Essential Planning, Llc. Ishares Short Term National Mu Transaction History

Essential Planning, Llc.

  • $15 Billion
  • Q4 2024

A detailed history of Essential Planning, Llc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Essential Planning, Llc. holds 169,650 shares of SUB stock, worth $18 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
169,650
Previous 2,610 6400.0%
Holding current value
$18 Million
Previous $277,000 6359.93%
% of portfolio
0.12%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$104.94 - $106.2 $17.5 Million - $17.7 Million
167,040 Added 6400.0%
169,650 $17.9 Million
Q3 2023

Nov 08, 2023
SELL
$102.82 - $104.26 $44,726 - $45,353
-435 Reduced 14.29%
2,610 $268,000
Q2 2023

Aug 10, 2023
BUY
$103.24 - $105.0 $314,365 - $319,725
3,045 New
3,045 $316,000
Q4 2022

Feb 14, 2023
BUY
$102.5 - $104.49 $223,757 - $228,101
2,183 New
2,183 $227,000

Others Institutions Holding SUB

# of Institutions
873
Shares Held
75.4M
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
Track This Portfolio

Track Essential Planning, Llc. Portfolio

Follow Essential Planning, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Essential Planning, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Essential Planning, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email