Vertex Planning Partners, LLC Ishares Short Term National Mu Transaction History

Vertex Planning Partners, LLC

  • $479 Billion
  • Q2 2025

A detailed history of Vertex Planning Partners, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 10,949 shares of SUB stock, worth $1.17 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
10,949
Previous 10,646 2.85%
Holding current value
$1.17 Million
Previous $1.12 Billion 3.57%
% of portfolio
0.24%
Previous 0.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$104.77 - $106.34 $31,745 - $32,221
303 Added 2.85%
10,949 $1.16 Billion
Q1 2025

May 14, 2025
BUY
$105.3 - $106.24 $161,846 - $163,290
1,537 Added 16.87%
10,646 $1.12 Billion
Q4 2024

Feb 12, 2025
BUY
$104.94 - $106.2 $137,471 - $139,122
1,310 Added 16.8%
9,109 $961 Million
Q4 2022

Feb 06, 2023
BUY
$102.5 - $104.49 $799,397 - $814,917
7,799 New
7,799 $813 Million

Others Institutions Holding SUB

# of Institutions
956
Shares Held
80.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES SHORT-TERM NATIONAL MU

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