Tobias Financial Advisors, Inc. Ishares Short Term National Mu Transaction History

Tobias Financial Advisors, Inc.

$486 Million
Q3 2024

A detailed history of Tobias Financial Advisors, Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 5,074 shares of SUB stock, worth $535,256. This represents 0.11% of its overall portfolio holdings.

Number of Shares

5,074

Previous 5,074 -0.0%

Holding current value

$535,256

Previous $530,000 1.51%

% of portfolio

0.11%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$104.04 - $104.8 $331,887 - $334,312	-3,190 Reduced 38.6%	5,074 $530,000
Q4 2023 Feb 14, 2024	SELL	$102.62 - $105.46 $5.65 Million - $5.8 Million	-55,038 Reduced 86.95%	8,264 $871,000
Q3 2023 Nov 03, 2023	BUY	$102.82 - $104.26 $320,387 - $324,874	3,116 Added 5.18%	63,302 $6.51 Million
Q2 2023 Aug 03, 2023	SELL	$103.24 - $105.0 $159,196 - $161,910	-1,542 Reduced 2.5%	60,186 $6.26 Million
Q1 2023 Apr 24, 2023	BUY	$103.3 - $105.14 $2.16 Million - $2.2 Million	20,897 Added 51.18%	61,728 $6.46 Million
Q4 2022 Feb 13, 2023	BUY	$102.5 - $104.49 $727,647 - $741,774	7,099 Added 21.05%	40,831 $4.26 Million
Q3 2022 Nov 14, 2022	BUY	$102.59 - $105.4 $3.26 Million - $3.35 Million	31,814 Added 1658.71%	33,732 $3.46 Million
Q2 2022 Aug 12, 2022	BUY	$103.31 - $104.87 $198,148 - $201,140	1,918 New	1,918 $201,000

Others Institutions Holding SUB

# of Institutions

823

Shares Held

69.3M

Call Options Held

Put Options Held

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About ISHARES SHORT-TERM NATIONAL MU

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Tobias Financial Advisors, Inc. Ishares Short Term National Mu Transaction History