Lji Wealth Management, LLC Ishares Short Term National Mu Transaction History

Lji Wealth Management, LLC

$508 Billion
Q4 2024

A detailed history of Lji Wealth Management, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Lji Wealth Management, LLC holds 26,709 shares of SUB stock, worth $2.83 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

26,709

Previous 25,451 4.94%

Holding current value

$2.83 Million

Previous $2.7 Billion 4.24%

% of portfolio

0.55%

Previous 0.55%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$104.94 - $106.2 $132,014 - $133,599	1,258 Added 4.94%	26,709 $2.82 Billion
Q3 2024 Nov 06, 2024	BUY	$104.3 - $106.3 $185,028 - $188,576	1,774 Added 7.49%	25,451 $2.7 Billion
Q2 2024 Aug 12, 2024	SELL	$104.04 - $104.8 $3.35 Million - $3.37 Million	-32,165 Reduced 57.6%	23,677 $2.48 Billion
Q1 2024 May 15, 2024	SELL	$104.73 - $105.42 $233,128 - $234,664	-2,226 Reduced 3.83%	55,842 $5.85 Billion
Q4 2023 Feb 13, 2024	BUY	$102.62 - $105.46 $3.56 Million - $3.66 Million	34,660 Added 148.07%	58,068 $6.12 Billion
Q3 2023 Feb 02, 2024	SELL	$102.82 - $104.26 $15,114 - $15,326	-147 Reduced 0.62%	23,408 $2.41 Billion
Q2 2023 Feb 02, 2024	BUY	$103.24 - $105.0 $182,115 - $185,220	1,764 Added 8.1%	23,555 $2.45 Billion
Q1 2023 Feb 02, 2024	SELL	$103.3 - $105.14 $692,936 - $705,279	-6,708 Reduced 23.54%	21,791 $2.28 Billion
Q4 2022 Jan 02, 2024	BUY	$102.5 - $104.49 $2.92 Million - $2.98 Million	28,499 New	28,499 $2.97 Billion

Others Institutions Holding SUB

# of Institutions

855

Shares Held

75.1M

Call Options Held

Put Options Held

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About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
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Lji Wealth Management, LLC Ishares Short Term National Mu Transaction History