Gradient Investments LLC Ishares Short Term National Mu Transaction History

Gradient Investments LLC

$3.79 Billion
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 18, 2024	BUY	$102.62 - $105.46 $4,207 - $4,323	41 Added 5.16%	836 $88,000
Q3 2023 Oct 27, 2023	BUY	$102.82 - $104.26 $60,972 - $61,826	593 Added 293.56%	795 $81,000
Q2 2023 Jul 11, 2023	SELL	$103.24 - $105.0 $7,536 - $7,665	-73 Reduced 26.55%	202 $21,000
Q1 2023 Apr 17, 2023	BUY	$103.3 - $105.14 $28,407 - $28,913	275 New	275 $28,000
Q2 2022 Jul 11, 2022	SELL	$103.31 - $104.87 $118,806 - $120,600	-1,150 Reduced 36.21%	2,026 $212,000
Q1 2022 May 26, 2022	SELL	$104.46 - $107.34 $1,984 - $2,039	-19 Reduced 0.59%	3,176 $332,000
Q4 2021 Jan 12, 2022	SELL	$107.24 - $107.56 $300,164 - $301,060	-2,799 Reduced 46.7%	3,195 $343,000
Q3 2021 Oct 18, 2021	BUY	$107.57 - $108.06 $40,231 - $40,414	374 Added 6.65%	5,994 $645,000
Q2 2021 Jul 12, 2021	BUY	$107.66 - $108.01 $41,987 - $42,123	390 Added 7.46%	5,620 $606,000
Q1 2021 Apr 21, 2021	BUY	$107.56 - $108.22 $59,050 - $59,412	549 Added 11.73%	5,230 $564,000
Q4 2020 Jan 08, 2021	SELL	$107.6 - $108.11 $18,722 - $18,811	-174 Reduced 3.58%	4,681 $506,000
Q3 2020 Oct 06, 2020	BUY	$107.69 - $108.53 $184,580 - $186,020	1,714 Added 54.57%	4,855 $525,000
Q2 2020 Jul 10, 2020	BUY	$105.27 - $107.99 $330,653 - $339,196	3,141 New	3,141 $339,000
Q1 2020 Apr 07, 2020	SELL	$97.45 - $107.63 $5,749 - $6,350	-59 Closed	0 $0
Q4 2019 Jan 15, 2020	BUY	$106.44 - $106.81 $6,279 - $6,301	59 New	59 $6,000

Others Institutions Holding SUB

# of Institutions

823

Shares Held

69.3M

Call Options Held

0

Put Options Held

0

About ISHARES SHORT-TERM NATIONAL MU

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