First Foundation Advisors Ishares Short Term National Mu Transaction History

First Foundation Advisors

$2.4 Billion
Q1 2025

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	$103.31 - $104.87 $320,261 - $325,097	-3,100 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$107.57 - $108.06 $101,868 - $102,332	-947 Reduced 23.4%	3,100 $333,000
Q2 2021 Aug 13, 2021	BUY	$107.66 - $108.01 $101,954 - $102,285	947 Added 30.55%	4,047 $436,000
Q4 2020 Feb 16, 2021	SELL	$107.6 - $108.11 $1,076 - $1,081	-10 Reduced 0.32%	3,100 $335,000
Q2 2020 Aug 14, 2020	SELL	$105.27 - $107.99 $92,532 - $94,923	-879 Reduced 22.04%	3,110 $335,000
Q1 2020 May 11, 2020	SELL	$97.45 - $107.63 $2,631 - $2,906	-27 Reduced 0.67%	3,989 $424,000
Q4 2019 Feb 11, 2020	BUY	$106.44 - $106.81 $9,579 - $9,612	90 Added 2.29%	4,016 $429,000
Q3 2019 Nov 12, 2019	BUY	$106.23 - $107.2 $41,535 - $41,915	391 Added 11.06%	3,926 $418,000
Q2 2019 Aug 14, 2019	BUY	$105.75 - $106.57 $17,237 - $17,370	163 Added 4.83%	3,535 $377,000
Q1 2019 May 13, 2019	BUY	$105.27 - $106.06 $35,054 - $35,317	333 Added 10.96%	3,372 $357,000
Q4 2018 Feb 14, 2019	BUY	$104.3 - $105.4 $834 - $843	8 Added 0.26%	3,039 $320,000
Q3 2018 Nov 13, 2018	BUY	$104.57 - $105.31 $316,951 - $319,194	3,031 New	3,031 $317,000

Others Institutions Holding SUB

# of Institutions

947

Shares Held

74.2M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

7.03M
Shares

$751 Million
0.06% of portfolio
Mercer Global Advisors Inc Denver, CO

6.57M
Shares

$702 Million
1.61% of portfolio
Envestnet Asset Management Inc

5.5M
Shares

$588 Million
0.18% of portfolio
Tiaa Trust, National Association Charlotte, NC

3.41M
Shares

$364 Million
0.95% of portfolio
Morgan Stanley New York, NY

3.3M
Shares

$353 Million
0.03% of portfolio

About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
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