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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.08K+ 3.14% |
$322K - $328K
|
101K
$10.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-2.23KClosed |
$232K - $237K
|
0
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.75K+ 17.15% |
$287K - $292K
|
18.8K
$1.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
923+ 23.38% |
$96.3K - $98.1K
|
4.87K
$514K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-178- 2.7% |
$18.6K - $18.9K
|
6.42K
$678K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-150- 1.13% |
$15.6K - $15.9K
|
13.1K
$1.38M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
160+ 3.62% |
$16.7K - $17K
|
4.58K
$484K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
416+ 1.79% |
$43.4K - $44.2K
|
23.7K
$2.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-296- 0.41% |
$30.9K - $31.5K
|
72.2K
$7.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
17.8K+ 7.56% |
$1.85M - $1.89M
|
253K
$26.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.25K- 4.42% |
$130K - $133K
|
27K
$2.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
601+ 17.93% |
$62.7K - $63.9K
|
3.95K
$417K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
96+ 0.29% |
$10K - $10.2K
|
33.5K
$3.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
7.59KNew |
$792K - $807K
|
7.59K
$802K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.07% |
$104 - $106
|
1.49K
$158K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.81K- 3.73% |
$293K - $298K
|
72.5K
$7.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
197+ 0.93% |
$20.5K - $20.9K
|
21.5K
$2.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
10+ 0.04% |
$1.04K - $1.06K
|
24.8K
$2.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-2.5K- 15.96% |
$261K - $266K
|
13.2K
$1.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
5.04KNew |
$525K - $535K
|
5.04K
$532K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.95KNew |
$412K - $420K
|
3.95K
$417K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
144+ 5.12% |
$15K - $15.3K
|
2.96K
$312K
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
40+ 0.51% |
$4.17K - $4.25K
|
7.82K
$825K
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-1.22K- 38.07% |
$127K - $130K
|
1.98K
$209K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-173- 6.2% |
$18K - $18.4K
|
2.62K
$277K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-91- 26.0% |
$9.49K - $9.67K
|
259
$27.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
92+ 3.4% |
$9.6K - $9.78K
|
2.8K
$295K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
BUY
|
- |
84+ 2.42% |
$8.76K - $8.93K
|
3.55K
$375K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
3K+ 31.58% |
$313K - $319K
|
12.5K
$1.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-392- 5.77% |
$40.9K - $41.7K
|
6.41K
$676K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.82K+ 104.79% |
$294K - $300K
|
5.51K
$582K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-9.84K- 19.3% |
$1.03M - $1.05M
|
41.1K
$4.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
241+ 0.3% |
$25.1K - $25.6K
|
81.6K
$8.61M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
3.76K+ 3.93% |
$392K - $399K
|
99.3K
$10.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.72K- 8.44% |
$284K - $290K
|
29.6K
$3.12M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-80.4K- 78.86% |
$8.38M - $8.55M
|
21.5K
$2.28M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
596+ 1.76% |
$62.2K - $63.4K
|
34.4K
$3.63M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-15- 0.2% |
$1.56K - $1.59K
|
7.58K
$800K
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-9.25K- 14.7% |
$964K - $983K
|
53.6K
$5.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-805- 4.28% |
$84K - $85.6K
|
18K
$1.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-368- 86.79% |
$38.4K - $39.1K
|
56
$5.91K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3.05K- 5.75% |
$318K - $324K
|
49.9K
$5.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-491K- 95.26% |
$51.2M - $52.2M
|
24.4K
$2.58M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
6.17K+ 51.99% |
$643K - $656K
|
18K
$1.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
4.67K+ 8.87% |
$487K - $496K
|
57.3K
$6.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-145- 0.27% |
$15.1K - $15.4K
|
53.7K
$5.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2KNew |
$208K - $212K
|
2K
$211K
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
32+ 0.57% |
$3.34K - $3.4K
|
5.63K
$594K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.47K+ 5.84% |
$362K - $369K
|
62.8K
$6.63M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-706- 8.79% |
$73.6K - $75K
|
7.33K
$774K
|