Strategic Financial Planning, Inc. Ishares Short Term National Mu Transaction History

Strategic Financial Planning, Inc.

$151 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 05, 2022	SELL	$104.46 - $107.34 $214,978 - $220,905	-2,058 Closed	0 $0
Q4 2021 Feb 07, 2022	SELL	$107.24 - $107.56 $169,331 - $169,837	-1,579 Reduced 43.41%	2,058 $221,000
Q3 2021 Nov 09, 2021	SELL	$107.57 - $108.06 $1,075 - $1,080	-10 Reduced 0.27%	3,637 $391,000
Q2 2021 Aug 06, 2021	SELL	$107.66 - $108.01 $13,995 - $14,041	-130 Reduced 3.44%	3,647 $393,000
Q1 2021 May 07, 2021	BUY	$107.56 - $108.22 $73,893 - $74,347	687 Added 22.23%	3,777 $407,000
Q4 2020 Feb 11, 2021	BUY	$107.6 - $108.11 $92,966 - $93,407	864 Added 38.81%	3,090 $334,000
Q3 2020 Nov 09, 2020	SELL	$107.69 - $108.53 $34,137 - $34,404	-317 Reduced 12.47%	2,226 $241,000
Q2 2020 Aug 07, 2020	BUY	$105.27 - $107.99 $2,421 - $2,483	23 Added 0.91%	2,543 $274,000
Q1 2020 Apr 21, 2020	SELL	$97.45 - $107.63 $24,362 - $26,907	-250 Reduced 9.03%	2,520 $268,000
Q4 2019 Feb 13, 2020	BUY	$106.44 - $106.81 $294,838 - $295,863	2,770 New	2,770 $296,000

Others Institutions Holding SUB

# of Institutions

828

Shares Held

68.5M

Call Options Held

0

Put Options Held

0

About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
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