Investment Planning Advisors, Inc. Ishares Short Term National Mu Transaction History
Investment Planning Advisors, Inc.
- $273 Million
- Q3 2025
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
Others Institutions Holding SUB
# of Institutions
949Shares Held
75.7MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO7.77MShares$827 Million1.41% of portfolio
-
Bank Of America Corp Charlotte, NC7.53MShares$802 Million0.06% of portfolio
-
Morgan Stanley New York, NY6.49MShares$691 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA2.75MShares$293 Million0.33% of portfolio
-
Creative Planning Overland Park, KS2.75MShares$293 Million0.23% of portfolio