Cascade Financial Partners, LLC Ishares Short Term National Mu Transaction History

Cascade Financial Partners, LLC

$793 Billion
Q1 2025

A detailed history of Cascade Financial Partners, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 27,498 shares of SUB stock, worth $2.93 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

27,498

Previous 17,512 57.02%

Holding current value

$2.93 Million

Previous $1.85 Billion 57.2%

% of portfolio

0.37%

Previous 0.24%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$105.3 - $106.24 $1.05 Million - $1.06 Million	9,986 Added 57.02%	27,498 $2.9 Billion
Q4 2024 Feb 07, 2025	BUY	$104.94 - $106.2 $1.17 Million - $1.19 Million	11,182 Added 176.65%	17,512 $1.85 Billion
Q3 2024 Oct 24, 2024	BUY	$104.3 - $106.3 $8,865 - $9,035	85 Added 1.36%	6,330 $670 Million
Q2 2024 Jul 31, 2024	SELL	$104.04 - $104.8 $560,255 - $564,348	-5,385 Reduced 46.3%	6,245 $653 Million
Q1 2024 May 14, 2024	BUY	$104.73 - $105.42 $1.22 Million - $1.23 Million	11,630 New	11,630 $1.21 Billion

Others Institutions Holding SUB

# of Institutions

948

Shares Held

73.5M

Call Options Held

Put Options Held

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About ISHARES SHORT-TERM NATIONAL MU

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Cascade Financial Partners, LLC Ishares Short Term National Mu Transaction History