A detailed history of Simplicity Wealth,Llc transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Simplicity Wealth,Llc holds 3,130 shares of SUB stock, worth $330,183. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,130
Previous 8,601 63.61%
Holding current value
$330,183
Previous $899,000 63.07%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 09, 2024

SELL
$104.3 - $106.3 $570,625 - $581,567
-5,471 Reduced 63.61%
3,130 $332,000
Q2 2024

Jul 10, 2024

BUY
$104.04 - $104.8 $175,723 - $177,007
1,689 Added 24.44%
8,601 $899,000
Q1 2024

Apr 24, 2024

BUY
$104.73 - $105.42 $723,893 - $728,663
6,912 New
6,912 $723,000
Q1 2022

May 20, 2022

SELL
$104.46 - $107.34 $529,089 - $543,677
-5,065 Closed
0 $0
Q4 2021

Feb 25, 2022

BUY
$107.24 - $107.56 $543,170 - $544,791
5,065 New
5,065 $544,000

Others Institutions Holding SUB

About ISHARES SHORT-TERM NATIONAL MU


  • Ticker SUB
  • Sector ETFs
  • Industry ETFs
More about SUB
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