Legacy Financial Strategies, LLC Ishares Short Term National Mu Transaction History

Legacy Financial Strategies, LLC

  • $461 Million
  • Q4 2024

A detailed history of Legacy Financial Strategies, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 2,929 shares of SUB stock, worth $309,946. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,929
Previous 3,222 9.09%
Holding current value
$309,946
Previous $342,000 9.94%
% of portfolio
0.07%
Previous 0.08%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$104.94 - $106.2 $30,747 - $31,116
-293 Reduced 9.09%
2,929 $308,000
Q3 2024

Oct 18, 2024
SELL
$104.3 - $106.3 $37,235 - $37,949
-357 Reduced 9.97%
3,222 $342,000
Q2 2024

Jul 10, 2024
SELL
$104.04 - $104.8 $26,010 - $26,200
-250 Reduced 6.53%
3,579 $374,000
Q1 2024

Apr 10, 2024
BUY
$104.73 - $105.42 $209 - $210
2 Added 0.05%
3,829 $401,000
Q4 2023

Feb 01, 2024
BUY
$102.62 - $105.46 $49,668 - $51,042
484 Added 14.48%
3,827 $403,000
Q3 2023

Nov 13, 2023
SELL
$102.82 - $104.26 $128,113 - $129,907
-1,246 Reduced 27.15%
3,343 $343,000
Q2 2023

Jul 28, 2023
SELL
$103.24 - $105.0 $287,729 - $292,635
-2,787 Reduced 37.78%
4,589 $477,000
Q1 2023

May 10, 2023
BUY
$103.3 - $105.14 $225,400 - $229,415
2,182 Added 42.01%
7,376 $772,000
Q4 2022

Feb 15, 2023
BUY
$102.5 - $104.49 $532,385 - $542,721
5,194 New
5,194 $541,000

Others Institutions Holding SUB

# of Institutions
872
Shares Held
75.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES SHORT-TERM NATIONAL MU

SUB Quotes by TradingView
  • Ticker SUB
  • Sector ETFs
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More about SUB
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