Sja Financial Advisory, LLC Ishares Short Term National Mu Transaction History

Sja Financial Advisory, LLC

$136 Million
Q2 2024

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	SELL	$103.24 - $105.0 $15,486 - $15,750	-150 Reduced 1.15%	12,848 $1.34 Million
Q1 2023 Apr 28, 2023	SELL	$103.3 - $105.14 $198,542 - $202,079	-1,922 Reduced 12.88%	12,998 $1.36 Million
Q4 2022 Feb 14, 2023	BUY	$102.5 - $104.49 $338,147 - $344,712	3,299 Added 28.39%	14,920 $1.56 Million
Q3 2022 Feb 14, 2023	SELL	$102.59 - $105.4 $3,693 - $3,794	-36 Reduced 0.31%	11,621 $1.2 Million
Q2 2022 Aug 03, 2022	SELL	$103.31 - $104.87 $453,944 - $460,798	-4,394 Reduced 27.38%	11,657 $1.22 Million
Q1 2022 Apr 21, 2022	BUY	$104.46 - $107.34 $1.41 Million - $1.44 Million	13,453 Added 517.82%	16,051 $1.68 Million
Q4 2021 Feb 16, 2022	BUY	$107.24 - $107.56 $536 - $537	5 Added 0.19%	2,598 $279,000
Q3 2021 Nov 08, 2021	BUY	$107.57 - $108.06 $23,127 - $23,232	215 Added 9.04%	2,593 $279,000
Q2 2021 Jul 21, 2021	BUY	$107.66 - $108.01 $3,229 - $3,240	30 Added 1.28%	2,378 $256,000
Q1 2021 May 14, 2021	SELL	$107.56 - $108.22 $11,616 - $11,687	-108 Reduced 4.4%	2,348 $253,000
Q4 2020 Feb 08, 2021	BUY	$107.6 - $108.11 $3,335 - $3,351	31 Added 1.28%	2,456 $266,000
Q3 2020 Nov 06, 2020	SELL	$107.69 - $108.53 $5,384 - $5,426	-50 Reduced 2.02%	2,425 $262,000
Q2 2020 Aug 12, 2020	BUY	$105.27 - $107.99 $947 - $971	9 Added 0.36%	2,475 $267,000
Q1 2020 May 11, 2020	SELL	$97.45 - $107.63 $298,294 - $329,455	-3,061 Reduced 55.38%	2,466 $262,000
Q4 2019 Feb 05, 2020	BUY	$106.44 - $106.81 $13,305 - $13,351	125 Added 2.31%	5,527 $590,000
Q3 2019 Oct 30, 2019	SELL	$106.23 - $107.2 $13,809 - $13,936	-130 Reduced 2.35%	5,402 $576,000
Q2 2019 Aug 02, 2019	SELL	$105.75 - $106.57 $49,808 - $50,194	-471 Reduced 7.85%	5,532 $589,000
Q1 2019 May 03, 2019	SELL	$105.27 - $106.06 $31,686 - $31,924	-301 Reduced 4.77%	6,003 $636,000
Q4 2018 Jan 28, 2019	SELL	$104.3 - $105.4 $358,479 - $362,259	-3,437 Reduced 35.28%	6,304 $664,000
Q3 2018 Nov 06, 2018	SELL	$104.57 - $105.31 $78,009 - $78,561	-746 Reduced 7.11%	9,741 $1.02 Million
Q2 2018 Aug 08, 2018	SELL	$104.36 - $105.09 $69,608 - $70,095	-667 Reduced 5.98%	10,487 $1.1 Million
Q1 2018 May 11, 2018	BUY	$104.62 - $105.21 $164,671 - $165,600	1,574 Added 16.43%	11,154 $1.17 Million
Q4 2017 Feb 14, 2018	BUY	$104.69 - $105.95 $1 Million - $1.02 Million	9,580	9,580 $1.01 Million

Others Institutions Holding SUB

# of Institutions

823

Shares Held

69.3M

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