A detailed history of Wr Wealth Planners, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 1,452 shares of SUB stock, worth $152,779. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,452
Previous 1,421 2.18%
Holding current value
$152,779
Previous $148,000 4.05%
% of portfolio
0.04%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$104.3 - $106.3 $3,233 - $3,295
31 Added 2.18%
1,452 $154,000
Q2 2024

Jul 31, 2024

BUY
$104.04 - $104.8 $104 - $104
1 Added 0.07%
1,421 $148,000
Q1 2024

Jul 31, 2024

SELL
$104.73 - $105.42 $69,540 - $69,998
-664 Reduced 31.86%
1,420 $148,000
Q4 2023

Jul 30, 2024

BUY
$102.62 - $105.46 $213,860 - $219,778
2,084 New
2,084 $219,000
Q3 2023

Aug 01, 2024

SELL
$102.82 - $104.26 $6,786 - $6,881
-66 Reduced 2.61%
2,459 $253 Million
Q2 2023

Aug 01, 2024

BUY
$103.24 - $105.0 $113,976 - $115,920
1,104 Added 77.69%
2,525 $263 Million
Q1 2023

Aug 01, 2024

BUY
$103.3 - $105.14 $114,663 - $116,705
1,110 Added 78.11%
2,531 $265 Million
Q4 2022

Oct 10, 2024

BUY
$102.5 - $104.49 $82,205 - $83,800
802 Added 44.38%
2,609 $272 Million
Q3 2022

Oct 10, 2024

BUY
$102.59 - $105.4 $39,599 - $40,684
386 Added 27.16%
1,807 $186 Million
Q2 2022

Oct 17, 2024

SELL
$103.31 - $104.87 $2,376 - $2,412
-23 Reduced 1.16%
1,952 $204 Million
Q1 2022

Oct 17, 2024

BUY
$104.46 - $107.34 $54,632 - $56,138
523 Added 36.02%
1,975 $207 Million

Others Institutions Holding SUB

About ISHARES SHORT-TERM NATIONAL MU


  • Ticker SUB
  • Sector ETFs
  • Industry ETFs
More about SUB
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