Summit Wealth Partners, LLC Ishares Short Term National Mu Transaction History

Summit Wealth Partners, LLC

  • $482 Billion
  • Q2 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 3,384 shares of SUB stock, worth $359,008. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,384
Previous 3,366 0.53%
Holding current value
$359,008
Previous $353 Million 0.35%
% of portfolio
0.07%
Previous 0.08%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Sep 11, 2024
BUY
$104.04 - $104.8 $1,872 - $1,886
18 Added 0.53%
3,384 $354 Million
Q1 2024

Sep 11, 2024
SELL
$104.73 - $105.42 $18,851 - $18,975
-180 Reduced 5.08%
3,366 $353 Million
Q4 2023

Sep 11, 2024
SELL
$102.62 - $105.46 $263,733 - $271,032
-2,570 Reduced 42.02%
3,546 $374 Million
Q3 2023

Sep 11, 2024
SELL
$102.82 - $104.26 $86,574 - $87,786
-842 Reduced 12.1%
6,116 $629 Million
Q2 2023

Sep 11, 2024
BUY
$103.24 - $105.0 $2,890 - $2,940
28 Added 0.4%
6,958 $724 Million
Q1 2023

Sep 11, 2024
BUY
$103.3 - $105.14 $2,066 - $2,102
20 Added 0.29%
6,930 $725 Million
Q4 2022

Sep 11, 2024
SELL
$102.5 - $104.49 $108,650 - $110,759
-1,060 Reduced 13.3%
6,910 $721 Million
Q3 2022

Sep 11, 2024
BUY
$102.59 - $105.4 $1,846 - $1,897
18 Added 0.23%
7,970 $818 Million
Q2 2022

Sep 11, 2024
BUY
$103.31 - $104.87 $821,521 - $833,926
7,952 New
7,952 $832 Million

Others Institutions Holding SUB

# of Institutions
812
Shares Held
68.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES SHORT-TERM NATIONAL MU

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  • Ticker SUB
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