Kathleen S. Wright Associates Inc. Ishares Short Term National Mu Transaction History

Kathleen S. Wright Associates Inc.

  • $247 Million
  • Q1 2025

A detailed history of Kathleen S. Wright Associates Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 3,293 shares of SUB stock, worth $347,609. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,293
Previous 92 3479.35%
Holding current value
$347,609
Previous $9,000 3755.56%
% of portfolio
0.14%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
BUY
$105.3 - $106.24 $337,065 - $340,074
3,201 Added 3479.35%
3,293 $347,000
Q4 2024

Jan 24, 2025
SELL
$104.94 - $106.2 $629 - $637
-6 Reduced 6.12%
92 $9,000
Q3 2024

Oct 11, 2024
SELL
$104.3 - $106.3 $104 - $106
-1 Reduced 1.01%
98 $10,000
Q2 2024

Jul 17, 2024
SELL
$104.04 - $104.8 $728 - $733
-7 Reduced 6.6%
99 $10,000
Q1 2024

Apr 17, 2024
SELL
$104.73 - $105.42 $5,027 - $5,060
-48 Reduced 31.17%
106 $11,000
Q4 2023

Jan 31, 2024
BUY
$102.62 - $105.46 $102 - $105
1 Added 0.65%
154 $16,000
Q3 2023

Oct 20, 2023
SELL
$102.82 - $104.26 $26,630 - $27,003
-259 Reduced 62.86%
153 $15,000
Q2 2023

Jul 20, 2023
BUY
$103.24 - $105.0 $103 - $105
1 Added 0.24%
412 $42,000
Q1 2023

Apr 21, 2023
SELL
$103.3 - $105.14 $2,892 - $2,943
-28 Reduced 6.38%
411 $43,000
Q3 2022

Oct 18, 2022
BUY
$102.59 - $105.4 $3,795 - $3,899
37 Added 9.2%
439 $45,000
Q2 2022

Jul 15, 2022
BUY
$103.31 - $104.87 $14,773 - $14,996
143 Added 55.21%
402 $42,000
Q4 2021

Feb 02, 2022
BUY
$107.24 - $107.56 $27,775 - $27,858
259 New
259 $28,000

Others Institutions Holding SUB

# of Institutions
916
Shares Held
81.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES SHORT-TERM NATIONAL MU

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