Sheets Smith Wealth Management Ishares Short Term National Mu Transaction History
Sheets Smith Wealth Management
- $832 Million
- Q2 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 116,067 shares of SUB stock, worth $12.4 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
116,067
Previous 120,320
3.53%
Holding current value
$12.4 Million
Previous $12.7 Million
2.86%
% of portfolio
1.48%
Previous 1.61%
Shares
25 transactions
Others Institutions Holding SUB
# of Institutions
942Shares Held
73.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.03MShares$749 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.57MShares$701 Million1.61% of portfolio
-
Envestnet Asset Management Inc5.27MShares$562 Million0.19% of portfolio
-
Morgan Stanley New York, NY3.3MShares$352 Million0.03% of portfolio
-
Tiaa Trust, National Association Charlotte, NC3.13MShares$334 Million1.03% of portfolio