Lake Point Wealth Management Ishares Short Term National Mu Transaction History

Lake Point Wealth Management

$176 Million
Q2 2022

A detailed history of Lake Point Wealth Management transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Lake Point Wealth Management holds 3,496 shares of SUB stock, worth $373,407. This represents 0.21% of its overall portfolio holdings.

Number of Shares

3,496

Previous 3,496 -0.0%

Holding current value

$373,407

Previous $366,000 -0.0%

% of portfolio

0.21%

Previous 0.17%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 17, 2022	SELL	$104.46 - $107.34 $38,859 - $39,930	-372 Reduced 9.62%	3,496 $366,000
Q2 2021 Aug 04, 2021	SELL	$107.66 - $108.01 $2.87 Million - $2.87 Million	-26,616 Reduced 87.31%	3,868 $417,000
Q1 2020 May 18, 2020	SELL	$97.45 - $107.63 $51,063 - $56,398	-524 Reduced 1.69%	30,484 $3.24 Million
Q4 2019 Feb 13, 2020	BUY	$106.44 - $106.81 $739,864 - $742,436	6,951 Added 28.89%	31,008 $3.31 Million
Q1 2019 Aug 07, 2019	BUY	$105.27 - $106.06 $1.52 Million - $1.53 Million	14,451 Added 150.44%	24,057 $2.56 Million
Q4 2018 Feb 21, 2019	BUY	$104.3 - $105.4 $1 Million - $1.01 Million	9,606 New	9,606 $1.01 Million

Others Institutions Holding SUB

# of Institutions

952

Shares Held

80.3M

Call Options Held

Put Options Held

View Full List

About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
Sector ETFs
Industry ETFs

More about SUB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lake Point Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Lake Point Wealth Management with notifications on news.

Account

Lake Point Wealth Management Ishares Short Term National Mu Transaction History