Jacobson & Schmitt Advisors, LLC Ishares Short Term National Mu Transaction History

Jacobson & Schmitt Advisors, LLC

  • $550 Million
  • Q2 2025

A detailed history of Jacobson & Schmitt Advisors, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Jacobson & Schmitt Advisors, LLC holds 6,829 shares of SUB stock, worth $729,405. This represents 0.13% of its overall portfolio holdings.

Number of Shares
6,829
Holding current value
$729,405
% of portfolio
0.13%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$104.77 - $106.34 $715,474 - $726,195
6,829 New
6,829 $726,000
Q4 2024

Feb 03, 2025
BUY
$104.94 - $106.2 $688,406 - $696,672
6,560 New
6,560 $691,000
Q1 2023

May 12, 2023
SELL
$103.3 - $105.14 $516,190 - $525,384
-4,997 Reduced 43.07%
6,605 $691,000
Q3 2022

Nov 09, 2022
SELL
$102.59 - $105.4 $196,459 - $201,841
-1,915 Reduced 14.17%
11,602 $1.19 Million
Q2 2022

Aug 08, 2022
BUY
$103.31 - $104.87 $1.4 Million - $1.42 Million
13,517 New
13,517 $1.42 Million
Q1 2021

May 11, 2021
SELL
$107.56 - $108.22 $3.07 Million - $3.09 Million
-28,580 Closed
0 $0
Q4 2020

Feb 11, 2021
BUY
$107.6 - $108.11 $33,248 - $33,405
309 Added 1.09%
28,580 $3.09 Million
Q3 2020

Nov 04, 2020
BUY
$107.69 - $108.53 $394,037 - $397,111
3,659 Added 14.87%
28,271 $3.06 Million
Q2 2020

Aug 13, 2020
BUY
$105.27 - $107.99 $2.59 Million - $2.66 Million
24,612 New
24,612 $2.66 Million

Others Institutions Holding SUB

# of Institutions
952
Shares Held
80M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES SHORT-TERM NATIONAL MU

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