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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
52+ 5.62% |
$5.46K - $5.52K
|
977
$103K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.01K+ 5.34% |
$316K - $320K
|
59.4K
$6.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
18.7K+ 18.21% |
$1.96M - $1.99M
|
122K
$12.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-316- 2.24% |
$33.2K - $33.6K
|
13.8K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
682+ 1.93% |
$71.6K - $72.4K
|
36K
$3.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.78K+ 11.64% |
$187K - $189K
|
17.1K
$1.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-147- 5.12% |
$15.4K - $15.6K
|
2.73K
$288K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
116KNew |
$12.2M - $12.3M
|
116K
$12.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.97K- 8.07% |
$207K - $209K
|
22.4K
$2.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.67K+ 29.04% |
$175K - $177K
|
7.42K
$784K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
23+ 0.74% |
$2.41K - $2.44K
|
3.13K
$330K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
480+ 9.18% |
$50.4K - $51K
|
5.71K
$603K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
428+ 4.02% |
$44.9K - $45.5K
|
11.1K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-925- 1.97% |
$97.1K - $98.2K
|
46.1K
$4.86M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
958+ 7.29% |
$101K - $102K
|
14.1K
$1.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-387- 16.83% |
$40.6K - $41.1K
|
1.91K
$202K
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-2.3K- 14.39% |
$241K - $244K
|
13.7K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-937- 12.2% |
$98.3K - $99.5K
|
6.74K
$712K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-120- 2.56% |
$12.6K - $12.7K
|
4.57K
$483K
|
|
|
Jan 23, 2025
Q4 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-89- 2.16% |
$9.34K - $9.45K
|
4.04K
$427K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
2.16K+ 6.92% |
$226K - $229K
|
33.3K
$3.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
3.6KNew |
$377K - $382K
|
3.6K
$380K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-312- 3.79% |
$32.7K - $33.1K
|
7.92K
$837K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
1.84K+ 0.64% |
$193K - $195K
|
289K
$30.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-1.9K- 23.26% |
$199K - $201K
|
6.26K
$661K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
9.73K+ 211.83% |
$1.02M - $1.03M
|
14.3K
$1.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
4.81K+ 7.03% |
$505K - $511K
|
73.3K
$7.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.28K+ 5.99% |
$134K - $135K
|
22.5K
$2.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-330- 5.24% |
$34.6K - $35K
|
5.97K
$630K
|
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
738+ 3.43% |
$77.4K - $78.4K
|
22.2K
$2.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
711+ 7.5% |
$74.6K - $75.5K
|
10.2K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
6.53K+ 7.65% |
$685K - $693K
|
91.8K
$9.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-5- 0.04% |
$525 - $531
|
11.2K
$1.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
28.5KNew |
$2.99M - $3.03M
|
28.5K
$3.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-4.99K- 13.8% |
$524K - $530K
|
31.2K
$3.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.59K+ 17.99% |
$376K - $381K
|
23.5K
$2.48M
|
|
|
Jan 23, 2025
Q4 2024
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
2.31KNew |
$243K - $245K
|
2.31K
$244K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
144New |
$15.1K - $15.3K
|
144
$15.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-14- 0.03% |
$1.47K - $1.49K
|
50.6K
$5.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
8.54KNew |
$896K - $907K
|
8.54K
$902K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-81- 1.19% |
$8.5K - $8.6K
|
6.73K
$711K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
618+ 9.53% |
$64.9K - $65.6K
|
7.1K
$750K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-259- 2.88% |
$27.2K - $27.5K
|
8.75K
$924K
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
5.68K+ 128.57% |
$596K - $604K
|
10.1K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.19K- 22.95% |
$124K - $126K
|
3.98K
$420K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.23K+ 13.94% |
$234K - $237K
|
18.2K
$1.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
509+ 2.65% |
$53.4K - $54.1K
|
19.7K
$2.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1- 3.57% |
$105 - $106
|
27
$2.85K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
79+ 2.28% |
$8.29K - $8.39K
|
3.54K
$374K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.36K- 99.92% |
$247K - $250K
|
2
$211
|