Sheets Smith Wealth Management Ishares Short Term National Mu Transaction History
Sheets Smith Wealth Management
- $856 Million
- Q3 2025
A detailed history of Sheets Smith Wealth Management transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Sheets Smith Wealth Management holds 100,333 shares of SUB stock, worth $10.7 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
100,333
Previous 116,067
13.56%
Holding current value
$10.7 Million
Previous $12.3 Million
13.2%
% of portfolio
1.25%
Previous 1.48%
Shares
26 transactions
Others Institutions Holding SUB
# of Institutions
952Shares Held
80.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.23MShares$772 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.9MShares$737 Million1.52% of portfolio
-
Morgan Stanley New York, NY6.37MShares$680 Million0.05% of portfolio
-
Envestnet Asset Management Inc5.5MShares$588 Million0.18% of portfolio
-
Tiaa Trust, National Association Charlotte, NC3.41MShares$364 Million0.95% of portfolio