Verity Wealth Advisors Ishares Short Term National Mu Transaction History

Verity Wealth Advisors

  • $138 Million
  • Q4 2024

A detailed history of Verity Wealth Advisors transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Verity Wealth Advisors holds 2,568 shares of SUB stock, worth $271,155. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,568
Previous 10,328 75.14%
Holding current value
$271,155
Previous $1.1 Million 75.36%
% of portfolio
0.2%
Previous 0.77%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$104.94 - $106.2 $814,334 - $824,112
-7,760 Reduced 75.14%
2,568 $270,000
Q1 2024

Apr 04, 2024
BUY
$104.73 - $105.42 $268,946 - $270,718
2,568 Added 33.09%
10,328 $1.08 Million
Q4 2023

Jan 04, 2024
BUY
$102.62 - $105.46 $796,331 - $818,369
7,760 New
7,760 $818,000
Q4 2019

Jan 14, 2020
SELL
$106.44 - $106.81 $288,771 - $289,775
-2,713 Closed
0 $0
Q3 2019

Oct 11, 2019
BUY
$106.23 - $107.2 $288,201 - $290,833
2,713 New
2,713 $289,000

Others Institutions Holding SUB

# of Institutions
902
Shares Held
71.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES SHORT-TERM NATIONAL MU

SUB Quotes by TradingView
  • Ticker SUB
  • Sector ETFs
  • Industry ETFs
More about SUB
Track This Portfolio

Track Verity Wealth Advisors Portfolio

Follow Verity Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Verity Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Verity Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email