Walkner Condon Financial Advisors LLC Ishares Short Term National Mu Transaction History

Walkner Condon Financial Advisors LLC

  • $480 Million
  • Q4 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 24,762 shares of SUB stock, worth $2.62 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
24,762
Previous 24,781 0.08%
Holding current value
$2.62 Million
Previous $2.63 Million 0.76%
% of portfolio
0.54%
Previous 0.54%

Shares

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

Jan 29, 2025
SELL
$104.94 - $106.2 $1,993 - $2,017
-19 Reduced 0.08%
24,762 $2.61 Million
Q3 2024

Oct 31, 2024
BUY
$104.3 - $106.3 $1,043 - $1,063
10 Added 0.04%
24,781 $2.63 Million
Q2 2024

Jul 26, 2024
SELL
$104.04 - $104.8 $104,144 - $104,904
-1,001 Reduced 3.88%
24,771 $2.59 Million
Q1 2024

Apr 22, 2024
SELL
$104.73 - $105.42 $123,267 - $124,079
-1,177 Reduced 4.37%
25,772 $2.7 Million
Q4 2023

Jan 23, 2024
BUY
$102.62 - $105.46 $949,542 - $975,821
9,253 Added 52.29%
26,949 $2.84 Million
Q3 2023

Oct 19, 2023
BUY
$102.82 - $104.26 $800,967 - $812,185
7,790 Added 78.64%
17,696 $1.82 Million
Q2 2023

Jul 21, 2023
BUY
$103.24 - $105.0 $10,324 - $10,500
100 Added 1.02%
9,906 $1.03 Million
Q1 2023

Apr 20, 2023
BUY
$103.3 - $105.14 $49,480 - $50,362
479 Added 5.14%
9,806 $1.03 Million
Q4 2022

Jan 25, 2023
SELL
$102.5 - $104.49 $207,152 - $211,174
-2,021 Reduced 17.81%
9,327 $0
Q3 2022

Oct 28, 2022
SELL
$102.59 - $105.4 $26,468 - $27,193
-258 Reduced 2.22%
11,348 $1.17 Million
Q2 2022

Aug 04, 2022
SELL
$103.31 - $104.87 $77,069 - $78,233
-746 Reduced 6.04%
11,606 $1.22 Million
Q1 2022

May 03, 2022
BUY
$104.46 - $107.34 $510,287 - $524,355
4,885 Added 65.42%
12,352 $1.29 Billion
Q4 2021

Feb 11, 2022
SELL
$107.24 - $107.56 $719,151 - $721,297
-6,706 Reduced 47.32%
7,467 $801,000
Q3 2021

Nov 04, 2021
BUY
$107.57 - $108.06 $114,669 - $115,191
1,066 Added 8.13%
14,173 $1.52 Million
Q2 2021

Aug 10, 2021
SELL
$107.66 - $108.01 $36,281 - $36,399
-337 Reduced 2.51%
13,107 $1.41 Million
Q1 2021

Apr 13, 2021
SELL
$107.56 - $108.22 $83,896 - $84,411
-780 Reduced 5.48%
13,444 $1.45 Million
Q4 2020

Jan 12, 2021
BUY
$107.6 - $108.11 $481,187 - $483,467
4,472 Added 45.86%
14,224 $1.54 Million
Q3 2020

Nov 10, 2020
BUY
$107.69 - $108.53 $540,926 - $545,146
5,023 Added 106.22%
9,752 $1.05 Million
Q2 2020

Aug 26, 2020
BUY
$105.27 - $107.99 $179,380 - $184,014
1,704 Added 56.33%
4,729 $510,000
Q1 2020

Aug 26, 2020
SELL
$97.45 - $107.63 $48,140 - $53,169
-494 Reduced 14.04%
3,025 $322,000
Q4 2019

Aug 26, 2020
BUY
$106.44 - $106.81 $374,562 - $375,864
3,519 New
3,519 $376,000

Others Institutions Holding SUB

# of Institutions
901
Shares Held
71.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES SHORT-TERM NATIONAL MU

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  • Ticker SUB
  • Sector ETFs
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