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

Sax Wealth Advisors, LLC

  • $1.11 Billion
  • Q3 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 3,660 shares of SUB stock, worth $386,093. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,660
Previous 3,660 -0.0%
Holding current value
$386,093
Previous $382,000 1.57%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
BUY
$104.04 - $104.8 $160,221 - $161,392
1,540 Added 72.64%
3,660 $382,000
Q1 2024

May 13, 2024
BUY
$104.73 - $105.42 $222,027 - $223,490
2,120 New
2,120 $222,000
Q4 2022

Feb 06, 2023
BUY
$102.5 - $104.49 $215,250 - $219,429
2,100 New
2,100 $218,000

Others Institutions Holding SUB

# of Institutions
823
Shares Held
69.3M
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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