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

Iag Wealth Partners, LLC

$570 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 29, 2024	SELL	$104.3 - $106.3 $38,382 - $39,118	-368 Reduced 86.79%	56 $5,000
Q2 2024 Jul 16, 2024	BUY	$104.04 - $104.8 $44,112 - $44,435	424 New	424 $44,000

Others Institutions Holding SUB

# of Institutions

942

Shares Held

73.5M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

7.03M
Shares

$749 Million
0.06% of portfolio
Mercer Global Advisors Inc Denver, CO

6.57M
Shares

$700 Million
1.61% of portfolio
Envestnet Asset Management Inc

5.27M
Shares

$562 Million
0.19% of portfolio
Morgan Stanley New York, NY

3.3M
Shares

$352 Million
0.03% of portfolio
Tiaa Trust, National Association Charlotte, NC

3.13M
Shares

$334 Million
1.03% of portfolio

About ISHARES SHORT-TERM NATIONAL MU

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