Bwm Planning, LLC Ishares Short Term National Mu Transaction History

Bwm Planning, LLC

$230 Billion
Q4 2024

A detailed history of Bwm Planning, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Bwm Planning, LLC holds 6,542 shares of SUB stock, worth $690,115. This represents 0.3% of its overall portfolio holdings.

Number of Shares

6,542

Holding current value

$690,115

% of portfolio

0.3%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 22, 2025	BUY	$104.94 - $106.2 $686,517 - $694,760	6,542 New	6,542 $690 Million

Others Institutions Holding SUB

# of Institutions

899

Shares Held

82.3M

Call Options Held

Put Options Held

Gamma Investing LLC Foster City, CA

11M
Shares

$1.16 Billion
0.55% of portfolio
Bank Of America Corp Charlotte, NC

7.79M
Shares

$822 Million
0.07% of portfolio
Mercer Global Advisors Inc Denver, CO

6.25M
Shares

$659 Million
1.63% of portfolio
Envestnet Asset Management Inc

6.25M
Shares

$659 Million
0.22% of portfolio
Morgan Stanley New York, NY

3.5M
Shares

$370 Million
0.03% of portfolio

View Full List

About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
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