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

Modern Wealth Management, LLC

$3.78 Billion
Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Modern Wealth Management, LLC holds 5,416 shares of SUB stock, worth $578,482. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,416

Previous 5,417 0.02%

Holding current value

$578,482

Previous $572,000 0.52%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$104.77 - $106.34 $104 - $106	-1 Reduced 0.02%	5,416 $575,000
Q1 2025 May 15, 2025	SELL	$105.3 - $106.24 $18,006 - $18,167	-171 Reduced 3.06%	5,417 $572 Million
Q4 2024 May 30, 2025	SELL	$104.94 - $106.2 $9,024 - $9,133	-86 Reduced 1.59%	5,331 $562,000
Q4 2024 May 29, 2025	SELL	$104.94 - $106.2 $322,270 - $326,140	-3,071 Reduced 56.69%	2,346 $247,000
Q4 2024 Feb 11, 2025	BUY	$104.94 - $106.2 $237,269 - $240,118	2,261 Added 67.96%	5,588 $592 Million
Q3 2024 May 30, 2025	SELL	$104.3 - $106.3 $217,987 - $222,167	-2,090 Reduced 38.58%	3,327 $353,000
Q3 2024 Nov 05, 2024	BUY	$104.3 - $106.3 $347,006 - $353,660	3,327 New	3,327 $353 Million

Others Institutions Holding SUB

# of Institutions

946

Shares Held

77.1M

Call Options Held

Put Options Held

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About ISHARES SHORT-TERM NATIONAL MU

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