Latest Institutional Transactions on Ishares Short Term National Mu (SUB)
This table provides information on the latest institutional transactions involving Ishares Short Term National Mu (SUB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.9K+ 135.47% |
$515K - $521K
|
8.52K
$900K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
100+ 2.16% |
$10.5K - $10.6K
|
4.74K
$500K
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
3.72KNew |
$391K - $395K
|
3.72K
$393K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.84K- 5.51% |
$508K - $514K
|
83K
$8.77M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.92KNew |
$202K - $204K
|
1.92K
$203K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.28K+ 30.31% |
$344K - $348K
|
14.1K
$1.49M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
3.54KNew |
$371K - $376K
|
3.54K
$374K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4.55K+ 20.69% |
$477K - $483K
|
26.5K
$2.8M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.43K+ 17.15% |
$150K - $151K
|
9.74K
$1.03M
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
12.6KNew |
$1.32M - $1.33M
|
12.6K
$1.33M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
48+ 0.91% |
$5.04K - $5.1K
|
5.33K
$563K
|
|
|
Feb 18, 2025
Q4 2024
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
83.3KNew |
$8.74M - $8.85M
|
83.3K
$8.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-38- 1.92% |
$3.99K - $4.04K
|
1.94K
$205K
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
4.69KNew |
$492K - $498K
|
4.69K
$495K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
11.5KNew |
$1.2M - $1.22M
|
11.5K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
621+ 3.1% |
$65.2K - $66K
|
20.7K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.7K+ 72.96% |
$1.13M - $1.14M
|
25.5K
$2.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.02K- 9.58% |
$631K - $639K
|
56.8K
$6M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.12K- 31.37% |
$118K - $119K
|
2.45K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.09K- 37.22% |
$534K - $541K
|
8.59K
$907K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-73- 1.5% |
$7.66K - $7.75K
|
4.78K
$505K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.09K- 8.5% |
$114K - $115K
|
11.7K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.54K- 5.01% |
$161K - $163K
|
29.2K
$3.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.6K+ 3.08% |
$168K - $170K
|
53.5K
$5.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
252New |
$26.4K - $26.8K
|
252
$26.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
752+ 18.68% |
$78.9K - $79.9K
|
4.78K
$505K
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
22.1KNew |
$2.32M - $2.34M
|
22.1K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
689K+ 9.7% |
$72.3M - $73.1M
|
7.79M
$823M
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
2.04K+ 41.09% |
$214K - $216K
|
6.99K
$739K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
1.97K+ 0.33% |
$207K - $209K
|
592K
$62.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.18K+ 0.86% |
$228K - $231K
|
255K
$26.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
29.4KNew |
$3.09M - $3.12M
|
29.4K
$3.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-3.22K- 42.15% |
$338K - $342K
|
4.42K
$467K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
715+ 18.63% |
$75K - $75.9K
|
4.55K
$481K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
30.3K+ 517.57% |
$3.18M - $3.22M
|
36.2K
$3.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.74K- 8.73% |
$288K - $291K
|
28.7K
$3.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
550+ 12.0% |
$57.7K - $58.4K
|
5.13K
$542K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.45K+ 26.44% |
$152K - $154K
|
6.93K
$733K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.86KNew |
$615K - $622K
|
5.86K
$619K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.86K+ 4.61% |
$405K - $410K
|
87.5K
$9.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
60+ 0.12% |
$6.3K - $6.37K
|
51.4K
$5.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.62K- 0.33% |
$485K - $491K
|
1.41M
$148M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.58K+ 4.69% |
$271K - $274K
|
57.6K
$6.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-205- 3.97% |
$21.5K - $21.8K
|
4.95K
$523K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
35+ 0.69% |
$3.67K - $3.72K
|
5.1K
$539K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-193- 1.39% |
$20.3K - $20.5K
|
13.7K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-108- 0.58% |
$11.3K - $11.5K
|
18.5K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.48K+ 5.21% |
$155K - $157K
|
29.9K
$3.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-9.41K- 74.06% |
$987K - $999K
|
3.3K
$348K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.14K- 2.93% |
$539K - $546K
|
170K
$18M
|