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 $7.47 Million. This represents 4.64% of its overall portfolio holdings.

Number of Shares
71,000
Previous 66,522 6.73%
Holding current value
$7.47 Million
Previous $7.01 Million 6.02%
% of portfolio
4.64%
Previous 4.78%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES SHORT-TERM NATIONAL MU


  • Ticker SUB
  • Sector ETFs
  • Industry ETFs
More about SUB
Track This Portfolio

Track Bromfield Sneider Wealth Advisors Portfolio

Follow Bromfield Sneider Wealth Advisors and customize your updates to receive the information that matters most to you.

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.