Sofi Wealth, LLC Ishares Short Term National Mu Transaction History

Sofi Wealth, LLC

$732 Million
Q4 2024

A detailed history of Sofi Wealth, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Sofi Wealth, LLC holds 1,051 shares of SUB stock, worth $110,869. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,051

Holding current value

$110,869

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	BUY	$104.94 - $106.2 $110,291 - $111,616	1,051 New	1,051 $110,000

Others Institutions Holding SUB

# of Institutions

903

Shares Held

82.3M

Call Options Held

Put Options Held

Gamma Investing LLC Foster City, CA

11M
Shares

$1.16 Billion
0.55% of portfolio
Bank Of America Corp Charlotte, NC

7.79M
Shares

$822 Million
0.07% of portfolio
Mercer Global Advisors Inc Denver, CO

6.25M
Shares

$659 Million
1.63% of portfolio
Envestnet Asset Management Inc

6.25M
Shares

$659 Million
0.22% of portfolio
Morgan Stanley New York, NY

3.5M
Shares

$370 Million
0.03% of portfolio

View Full List

About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
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