Heritage Wealth Partners, LLC Ishares Short Term National Mu Transaction History

Heritage Wealth Partners, LLC

$65.6 Billion
Q1 2025

A detailed history of Heritage Wealth Partners, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 7,163 shares of SUB stock, worth $757,702. This represents 1.15% of its overall portfolio holdings.

Number of Shares

7,163

Previous 7,407 3.29%

Holding current value

$757,702

Previous $781 Million 3.18%

% of portfolio

1.15%

Previous 0.98%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$105.3 - $106.24 $25,693 - $25,922	-244 Reduced 3.29%	7,163 $756 Million
Q4 2024 Jan 13, 2025	SELL	$104.94 - $106.2 $15,531 - $15,717	-148 Reduced 1.96%	7,407 $781 Million
Q3 2024 Oct 08, 2024	SELL	$104.3 - $106.3 $91,262 - $93,012	-875 Reduced 10.38%	7,555 $802 Million
Q2 2024 Jul 05, 2024	SELL	$104.04 - $104.8 $107,161 - $107,944	-1,030 Reduced 10.89%	8,430 $881 Million
Q4 2023 Jan 19, 2024	SELL	$102.62 - $105.46 $10,364 - $10,651	-101 Reduced 1.06%	9,460 $997 Million
Q3 2023 Oct 18, 2023	SELL	$102.82 - $104.26 $19,947 - $20,226	-194 Reduced 1.99%	9,561 $983 Million
Q2 2023 Aug 11, 2023	BUY	$103.24 - $105.0 $1.01 Million - $1.02 Million	9,755 New	9,755 $1.01 Billion
Q4 2022 Feb 10, 2023	BUY	$102.5 - $104.49 $941,975 - $960,263	9,190 New	9,190 $950 Million

Others Institutions Holding SUB

# of Institutions

930

Shares Held

83.4M

Call Options Held

Put Options Held

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About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
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Heritage Wealth Partners, LLC Ishares Short Term National Mu Transaction History