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 3,398 shares of SUB stock, worth $358,726. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,398
Previous 3,384 0.41%
Holding current value
$358,726
Previous $354 Million 1.99%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 28, 2024

BUY
$104.3 - $106.3 $1,460 - $1,488
14 Added 0.41%
3,398 $361 Million
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

About ISHARES SHORT-TERM NATIONAL MU


  • Ticker SUB
  • Sector ETFs
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More about SUB
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