Prosperity Planning, Inc. Ishares Short Term National Mu Transaction History

Prosperity Planning, Inc.

$351 Million
Q3 2025

A detailed history of Prosperity Planning, Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Prosperity Planning, Inc. holds 35,320 shares of SUB stock, worth $3.76 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares

35,320

Previous 32,044 10.22%

Holding current value

$3.76 Million

Previous $3.41 Million 10.68%

% of portfolio

1.07%

Previous 1.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$106.17 - $107.3 $347,812 - $351,514	3,276 Added 10.22%	35,320 $3.77 Million
Q2 2025 Jul 11, 2025	BUY	$104.77 - $106.34 $54,166 - $54,977	517 Added 1.64%	32,044 $3.41 Million
Q1 2025 Apr 10, 2025	BUY	$105.3 - $106.24 $192,593 - $194,312	1,829 Added 6.16%	31,527 $3.33 Million
Q4 2024 Jan 16, 2025	BUY	$104.94 - $106.2 $258,782 - $261,889	2,466 Added 9.06%	29,698 $3.13 Million
Q3 2024 Oct 07, 2024	SELL	$104.3 - $106.3 $304,451 - $310,289	-2,919 Reduced 9.68%	27,232 $2.89 Million
Q2 2024 Jul 23, 2024	BUY	$104.04 - $104.8 $42,656 - $42,968	410 Added 1.38%	30,151 $3.15 Million
Q1 2024 Apr 15, 2024	BUY	$104.73 - $105.42 $63,047 - $63,462	602 Added 2.07%	29,741 $3.11 Million
Q4 2023 Feb 05, 2024	SELL	$102.62 - $105.46 $120,886 - $124,231	-1,178 Reduced 3.89%	29,139 $3.07 Million
Q3 2023 Oct 24, 2023	SELL	$102.82 - $104.26 $396,268 - $401,818	-3,854 Reduced 11.28%	30,317 $3.12 Million
Q2 2023 Jul 13, 2023	BUY	$103.24 - $105.0 $83,624 - $85,050	810 Added 2.43%	34,171 $3.56 Million
Q1 2023 Apr 13, 2023	SELL	$103.3 - $105.14 $258,973 - $263,585	-2,507 Reduced 6.99%	33,361 $3.49 Million
Q3 2022 Oct 12, 2022	SELL	$102.59 - $105.4 $272,068 - $279,520	-2,652 Reduced 6.88%	35,868 $3.68 Million
Q4 2021 Jan 21, 2022	BUY	$107.24 - $107.56 $112,280 - $112,615	1,047 Added 2.79%	38,520 $4.14 Million
Q3 2021 Oct 08, 2021	BUY	$107.57 - $108.06 $143,928 - $144,584	1,338 Added 3.7%	37,473 $4.03 Million
Q2 2021 Jul 13, 2021	BUY	$107.66 - $108.01 $350,002 - $351,140	3,251 Added 9.89%	36,135 $3.9 Million
Q1 2021 Apr 12, 2021	BUY	$107.56 - $108.22 $535,971 - $539,260	4,983 Added 17.86%	32,884 $3.55 Million
Q4 2020 Feb 01, 2021	BUY	$107.6 - $108.11 $3 Million - $3.02 Million	27,901 New	27,901 $3.02 Million

Others Institutions Holding SUB

# of Institutions

949

Shares Held

75.6M

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 Prosperity Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Prosperity Planning, Inc. with notifications on news.

Account

Prosperity Planning, Inc. Ishares Short Term National Mu Transaction History