Shepherd Financial Partners LLC Ishares National Muni Bond ETF Transaction History

Shepherd Financial Partners LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 07, 2024	BUY	$105.37 - $107.16 $11,379 - $11,573	108 Added 3.17%	3,516 $374,000
Q4 2023 Feb 12, 2024	BUY	$100.97 - $108.77 $344,105 - $370,688	3,408 New	3,408 $369,000
Q4 2022 Feb 14, 2023	SELL	$101.51 - $106.72 $7.03 Million - $7.39 Million	-69,272 Reduced 95.52%	3,248 $342,000
Q3 2022 Nov 09, 2022	BUY	$102.55 - $108.59 $7.44 Million - $7.87 Million	72,520 New	72,520 $7.44 Million

1,508

304M

506K

427K

Get notified when there are updates to the investment portfolio of Shepherd Financial Partners LLC, based on Form 13F filings with the SEC.

Stay updated on Shepherd Financial Partners LLC with notifications on news.