Delap Wealth Advisory, LLC Ishares Short Term National Mu Transaction History

Delap Wealth Advisory, LLC

  • $247 Billion
  • Q1 2024

A detailed history of Delap Wealth Advisory, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 3,565 shares of SUB stock, worth $372,720. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,565
Previous 7,130 50.0%
Holding current value
$372,720
Previous $752 Million 50.33%
% of portfolio
0.15%
Previous 0.34%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$104.73 - $105.42 $373,362 - $375,822
-3,565 Reduced 50.0%
3,565 $373 Million
Q4 2023

Feb 14, 2024
BUY
$102.62 - $105.46 $365,840 - $375,964
3,565 Added 100.0%
7,130 $752 Million
Q2 2023

Aug 08, 2023
SELL
$103.24 - $105.0 $364,230 - $370,440
-3,528 Reduced 49.74%
3,565 $371 Million
Q1 2023

May 15, 2023
SELL
$103.3 - $105.14 $10,330 - $10,514
-100 Reduced 1.39%
7,093 $742 Million
Q4 2022

Feb 13, 2023
BUY
$102.64 - $104.49 $738,289 - $751,596
7,193 New
7,193 $750 Million

Others Institutions Holding SUB

# of Institutions
805
Shares Held
67.8M
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
  • Industry ETFs
More about SUB
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