West Financial Advisors, LLC Ishares Short Term National Mu Transaction History

West Financial Advisors, LLC

$518 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 11, 2024	SELL	$102.62 - $105.46 $827,219 - $850,113	-8,061 Reduced 84.82%	1,443 $152,000
Q3 2023 Oct 10, 2023	SELL	$102.82 - $104.26 $11.6 Million - $11.7 Million	-112,441 Reduced 92.21%	9,504 $977,000
Q2 2023 Jul 07, 2023	SELL	$103.24 - $105.0 $907,995 - $923,475	-8,795 Reduced 6.73%	121,945 $12.7 Million
Q1 2023 Apr 18, 2023	SELL	$103.3 - $105.14 $392,023 - $399,006	-3,795 Reduced 2.82%	130,740 $13.7 Million
Q4 2022 Jan 10, 2023	SELL	$102.5 - $104.49 $1.22 Million - $1.24 Million	-11,878 Reduced 8.11%	134,535 $0
Q3 2022 Oct 11, 2022	SELL	$102.59 - $105.4 $7.31 Million - $7.51 Million	-71,242 Reduced 32.73%	146,413 $15 Million
Q2 2022 Jul 14, 2022	BUY	$103.31 - $104.87 $3.23 Million - $3.28 Million	31,249 Added 16.76%	217,655 $22.8 Million
Q1 2022 Apr 18, 2022	SELL	$104.46 - $107.34 $422,854 - $434,512	-4,048 Reduced 2.13%	186,406 $19.5 Million
Q4 2021 Jan 19, 2022	BUY	$107.24 - $107.56 $9.05 Million - $9.08 Million	84,416 Added 79.61%	190,454 $20.4 Million
Q3 2021 Oct 13, 2021	BUY	$107.57 - $108.06 $827,105 - $830,873	7,689 Added 7.82%	106,038 $11.4 Million
Q2 2021 Jul 27, 2021	BUY	$107.66 - $108.01 $3.55 Million - $3.56 Million	32,968 Added 50.42%	98,349 $10.6 Million
Q1 2021 Apr 20, 2021	BUY	$107.56 - $108.22 $2.54 Million - $2.56 Million	23,661 Added 56.71%	65,381 $7.05 Million
Q4 2020 Feb 22, 2021	BUY	$107.6 - $108.11 $3.78 Million - $3.8 Million	35,165 Added 536.46%	41,720 $4.51 Million
Q4 2020 Feb 02, 2021	BUY	$107.6 - $108.11 $705,318 - $708,661	6,555 New	6,555 $707 Million

Others Institutions Holding SUB

# of Institutions

828

Shares Held

68.6M

Call Options Held

0

Put Options Held

0

About ISHARES SHORT-TERM NATIONAL MU

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