Elevate Wealth Advisory, Inc Ishares Short Term National Mu Transaction History

Elevate Wealth Advisory, Inc

$138 Billion
Q3 2025

A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 4,749 shares of SUB stock, worth $505,815. This represents 0.37% of its overall portfolio holdings.

Number of Shares

4,749

Previous 4,710 0.83%

Holding current value

$505,815

Previous $501 Million 1.25%

% of portfolio

0.37%

Previous 0.36%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$106.17 - $107.3 $4,140 - $4,184	39 Added 0.83%	4,749 $507 Million
Q2 2025 Jul 23, 2025	SELL	$104.77 - $106.34 $9,429 - $9,570	-90 Reduced 1.88%	4,710 $501 Million
Q1 2025 May 14, 2025	BUY	$105.3 - $106.24 $63,811 - $64,381	606 Added 14.45%	4,800 $507 Million
Q4 2024 Feb 11, 2025	BUY	$104.94 - $106.2 $37,043 - $37,488	353 Added 9.19%	4,194 $442 Million
Q3 2024 Nov 13, 2024	SELL	$104.3 - $106.3 $11,785 - $12,011	-113 Reduced 2.86%	3,841 $408 Million
Q2 2024 Aug 12, 2024	BUY	$104.04 - $104.8 $221,085 - $222,700	2,125 Added 116.18%	3,954 $413 Million
Q1 2024 May 02, 2024	SELL	$104.73 - $105.42 $12,253 - $12,334	-117 Reduced 6.01%	1,829 $192 Million
Q4 2023 Feb 14, 2024	BUY	$102.62 - $105.46 $199,698 - $205,225	1,946 New	1,946 $205 Million

Others Institutions Holding SUB

# of Institutions

949

Shares Held

75.6M

Call Options Held

Put Options Held

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About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
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Elevate Wealth Advisory, Inc Ishares Short Term National Mu Transaction History