Catalyst Private Wealth, LLC Ishares Short Term National Mu Transaction History

Catalyst Private Wealth, LLC

$164 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 23, 2023	SELL	$102.5 - $104.49 $615,000 - $626,940	-6,000 Reduced 46.23%	6,978 $0
Q3 2022 Oct 12, 2022	BUY	$102.59 - $105.4 $117,978 - $121,210	1,150 Added 9.72%	12,978 $1.33 Million
Q4 2021 Jan 18, 2022	BUY	$107.24 - $107.56 $42,896 - $43,024	400 Added 3.5%	11,828 $1.27 Million
Q3 2021 Oct 20, 2021	BUY	$107.57 - $108.06 $53,785 - $54,030	500 Added 4.58%	11,428 $1.23 Million
Q2 2021 Jul 19, 2021	BUY	$107.66 - $108.01 $186,251 - $186,857	1,730 Added 18.81%	10,928 $1.18 Million
Q1 2021 May 13, 2021	BUY	$107.56 - $108.22 $37,646 - $37,877	350 Added 3.96%	9,198 $992,000
Q4 2020 Mar 05, 2021	BUY	$107.6 - $108.11 $134,500 - $135,137	1,250 Added 16.45%	8,848 $957,000
Q3 2020 Nov 19, 2020	BUY	$107.69 - $108.53 $818,228 - $824,610	7,598 New	7,598 $821,000

Others Institutions Holding SUB

# of Institutions

823

Shares Held

69.3M

Call Options Held

0

Put Options Held

0

About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Catalyst Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Catalyst Private Wealth, LLC with notifications on news.