
3,175 $341,000

Others Institutions Holding SUB

# of Institutions
806
Shares Held
67.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES SHORT-TERM NATIONAL MU

SUB Quotes by TradingView
  • Ticker SUB
  • Sector ETFs
  • Industry ETFs
More about SUB
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