Foster Victor Wealth Advisors, LLC Ishares Short Term National Mu Transaction History

Foster Victor Wealth Advisors, LLC

$1.27 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 24, 2022	SELL	$102.59 - $105.4 $37,650 - $38,681	-367 Reduced 7.79%	4,347 $447,000
Q2 2022 Jul 19, 2022	SELL	$103.31 - $104.87 $84,507 - $85,783	-818 Reduced 14.79%	4,714 $494,000
Q4 2021 Jan 19, 2022	SELL	$107.24 - $107.56 $3,967 - $3,979	-37 Reduced 0.66%	5,532 $591,000
Q3 2021 Oct 08, 2021	BUY	$107.57 - $108.06 $106,386 - $106,871	989 Added 21.59%	5,569 $599,000
Q2 2021 Jul 29, 2021	BUY	$107.66 - $108.01 $77,730 - $77,983	722 Added 18.71%	4,580 $494,000
Q1 2021 Apr 23, 2021	SELL	$107.56 - $108.22 $21,296 - $21,427	-198 Reduced 4.88%	3,858 $416,000
Q4 2020 Feb 08, 2021	BUY	$107.6 - $108.11 $72,414 - $72,758	673 Added 19.89%	4,056 $438,000
Q3 2020 Oct 26, 2020	BUY	$107.69 - $108.53 $364,315 - $367,156	3,383 New	3,383 $366,000

Others Institutions Holding SUB

# of Institutions

812

Shares Held

68.4M

Call Options Held

0

Put Options Held

0

About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
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