Bromfield Sneider Wealth Advisors Ishares Short Term National Mu Transaction History

Bromfield Sneider Wealth Advisors

$160 Million
Q1 2024

A detailed history of Bromfield Sneider Wealth Advisors transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 71,000 shares of SUB stock, worth $7.49 Million. This represents 4.64% of its overall portfolio holdings.

Number of Shares

71,000

Previous 66,522 6.73%

Holding current value

$7.49 Million

Previous $7.01 Million 6.02%

% of portfolio

4.64%

Previous 4.78%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	BUY	$104.73 - $105.42 $468,980 - $472,070	4,478 Added 6.73%	71,000 $7.44 Million
Q4 2023 Jan 05, 2024	BUY	$102.62 - $105.46 $8,722 - $8,964	85 Added 0.13%	66,522 $7.01 Million
Q3 2023 Oct 04, 2023	BUY	$102.82 - $104.26 $1.77 Million - $1.79 Million	17,199 Added 34.93%	66,437 $6.83 Million
Q2 2023 Jul 17, 2023	BUY	$103.24 - $105.0 $34,585 - $35,175	335 Added 0.69%	49,238 $5.12 Million
Q1 2023 Apr 06, 2023	BUY	$103.3 - $105.14 $131,707 - $134,053	1,275 Added 2.68%	48,903 $5.12 Million
Q4 2022 Jan 09, 2023	BUY	$102.5 - $104.49 $4.7 Million - $4.79 Million	45,865 Added 2601.53%	47,628 $0
Q3 2022 Oct 07, 2022	BUY	$102.59 - $105.4 $94,177 - $96,757	918 Added 108.64%	1,763 $181,000
Q2 2022 Jul 06, 2022	BUY	$103.31 - $104.87 $87,296 - $88,615	845 New	845 $88,000

Others Institutions Holding SUB

# of Institutions

916

Shares Held

81.4M

Call Options Held

Put Options Held

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 Bromfield Sneider Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Bromfield Sneider Wealth Advisors with notifications on news.

Account

Bromfield Sneider Wealth Advisors Ishares Short Term National Mu Transaction History