Willow Creek Wealth Management Inc. Ishares Short Term National Mu Transaction History

Willow Creek Wealth Management Inc.

$945 Million
Q4 2024

A detailed history of Willow Creek Wealth Management Inc. transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 354,349 shares of SUB stock, worth $37.5 Million. This represents 3.96% of its overall portfolio holdings.

Number of Shares

354,349

Previous 311,250 13.85%

Holding current value

$37.5 Million

Previous $32.8 Million 13.9%

% of portfolio

3.96%

Previous 4.2%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$104.94 - $106.2 $4.52 Million - $4.58 Million	43,099 Added 13.85%	354,349 $37.4 Million
Q4 2023 Apr 01, 2024	BUY	$102.62 - $105.46 $3.43 Million - $3.52 Million	33,391 Added 12.02%	311,250 $32.8 Million
Q3 2023 Nov 20, 2023	SELL	$102.82 - $104.26 $88,528 - $89,767	-861 Reduced 0.31%	277,859 $28.6 Million
Q2 2023 Aug 28, 2023	SELL	$103.24 - $105.0 $74,952 - $76,230	-726 Reduced 0.26%	278,720 $29 Million
Q1 2023 Apr 24, 2023	BUY	$103.3 - $105.14 $1.8 Million - $1.84 Million	17,455 Added 6.66%	279,446 $29.3 Million
Q4 2022 Mar 01, 2023	BUY	$102.5 - $104.49 $26.9 Million - $27.4 Million	261,991 New	261,991 $27.3 Million

Others Institutions Holding SUB

# of Institutions

929

Shares Held

83.4M

Call Options Held

Put Options Held

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About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
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Willow Creek Wealth Management Inc. Ishares Short Term National Mu Transaction History