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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.34K+ 31.0% |
$770K - $779K
|
31K
$3.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
15.9K+ 163.73% |
$1.67M - $1.69M
|
25.6K
$2.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.72K- 5.06% |
$285K - $289K
|
51K
$5.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.71K- 16.15% |
$704K - $713K
|
34.8K
$3.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
25+ 0.95% |
$2.62K - $2.66K
|
2.65K
$280K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-80- 0.11% |
$8.4K - $8.5K
|
72.1K
$7.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.88K+ 7.86% |
$302K - $306K
|
39.5K
$4.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
950+ 3.56% |
$99.7K - $101K
|
27.6K
$2.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
709+ 5.88% |
$74.4K - $75.3K
|
12.8K
$1.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-160K- 86.79% |
$16.8M - $17M
|
24.4K
$2.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
36.3K+ 107.83% |
$3.81M - $3.85M
|
69.9K
$7.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26.6K+ 81.32% |
$2.79M - $2.83M
|
59.3K
$6.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
139+ 3.66% |
$14.6K - $14.8K
|
3.93K
$415K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-5.23K- 8.07% |
$548K - $555K
|
59.5K
$6.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-268- 24.66% |
$28.1K - $28.5K
|
819
$86.4K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.51KNew |
$788K - $797K
|
7.51K
$792K
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
1.93KNew |
$202K - $205K
|
1.93K
$203K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-752- 61.14% |
$78.9K - $79.9K
|
478
$50.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
278New |
$29.2K - $29.5K
|
278
$29.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.95KNew |
$310K - $313K
|
2.95K
$311K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
13.6KNew |
$1.42M - $1.44M
|
13.6K
$1.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-242- 19.55% |
$25.4K - $25.7K
|
996
$105K
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
8.39KNew |
$880K - $891K
|
8.39K
$885K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
18.9K+ 26.17% |
$1.98M - $2.01M
|
91.1K
$9.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
29+ 10.82% |
$3.04K - $3.08K
|
297
$31.3K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
3.73KNew |
$391K - $396K
|
3.73K
$393K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
391+ 5.0% |
$41K - $41.5K
|
8.21K
$866K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3+ 11.11% |
$315 - $319
|
30
$3.16K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-653- 19.06% |
$68.5K - $69.3K
|
2.77K
$293K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-40- 0.62% |
$4.2K - $4.25K
|
6.43K
$678K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-283- 2.21% |
$29.7K - $30.1K
|
12.5K
$1.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-9.27K- 81.08% |
$973K - $985K
|
2.16K
$228K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-15.8K- 7.57% |
$1.66M - $1.68M
|
193K
$20.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.24K- 17.87% |
$340K - $344K
|
14.9K
$1.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-54- 0.54% |
$5.67K - $5.73K
|
9.98K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
10.2K+ 1.86% |
$1.07M - $1.09M
|
560K
$59M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-2.25K- 6.54% |
$236K - $239K
|
32.1K
$3.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
101K+ 20.67% |
$10.6M - $10.8M
|
592K
$62.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
977+ 5.27% |
$103K - $104K
|
19.5K
$2.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.15K+ 37.87% |
$120K - $122K
|
4.18K
$441K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.88K- 9.36% |
$407K - $412K
|
37.5K
$3.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-511- 9.09% |
$53.6K - $54.3K
|
5.11K
$539K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8.81K- 14.89% |
$924K - $936K
|
50.4K
$5.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-1- -0.0% |
$105 - $106
|
20.5K
$2.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-11- 0.57% |
$1.15K - $1.17K
|
1.92K
$202K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-528- 2.92% |
$55.4K - $56.1K
|
17.5K
$1.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.07KNew |
$217K - $220K
|
2.07K
$218K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-2.95K- 46.03% |
$309K - $313K
|
3.46K
$365K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-951- 8.53% |
$99.8K - $101K
|
10.2K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-43- 1.19% |
$4.51K - $4.57K
|
3.58K
$378K
|