Keystone Wealth Services, LLC Ishares Short Term National Mu Transaction History

Keystone Wealth Services, LLC

$336 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 05, 2023	BUY	$102.82 - $104.26 $1,131 - $1,146	11 Added 0.49%	2,236 $229,000
Q2 2023 Jul 20, 2023	SELL	$103.24 - $105.0 $291,549 - $296,520	-2,824 Reduced 55.93%	2,225 $231,000
Q1 2023 Apr 07, 2023	BUY	$103.3 - $105.14 $8,883 - $9,042	86 Added 1.73%	5,049 $528,000
Q4 2022 Feb 09, 2023	SELL	$102.5 - $104.49 $155,800 - $158,824	-1,520 Reduced 23.45%	4,963 $517,000
Q3 2022 Oct 31, 2022	SELL	$102.59 - $105.4 $164,862 - $169,377	-1,607 Reduced 19.86%	6,483 $666,000
Q2 2022 Jul 13, 2022	BUY	$103.31 - $104.87 $124,591 - $126,473	1,206 Added 17.52%	8,090 $847,000
Q1 2022 Apr 21, 2022	BUY	$104.46 - $107.34 $112,085 - $115,175	1,073 Added 18.46%	6,884 $720,000
Q4 2021 Feb 14, 2022	BUY	$107.24 - $107.56 $623,171 - $625,031	5,811 New	5,811 $624,000

Others Institutions Holding SUB

# of Institutions

828

Shares Held

68.5M

Call Options Held

0

Put Options Held

0

About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
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