Seaside Wealth Management, Inc. Ishares Short Term National Mu Transaction History

Seaside Wealth Management, Inc.

$273 Million
Q4 2024

A detailed history of Seaside Wealth Management, Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 13,790 shares of SUB stock, worth $1.46 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

13,790

Previous 12,061 14.34%

Holding current value

$1.46 Million

Previous $1.28 Million 13.59%

% of portfolio

0.53%

Previous 0.49%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$104.94 - $106.2 $181,441 - $183,619	1,729 Added 14.34%	13,790 $1.45 Million
Q3 2024 Oct 25, 2024	BUY	$104.3 - $106.3 $91,784 - $93,544	880 Added 7.87%	12,061 $1.28 Million
Q2 2024 Aug 07, 2024	SELL	$104.04 - $104.8 $620,598 - $625,132	-5,965 Reduced 34.79%	11,181 $1.17 Million
Q1 2024 Apr 17, 2024	SELL	$104.73 - $105.42 $174,270 - $175,418	-1,664 Reduced 8.85%	17,146 $1.8 Million
Q4 2023 Jan 23, 2024	SELL	$102.62 - $105.46 $3.56 Million - $3.66 Million	-34,707 Reduced 64.85%	18,810 $1.98 Million
Q3 2023 Oct 13, 2023	BUY	$102.82 - $104.26 $200,499 - $203,307	1,950 Added 3.78%	53,517 $5.5 Million
Q2 2023 Jul 17, 2023	BUY	$103.24 - $105.0 $232,083 - $236,040	2,248 Added 4.56%	51,567 $5.37 Million
Q1 2023 May 09, 2023	BUY	$103.3 - $105.14 $94,932 - $96,623	919 Added 1.9%	49,319 $5.16 Million
Q4 2022 Feb 09, 2023	SELL	$102.5 - $104.49 $65,087 - $66,351	-635 Reduced 1.29%	48,400 $5.05 Million
Q3 2022 Nov 09, 2022	BUY	$102.59 - $105.4 $1.66 Million - $1.71 Million	16,205 Added 49.36%	49,035 $5.03 Million
Q2 2022 Aug 30, 2022	BUY	$103.31 - $104.87 $3.39 Million - $3.44 Million	32,830 New	32,830 $3.46 Million

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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Seaside Wealth Management, Inc. Ishares Short Term National Mu Transaction History