Kfa Private Wealth Group, LLC Ishares Short Term National Mu Transaction History

Kfa Private Wealth Group, LLC

$209 Million
Q3 2024

A detailed history of Kfa Private Wealth Group, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Kfa Private Wealth Group, LLC holds 7,700 shares of SUB stock, worth $809,655. This represents 0.39% of its overall portfolio holdings.

Number of Shares

7,700

Previous 5,692 35.28%

Holding current value

$809,655

Previous $595,000 37.31%

% of portfolio

0.39%

Previous 0.31%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$104.3 - $106.3 $209,434 - $213,450	2,008 Added 35.28%	7,700 $817,000
Q2 2024 Aug 07, 2024	BUY	$104.04 - $104.8 $145,551 - $146,615	1,399 Added 32.59%	5,692 $595,000
Q1 2024 May 01, 2024	BUY	$104.73 - $105.42 $69,435 - $69,893	663 Added 18.26%	4,293 $449,000
Q4 2023 Feb 02, 2024	BUY	$102.62 - $105.46 $1,026 - $1,054	10 Added 0.28%	3,630 $382,000
Q3 2023 Oct 25, 2023	BUY	$102.82 - $104.26 $60,252 - $61,096	586 Added 19.31%	3,620 $372,000
Q2 2023 Jul 18, 2023	BUY	$103.24 - $105.0 $619 - $630	6 Added 0.2%	3,034 $315,000
Q1 2023 May 05, 2023	BUY	$103.3 - $105.14 $516 - $525	5 Added 0.17%	3,028 $316,000
Q4 2022 Jan 31, 2023	BUY	$102.5 - $104.49 $309,857 - $315,873	3,023 New	3,023 $315,000

Others Institutions Holding SUB

# of Institutions

827

Shares Held

68.6M

Call Options Held

Put Options Held

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About ISHARES SHORT-TERM NATIONAL MU

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Kfa Private Wealth Group, LLC Ishares Short Term National Mu Transaction History