Opal Wealth Advisors, LLC Ishares Short Term National Mu Transaction History

Opal Wealth Advisors, LLC

  • $325 Million
  • Q4 2024

A detailed history of Opal Wealth Advisors, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 5,767 shares of SUB stock, worth $609,975. This represents 0.19% of its overall portfolio holdings.

Number of Shares
5,767
Previous 2,350 145.4%
Holding current value
$609,975
Previous $249,000 144.18%
% of portfolio
0.19%
Previous 0.08%

Shares

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

Jan 28, 2025
BUY
$104.94 - $106.2 $358,579 - $362,885
3,417 Added 145.4%
5,767 $608,000
Q3 2023

Oct 18, 2023
SELL
$102.82 - $104.26 $48,531 - $49,210
-472 Reduced 16.73%
2,350 $241,000
Q2 2023

Jul 27, 2023
BUY
$103.24 - $105.0 $6,813 - $6,930
66 Added 2.39%
2,822 $293,000
Q1 2023

Apr 19, 2023
SELL
$103.3 - $105.14 $596,350 - $606,973
-5,773 Reduced 67.69%
2,756 $288,000
Q4 2022

Feb 03, 2023
BUY
$102.5 - $104.49 $874,222 - $891,195
8,529 New
8,529 $889,000
Q1 2022

May 09, 2022
SELL
$104.46 - $107.34 $1.57 Million - $1.62 Million
-15,064 Closed
0 $0
Q4 2021

Jan 31, 2022
BUY
$107.24 - $107.56 $1.62 Million - $1.62 Million
15,064 New
15,064 $1.62 Million

Others Institutions Holding SUB

# of Institutions
848
Shares Held
69.2M
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
  • Industry ETFs
More about SUB
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