A detailed history of Journey Strategic Wealth LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 15,280 shares of SUB stock, worth $1.61 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
15,280
Previous 13,548 12.78%
Holding current value
$1.61 Million
Previous $1.42 Million 14.55%
% of portfolio
0.06%
Previous 0.06%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$104.3 - $106.3 $180,647 - $184,111
1,732 Added 12.78%
15,280 $1.62 Million
Q2 2024

Aug 14, 2024

BUY
$104.04 - $104.8 $180,405 - $181,723
1,734 Added 14.68%
13,548 $1.42 Million
Q1 2024

May 13, 2024

BUY
$104.73 - $105.42 $93,523 - $94,140
893 Added 8.18%
11,814 $1.24 Million
Q4 2023

Feb 09, 2024

BUY
$102.62 - $105.46 $19,189 - $19,721
187 Added 1.74%
10,921 $1.15 Million
Q3 2023

Nov 08, 2023

BUY
$102.82 - $104.26 $98,707 - $100,089
960 Added 9.82%
10,734 $1.1 Million
Q2 2023

Aug 14, 2023

BUY
$103.24 - $105.0 $27,461 - $27,930
266 Added 2.8%
9,774 $1.02 Million
Q1 2023

May 11, 2023

SELL
$103.3 - $105.14 $726,818 - $739,765
-7,036 Reduced 42.53%
9,508 $995,000
Q4 2022

Feb 14, 2023

BUY
$102.5 - $104.49 $687,775 - $701,127
6,710 Added 68.23%
16,544 $1.73 Million
Q3 2022

Nov 14, 2022

BUY
$102.59 - $105.4 $1.01 Million - $1.04 Million
9,834 New
9,834 $1.01 Million

Others Institutions Holding SUB

About ISHARES SHORT-TERM NATIONAL MU


  • Ticker SUB
  • Sector ETFs
  • Industry ETFs
More about SUB
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