Wiser Wealth Management, Inc Ishares Short Term National Mu Transaction History

Wiser Wealth Management, Inc

$322 Million
Q2 2024

A detailed history of Wiser Wealth Management, Inc transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Wiser Wealth Management, Inc holds 18,867 shares of SUB stock, worth $2 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

18,867

Previous 22,398 15.76%

Holding current value

$2 Million

Previous $2.35 Million 15.91%

% of portfolio

0.61%

Previous 0.77%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	SELL	$104.04 - $104.8 $367,365 - $370,048	-3,531 Reduced 15.76%	18,867 $1.97 Million
Q1 2024 Apr 19, 2024	SELL	$104.73 - $105.42 $122,010 - $122,814	-1,165 Reduced 4.94%	22,398 $2.35 Million
Q4 2023 Jan 05, 2024	BUY	$102.62 - $105.46 $1.53 Million - $1.57 Million	14,872 Added 171.12%	23,563 $2.48 Million
Q3 2023 Oct 19, 2023	BUY	$102.82 - $104.26 $11,515 - $11,677	112 Added 1.31%	8,691 $893,000
Q2 2023 Aug 01, 2023	BUY	$103.24 - $105.0 $353,287 - $359,310	3,422 Added 66.36%	8,579 $892,000
Q1 2023 May 05, 2023	BUY	$103.3 - $105.14 $9,503 - $9,672	92 Added 1.82%	5,157 $539,000
Q4 2022 Feb 03, 2023	BUY	$102.64 - $104.49 $82,625 - $84,114	805 Added 18.9%	5,065 $528,000
Q3 2022 Oct 11, 2022	BUY	$102.95 - $105.4 $438,567 - $449,004	4,260 New	4,260 $437,000
Q2 2022 Jul 14, 2022	SELL	$103.31 - $104.87 $503,739 - $511,346	-4,876 Closed	0 $0
Q1 2022 May 11, 2022	SELL	$104.46 - $107.34 $20,578 - $21,145	-197 Reduced 3.88%	4,876 $510,000
Q4 2021 Jan 27, 2022	BUY	$107.24 - $107.56 $3,538 - $3,549	33 Added 0.65%	5,073 $545,000
Q3 2021 Oct 13, 2021	BUY	$107.57 - $108.06 $322 - $324	3 Added 0.06%	5,040 $542,000
Q2 2021 Aug 04, 2021	BUY	$107.66 - $108.01 $6,674 - $6,696	62 Added 1.25%	5,037 $543,000
Q1 2021 Apr 14, 2021	BUY	$107.56 - $108.22 $535,111 - $538,394	4,975 New	4,975 $536,000

Others Institutions Holding SUB

# of Institutions

811

Shares Held

68.4M

Call Options Held

Put Options Held

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About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
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Wiser Wealth Management, Inc Ishares Short Term National Mu Transaction History