A detailed history of Investment Planning Advisors, Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 6,651 shares of SUB stock, worth $708,398. This represents 0.26% of its overall portfolio holdings.

Number of Shares
6,651
Previous 6,936 4.11%
Holding current value
$708,398
Previous $737,000 3.66%
% of portfolio
0.26%
Previous 0.36%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025

SELL
$106.17 - $107.3 $30,258 - $30,580
-285 Reduced 4.11%
6,651 $710,000
Q2 2025

Jul 21, 2025

BUY
$104.77 - $106.34 $154,745 - $157,064
1,477 Added 27.06%
6,936 $737,000
Q1 2025

Apr 22, 2025

BUY
$105.3 - $106.24 $149,841 - $151,179
1,423 Added 35.26%
5,459 $576,000
Q4 2024

Jan 22, 2025

SELL
$104.94 - $106.2 $35,469 - $35,895
-338 Reduced 7.73%
4,036 $425,000
Q2 2024

Jul 22, 2024

BUY
$104.04 - $104.8 $455,070 - $458,395
4,374 New
4,374 $457 Million

Others Institutions Holding SUB

About ISHARES SHORT-TERM NATIONAL MU


  • Ticker SUB
  • Sector ETFs
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More about SUB
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