Collaborative Wealth Managment Inc. Ishares Short Term National Mu Transaction History

Collaborative Wealth Managment Inc.

  • $222 Million
  • Q2 2025

A detailed history of Collaborative Wealth Managment Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 3,557 shares of SUB stock, worth $379,923. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,557
Previous 3,386 5.05%
Holding current value
$379,923
Previous $357,000 5.88%
% of portfolio
0.17%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$104.77 - $106.34 $17,915 - $18,184
171 Added 5.05%
3,557 $378,000
Q1 2025

May 08, 2025
BUY
$105.3 - $106.24 $1,895 - $1,912
18 Added 0.53%
3,386 $357,000
Q3 2024

Nov 12, 2024
BUY
$104.3 - $106.3 $61,849 - $63,035
593 Added 21.37%
3,368 $357,000
Q1 2024

May 10, 2024
BUY
$104.73 - $105.42 $290,625 - $292,540
2,775 New
2,775 $290,000
Q3 2022

Nov 14, 2022
BUY
$102.59 - $105.4 $204,564 - $210,167
1,994 New
1,994 $205,000

Others Institutions Holding SUB

# of Institutions
958
Shares Held
80.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES SHORT-TERM NATIONAL MU

SUB Quotes by TradingView
  • Ticker SUB
  • Sector ETFs
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More about SUB
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