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

Heritage Wealth Partners, LLC

  • $85 Billion
  • Q3 2024

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 7,555 shares of SUB stock, worth $796,976. This represents 0.94% of its overall portfolio holdings.

Number of Shares
7,555
Previous 8,430 10.38%
Holding current value
$796,976
Previous $881 Million 8.98%
% of portfolio
0.94%
Previous 1.28%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
823
Shares Held
69.3M
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
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