Shore Haven Wealth Partners, LLC Ishares Short Term National Mu Transaction History

Shore Haven Wealth Partners, LLC

  • $202 Million
  • Q3 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 3,816 shares of SUB stock, worth $402,549. This represents 0.2% of its overall portfolio holdings.

Number of Shares
3,816
Previous 4,204 9.23%
Holding current value
$402,549
Previous $439,000 7.74%
% of portfolio
0.2%
Previous 0.24%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$104.3 - $106.3 $40,468 - $41,244
-388 Reduced 9.23%
3,816 $405,000
Q2 2024

Jul 24, 2024
SELL
$104.04 - $104.8 $278,098 - $280,130
-2,673 Reduced 38.87%
4,204 $439,000
Q1 2024

May 02, 2024
SELL
$104.73 - $105.42 $4,084 - $4,111
-39 Reduced 0.56%
6,877 $720,000
Q4 2023

Feb 06, 2024
SELL
$102.62 - $105.46 $5,849 - $6,011
-57 Reduced 0.82%
6,916 $729,000
Q3 2023

Oct 24, 2023
BUY
$102.82 - $104.26 $406,858 - $412,556
3,957 Added 131.2%
6,973 $717,000
Q2 2023

Jul 19, 2023
BUY
$103.24 - $105.0 $28,081 - $28,560
272 Added 9.91%
3,016 $313,000
Q1 2023

Apr 14, 2023
SELL
$103.3 - $105.14 $149,165 - $151,822
-1,444 Reduced 34.48%
2,744 $287,000
Q4 2022

Jan 24, 2023
SELL
$102.5 - $104.49 $24,292 - $24,764
-237 Reduced 5.36%
4,188 $0
Q3 2022

Nov 09, 2022
BUY
$102.59 - $105.4 $453,960 - $466,395
4,425 New
4,425 $454,000
Q3 2021

Oct 28, 2021
SELL
$107.57 - $108.06 $359,176 - $360,812
-3,339 Closed
0 $0
Q2 2021

Aug 16, 2021
SELL
$107.66 - $108.01 $1.11 Million - $1.12 Million
-10,356 Reduced 75.62%
3,339 $360,000
Q1 2021

May 13, 2021
BUY
$107.56 - $108.22 $65,181 - $65,581
606 Added 4.63%
13,695 $1.48 Million
Q4 2020

Feb 10, 2021
BUY
$107.6 - $108.11 $1.41 Million - $1.42 Million
13,089 New
13,089 $1.42 Million

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

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  • Ticker SUB
  • Sector ETFs
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More about SUB
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